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Get Institutions for : 
Invesco Dynamic Market ETF (PWC)  
$43.82 0.09 (0.2%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 38    3
Total shares held : 
333,698  
% of shares held : 
26.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -9  
Amount of shares held : 
-29,157  
% of shares held change : 
  -2.33%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$40.54  
Last Quarter's Ending Price : 
$45.46  
Last Quarter's Average Price
$42.46  
Change from last quarter's     
avg. price to the last closing  : 
1.36 (3.21%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 17,583
 5.27%
 
Increased Positions :
6
 39,546
 11.85%
 
Unchanged Positions :
17
 30,480
 9.13%
 
Decreased Positions :
12
-27,673
-8.29%
 
Closed Positions :
6
-58,613
-17.56%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 1913 - 2024-03-31 91,178 $4,145,000 -2,607
   MORGAN STANLEY 4435 - 2024-03-31 44,919 $2,042,000 -1,558
   BANK OF AMERICA CORP /DE/ 4419 - 2024-03-31 10,543 $479,000 -1,901
   Advisor Group Holdings Inc. 3773 - 2024-03-31 3,816 $174,000 -80
   GLENMEDE TRUST CO NA 1230 - 2024-03-31 2,541 $116,000 -150
   BLAIR WILLIAM & CO/IL 1599 - 2024-03-31 990 $45,000 -225
   Tidemark LLC 272 - 2024-03-31 804 $37,000 -375
   Capital Investment Advisory Services LLC 831 - 2024-03-31 174 $8,000 -126

  8 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results