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Get Institutions for : 
Invesco Dynamic Energy Exploration And Production ETF (PXE)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    2
Total shares held : 
1,515,968  
% of shares held : 
4.39%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -13  
Amount of shares held : 
-559,429  
% of shares held change : 
  -1.62%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 32,659
 2.15%
 
Increased Positions :
13
 56,314
 3.71%
 
Unchanged Positions :
13
 35,901
 2.37%
 
Decreased Positions :
24
-443,365
-29.25%
 
Closed Positions :
10
-205,037
-13.53%
 
Guru Positions :
1
1,000
 0.07%
 
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
   Parkside Investments LLC 38 - 2024-03-31 186,340 $6,671,000 -10,175
   LPL FINANCIAL CORP 1822 - 2024-03-31 131,289 $4,700,000 -18,908
   MORGAN STANLEY 4236 - 2024-03-31 80,069 $2,867,000 -7,790
   GREAT VALLEY ADVISOR GROUP INC. 279 - 2024-03-31 55,132 $1,974,000 -5,391
   RAYMOND JAMES & ASSOCIATES 2381 - 2024-03-31 38,186 $1,367,000 -6,398
   Global Retirement Partners LLC 339 - 2024-03-31 30,746 $1,101,000 -13,155
   Advisor Group Holdings Inc. 2238 - 2024-03-31 30,581 $1,095,000 -15,830
   UBS Group AG 3606 - 2024-03-31 25,182 $902,000 -27,606
   PCG Wealth Advisors LLC 62 - 2024-03-31 17,871 $640,000 -498
   CITADEL ADVISORS LLC 3556 - 2024-03-31 16,560 $593,000 -17,002
   JANNEY MONTGOMERY SCOTT LLC 1863 - 2024-03-31 16,257 $582,000 -3,589
   ENVESTNET ASSET MANAGEMENT INC 3526 - 2024-03-31 11,438 $409,000 -2,474
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2978 - 2024-03-31 6,516 $233,000 -937
   TOWER RESEARCH CAPITAL LLC 2403 - 2024-03-31 1,171 $42,000 -20,462
   Pineridge Advisors LLC 187 - 2024-03-31 752 $27,000 -505
   FMR LLC 4212 - 2024-03-31 183 $7,000 -814

  16 Records found
  1    
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