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Get Institutions for : 
Invesco Cleantech ETF (PZD)  
$40.81 0.04 (0.09%) as of 4:30 Tue 6/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 93    4
Total shares held : 
1,323,007  
% of shares held : 
24.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -28  
Amount of shares held : 
-394,769  
% of shares held change : 
  -7.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$46.21  
Last Quarter's Ending Price : 
$42.26  
Last Quarter's Average Price
$42.31  
Change from last quarter's     
avg. price to the last closing  : 
1.50 (3.54%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 6,899
 0.52%
 
Increased Positions :
16
 43,350
 3.28%
 
Unchanged Positions :
32
 52,237
 3.95%
 
Decreased Positions :
40
-392,215
-29.65%
 
Closed Positions :
9
-52,803
-3.99%
 
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
   Money Design Co.Ltd. 58 - 2024-03-31 101,897 $4,306,000 -1,858
   MORGAN STANLEY 3934 - 2024-03-31 101,016 $4,269,000 -2,298
   JANE STREET GROUP LLC 1631 - 2024-03-31 81,076 $3,426,000 -64,670
   LPL FINANCIAL CORP 2460 - 2024-03-31 49,956 $2,111,000 -30,286
   STIFEL FINANCIAL CORP 1854 - 2024-03-31 39,184 $1,656,000 -683
   ROYAL BANK OF CANADA 2828 - 2024-03-31 29,156 $1,232,000 -5,707
   MISSION WEALTH MANAGEMENT LLC 238 - 2024-03-31 28,847 $1,219,000 -1,699
   COMMONWEALTH EQUITY SERVICES LLC. 2314 - 2024-03-31 21,091 $891,000 -6,715
   AMERIPRISE FINANCIAL INC 3146 - 2024-03-31 20,593 $870,000 -69,465
   Perigon Wealth Management LLC 455 - 2024-03-31 16,752 $708,000 -507
   LEDYARD NATIONAL BANK 138 - 2024-03-31 12,039 $509,000 -1,086
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2266 - 2024-03-31 11,763 $497,000 -290
   Advisor Group Holdings Inc. 3020 - 2024-03-31 10,472 $443,000 -415
   WELLS FARGO & CO/MN 3510 - 2024-03-31 9,769 $413,000 -1,271
   INTERACTIVE FINANCIAL ADVISORS 65 - 2024-03-31 9,503 $402,000 -588
   ENVESTNET ASSET MANAGEMENT INC 3532 - 2024-03-31 9,519 $402,000 -251
   FINANCIAL NETWORK 2140 - 2024-03-31 8,569 $362,000 -6,257
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2711 - 2024-03-31 8,534 $361,000 -63
   COMMERCE BANK N A/MO 978 - 2024-03-31 8,100 $342,000 -15
   RAYMOND JAMES & ASSOCIATES 3294 - 2024-03-31 7,552 $319,000 -612
   Kestra Advisory Services LLC 1955 - 2024-03-31 7,328 $310,000 -26
   BANK OF MONTREAL /CAN/ 2398 - 2024-03-31 6,862 $295,000 -6,841
   J P MORGAN CHASE & CO 4244 - 2024-03-31 4,269 $180,000 -1,784
   NATIONAL BANK OF CANADA /FI/ 1390 - 2024-03-31 2,279 $94,000 -388
   FMR LLC 3425 - 2024-03-31 1,169 $49,000 -393
   Concord Wealth Partners 475 - 2024-03-31 511 $22,000 -80
   Smartleaf Asset Management LLC 729 - 2024-03-31 400 $19,000 -2,784
   VALLEY NATIONAL ADVISERS INC 712 - 2024-03-31 169 $7,000 -74

  28 Records found
  1    
  Page 1 of 1
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