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Get Institutions for : 
Invesco S&P MidCap Low Volatility ETF (XMLV)  
$55.77 0.06 (0.11%) as of 4:30 Wed 6/5


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 177    7
Total shares held : 
 8,161,978  
% of shares held : 
 20.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -63  
Amount of shares held : 
 -567,528  
% of shares held change : 
   -1.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $53.34  
Last Quarter's Ending Price : 
 $56.40  
Last Quarter's Average Price : 
 $53.88  
Change from last quarter's     
avg. price to the last closing  : 
1.89 (3.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 545,969
 6.69%
 
Increased Positions :
36
 129,758
 1.59%
 
Unchanged Positions :
41
 329,050
 4.03%
 
Decreased Positions :
92
-1,137,284
-13.93%
 
Closed Positions :
15
-105,971
-1.3%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 814 - 2024-03-31 463,433 $26,138,000 -98,668
   Brookstone Capital Management 60 - 2024-03-31 370,053 $20,871,000 -19,130
   BANK OF NEW YORK MELLON CORP 1575 - 2024-03-31 352,657 $19,890,000 -264,423
   ENVESTNET ASSET MANAGEMENT INC 1140 - 2024-03-31 341,248 $19,246,000 -9,639
   COMMONWEALTH EQUITY SERVICES LLC. 600 - 2024-03-31 273,160 $15,406,000 -50,821
   PNC FINANCIAL SERVICES GROUP INC 439 - 2024-03-31 269,204 $15,183,000 -11,823
   AMERIPRISE FINANCIAL INC 1589 - 2024-03-31 215,585 $12,184,000 -32,388
   Sanford Advisory Services LLC 10 - 2022-12-31 198,244 $10,606,000 -5,108
   WELLS FARGO & CO/MN 1719 - 2024-03-31 134,355 $7,578,000 -52,093
   Advisor Group Holdings Inc. 876 - 2024-03-31 116,401 $6,568,000 -7,063
   Equitable Holdings Inc. 210 - 2024-03-31 106,748 $6,021,000 -845
   BANK OF AMERICA CORP /DE/ 2905 - 2024-03-31 95,983 $5,413,000 -53,812
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 567 - 2024-03-31 86,228 $4,863,000 -7,009
   ROYAL BANK OF CANADA 1988 - 2024-03-31 78,172 $4,409,000 -6,774
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1310 - 2024-03-31 64,387 $3,631,000 -6,281
   MML INVESTORS SERVICES LLC 851 - 2024-03-31 55,424 $3,126,000 -21,980
   MARINER WEALTH ADVISORS, LLC 988 - 2024-03-31 45,636 $2,574,000 -2,366
   LIBERTY ONE INVESTMENT MANAGEMENT LLC 74 - 2024-03-31 41,944 $2,366,000 -1,073
   STIFEL FINANCIAL CORP 1604 - 2024-03-31 41,266 $2,327,000 -391
   Prime Capital Investment Advisors LLC 343 - 2024-03-31 35,218 $1,986,000 -439
   Johnson & White Wealth Management LLC 22 - 2024-03-31 31,224 $1,761,000 -2,667
   JFS WEALTH ADVISORS, LLC 86 - 2024-03-31 30,551 $1,723,000 -141,337
   H D Vest Advisory Services 604 - 2024-03-31 28,085 $1,584,000 -8,226
   FINEMARK NATIONAL BANK & TRUST 169 - 2024-03-31 26,708 $1,506,000 -2,124
   Laidlaw Wealth Management LLC 40 - 2024-03-31 24,375 $1,375,000 -4,646
   PACIFIC SUN FINANCIAL CORP 38 - 2024-03-31 23,865 $1,346,000 -150
   Financial Advocates Investment Management 270 - 2024-03-31 22,381 $1,231,000 -707
   Visionary Wealth Advisors 220 - 2024-03-31 21,309 $1,202,000 -4,798
   Private Advisor Group LLC 1082 - 2024-03-31 20,896 $1,179,000 -1,238
   MONEYWISE INC. 31 - 2024-03-31 19,369 $1,092,000 -972
   Well Done LLC 66 - 2024-03-31 18,637 $1,051,000 -88,829
   CITADEL ADVISORS LLC 3045 - 2024-03-31 18,137 $1,023,000 -452
   Change Path LLC 374 - 2024-03-31 18,146 $1,023,000 -5,770
   MONTICELLO WEALTH MANAGEMENT LLC 111 - 2024-03-31 16,372 $923,000 -352
   JANNEY MONTGOMERY SCOTT LLC 1602 - 2024-03-31 15,018 $847,000 -4,465
   Destiny Capital Corp/CO 24 - 2024-03-31 12,965 $731,000 -1,773
   SHEETS SMITH & ASSOCIATES INC 196 - 2024-03-31 12,546 $708,000 -400
   LEE MUNDER CAPITAL GROUP, LLC 247 - 2024-03-31 10,770 $607,000 -303
   HARVEST GROUP WEALTH MANAGEMENT LLC 35 - 2023-03-31 10,693 $560,000 -1,690
   INVESCO LTD 3197 - 2024-03-31 9,469 $534,000 -3,021
   Avant Capital LLC 33 - 2023-09-30 10,787 $530,000 -103
   Atria Wealth Solutions Inc. 1255 - 2024-03-31 8,910 $503,000 -901
   Syntegra Private Wealth Group LLC 70 - 2024-03-31 8,807 $497,000 -67
   Qube Research & Technologies Ltd 2182 - 2024-03-31 8,484 $478,000 -76
   Whitaker-Myers Wealth Managers LTD. 62 - 2024-03-31 7,680 $433,000 -100
   ACT Advisors LLC. 27 - 2024-03-31 7,647 $431,000 -794
   Jacobi Capital Management LLC 344 - 2024-03-31 6,959 $393,000 -38
   Kingsview Wealth Management LLC 748 - 2024-03-31 6,420 $362,000 -719
   DAVIDSON D A & CO 1107 - 2024-03-31 6,391 $360,000 -812
   WEALTH BUILDERS 155 - 2024-03-31 6,382 $360,000 -13,955
   PETRA FINANCIAL ADVISORS INC 91 - 2024-03-31 6,303 $355,000 -383
   DANA INVESTMENT ADVISORS INC 473 - 2024-03-31 6,107 $344,000 -294
   Accel Wealth Management 144 - 2024-03-31 6,020 $340,000 -118
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 492 - 2024-03-31 5,990 $336,000 -497,211
   Integrated Wealth Concepts LLC 1239 - 2024-03-31 5,950 $336,000 -342
   Garden State Investment Advisory Services LLC 159 - 2024-03-31 5,860 $329,000 -1,132
   KESTRA PRIVATE WEALTH SERVICES LLC 978 - 2024-03-31 5,700 $322,000 -2,831
   Strategic Financial Group LLC - 2023-12-31 6,044 $321,000 -3,679
   CREATIVE PLANNING 2218 - 2024-03-31 5,465 $308,000 -834
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4010 - 2024-03-31 5,457 $308,000 -1,157
   CFS Investment Advisory Services LLC 137 - 2024-03-31 5,296 $299,000 -597
   Stratos Wealth Partners LTD. 1091 - 2024-03-31 5,229 $295,000 -123
   Pinnacle Bank 158 - 2024-03-31 5,230 $295,000 -1,100
   Solano Wealth Management Inc. 30 - 2024-03-31 4,980 $281,000 -189
   RAYMOND JAMES TRUST CO 1034 - 2024-03-31 4,802 $271,000 -710
   Ambassador Advisors LLC 212 - 2024-03-31 4,733 $267,000 -38
   MCCORMACK ADVISORS INTERNATIONAL 937 - 2024-03-31 4,620 $261,000 -146
   Pacific Center for Financial Services 69 - 2024-03-31 4,571 $258,000 -87
   BB&T CORP 2387 - 2024-03-31 4,122 $232,000 -24
   Aspire Wealth Management Corp 86 - 2024-03-31 4,096 $231,000 -431
   Gray Wealth Management Inc. 121 - 2024-03-31 4,083 $230,000 -860
   DB Wealth Management Group LLC 84 - 2023-12-31 4,134 $220,000 -1,518
   Petix & Botte Co 130 - 2024-03-31 3,861 $218,000 -3,859
   IHT Wealth Management LLC 921 - 2024-03-31 3,793 $214,000 -63
   CWM LLC 1485 - 2024-03-31 3,767 $212,000 -428
   J P MORGAN CHASE & CO 4201 - 2024-03-31 3,555 $201,000 -957
   Atlantic Trust Group LLC 1127 - 2024-03-31 3,524 $198,000 -246
   HANSON MCCLAIN, INC. 788 - 2024-03-31 3,467 $196,000 -2
   EP WEALTH ADVISORS, INC. 745 - 2024-03-31 3,238 $183,000 -50
   SRS Capital Advisors Inc. 339 - 2024-03-31 2,504 $141,000 -361
   FMR LLC 2999 - 2024-03-31 2,455 $138,000 -235
   PRINCIPAL SECURITIES INC. 1251 - 2024-03-31 1,849 $104,000 -34
   SILVER OAK SECURITIES Inc 441 - 2024-03-31 902 $51,000 -544
   Global Retirement Partners LLC 1437 - 2024-03-31 790 $45,000 -300
   Geneos Wealth Management Inc. 1192 - 2024-03-31 627 $35,000 -351
   IFP Advisors Inc 1734 - 2023-12-31 568 $30,000 -41
   NBC SECURITIES INC. 1660 - 2024-03-31 193 $11,000 -191
   Impact Partnership Wealth LLC 494 - 2024-03-31 85 $5,000 -3,651
  88 Records found
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