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Get Institutions for : 
Invesco S&P 500 Enhanced Value ETF (SPVU)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    3
Total shares held : 
 1,008,269  
% of shares held : 
 13.44%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 34,762  
% of shares held change : 
   0.46%  
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 :
4
 114,097
 11.32%
 
Increased Positions :
14
 115,142
 11.42%
 
Unchanged Positions :
8
 1,436
 0.14%
 
Decreased Positions :
10
-159,479
-15.82%
 
Closed Positions :
1
-34,998
-3.47%
 
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 1356 - 2024-03-31 191,944 $9,571,000 8,062
   BANK OF AMERICA CORP /DE/ 2521 - 2024-03-31 185,007 $9,225,000 7,567
   Clear Creek Financial Management LLC 18 - 2024-03-31 164,642 $8,209,000 140,305
   Avestar Capital LLC 44 - 2024-03-31 80,974 $4,038,000 57,534
   Trilogy Capital Inc. 129 - 2024-03-31 44,705 $2,229,000 17,429
   Arrowroot Family Office LLC 37 - 2024-03-31 24,705 $1,232,000 615
   CREATIVE FINANCIAL DESIGNS INC /ADV 170 - 2024-03-31 18,921 $943,000 7,743
   JANE STREET GROUP LLC 4025 - 2024-03-31 8,581 $428,000 2,562
   LEE MUNDER CAPITAL GROUP, LLC 261 - 2024-03-31 8,369 $417,000 2,381
   Professional Financial Advisors LLC 78 - 2024-03-31 7,842 $391,000 36
   Global Retirement Partners LLC 677 - 2024-03-31 5,562 $277,000 2,588
   MORGAN STANLEY 5849 - 2024-03-31 1,638 $82,000 879
  12 Records found
  1    
  Page 1 of 1
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