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Get Institutions for : 
Invesco Dwa Financial Momentum ETF Trust (PFI)  
$47.20 0.29 (0.61%) as of 4:30 Mon 4/29


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 27    1
Total shares held : 
 255,057  
% of shares held : 
 23.62%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 31,759  
% of shares held change : 
   2.94%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $40.94  
Last Quarter's Ending Price : 
 $44.97  
Last Quarter's Average Price : 
 $42.32  
Change from last quarter's     
avg. price to the last closing  : 
4.88 (11.52%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 38,849
 15.23%
 
Increased Positions :
5
 27,978
 10.97%
 
Unchanged Positions :
9
 18,796
 7.37%
 
Decreased Positions :
9
-23,145
-9.07%
 
Closed Positions :
3
-11,923
-4.67%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 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 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
   TRANSAMERICA FINANCIAL ADVISORS, INC. 12 - 2024-03-31 268,458 $13,346,000 266,164
   JANNEY MONTGOMERY SCOTT LLC 619 - 2024-03-31 149,744 $7,444,000 141,818
   BANK OF AMERICA CORP /DE/ 3387 - 2024-03-31 57,291 $2,848,000 -4,737
   MORGAN STANLEY 4457 - 2024-03-31 39,606 $1,969,000 21,161
   SILVER OAK SECURITIES Inc 114 *New 2024-03-31 27,047 $1,345,000 27,047
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1536 - 2024-03-31 26,406 $1,313,000 21,734
   Genesee Capital Advisors LLC 38 *New 2024-03-31 26,405 $1,313,000 26,405
   Advisor Group Holdings Inc. 2362 - 2024-03-31 19,260 $957,000 16,832
   LPL FINANCIAL CORP 3226 - 2024-03-31 18,125 $901,000 1,455
   SIGNALPOINT ASSET MANAGEMENT, LLC 90 - 2024-03-31 16,813 $836,000 -36
   SPC FINANCIAL, INC. 115 *New 2024-03-31 16,577 $824,000 16,577
   UBS Group AG 3839 - 2024-03-31 13,660 $679,000 563
   AMERIPRISE FINANCIAL INC 3280 - 2024-03-31 11,952 $594,000 -254
   Unique Wealth Strategies LLC 118 *New 2024-03-31 10,135 $504,000 10,135
   CITADEL ADVISORS LLC 3917 - 2024-03-31 8,355 $415,000 8,355
   ROYAL BANK OF CANADA 3723 - 2024-03-31 6,752 $335,000 -1,235
   GOLDMAN SACHS GROUP INC/ 4070 - 2024-03-31 6,660 $331,000 0
   Asset Dedication LLC 263 - 2024-03-31 5,973 $297,000 0
   HIGHTOWER ADVISORS, LLC 2742 - 2024-03-31 5,227 $260,000 1
   FINANCIAL NETWORK 2514 - 2024-03-31 4,381 $218,000 4,381
   COMERICA BANK 2307 - 2024-03-31 3,900 $194,000 0
   Advisors Preferred LLC 122 - 2024-03-31 3,785 $186,000 1,614
   BELLEVUE ASSET MANAGEMENT LLC 119 - 2024-03-31 1,472 $73,000 0
   Geneos Wealth Management Inc. 1243 - 2024-03-31 600 $30,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2630 *New 2024-03-31 151 $8,000 151
   CWM LLC 3507 - 2024-03-31 134 $7,000 0
   HARBOUR INVESTMENTS INC. 2734 - 2023-12-31 34 $2,000 0
   TOWER RESEARCH CAPITAL LLC 5293 - 2024-03-31 22 $1,000 22
   CREATIVE FINANCIAL DESIGNS INC /ADV 1536 - 2024-03-31 23 $1,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5443 *Closed 2024-03-31 0 $0 -5,886
   PROEQUITIES INC. 3435 - 2024-03-31 0 $0 0
   ADVISORY SERVICES NETWORK, LLC 2305 *Closed 2024-03-31 0 $0 -138
   WELLS FARGO & CO/MN 6328 - 2024-03-31 1 $0 1
  33 Records found
  1    
  Page 1 of 1
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