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Get Institutions for : 
Invesco DWA Developed Markets Mom ETF (PIZ)  
$35.27 0.07 (0.2%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 53    2
Total shares held : 
 2,891,617  
% of shares held : 
 57.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 693,475  
% of shares held change : 
   13.73%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $28.23  
Last Quarter's Ending Price : 
 $31.76  
Last Quarter's Average Price : 
 $29.40  
Change from last quarter's     
avg. price to the last closing  : 
5.87 (19.97%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
13
 968,188
 33.48%
 
Unchanged Positions :
14
 63,889
 2.21%
 
Decreased Positions :
26
-274,379
-9.49%
 
Closed Positions :
2
-334
-0.01%
 
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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 372 - 2024-03-31 449,355 $15,485,000 -20,780
   UBS Group AG 1452 - 2024-03-31 368,914 $12,713,000 23,071
   ROYAL BANK OF CANADA 1711 - 2024-03-31 200,559 $6,911,000 25,821
   WELLS FARGO & CO/MN 1781 - 2024-03-31 199,009 $6,858,000 391
   RAYMOND JAMES & ASSOCIATES 1620 - 2024-03-31 136,306 $4,697,000 -3,284
   CFG ASSET MANAGEMENT LLC 93 - 2024-03-31 109,492 $3,773,000 -334,300
   MORGAN STANLEY 4321 - 2024-03-31 72,531 $2,499,000 -1,563
   OLD MISSION CAPITAL LLC 201 - 2024-03-31 71,918 $2,478,000 -121,629
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1607 - 2024-03-31 65,969 $2,273,000 26,404
   PROSPERA FINANCIAL SERVICES 304 - 2023-12-31 62,791 $1,994,000 -15,666
   COMMONWEALTH EQUITY SERVICES LLC. 1782 - 2024-03-31 56,945 $1,962,000 93
   Cyndeo Wealth Partners LLC 185 - 2024-03-31 34,656 $1,194,000 -4,728
   BANK OF AMERICA CORP /DE/ 4004 - 2024-03-31 30,557 $1,053,000 -1,234
   Refined Wealth Management 17 - 2024-03-31 30,306 $1,044,000 -45,157
   LPL FINANCIAL CORP 3183 - 2024-03-31 27,154 $936,000 -2,141
   Trueblood Wealth Management LLC 65 - 2024-03-31 25,103 $865,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2164 - 2024-03-31 23,936 $825,000 -7,248
   MorganRosel Wealth Management LLC 68 - 2024-03-31 20,917 $721,000 -541
   JANE STREET GROUP LLC 3501 - 2024-03-31 20,184 $696,000 -98,687
   Monument Capital Management 100 - 2024-03-31 19,383 $668,000 -5,794
   O SHAUGHNESSY ASSET MANAGEMENT LLC 984 - 2024-03-31 18,720 $645,000 -3,269
   Lunt Capital Management Inc. 54 - 2024-03-31 17,850 $615,000 357
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2110 - 2024-03-31 17,511 $603,000 -294
   CITIGROUP INC 2639 - 2024-03-31 17,058 $588,000 -3,006
   STIFEL FINANCIAL CORP 2519 - 2024-03-31 16,636 $573,000 -98
   FLOW TRADERS U.S. LLC 441 - 2024-03-31 14,934 $515,000 -29,780
   Del-Sette Capital Management LLC 35 - 2024-03-31 13,775 $475,000 4,366
   Resources Investment Advisors Inc. 752 - 2024-03-31 13,790 $475,000 1
   JANNEY MONTGOMERY SCOTT LLC 2150 - 2024-03-31 11,342 $391,000 2,237
   ENVESTNET ASSET MANAGEMENT INC 3548 - 2024-03-31 11,271 $388,000 -2,998
   MERCER GLOBAL ADVISORS INC /ADV 1495 - 2024-03-31 9,757 $336,000 -2,440
   PFG Investments LLC 723 - 2024-03-31 8,921 $307,000 -19,907
   CIBC WORLD MARKETS INC. 1063 - 2024-03-31 7,991 $275,000 0
   CITADEL ADVISORS LLC 4360 - 2024-03-31 7,299 $252,000 -15,999
   COMERICA BANK 2205 - 2024-03-31 7,199 $248,000 -525
   Advisor Group Holdings Inc. 3519 - 2024-03-31 6,856 $236,000 -895
   Capital Investment Advisory Services LLC 496 - 2024-03-31 5,325 $184,000 0
   Steward Partners Investment Advisory LLC 1512 - 2024-03-31 4,857 $167,000 4,117
   CAROLINAS WEALTH CONSULTING LLC 215 *New 2024-03-31 4,206 $145,000 4,206
   Eagle Bay Advisors LLC 168 - 2024-03-31 4,010 $138,000 0
   Coastal Investment Advisors Inc. 483 *New 2024-03-31 2,850 $98,000 2,850
   BENJAMIN F. EDWARDS & COMPANY INC. 1128 - 2024-03-31 2,535 $87,000 -1,148
   BLAIR WILLIAM & CO/IL 1561 - 2024-03-31 1,900 $65,000 0
   DHJJ Financial Advisors Ltd. 256 - 2024-03-31 1,564 $54,000 0
   NBC SECURITIES INC. 1293 - 2024-03-31 878 $31,000 0
   FMR LLC 3751 - 2024-03-31 725 $25,000 124
   Qube Research & Technologies Ltd 3170 - 2024-03-31 606 $21,000 0
   GLENMEDE TRUST CO NA 1307 - 2024-03-31 551 $19,000 0
   Key Financial Inc 680 - 2024-03-31 406 $14,000 0
   Geneos Wealth Management Inc. 1552 - 2024-03-31 285 $10,000 0
   HANSON MCCLAIN, INC. 2194 *New 2024-03-31 225 $8,000 225
   CWM LLC 3430 - 2024-03-31 233 $8,000 0
   J P MORGAN CHASE & CO 5132 - 2024-03-31 143 $5,000 0
   PNC FINANCIAL SERVICES GROUP INC 3941 - 2024-03-31 125 $4,000 0
   Goss Wealth Management LLC 3316 - 2024-03-31 70 $2,000 -46
   TOWER RESEARCH CAPITAL LLC 5393 - 2024-03-31 35 $1,000 35
   PROEQUITIES INC. 8599 - 2024-03-31 0 $0 0
  57 Records found
  1    
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