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Get Institutions for : 
Invesco Cleantech ETF (PZD)  
$41.89 0.05 (0.13%) as of 4:30 Tue 5/21


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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 : 
 $43.30  
Last Quarter's Ending Price : 
 $47.24  
Last Quarter's Average Price : 
 $42.66  
Change from last quarter's     
avg. price to the last closing  : 
0.77 (1.8%)  




 
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: 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
   UBS Group AG 2033 - 2024-03-31 138,688 $5,861,000 4,491
   BANK OF AMERICA CORP /DE/ 2913 - 2024-03-31 126,042 $5,327,000 9,928
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1391 - 2024-03-31 68,529 $2,896,000 36,166
   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
   SageView Advisory Group LLC 161 *New 2024-03-31 34,177 $1,315,000 34,177
   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
   CITADEL ADVISORS LLC 2906 - 2024-03-31 28,023 $1,184,000 1,646
   FRANKLIN RESOURCES INC 1777 - 2024-03-31 27,360 $1,156,000 0
   ALTFEST L J & CO INC 117 - 2024-03-31 24,190 $1,022,000 2,179
   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
   Bank Julius Baer & Co. Ltd Zurich 291 - 2024-03-31 15,200 $642,000 0
   US BANCORP 1479 - 2024-03-31 12,200 $516,000 0
   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
   HPM Partners LLC 1606 - 2024-03-31 11,604 $490,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1607 - 2024-03-31 11,183 $473,000 1
   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
   PFG Investments LLC 637 - 2024-03-31 9,111 $385,000 656
   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
   KCM INVESTMENT ADVISORS LLC 306 - 2024-03-31 8,296 $351,000 65
   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
   COMERICA BANK 2125 - 2024-03-31 6,879 $291,000 0
   LexAurum Advisors LLC 230 - 2024-03-31 6,725 $284,000 7
   WealthSpring Partners LLC 65 - 2023-09-30 5,064 $224,000 8
   J P MORGAN CHASE & CO 4244 - 2024-03-31 4,269 $180,000 -1,784
   SG AMERICAS SECURITIES LLC 1848 - 2024-03-31 3,713 $157,000 0
   ALBION FINANCIAL GROUP /UT 190 - 2024-03-31 3,556 $150,000 0
   Capital Analysts Inc. 516 - 2024-03-31 2,897 $122,000 99
   Spire Wealth Management 940 - 2024-03-31 2,782 $118,000 4
   WASHINGTON TRUST CO 331 - 2024-03-31 2,694 $114,000 0
   WealthCollab LLC 89 - 2024-03-31 2,401 $101,000 0
   NATIONAL BANK OF CANADA /FI/ 1390 - 2024-03-31 2,279 $94,000 -388
   PROEQUITIES INC. 964 - 2024-03-31 2,051 $87,000 134
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 152 - 2024-03-31 1,699 $72,000 3
   HARBOUR INVESTMENTS INC. 1311 - 2023-12-31 1,389 $66,000 0
   DB Wealth Management Group LLC 150 - 2023-12-31 1,300 $61,000 0
   BNP PARIBAS ARBITRAGE SA 2744 - 2024-03-31 1,351 $57,000 0
   Emerald Investment Partners LLC 348 - 2024-03-31 1,274 $54,000 269
   FMR LLC 3425 - 2024-03-31 1,169 $49,000 -393
   HM PAYSON & CO 606 *New 2023-12-31 1,019 $48,000 1,019
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 298 - 2024-03-31 870 $37,000 0
   Geneos Wealth Management Inc. 1185 - 2024-03-31 828 $35,000 0
   CWM LLC 2560 - 2024-03-31 790 $33,000 100
   HOWE & RUSLING INC 310 - 2024-03-31 631 $27,000 202
   PNC FINANCIAL SERVICES GROUP INC 3294 - 2024-03-31 587 $25,000 0
   CAMBRIDGE TRUST CO 493 - 2023-12-31 490 $23,000 0
   BDO Wealth Advisors LLC 557 - 2023-06-30 468 $23,000 3
   Concord Wealth Partners 475 - 2024-03-31 511 $22,000 -80
   Smartleaf Asset Management LLC 729 - 2024-03-31 400 $19,000 -2,784
   Pacific Center for Financial Services 236 - 2023-12-31 390 $18,000 0
   Aptus Capital Advisors LLC 971 - 2024-03-31 405 $17,000 101
   SOA Wealth Advisors LLC. 472 - 2024-03-31 367 $16,000 0
   LifeSteps Financial Inc. 264 *New 2024-03-31 345 $15,000 345
   Sargent Bickham Lagudis LLC 652 - 2022-12-31 296 $14,000 0
   WOODMONT INVESTMENT COUNSEL LLC 327 *New 2024-03-31 325 $14,000 325
   GUARDIAN WEALTH ADVISORS LLC / NC 376 - 2024-03-31 304 $13,000 0
   GLENMEDE TRUST CO NA 1316 - 2024-03-31 308 $13,000 0
   CITIGROUP INC 4222 - 2024-03-31 256 $11,000 0
   PFG Private Wealth Management LLC 127 - 2024-03-31 230 $10,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2590 - 2024-03-31 230 $10,000 23
   Coastal Capital Group Inc. 369 - 2023-06-30 175 $9,000 0
   Capital Advisors Ltd. LLC 730 - 2024-03-31 224 $9,000 0
   Piscataqua Savings Bank 282 - 2024-03-31 200 $8,000 0
   VisionPoint Advisory Group LLC 479 - 2024-03-31 185 $8,000 17
   CREATIVE FINANCIAL DESIGNS INC /ADV 1201 - 2024-03-31 189 $8,000 0
   Asset Dedication LLC 732 - 2024-03-31 168 $7,000 0
   Legend Financial Advisors Inc. 150 - 2024-03-31 166 $7,000 0
   VALLEY NATIONAL ADVISERS INC 712 - 2024-03-31 169 $7,000 -74
   Federation des caisses Desjardins du Quebec 1879 - 2024-03-31 166 $7,000 0
   Activest Wealth Management 243 - 2024-03-31 149 $6,000 1
   YHB INVESTMENT ADVISORS, INC. 765 *New 2024-03-31 150 $6,000 150
   JONES FINANCIAL COMPANIES LLLP 1146 *New 2024-03-31 146 $6,000 146
   HANSON INVESTMENT MANAGEMENT 433 - 2024-03-31 140 $6,000 0
   PRINCIPAL SECURITIES INC. 2561 - 2024-03-31 120 $5,000 0
   Integrity Financial Corp /WA 183 - 2024-03-31 127 $5,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1840 - 2024-03-31 130 $5,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 695 - 2024-03-31 100 $4,000 0
   HOLLENCREST SECURITIES LLC 876 - 2024-03-31 58 $2,000 0
   TD Waterhouse Canada Inc. 1666 - 2024-03-31 32 $2,000 32
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 681 - 2024-03-31 13 $1,000 0
   Migdal Insurance & Financial Holdings Ltd. 395 *Closed 2024-03-31 0 $0 -19,239
   Mendota Financial Group LLC 302 *Closed 2024-03-31 0 $0 -163
   3D/L Capital Management LLC 24 *Closed 2023-12-31 0 $0 -5,338
   EQIS CAPITAL MANAGEMENT, INC. 804 *Closed 2024-03-31 0 $0 -4,876
   ADVISORY SERVICES NETWORK, LLC 2941 *Closed 2024-03-31 0 $0 -81
   Cooper Financial Group 356 *Closed 2024-03-31 0 $0 -4,291
  100 Records found
  1    
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