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Get Institutions for : 
Invesco Dwa Smallcap Momentum ETF Trust Ii (DWAS)  
$87.47 0.53 (0.6%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 87    2
Total shares held : 
 7,235,521  
% of shares held : 
 8.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 66,693  
% of shares held change : 
   0.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $73.79  
Last Quarter's Ending Price : 
 $83.79  
Last Quarter's Average Price : 
 $75.38  
Change from last quarter's     
avg. price to the last closing  : 
12.09 (16.04%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 70,446
 0.97%
 
Increased Positions :
25
 316,122
 4.37%
 
Unchanged Positions :
19
 24,450
 0.34%
 
Decreased Positions :
34
-302,498
-4.18%
 
Closed Positions :
7
-17,377
-0.24%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Trueblood Wealth Management LLC 61 - 2024-03-31 10,094 $918,000 0
   EP WEALTH ADVISORS, INC. 399 - 2023-12-31 9,689 $812,000 0
   MTM Investment Management LLC 182 - 2024-03-31 2,329 $212,000 0
   Eagle Bay Advisors LLC 134 - 2024-03-31 2,039 $185,000 0
   Founders Financial Alliance LLC 303 - 2023-12-31 1,056 $88,000 0
   Newbridge Financial Services Group Inc. 444 - 2024-03-31 430 $39,000 0
   Goss Wealth Management LLC 2302 - 2023-12-31 450 $38,000 0
   NBC SECURITIES INC. 1225 - 2024-03-31 404 $36,000 0
   J P MORGAN CHASE & CO 4790 - 2024-03-31 394 $36,000 0
   CITIGROUP INC 3911 - 2024-03-31 366 $33,000 0
   BARCLAYS PLC 3783 - 2023-12-31 300 $25,000 0
   Key Financial Inc 678 - 2024-03-31 152 $13,000 0
   Qube Research & Technologies Ltd 3160 - 2023-12-31 135 $11,000 0
   Householder Group Estate & Retirement Specialist L 886 - 2024-03-31 75 $7,000 0
   PNC FINANCIAL SERVICES GROUP INC 3895 - 2024-03-31 50 $5,000 0
   Investors Research Corp 831 - 2024-03-31 44 $4,000 0
   Truvestments Capital LLC 739 - 2023-12-31 4 $0 0
   PROEQUITIES INC. 8600 - 2024-03-31 0 $0 0
  18 Records found
  1    
  Page 1 of 1
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