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Get Institutions for : 
Invesco Russell Top 200 Equal Weight ETF (EQWL)  
$91.94 0.63 (0.69%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 89    19
Total shares held : 
 2,632,608  
% of shares held : 
 2.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   40  
Amount of shares held : 
 433,117  
% of shares held change : 
   0.48%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $77.99  
Last Quarter's Ending Price : 
 $87.56  
Last Quarter's Average Price : 
 $81.29  
Change from last quarter's     
avg. price to the last closing  : 
10.65 (13.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 293,733
 11.16%
 
Increased Positions :
36
 459,994
 17.47%
 
Unchanged Positions :
14
 44,334
 1.68%
 
Decreased Positions :
15
-286,850
-10.9%
 
Closed Positions :
5
-33,760
-1.28%
 
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
   LPL FINANCIAL CORP 564 - 2023-12-31 469,363 $41,097,000 25,572
   Fiduciary Planning LLC - 2023-12-31 281,710 $24,667,000 194,321
   MORGAN STANLEY 2798 - 2023-12-31 202,742 $17,752,000 28,710
   FINANCIAL NETWORK 216 - 2023-12-31 195,850 $17,149,000 15,581
   AMERIPRISE FINANCIAL INC 1432 - 2023-12-31 170,976 $14,989,000 11,998
   Prentice Wealth Management LLC 5 - 2024-03-31 118,146 $11,211,000 5,396
   BANK OF AMERICA CORP /DE/ 2385 - 2023-12-31 112,702 $9,868,000 17,470
   Bond & Devick Financial Network Inc. 4 - 2024-03-31 103,341 $9,806,000 15,250
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 503 - 2024-03-31 95,366 $9,049,000 3,965
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 537 - 2024-03-31 83,760 $7,948,000 75,006
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 939 - 2024-03-31 76,475 $7,257,000 2,041
   THRIVENT FINANCIAL FOR LUTHERANS 701 *New 2023-12-31 76,329 $6,683,000 76,329
   SANDERS MORRIS HARRIS INC/FA 15 - 2024-03-31 2,251 $5,838,000 -44,726
   FIRST NATIONAL TRUST CO 112 - 2024-03-31 49,999 $4,744,000 18,732
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 572 - 2023-12-31 49,156 $4,304,000 -91,967
   COMMONWEALTH EQUITY SERVICES LLC. 1268 - 2024-03-31 44,866 $4,257,000 19,785
   ICA Group Wealth Management LLC 28 - 2023-12-31 40,543 $3,550,000 8,928
   UBS Group AG 2406 - 2023-12-31 36,300 $3,178,000 -32,785
   PCG Wealth Advisors LLC 26 - 2024-03-31 32,199 $3,055,000 5,225
   Able Wealth Management LLC 9 - 2023-12-31 33,360 $2,921,000 0
   ENVESTNET ASSET MANAGEMENT INC 2238 - 2023-12-31 32,412 $2,838,000 6,333
   Merit Financial Group LLC 175 *New 2023-12-31 27,453 $2,404,000 27,453
   HARBOUR INVESTMENTS INC. 207 - 2023-12-31 25,092 $2,197,000 25,079
   BB&T CORP 1197 - 2023-12-31 24,901 $2,180,000 7,218
   National Wealth Management Group LLC 10 - 2023-12-31 24,844 $2,175,000 1,826
   ROYAL BANK OF CANADA 2505 - 2023-12-31 24,625 $2,156,000 -932
   CAPTRUST FINANCIAL ADVISORS 969 - 2023-12-31 19,714 $1,726,000 -2,330
   Steele Capital Management Inc. 54 - 2024-03-31 17,991 $1,707,000 -1,547
   Advisor Group Holdings Inc. 2007 - 2023-12-31 19,082 $1,671,000 -15,756
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2132 - 2023-12-31 18,245 $1,598,000 4,866
   MARINER WEALTH ADVISORS, LLC 1168 *New 2023-12-31 18,043 $1,580,000 18,043
   Fifth Third Securities Inc. 130 *New 2024-03-31 15,554 $1,476,000 15,554
   Kestra Advisory Services LLC 947 - 2023-12-31 16,709 $1,463,000 356
   RAYMOND JAMES & ASSOCIATES 2365 - 2024-03-31 14,816 $1,406,000 5,272
   CWM LLC 738 - 2024-03-31 14,074 $1,335,000 493
   CoreFirst Bank & Trust 34 - 2023-12-31 13,574 $1,189,000 8,000
   Cetera Investment Advisers 1017 - 2023-12-31 13,404 $1,174,000 9,150
   PERSONAL CFO SOLUTIONS LLC 100 *New 2023-12-31 12,717 $1,114,000 12,717
   Winthrop Capital Management LLC 62 - 2023-12-31 11,966 $1,048,000 0
   KINGSWOOD WEALTH ADVISORS LLC 200 - 2024-03-31 10,586 $1,005,000 786
   Cedar Brook Financial Partners LLC 124 - 2024-03-31 10,336 $981,000 3,773
   LINCOLN NATIONAL CORP 462 *New 2023-12-31 11,078 $970,000 11,078
   NEUBERGER BERMAN GROUP LLC 1283 *New 2023-12-31 10,600 $928,000 10,600
   PARK AVENUE SECURITIES LLC 755 *New 2024-03-31 8,512 $808,000 8,512
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 304 - 2024-03-31 8,262 $784,000 1,853
   Private Capital Management LLC 69 - 2023-12-31 8,948 $783,000 312
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 311 - 2023-12-31 8,480 $742,000 210
   GOLDMAN SACHS GROUP INC/ 3672 - 2023-12-31 8,102 $709,000 -40,000
   Allegheny Financial Group LTD 91 - 2023-12-31 7,988 $699,000 41
   Goss Wealth Management LLC 1117 - 2023-12-31 7,721 $681,000 -648
   SMITH MOORE & CO. 221 - 2023-12-31 7,425 $650,000 -100
   DAVIDSON D A & CO 920 - 2023-12-31 6,082 $533,000 -497
   Lakeview Capital Partners LLC 230 - 2023-12-31 5,900 $517,000 26
   MML INVESTORS SERVICES LLC 1739 - 2023-12-31 5,791 $507,000 -1,527
   Visionary Wealth Advisors 327 *New 2023-12-31 5,173 $453,000 5,173
   WAYNE HUMMER INVESTMENTS L.L.C. 293 *New 2023-12-31 4,950 $433,000 4,950
   FIRST HEARTLAND CONSULTANTS INC 237 - 2023-12-31 4,700 $412,000 0
   BECK CAPITAL MANAGEMENT LLC 97 *New 2023-12-31 4,516 $395,000 4,516
   Blue Chip Partners Inc. 100 - 2024-03-31 3,958 $376,000 -11,800
   Steel Peak Wealth Management LLC 319 - 2024-03-31 3,920 $372,000 -1,231
   THOROUGHBRED FINANCIAL SERVICES LLC 427 - 2023-12-31 4,080 $357,000 122
   DURANTE & WATERS LLC 22 - 2024-03-31 3,600 $342,000 0
   Brookstone Capital Management 711 - 2024-03-31 3,580 $340,000 -3,050
   H D Vest Advisory Services 1222 - 2023-12-31 3,444 $302,000 278
   OHE FINANCIAL INC 199 - 2023-12-31 3,429 $300,000 2
   COMERICA BANK 2122 - 2023-12-31 3,217 $282,000 2,463
   Atria Wealth Solutions Inc. 1563 - 2023-12-31 3,027 $265,000 55
   Ullmann Financial Group Inc. 93 - 2023-12-31 2,970 $260,000 12
   PSI Advisors LLC 114 - 2024-03-31 2,628 $249,000 192
   FLC Capital Advisors 134 *New 2023-12-31 2,800 $245,000 2,800
   Advisor Resource Council 207 *New 2024-03-31 2,516 $220,000 2,516
   J.W. COLE ADVISORS INC. 750 *New 2023-12-31 2,362 $207,000 2,362
   CITADEL ADVISORS LLC 4424 - 2023-12-31 2,301 $201,000 -4,473
   Halpern Financial Inc. 63 - 2024-03-31 1,275 $119,000 0
   ADVISORY SERVICES NETWORK, LLC 1521 *New 2023-12-31 1,348 $118,000 1,348
   Frazier Financial Advisors LLC 91 - 2023-12-31 1,072 $94,000 0
   Spire Wealth Management 1186 - 2024-03-31 572 $54,000 0
   Tanglewood Legacy Advisors LLC 156 - 2024-03-31 570 $54,000 0
   Tradition Wealth Management LLC 655 - 2023-12-31 500 $44,000 -500
   Aptus Capital Advisors LLC 686 - 2023-12-31 485 $42,000 -83,083
   Aspire Wealth Management Corp - 2023-12-31 400 $35,000 3
   Providence Capital Advisors LLC 195 - 2023-12-31 344 $30,000 0
   PROEQUITIES INC. 1351 - 2023-12-31 333 $29,000 0
   SUMMIT INVESTMENT ADVISORS INC 2463 - 2023-12-31 299 $26,000 0
   PNC FINANCIAL SERVICES GROUP INC 3349 - 2023-12-31 253 $22,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 879 - 2023-12-31 239 $21,000 180
   BENJAMIN F. EDWARDS & COMPANY INC. 1528 - 2024-03-31 209 $20,000 0
   FMR LLC 4099 - 2023-12-31 105 $9,000 42
   Global Retirement Partners LLC 2150 - 2024-03-31 93 $9,000 -22
   PRINCIPAL SECURITIES INC. 2332 - 2023-12-31 93 $8,000 0
   NATIONAL BANK OF CANADA /FI/ 2062 *New 2023-12-31 80 $7,000 80
   CHILTON CAPITAL MANAGEMENT LLC 531 *New 2023-12-31 42 $4,000 42
   JJJ Advisors Inc. 822 - 2024-03-31 33 $3,000 0
   NAPA WEALTH MANAGEMENT 38 - 2023-12-31 12,604 $1,000 0
   WELLS FARGO & CO/MN 6166 - 2023-12-31 1 $0 -9,694
   Belvedere Trading LLC 241 *Closed 2023-12-31 0 $0 -1,741
   Avant Capital LLC 57 *Closed 2023-09-30 0 $0 -2,742
   AdvisorNet Financial Inc 2432 *Closed 2024-03-31 0 $0 -82
   Kingsview Wealth Management LLC 1034 *Closed 2023-12-31 0 $0 -5,787
   Financial Advocates Investment Management 773 *Closed 2023-12-31 0 $0 -19,669
  100 Records found
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