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Get Institutions for : 
Invesco Russell Midcap Equal Weight ETF (EQWM)  
$104.36 0.11 (0.11%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 199    36
Total shares held : 
 19,125,682  
% of shares held : 
 21.25%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   122  
Amount of shares held : 
 7,644,761  
% of shares held change : 
   8.49%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $79.70  
Last Quarter's Ending Price : 
 $88.71  
Last Quarter's Average Price : 
 $82.14  
Change from last quarter's     
avg. price to the last closing  : 
22.22 (27.05%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
48
 2,210,468
 11.56%
 
Increased Positions :
106
 5,614,576
 29.36%
 
Unchanged Positions :
25
 592,045
 3.1%
 
Decreased Positions :
20
-54,519
-0.29%
 
Closed Positions :
12
-125,764
-0.66%
 
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 126 - 2023-12-31 2,864,510 $254,111,000 1,094,456
   STIFEL FINANCIAL CORP 130 - 2023-12-31 1,582,759 $140,410,000 544,342
   BENJAMIN F. EDWARDS & COMPANY INC. 3 - 2023-12-31 1,033,038 $91,641,000 405,781
   MORGAN STANLEY 1222 - 2023-12-31 1,027,552 $91,154,000 233,488
   AMERIPRISE FINANCIAL INC 601 - 2023-12-31 916,572 $81,320,000 275,406
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 106 - 2023-12-31 907,075 $80,468,000 255,762
   Smith Anglin Financial LLC 5 - 2024-03-31 522,590 $57,511,000 24,332
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 230 - 2024-03-31 505,204 $55,598,000 111,325
   CONFLUENCE INVESTMENT MANAGEMENT LLC 54 - 2024-03-31 472,710 $52,022,000 150,072
   COMMONWEALTH EQUITY SERVICES LLC. 202 - 2023-12-31 577,483 $51,229,000 296,515
   Trilogy Capital Inc. 6 - 2024-03-31 441,935 $48,635,000 415,583
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 137 *New 2023-12-31 478,958 $42,488,000 478,958
   MML INVESTORS SERVICES LLC 113 - 2023-12-31 473,937 $42,043,000 398,950
   THRIVENT FINANCIAL FOR LUTHERANS 281 - 2023-12-31 460,727 $40,872,000 77,214
   Bogart Wealth LLC 12 - 2024-03-31 368,063 $40,505,000 102,263
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 198 *New 2023-12-31 430,852 $38,221,000 430,852
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 167 - 2024-03-31 265,967 $29,270,000 84,082
   BANK OF AMERICA CORP /DE/ 1547 - 2023-12-31 316,837 $28,107,000 98,658
   Capital Planning Advisors LLC 3 - 2023-12-31 310,112 $27,510,000 10,979
   Advisor Group Holdings Inc. 403 - 2023-12-31 285,787 $25,357,000 98,147
   Focus Financial Network Inc. 13 - 2024-03-31 242,951 $24,922,000 0
   Family Investment Center Inc. 3 - 2024-03-31 206,624 $22,739,000 200,453
   FOCUS FINANCIAL NETWORK INC /ADV 23 - 2023-12-31 241,330 $21,408,000 0
   HENGEHOLD CAPITAL MANAGEMENT LLC 10 *New 2024-03-31 171,836 $18,911,000 171,836
   Pacific Center for Financial Services 6 *New 2023-12-31 212,535 $18,854,000 212,535
   Christopher J. Hasenberg Inc 6 *New 2024-03-31 154,568 $17,010,000 154,568
   ALASKA PERMANENT CAPITAL MANAGEMENT 17 - 2024-03-31 153,732 $16,917,000 -151,816
   RAYMOND JAMES & ASSOCIATES 861 - 2024-03-31 149,692 $16,474,000 -7,817
   UBS Group AG 1205 - 2023-12-31 179,289 $15,905,000 -2,626
   ENVESTNET ASSET MANAGEMENT INC 1248 - 2023-12-31 155,119 $13,761,000 77,445
   Sowell Financial Services LLC - 2023-12-31 149,902 $13,298,000 47,986
   Cetera Investment Advisers 179 - 2023-12-31 149,883 $13,296,000 132,219
   APCM Wealth Management for Individuals 14 - 2024-03-31 118,591 $13,051,000 -46,087
   FINANCIAL NETWORK 286 - 2023-12-31 146,540 $13,000,000 61,617
   Masso Torrence Wealth Management Inc. 2 - 2024-03-31 113,054 $12,442,000 3,255
   Milestone Investment Advisors LLC 8 - 2023-12-31 134,559 $11,937,000 17,798
   Stratos Wealth Partners LTD. 109 - 2024-03-31 107,209 $11,798,000 42,713
   H D Vest Advisory Services 139 - 2023-12-31 132,236 $11,731,000 39,415
   ADAMSBROWN WEALTH CONSULTANTS LLC 7 - 2023-12-31 130,295 $11,558,000 25,680
   Per Stirling Capital Management LLC. 10 - 2023-12-31 118,206 $10,486,000 9,233
   Aveo Capital Partners LLC 19 - 2023-12-31 115,336 $10,231,000 48,377
   Schwallier Wealth Management LLC 5 - 2023-12-31 112,794 $10,006,000 0
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 4 - 2024-03-31 88,878 $9,781,000 3,618
   ICA Group Wealth Management LLC 7 *New 2023-12-31 107,271 $9,516,000 107,271
   ENZI WEALTH 9 - 2024-03-31 85,456 $8,927,000 3,606
   Private Advisor Group LLC 301 - 2023-12-31 90,768 $8,052,000 47,019
   Good Life Advisors LLC 27 - 2023-12-31 87,850 $7,793,000 2,896
   Equitable Holdings Inc. 169 - 2023-12-31 86,135 $7,641,000 52,252
   Avid Wealth Partners LLC - 2023-12-31 85,214 $7,559,000 0
   Principle Wealth Partners LLC 46 - 2024-03-31 68,002 $7,484,000 3,506
   Goss Wealth Management LLC 264 - 2023-12-31 82,644 $7,421,000 7,064
   J P MORGAN CHASE & CO 2226 - 2023-12-31 81,736 $7,251,000 78,100
   Connectus Wealth LLC 133 - 2023-12-31 80,766 $7,165,000 72,793
   Nelson Van Denburg & Campbell Wealth Management Gr 52 - 2023-12-31 78,800 $6,990,000 75,196
   McMahon Financial Advisors LLC 18 *New 2024-03-31 63,329 $6,969,000 63,329
   Gerber Kawasaki Wealth & Investment Management 50 - 2023-12-31 77,809 $6,902,000 5,197
   We Are One Seven LLC 59 - 2023-12-31 76,526 $6,789,000 73,028
   Atlas Private Wealth Management 7 - 2024-03-31 60,705 $6,681,000 4,272
   Aspen Wealth Strategies LLC 5 *New 2023-12-31 73,616 $6,530,000 73,616
   IHT Wealth Management LLC 79 - 2023-12-31 71,991 $6,386,000 7,640
   Atria Wealth Solutions Inc. 250 - 2023-12-31 70,355 $6,241,000 18,520
   Concord Wealth Partners 22 - 2023-12-31 66,605 $5,909,000 -8,511
   HUNTER ASSOCIATES INC. 22 *New 2023-12-31 66,174 $5,871,000 66,174
   EWG Elevate Inc. 13 - 2024-03-31 51,782 $5,699,000 51,782
   PRINCIPAL SECURITIES INC. 104 - 2023-12-31 61,271 $5,435,000 0
   Visionary Wealth Advisors 73 - 2023-12-31 59,401 $5,269,000 25,039
   Mason & Associates Inc 17 *New 2024-03-31 47,662 $5,245,000 47,662
   KESTRA PRIVATE WEALTH SERVICES LLC 193 *New 2023-12-31 55,508 $4,924,000 55,508
   GREAT VALLEY ADVISOR GROUP INC. 139 *New 2023-12-31 55,450 $4,919,000 55,450
   Redhawk Wealth Advisors Inc. 28 - 2023-12-31 51,932 $4,607,000 41,603
   ROYAL BANK OF CANADA 1955 - 2023-12-31 51,851 $4,599,000 3,654
   GUARANTY TRUST CO OF MISSOURI /MO/ 147 - 2024-03-31 41,599 $4,578,000 -605
   PSI Advisors LLC 13 - 2024-03-31 41,446 $4,561,000 48
   USAdvisors Wealth Management LLC 20 - 2023-12-31 51,407 $4,560,000 7,381
   Wealthcare Advisory Partners LLC 117 - 2024-03-31 41,069 $4,520,000 6,639
   Financial Partners Group Inc 30 - 2023-12-31 49,590 $4,399,000 7,693
   THOROUGHBRED FINANCIAL SERVICES LLC 61 - 2023-12-31 49,476 $4,389,000 15,333
   BENJAMIN EDWARDS INC 16 - 2023-12-31 47,964 $4,255,000 19,415
   WealthCare Investment Partners LLC 14 - 2024-03-31 35,533 $3,910,000 17,754
   Cedar Brook Financial Partners LLC 28 - 2024-03-31 34,838 $3,834,000 442
   PCG Wealth Advisors LLC 18 - 2024-03-31 33,187 $3,652,000 2,813
   Perennial Investment Advisors LLC 40 - 2023-12-31 40,522 $3,597,000 -4,339
   Global Assets Advisory LLC 114 - 2024-03-31 380,575 $3,472,000 380,575
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 767 - 2024-03-31 31,191 $3,433,000 2,869
   ATRIA INVESTMENTS LLC 405 - 2023-12-31 38,226 $3,391,000 9,622
   HARBOUR INVESTMENTS INC. 138 - 2023-12-31 37,129 $3,294,000 16,152
   Kestra Advisory Services LLC 606 - 2023-12-31 36,537 $3,241,000 18,655
   SMITH MOORE & CO. 53 *New 2023-12-31 36,123 $3,204,000 36,123
   WFA Asset Management Corp 12 *New 2024-03-31 26,934 $2,964,000 26,934
   JANNEY MONTGOMERY SCOTT LLC 935 *New 2023-12-31 33,237 $2,948,000 33,237
   PENOBSCOT WEALTH MANAGEMENT 13 - 2023-12-31 33,092 $2,936,000 1,420
   PFG Advisors 112 - 2023-12-31 32,968 $2,925,000 3,233
   US BANCORP 713 - 2023-12-31 32,598 $2,892,000 5,876
   ADVISORY SERVICES NETWORK, LLC 326 - 2023-12-31 31,699 $2,812,000 1,668
   Ameritas Advisory Services LLC 132 - 2023-12-31 31,458 $2,802,000 -454
   MULTIFINANCIAL SECURITIES CORP 424 - 2023-12-31 29,863 $2,649,000 12,381
   RENAISSANCE TECHNOLOGIES LLC 1809 *New 2023-12-31 28,400 $2,519,000 28,400
   JANE STREET GROUP LLC 2300 - 2023-12-31 25,178 $2,234,000 -5,185
   SWMG LLC 17 - 2023-12-31 23,948 $2,124,000 7,618
   AE Wealth Management LLC 889 *New 2023-12-31 22,510 $2,046,000 22,510
  100 Records found
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