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Get Institutions for : 
Invesco Russell Midcap Equal Weight ETF (EQWM)  
$107.06 0.25 (0.23%) as of 4:30 Mon 5/13


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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  : 
24.92 (30.34%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 101 - 2024-03-31 3,513,407 $386,650,000 648,897
   STIFEL FINANCIAL CORP 130 - 2023-12-31 1,582,759 $140,410,000 544,342
   MORGAN STANLEY 1222 - 2023-12-31 1,027,552 $91,154,000 233,488
   COMMONWEALTH EQUITY SERVICES LLC. 131 - 2024-03-31 800,800 $88,128,000 223,317
   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
   Advisor Group Holdings Inc. 132 - 2024-03-31 609,432 $67,076,000 323,645
   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
   Trilogy Capital Inc. 6 - 2024-03-31 441,935 $48,635,000 415,583
   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
   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
   H D Vest Advisory Services 74 - 2024-03-31 213,358 $23,480,000 81,122
   Family Investment Center Inc. 3 - 2024-03-31 206,624 $22,739,000 200,453
   Financial Partners Group Inc 10 - 2024-03-31 177,351 $19,517,000 127,761
   ADAMSBROWN WEALTH CONSULTANTS LLC 7 - 2024-03-31 136,465 $15,018,000 6,170
   Nelson Van Denburg & Campbell Wealth Management Gr 33 - 2024-03-31 134,546 $14,807,000 55,746
   Private Advisor Group LLC 178 - 2024-03-31 133,279 $14,667,000 42,511
   ENVESTNET ASSET MANAGEMENT INC 1248 - 2023-12-31 155,119 $13,761,000 77,445
   Good Life Advisors LLC 18 - 2024-03-31 124,491 $13,700,000 36,641
   Cetera Investment Advisers 179 - 2023-12-31 149,883 $13,296,000 132,219
   FINANCIAL NETWORK 286 - 2023-12-31 146,540 $13,000,000 61,617
   J P MORGAN CHASE & CO 1916 - 2024-03-31 116,969 $12,872,000 35,233
   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
   JANNEY MONTGOMERY SCOTT LLC 499 - 2024-03-31 101,155 $11,132,000 67,918
   Per Stirling Capital Management LLC. 10 - 2023-12-31 118,206 $10,486,000 9,233
   PRINCIPAL SECURITIES INC. 65 - 2024-03-31 93,459 $10,285,000 32,188
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 4 - 2024-03-31 88,878 $9,781,000 3,618
   ENZI WEALTH 9 - 2024-03-31 85,456 $8,927,000 3,606
   Equitable Holdings Inc. 169 - 2023-12-31 86,135 $7,641,000 52,252
   Principle Wealth Partners LLC 46 - 2024-03-31 68,002 $7,484,000 3,506
   HUNTER ASSOCIATES INC. 20 - 2024-03-31 67,743 $7,466,000 1,569
   Goss Wealth Management LLC 264 - 2023-12-31 82,644 $7,421,000 7,064
   Connectus Wealth LLC 133 - 2023-12-31 80,766 $7,165,000 72,793
   GREAT VALLEY ADVISOR GROUP INC. 115 - 2024-03-31 63,412 $6,979,000 7,962
   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
   USAdvisors Wealth Management LLC 8 - 2024-03-31 59,431 $6,523,000 8,024
   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
   Sigma Planning Corp 103 - 2024-03-31 55,071 $6,061,000 38,903
   THOROUGHBRED FINANCIAL SERVICES LLC 41 - 2024-03-31 52,193 $5,743,000 2,717
   EWG Elevate Inc. 13 - 2024-03-31 51,782 $5,699,000 51,782
   BENJAMIN EDWARDS INC 12 - 2024-03-31 50,049 $5,508,000 2,085
   Envestnet Portfolio Solutions Inc. 355 - 2024-03-31 49,177 $5,412,000 33,957
   Visionary Wealth Advisors 73 - 2023-12-31 59,401 $5,269,000 25,039
   PROEQUITIES INC. 80 - 2024-03-31 42,283 $4,653,000 24,346
   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
   PSI Advisors LLC 13 - 2024-03-31 41,446 $4,561,000 48
   Wealthcare Advisory Partners LLC 117 - 2024-03-31 41,069 $4,520,000 6,639
   ADVISORY SERVICES NETWORK, LLC 229 - 2024-03-31 40,437 $4,450,000 8,738
   US BANCORP 623 - 2024-03-31 38,231 $4,207,000 5,633
   Western Wealth Management LLC 67 - 2024-03-31 36,432 $4,009,000 28,963
   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
   PFG Advisors 96 - 2024-03-31 33,108 $3,644,000 140
   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
   Merit Financial Group LLC 202 - 2024-03-31 30,827 $3,232,000 17,094
   Colonial River Wealth Management LLC 13 - 2024-03-31 24,471 $2,693,000 9,868
   MULTIFINANCIAL SECURITIES CORP 424 - 2023-12-31 29,863 $2,649,000 12,381
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 30 - 2024-03-31 22,822 $2,512,000 2,919
   SILVER OAK SECURITIES Inc 64 - 2024-03-31 22,632 $2,491,000 15,075
   LWM Advisory Services LLC 13 - 2024-03-31 21,730 $2,391,000 4,017
   Concentrum Wealth Management 19 - 2024-03-31 21,692 $2,387,000 1,861
   J.W. COLE ADVISORS INC. 193 - 2024-03-31 20,485 $2,246,000 3,103
   SWMG LLC 17 - 2023-12-31 23,948 $2,124,000 7,618
   Paul Damon & Associates Inc. 17 - 2024-03-31 18,502 $2,036,000 3,208
   Lionsbridge Wealth Management LLC 26 - 2024-03-31 17,792 $1,958,000 8,274
   SFG Wealth Management LLC. 17 - 2024-03-31 17,297 $1,904,000 17,297
   Eudaimonia Partners LLC 50 - 2024-03-31 16,823 $1,851,000 1,726
   MARINER WEALTH ADVISORS, LLC 1106 - 2023-12-31 20,065 $1,780,000 507
   Venturi Wealth Management LLC 130 - 2024-03-31 13,412 $1,476,000 5,260
   CREATIVE PLANNING 1054 - 2023-12-31 16,069 $1,425,000 1,916
   GeoWealth Management LLC 176 - 2023-12-31 15,357 $1,362,000 14,260
   Integrated Wealth Concepts LLC 611 - 2023-12-31 15,158 $1,345,000 577
   Csenge Advisory Group 209 - 2024-03-31 12,007 $1,321,000 411
   COMERICA BANK 1402 - 2023-12-31 14,581 $1,294,000 4,451
   Dynamic Advisors Solutions LLC 441 - 2024-03-31 9,361 $1,030,000 337
   ROMAN BUTLER FULLERTON & CO 70 - 2024-03-31 9,652 $999,000 2,899
   Newbridge Financial Services Group Inc. 52 - 2024-03-31 8,830 $972,000 601
   Berger Financial Group Inc 155 - 2024-03-31 8,700 $957,000 5,516
   Financial Freedom LLC 35 - 2024-03-31 8,671 $954,000 4,931
   DHK Financial Advisors Inc. 45 - 2024-03-31 8,000 $880,000 3,000
   Signal Advisors Wealth LLC 105 - 2024-03-31 7,878 $867,000 600
   Qube Research & Technologies Ltd 1732 - 2023-12-31 9,361 $830,000 9,200
   Breakwater Capital Group 107 - 2024-03-31 7,407 $815,000 811
  100 Records found
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