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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
   Bank of Marin 53 - 2024-03-31 6,788 $747,000 0
   GOLDMAN SACHS GROUP INC/ 3847 - 2023-12-31 5,543 $492,000 0
   Investmark Advisory Group LLC 67 - 2023-12-31 5,475 $486,000 0
   Kraft Davis & Associates LLC 91 - 2023-12-31 3,733 $339,000 0
   Schrum Private Wealth Management LLC 108 - 2024-03-31 2,300 $253,000 0
   Capital Advisors Ltd. LLC 296 - 2024-03-31 1,482 $163,000 0
   Householder Group Estate & Retirement Specialist L 381 - 2024-03-31 753 $83,000 0
   ANCORA ADVISORS, LLC 806 - 2023-12-31 840 $75,000 0
   CAMBRIDGE TRUST CO 460 - 2023-12-31 357 $32,000 0
   TD CAPITAL MANAGEMENT LLC 236 - 2024-03-31 251 $22,000 0
   Tanglewood Legacy Advisors LLC 216 - 2024-03-31 200 $22,000 0
   SALEM INVESTMENT COUNSELORS INC 758 - 2024-03-31 136 $15,000 0
   Farther Finance Advisors LLC 1499 - 2023-12-31 148 $13,000 0
   Beacon Capital Management LLC 517 - 2023-12-31 119 $10,000 0
  14 Records found
  1    
  Page 1 of 1
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