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Get Institutions for : 
Invesco Russell Midcap Equal Weight ETF (EQWM)  
$107.31 0.26 (0.24%) as of 4:30 Fri 5/10


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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  : 
25.17 (30.64%)  




 
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
   BENJAMIN F. EDWARDS & COMPANY INC. 2 - 2024-03-31 1,023,600 $112,647,000 -9,438
   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
   Sowell Financial Services LLC 24 - 2024-03-31 136,300 $15,000,000 -13,602
   APCM Wealth Management for Individuals 14 - 2024-03-31 118,591 $13,051,000 -46,087
   Aveo Capital Partners LLC 24 - 2024-03-31 82,552 $8,655,000 -32,784
   Concord Wealth Partners 22 - 2024-03-31 59,275 $6,523,000 -7,330
   Avid Wealth Partners LLC 7 - 2024-03-31 50,881 $5,599,000 -34,333
   GUARANTY TRUST CO OF MISSOURI /MO/ 147 - 2024-03-31 41,599 $4,578,000 -605
   PENOBSCOT WEALTH MANAGEMENT 9 - 2024-03-31 33,071 $3,639,000 -21
   Perennial Investment Advisors LLC 40 - 2023-12-31 40,522 $3,597,000 -4,339
   Ameritas Advisory Services LLC 132 - 2023-12-31 31,458 $2,802,000 -454
   KESTRA PRIVATE WEALTH SERVICES LLC 307 - 2024-03-31 24,400 $2,685,000 -31,108
   JANE STREET GROUP LLC 2300 - 2023-12-31 25,178 $2,234,000 -5,185
   Firestone Capital Management 34 - 2024-03-31 19,738 $2,172,000 -115
   KISTLERTIFFANY COMPANIES, LLC 104 - 2023-06-30 14,073 $1,136,000 -712
   Nalls Sherbakoff Group LLC 21 - 2023-12-31 12,287 $1,090,000 -351
   Steward Partners Investment Advisory LLC 756 - 2023-12-31 10,526 $934,000 -256
   PACIFIC SUN FINANCIAL CORP 61 - 2024-03-31 7,515 $827,000 -40
   Redwood Financial Network Corp 41 - 2024-03-31 7,318 $805,000 -206
   Twin Peaks Wealth Advisors LLC 50 - 2024-03-31 6,900 $759,000 -105
   Capital Analysts Inc. 276 - 2023-12-31 7,790 $691,000 -58
   VALMARK ADVISERS INC 325 - 2024-03-31 6,102 $672,000 -73
   Advisory Alpha LLC 195 - 2024-03-31 5,691 $626,000 -2,575
   Absolute Capital Management LLC 60 - 2024-03-31 4,838 $532,000 -2,049
   MONEY CONCEPTS CAPITAL CORP 293 - 2024-03-31 4,479 $493,000 -442
   Perigon Wealth Management LLC 560 - 2024-03-31 4,104 $452,000 -179
   MONECO Advisors LLC 260 - 2024-03-31 3,771 $415,000 -180
   Kingsview Wealth Management LLC 742 - 2024-03-31 3,362 $370,000 -219
   HARBOR INVESTMENT ADVISORY LLC 259 - 2024-03-31 3,303 $363,000 -14
   PRIVATE TRUST CO NA 924 - 2024-03-31 770 $85,000 -210
   WELLS FARGO & CO/MN 4579 - 2024-03-31 578 $64,000 -431
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1162 - 2024-03-31 465 $51,000 -478,493
   TSFG LLC 365 - 2024-03-31 200 $22,000 -770
   FMR LLC 4016 - 2023-12-31 134 $12,000 -580
  36 Records found
  1    
  Page 1 of 1
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