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Get Institutions for : 
Invesco S&P Midcap 400 Equal Weight ETF (EWMC)  
$115.12 1.25 (1.1%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    2
Total shares held : 
 1,279,494  
% of shares held : 
 10.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 -139,404  
% of shares held change : 
   -1.15%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $86.38  
Last Quarter's Ending Price : 
 $98.39  
Last Quarter's Average Price : 
 $89.71  
Change from last quarter's     
avg. price to the last closing  : 
25.41 (28.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 182,776
 14.29%
 
Increased Positions :
16
 227,910
 17.81%
 
Unchanged Positions :
10
 8,730
 0.68%
 
Decreased Positions :
22
-289,649
-22.64%
 
Closed Positions :
7
-260,441
-20.35%
 
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
   MORGAN STANLEY 1993 - 2023-12-31 391,091 $38,479,000 110,454
   LPL FINANCIAL CORP 1229 - 2023-12-31 105,073 $10,338,000 16,254
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 401 *New 2023-12-31 101,708 $10,007,000 101,708
   WELLS FARGO & CO/MN 1562 - 2023-12-31 92,095 $9,061,000 7,611
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 886 - 2024-03-31 69,393 $8,347,000 7,535
   AMERIPRISE FINANCIAL INC 2031 - 2023-12-31 69,933 $6,869,000 -249,079
   Cetera Investment Advisers 430 *New 2023-12-31 50,955 $5,013,000 50,955
   BANK OF AMERICA CORP /DE/ 2888 - 2023-12-31 49,648 $4,885,000 35,847
   WealthCare Investment Partners LLC 12 - 2024-03-31 34,562 $4,157,000 18,992
   HPM Partners LLC - 2023-12-31 32,425 $3,190,000 -60
   GATEWAY ADVISORY, LLC 31 - 2023-12-31 31,193 $3,069,000 9,646
   ROYAL BANK OF CANADA 2247 - 2023-12-31 30,667 $3,017,000 10,597
   KESTRA PRIVATE WEALTH SERVICES LLC 267 - 2023-12-31 30,325 $2,984,000 16,456
   ARGI INVESTMENT SERVICES, LLC 138 - 2022-12-31 33,324 $2,790,000 -527
   UBS Group AG 2653 - 2023-12-31 24,487 $2,409,000 -2,380
   ENVESTNET ASSET MANAGEMENT INC 2498 - 2023-12-31 19,371 $1,906,000 -6,223
   Davis Investment Partners LLC 19 - 2024-03-31 15,386 $1,818,000 -18
   BB&T CORP 1301 - 2023-12-31 17,599 $1,732,000 -3,897
   COMMONWEALTH EQUITY SERVICES LLC. 1875 - 2024-03-31 13,904 $1,672,000 1,208
   Concurrent Investment Advisors LLC 272 - 2023-12-31 14,741 $1,450,000 0
   GTS SECURITIES LLC 549 - 2023-12-31 12,045 $1,185,000 989
   Advisor Group Holdings Inc. 2425 - 2023-12-31 11,040 $1,086,000 -1,713
   Arrowroot Family Office LLC 38 - 2023-12-31 10,757 $1,058,000 -3,147
   GOLDMAN SACHS GROUP INC/ 3522 - 2023-12-31 10,100 $994,000 -8,133
   Fifth Third Securities Inc. 159 - 2024-03-31 8,094 $974,000 1,308
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2978 - 2023-12-31 8,851 $871,000 -2,900
   Ethos Financial Group LLC 84 *New 2023-12-31 7,958 $783,000 7,958
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1927 - 2024-03-31 6,205 $746,000 1,067
   Jackson Creek Investment Advisors LLC 191 - 2023-12-31 7,525 $740,000 -63
   Sargent Bickham Lagudis LLC 161 - 2022-12-31 6,942 $581,000 0
   CITADEL ADVISORS LLC 3461 - 2023-12-31 5,799 $571,000 -9,453
   Lido Advisors LLC 720 - 2023-12-31 5,728 $564,000 -165
   Waycross Investment Management Co 49 - 2024-03-31 4,023 $484,000 -9
   AXXCESS WEALTH MANAGEMENT LLC 522 - 2023-12-31 4,847 $477,000 -2,578
   RAYMOND JAMES TRUST CO 755 - 2024-03-31 3,869 $465,000 -42
   JANE STREET GROUP LLC 4154 *New 2023-12-31 4,129 $406,000 4,129
   THRIVENT FINANCIAL FOR LUTHERANS 2239 *New 2023-12-31 3,503 $345,000 3,503
   Arkadios Wealth Advisors *New 2023-12-31 3,443 $339,000 3,443
   JANNEY MONTGOMERY SCOTT LLC 2252 - 2024-03-31 2,776 $334,000 471
   Capital Advisors Ltd. LLC 214 - 2024-03-31 2,605 $313,000 -611
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 95 *New 2024-03-31 2,272 $273,000 2,272
   Gladstone Institutional Advisory LLC 549 - 2023-12-31 2,750 $271,000 0
   RAYMOND JAMES & ASSOCIATES 3417 - 2024-03-31 2,137 $257,000 -934
   COURAGE MILLER PARTNERS, LLC 83 *New 2024-03-31 1,983 $239,000 1,983
   Harbor Group Inc. 71 *New 2024-03-31 1,942 $234,000 1,942
   Cedar Brook Financial Partners LLC 395 *New 2024-03-31 1,842 $222,000 1,842
   Strategic Financial Group LLC *New 2023-12-31 2,192 $216,000 2,192
   REGAL INVESTMENT ADVISORS, LLC 503 *New 2023-12-31 2,102 $207,000 2,102
   CWM LLC 1896 - 2024-03-31 783 $94,000 0
   US BANCORP 2385 - 2023-12-31 897 $88,000 0
   Capital Investment Advisory Services LLC 591 - 2024-03-31 666 $80,000 1
   HARBOUR INVESTMENTS INC. 1260 - 2023-12-31 764 $75,000 64
   CREATIVE FINANCIAL DESIGNS INC /ADV 645 - 2023-12-31 588 $58,000 -1,664
   Aspire Wealth Management Corp - 2023-12-31 536 $53,000 494
   Goss Wealth Management LLC 2356 - 2023-12-31 332 $33,000 -85
   Global Retirement Partners LLC 1647 - 2024-03-31 229 $28,000 -827
   FMR LLC 3656 - 2023-12-31 269 $26,000 10
   Cape Investment Advisory Inc. 481 - 2023-12-31 265 $26,000 265
   PSI Advisors LLC 345 - 2024-03-31 205 $25,000 0
   MILESTONE GROUP INC 343 - 2023-12-31 146 $14,000 -54
   BAYSTATE WEALTH MANAGEMENT LLC 670 - 2023-12-31 135 $13,000 0
   Key Financial Inc 829 - 2024-03-31 73 $7,000 0
   PRINCIPAL SECURITIES INC. 2503 - 2023-12-31 51 $5,000 0
   Atomi Financial Group Inc. 605 *Closed 2023-12-31 0 $0 -3,845
   FINANCIAL NETWORK 2746 *Closed 2023-12-31 0 $0 -3,926
   MML INVESTORS SERVICES LLC 2443 *Closed 2023-12-31 0 $0 -2,563
   PROEQUITIES INC. 8231 - 2023-12-31 0 $0 0
   Evergreen Private Wealth LLC 230 *Closed 2024-03-31 0 $0 -160
   Kestra Advisory Services LLC 2297 *Closed 2023-12-31 0 $0 -8,116
   MULTIFINANCIAL SECURITIES CORP 1800 *Closed 2023-12-31 0 $0 -2,489
  70 Records found
  1    
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