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Get Institutions for : 
Invesco S&P Midcap 400 Equal Weight ETF (EWMC)  
$118.17 0.48 (0.41%) as of 4:30 Fri 5/17


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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  : 
28.46 (31.72%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 1511 - 2024-03-31 86,830 $10,444,000 -5,265
   AMERIPRISE FINANCIAL INC 2031 - 2023-12-31 69,933 $6,869,000 -249,079
   HPM Partners LLC - 2023-12-31 32,425 $3,190,000 -60
   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
   Concurrent Investment Advisors LLC 271 - 2024-03-31 14,034 $1,688,000 -707
   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
   Ethos Financial Group LLC 80 - 2024-03-31 7,382 $888,000 -576
   Jackson Creek Investment Advisors LLC 207 - 2024-03-31 6,122 $736,000 -1,403
   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
   International Private Wealth Advisors LLC 32 - 2024-03-31 3,584 $431,000 -60
   Arkadios Wealth Advisors 488 - 2024-03-31 2,879 $346,000 -564
   Capital Advisors Ltd. LLC 214 - 2024-03-31 2,605 $313,000 -611
   RAYMOND JAMES & ASSOCIATES 3417 - 2024-03-31 2,137 $257,000 -934
   Aspire Wealth Management Corp 128 - 2024-03-31 533 $64,000 -3
   Goss Wealth Management LLC 2356 - 2023-12-31 332 $33,000 -85
   Global Retirement Partners LLC 1647 - 2024-03-31 229 $28,000 -827
  25 Records found
  1    
  Page 1 of 1
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