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Get Institutions for : 
Invesco Russell 2000 Dynamic Multifactor Etf (OMFS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    2
Total shares held : 
 7,839,406  
% of shares held : 
 8.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 -718,238  
% of shares held change : 
   -0.8%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 53,370
 0.68%
 
Increased Positions :
26
 400,907
 5.11%
 
Unchanged Positions :
10
 96,480
 1.23%
 
Decreased Positions :
18
-1,100,910
-14.04%
 
Closed Positions :
7
-71,605
-0.91%
 
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 507 - 2024-03-31 1,489,887 $56,273,000 155,688
   PFS INVESTMENTS INC. 56 - 2023-06-30 866,963 $31,410,000 38,422
   SEARCY FINANCIAL SERVICES INC /ADV 4 - 2024-03-31 573,261 $21,652,000 24,562
   Solano Wealth Management Inc. 3 - 2023-12-31 474,369 $18,406,000 20,728
   GeoWealth Management LLC 19 - 2023-12-31 340,370 $13,207,000 10,332
   First Command Advisory Services Inc. 25 - 2024-03-31 301,490 $11,387,000 37,875
   We Are One Seven LLC 54 - 2023-12-31 186,129 $7,222,000 6,773
   Steward Partners Investment Advisory LLC 335 - 2023-12-31 99,589 $3,864,000 10,479
   H D Vest Advisory Services 397 - 2024-03-31 89,071 $3,364,000 27,138
   IAG Wealth Partners LLC 30 - 2024-03-31 87,497 $3,305,000 10,252
   Avestar Capital LLC 55 - 2024-03-31 79,015 $2,984,000 30,281
   UBS Group AG 2609 - 2023-12-31 64,972 $2,521,000 9,519
   Private Advisor Group LLC 878 - 2024-03-31 46,000 $1,737,000 228
   ORRSTOWN FINANCIAL SERVICES INC 31 - 2024-03-31 24,540 $927,000 2,288
   IFG Advisory LLC 265 - 2024-03-31 23,225 $877,000 3,965
   Equitable Holdings Inc. 758 - 2023-12-31 13,654 $530,000 400
   MORGAN STANLEY 5215 - 2023-12-31 10,559 $410,000 2,903
   49 WEALTH MANAGEMENT LLC 73 - 2024-03-31 10,685 $399,000 312
   TWO SIGMA INVESTMENTS LLC 2473 - 2023-12-31 9,500 $369,000 1,500
   Milestone Investment Advisors LLC 78 - 2023-12-31 3,633 $141,000 68
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2730 - 2023-12-31 144 $6,000 144
   FMR LLC 4450 - 2023-12-31 45 $2,000 44
  22 Records found
  1    
  Page 1 of 1
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