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Get Institutions for : 
Invesco Actively Managd ETF (PDBC)  
$14.06 0.04 (0.28%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 398    28
Total shares held : 
 265,601,390  
% of shares held : 
 29.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -26  
Amount of shares held : 
 -19,383,728  
% of shares held change : 
   -2.15%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $14.85  
Last Quarter's Ending Price : 
 $13.30  
Last Quarter's Average Price : 
 $14.33  
Change from last quarter's     
avg. price to the last closing  : 
0.27 (1.88%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
43
 3,288,528
 1.24%
 
Increased Positions :
146
 24,547,886
 9.24%
 
Unchanged Positions :
65
 4,957,958
 1.87%
 
Decreased Positions :
144
-38,805,369
-14.61%
 
Closed Positions :
71
-8,414,773
-3.17%
 
Guru Positions :
2
11,440
 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
   Aveo Capital Partners LLC 339 *Closed 2023-12-31 0 $0 -721,037
   Virtue Capital Management LLC 339 *Closed 2023-12-31 0 $0 -58,453
   Tranquilli Financial Advisor LLC 101 *Closed 2023-12-31 0 $0 -16,208
   BENJAMIN EDWARDS INC 704 *Closed 2024-03-31 0 $0 -122,062
   International Private Wealth Advisors LLC 117 *Closed 2024-03-31 0 $0 -76,955
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 823 *Closed 2023-12-31 0 $0 -1,240,282
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 415 *Closed 2024-03-31 0 $0 -16,008
   Newbridge Financial Services Group Inc. 1113 *Closed 2024-03-31 0 $0 -625
   COLLECTIVE FAMILY OFFICE LLC 177 *Closed 2024-03-31 0 $0 -17,332
   QUANTITATIVE ADVANTAGE LLC 116 *Closed 2023-03-31 0 $0 -251,336
   Capital Analysts Inc. 1085 *Closed 2023-12-31 0 $0 -611
   Latitude Advisors LLC 183 *Closed 2024-03-31 0 $0 -113,385
   Valued Wealth Advisors LLC 532 *Closed 2024-03-31 0 $0 -1,680
   BKM Wealth Management LLC 324 *Closed 2024-03-31 0 $0 -106
   Kalos Management Inc. 278 *Closed 2023-06-30 0 $0 -4,036
   Atlantic Trust LLC 447 *Closed 2023-12-31 0 $0 -4,935
   Ascent Group LLC 504 *Closed 2023-12-31 0 $0 -30,532
   Itau Unibanco Holding S.A. 417 *Closed 2023-12-31 0 $0 -11,500
   HEAD & ASSOCIATES LLC 300 *Closed 2023-12-31 0 $0 -961
   Destiny Capital Corp/CO 56 *Closed 2023-12-31 0 $0 -15,670
   MILLENNIUM MANAGEMENT LLC 4101 *Closed 2023-12-31 0 $0 -150,000
   Sawtooth Asset Management Inc. 1092 *Closed 2023-12-31 0 $0 -159,127
   MILESTONE ASSET MANAGEMENT LLC 173 *Closed 2024-03-31 0 $0 -14,050
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 521 *Closed 2023-12-31 0 $0 -79,035
   RENAISSANCE TECHNOLOGIES LLC 4124 *Closed 2023-12-31 0 $0 -243,181
   Penserra Capital Management LLC 1280 *Closed 2023-12-31 0 $0 -484
   BROWN BROTHERS HARRIMAN & CO 1183 *Closed 2023-12-31 0 $0 -1,751
   LGT Financial Advisors LLC 786 *Closed 2024-03-31 0 $0 -260
   Beacon Capital Management Inc. 40 *Closed 2024-03-31 0 $0 -5,038
   Advisory Alpha LLC *Closed 2023-12-31 0 $0 -26,442
   BCJ Capital Management LLC 340 *Closed 2023-12-31 0 $0 -33,292
   Moisand Fitzgerald Tamayo LLC 585 *Closed 2024-03-31 0 $0 -107
   B.O.S.S. Retirement Advisors LLC 157 *Closed 2024-03-31 0 $0 -50,465
   OPPENHEIMER & CO INC 1407 *Closed 2023-12-31 0 $0 -11,220
   WHITTIER TRUST CO OF NEVADA INC 1220 *Closed 2024-03-31 0 $0 -541
   JOHNSON INVESTMENT COUNSEL INC 720 *Closed 2023-12-31 0 $0 -95,141
   CX Institutional 554 *Closed 2024-03-31 0 $0 -1,001,717
   Ameritas Advisory Services LLC 756 *Closed 2023-12-31 0 $0 -29,311
   Jackson Wealth Management LLC 95 *Closed 2023-12-31 0 $0 -40,667
   Bleakley Financial Group LLC *Closed 2023-12-31 0 $0 -159,127
   Stonebridge Capital Advisors LLC 639 *Closed 2023-12-31 0 $0 -1,150
   Tempus Wealth Planning LLC 204 *Closed 2024-03-31 0 $0 -13,818
   Mascoma Wealth Management LLC 456 *Closed 2024-03-31 0 $0 -1,384
   Arlington Trust Co LLC 810 *Closed 2024-03-31 0 $0 -4,737
   MILESTONE GROUP INC 501 *Closed 2024-03-31 0 $0 -425
   OLYMPUS WEALTH MANAGEMENT LLC 19 *Closed 2024-03-31 0 $0 -66,359
   CANNELL PETER B & CO INC 271 *Closed 2023-12-31 0 $0 -28,496
   Synergy Financial Management LLC 159 *Closed 2024-03-31 0 $0 -10,005
   FTB Advisors Inc. 2364 *Closed 2024-03-31 0 $0 -1,275
   GRADIENT INVESTMENTS LLC 1689 *Closed 2024-03-31 0 $0 -474
   PEAPACK GLADSTONE FINANCIAL CORP 712 *Closed 2023-12-31 0 $0 -15,000
   GHP INVESTMENT ADVISORS INC 870 *Closed 2024-03-31 0 $0 -182
   Advisors Preferred LLC *Closed 2023-12-31 0 $0 -10,665
   Calton & Associates Inc. 222 *Closed 2024-03-31 0 $0 -20,697
   Cape Investment Advisory Inc. 1096 *Closed 2023-12-31 0 $0 -7,689
   Worth Financial Advisory Group LLC 143 *Closed 2024-03-31 0 $0 -12,065
   BerganKDV Wealth Management LLC 1048 *Closed 2023-06-30 0 $0 -5,616
   LEUCADIA NATIONAL CORP -- Notable Guru -- 1211 *Closed 2023-12-31 0 $0 -73,229
   Colonial Trust Co / SC 997 *Closed 2023-12-31 0 $0 -1,363
   West Branch Capital LLC 431 *Closed 2024-03-31 0 $0 -270
   Sentinus LLC 202 *Closed 2023-06-30 0 $0 -10,071
   Southland Equity Partners LLC 217 *Closed 2024-03-31 0 $0 -32,360
   VOISARD ASSET MANAGEMENT GROUP INC. 365 *Closed 2024-03-31 0 $0 -1,586
   Financial Perspectives Inc 685 *Closed 2024-03-31 0 $0 0
   Lakeview Capital Partners LLC 413 *Closed 2023-12-31 0 $0 -514,342
   Clear Perspectives Financial Planning LLC 231 *Closed 2023-03-31 0 $0 -489,803
   Koshinski Asset Management Inc. 633 *Closed 2023-12-31 0 $0 -81,728
   BARCLAYS PLC 4236 *Closed 2023-12-31 0 $0 -517,700
   Strid Group LLC 58 *Closed 2024-03-31 0 $0 -487,095
   Gladstone Institutional Advisory LLC 684 *Closed 2023-12-31 0 $0 -203,705
   Rehmann Capital Advisory Group 582 *Closed 2024-03-31 0 $0 -11,223
   JOURNEY STRATEGIC WEALTH LLC 260 *Closed 2023-12-31 0 $0 -24,824
   OHE FINANCIAL INC 250 *Closed 2023-12-31 0 $0 -10,525
   Waterloo Capital L.P. 395 *Closed 2023-12-31 0 $0 -14,980
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1349 *Closed 2023-12-31 0 $0 -16,666
   FLAGSHIP HARBOR ADVISORS LLC 709 *Closed 2024-03-31 0 $0 -1,052,160
   Apella Capital LLC 300 *Closed 2024-03-31 0 $0 -10,134
   Stokes Family Office LLC 348 *Closed 2023-12-31 0 $0 -75,113
   PACIFIC FINANCIAL GROUP INC 57 *Closed 2023-12-31 0 $0 -373,384
  79 Records found
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