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Get Institutions for : 
Invesco DWA Momentum ETF (PDP)  
$95.79 0.77 (0.8%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 169    2
Total shares held : 
 7,239,233  
% of shares held : 
 31.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -539,110  
% of shares held change : 
   -2.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $76.52  
Last Quarter's Ending Price : 
 $85.49  
Last Quarter's Average Price : 
 $79.43  
Change from last quarter's     
avg. price to the last closing  : 
16.36 (20.6%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 38,492
 0.53%
 
Increased Positions :
45
 144,695
 2%
 
Unchanged Positions :
60
 145,251
 2.01%
 
Decreased Positions :
55
-710,157
-9.81%
 
Closed Positions :
11
-12,140
-0.17%
 
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 1379 - 2023-12-31 850,029 $72,669,000 -61,132
   RAYMOND JAMES & ASSOCIATES 374 - 2024-03-31 589,914 $58,272,000 11,388
   WELLS FARGO & CO/MN 666 - 2024-03-31 575,038 $56,802,000 -10,242
   COMMONWEALTH EQUITY SERVICES LLC. 258 - 2024-03-31 434,009 $42,871,000 -14,267
   BANK OF AMERICA CORP /DE/ 1335 - 2023-12-31 446,118 $38,139,000 4,375
   CFG ASSET MANAGEMENT LLC 5 - 2024-03-31 349,563 $34,530,000 79,819
   ROYAL BANK OF CANADA 973 - 2023-12-31 315,111 $26,938,000 -9,514
   LPL FINANCIAL CORP 881 - 2024-03-31 232,921 $23,008,000 -17,257
   PROSPERA FINANCIAL SERVICES 21 - 2023-12-31 249,123 $21,298,000 -87,957
   UBS Group AG 1073 - 2023-12-31 241,489 $20,645,000 17,597
   GATEWAY ADVISORY, LLC 4 - 2023-12-31 206,002 $17,611,000 18,052
   JANNEY MONTGOMERY SCOTT LLC 372 - 2024-03-31 173,299 $17,119,000 -1,574
   SAVANT CAPITAL MANAGEMENT INC 88 - 2024-03-31 172,308 $17,021,000 -6,896
   AMERIPRISE FINANCIAL INC 1449 - 2023-12-31 169,330 $14,476,000 -1,555
   Strid Group LLC 7 - 2024-03-31 129,508 $12,793,000 -6,381
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 712 - 2024-03-31 121,886 $12,040,000 -16,811
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 484 - 2024-03-31 97,436 $9,625,000 -123,320
   Advisor Group Holdings Inc. 733 - 2024-03-31 93,013 $9,187,000 -31,549
   Rockefeller Capital Management L.P. 489 - 2023-12-31 103,960 $8,888,000 -4,487
   ENVESTNET ASSET MANAGEMENT INC 1542 - 2023-12-31 100,027 $8,551,000 1,383
   J P MORGAN CHASE & CO 2155 - 2024-03-31 84,710 $8,368,000 -2,816
   Goss Wealth Management LLC 251 - 2023-12-31 89,136 $7,692,000 -1,877
   LJI Wealth Management LLC 13 - 2023-12-31 88,988 $7,608,000 209
   STIFEL FINANCIAL CORP 946 - 2023-12-31 79,783 $6,821,000 4,731
   WIN ADVISORS INC 15 *New 2024-03-31 62,444 $6,168,000 62,444
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 739 - 2024-03-31 50,660 $5,004,000 2,934
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 26 - 2024-03-31 48,158 $4,757,000 -234
   OSBORNE PARTNERS CAPITAL MANAGEMENT 103 - 2024-03-31 40,814 $4,032,000 -2,757
   Tradition Wealth Management LLC 55 - 2023-12-31 44,895 $3,832,000 96
   JBR Co Financial Management Inc 7 - 2024-03-31 34,359 $3,394,000 -5,173
   EP WEALTH ADVISORS, INC. 203 - 2023-12-31 38,323 $3,276,000 -307
   MTM Investment Management LLC 17 - 2024-03-31 32,956 $3,255,000 0
   Global Assets Advisory LLC 118 - 2024-03-31 314,224 $3,200,000 314,224
   BB&T CORP 1061 - 2023-12-31 34,485 $2,948,000 -809
   MERCER GLOBAL ADVISORS INC /ADV 630 - 2023-12-31 32,971 $2,819,000 -6,530
   BLAIR WILLIAM & CO/IL 610 - 2024-03-31 27,750 $2,741,000 -200
   NATIONAL ASSET MANAGEMENT, INC. 295 - 2023-12-31 29,419 $2,515,000 -1,199
   PFG Investments LLC 157 - 2024-03-31 24,163 $2,387,000 9,585
   G&S Capital LLC 37 - 2024-03-31 24,142 $2,385,000 -2,028
   Milestone Advisory Partners 20 - 2023-09-30 30,825 $2,373,000 1,262
   MorganRosel Wealth Management LLC 26 - 2024-03-31 23,409 $2,312,000 -931
   Sovereign Financial Group Inc. 30 - 2024-03-31 21,400 $2,114,000 1
   Private Advisory Group LLC 70 - 2023-12-31 24,174 $2,067,000 10,805
   Lunt Capital Management Inc. 25 - 2024-03-31 20,027 $1,978,000 -1,039
   Capital Investment Advisory Services LLC 111 - 2024-03-31 19,250 $1,902,000 21
   DAVIDSON D A & CO 518 - 2023-12-31 21,967 $1,878,000 -1,679
   RAYMOND JAMES TRUST CO 332 - 2024-03-31 18,183 $1,796,000 1,999
   MGB Wealth Management LLC 35 - 2024-03-31 17,388 $1,718,000 1
   Forefront Analytics LLC 28 - 2023-12-31 19,404 $1,659,000 22
   MML INVESTORS SERVICES LLC 1111 - 2023-12-31 18,798 $1,607,000 139
   Fort Point Capital Partners LLC 75 - 2023-12-31 17,129 $1,464,000 -811
   Bridgewater Advisors Inc. 64 - 2024-03-31 14,735 $1,456,000 0
   AE Wealth Management LLC 1016 - 2023-12-31 16,731 $1,455,000 1,655
   Snowden Capital Advisors LLC 339 - 2023-12-31 16,847 $1,440,000 600
   Calton & Associates Inc. 34 - 2024-03-31 14,315 $1,414,000 32
   Merit Financial Group LLC 344 - 2024-03-31 13,566 $1,278,000 254
   Rainsberger Wealth Advisors Inc. - 2023-12-31 14,470 $1,237,000 -1,352
   NBC SECURITIES INC. 194 - 2024-03-31 12,267 $1,211,000 858
   Sowell Financial Services LLC 318 - 2024-03-31 11,698 $1,156,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 508 - 2024-03-31 10,115 $999,000 -1,270
   MULTIFINANCIAL SECURITIES CORP 774 - 2023-12-31 11,643 $995,000 290
   FINANCIAL NETWORK 1389 - 2023-12-31 11,428 $977,000 866
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2628 - 2024-03-31 9,601 $948,000 6,195
   COMERICA BANK 1560 - 2023-12-31 10,979 $939,000 -3,500
   Baird Financial Group Inc. 1164 - 2023-12-31 10,721 $917,000 -9
   STEPHENS INC /AR/ 560 - 2023-12-31 10,494 $897,000 -446
   LINCOLN NATIONAL CORP 550 - 2024-03-31 9,030 $892,000 42
   BUCKINGHAM ASSET MANAGEMENT, LLC 362 - 2024-03-31 8,680 $857,000 0
   Focus Financial Network Inc. 293 - 2024-03-31 8,440 $777,000 0
   Steward Partners Investment Advisory LLC 818 - 2023-12-31 8,999 $769,000 -162
   Private Advisor Group LLC 1309 - 2024-03-31 7,492 $740,000 -24
   Second Half Financial Partners LLC 38 - 2024-03-31 7,408 $732,000 3,333
   SCOTIA CAPITAL INC. 514 - 2023-12-31 8,483 $725,000 -9
   FOCUS FINANCIAL NETWORK INC /ADV 376 - 2023-12-31 8,444 $722,000 0
   Kestra Advisory Services LLC 1317 - 2023-12-31 8,180 $699,000 -3,173
   Cetera Investment Advisers 1321 - 2023-12-31 8,017 $685,000 -882
   Geneos Wealth Management Inc. 431 - 2024-03-31 6,670 $659,000 -275
   CITADEL ADVISORS LLC 3351 - 2023-12-31 7,504 $642,000 522
   IFP Advisors Inc 497 - 2023-12-31 7,300 $624,000 2,667
   WMS PARTNERS, LLC 132 - 2023-12-31 7,125 $609,000 0
   CREATIVE PLANNING 1596 - 2023-12-31 6,752 $577,000 182
   Eagle Bay Advisors LLC 50 - 2024-03-31 5,761 $569,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 535 - 2023-12-31 6,642 $568,000 0
   WealthBridge Capital Management LLC 90 - 2024-03-31 5,622 $555,000 0
   FMR LLC 2524 - 2023-12-31 6,126 $524,000 626
   WARREN AVERETT ASSET MANAGEMENT, LLC 294 - 2023-12-31 6,061 $518,000 176
   Stratos Wealth Partners LTD. 872 - 2024-03-31 5,146 $508,000 4
   EPG Wealth Management LLC 160 - 2023-12-31 5,444 $490,000 1
   Cyndeo Wealth Partners LLC 262 - 2024-03-31 4,924 $486,000 -5,325
   SPC FINANCIAL, INC. 163 - 2024-03-31 4,755 $470,000 545
   PRIVATE TRUST CO NA 397 - 2024-03-31 4,578 $452,000 0
   Prosperity Financial Group Inc. 71 - 2023-12-31 5,157 $441,000 6
   Atria Wealth Solutions Inc. 1271 - 2023-12-31 5,133 $439,000 1
   Consolidated Planning Corp 110 - 2024-03-31 4,415 $436,000 0
   Principle Wealth Partners LLC 236 - 2024-03-31 4,395 $434,000 0
   TKG Advisors LLC 70 - 2024-03-31 4,389 $434,000 -602
   Spire Wealth Management 569 - 2024-03-31 4,264 $421,000 200
   CIBC WORLD MARKETS INC. 900 - 2023-12-31 4,896 $419,000 0
   NWAM LLC 368 - 2024-03-31 4,274 $414,000 -535
   COLONY GROUP, LLC 614 *New 2023-12-31 4,739 $405,000 4,739
  100 Records found
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