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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WIN ADVISORS INC 15 *New 2024-03-31 62,444 $6,168,000 62,444
   COLONY GROUP, LLC 614 *New 2023-12-31 4,739 $405,000 4,739
   JustInvest LLC 1279 *New 2024-03-31 2,933 $290,000 2,933
   Ethos Financial Group LLC 189 *New 2024-03-31 2,833 $280,000 2,833
   Shilanski & Associates Inc. 94 *New 2024-03-31 2,221 $219,000 2,221
   Heritage Trust Co 276 *New 2024-03-31 2,095 $207,000 2,095
   Trueblood Wealth Management LLC 215 *New 2024-03-31 2,064 $204,000 2,064
   Delta Investment Management LLC 204 *New 2024-03-31 2,063 $204,000 2,063
   SILVER OAK SECURITIES Inc 415 *New 2024-03-31 1,213 $120,000 1,213
   HANSON MCCLAIN, INC. 970 *New 2024-03-31 1,153 $114,000 1,153
   Atlantic Trust Group LLC 1678 *New 2024-03-31 510 $50,000 510
   Carolina Wealth Advisors LLC 113 *New 2024-03-31 393 $39,000 393
   ZRC WEALTH MANAGEMENT LLC 437 *New 2024-03-31 6 $1,000 6
  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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