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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
   RAYMOND JAMES & ASSOCIATES 374 - 2024-03-31 589,914 $58,272,000 11,388
   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
   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
   ENVESTNET ASSET MANAGEMENT INC 1542 - 2023-12-31 100,027 $8,551,000 1,383
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 739 - 2024-03-31 50,660 $5,004,000 2,934
   Tradition Wealth Management LLC 55 - 2023-12-31 44,895 $3,832,000 96
   Global Assets Advisory LLC 118 - 2024-03-31 314,224 $3,200,000 314,224
   PFG Investments LLC 157 - 2024-03-31 24,163 $2,387,000 9,585
   Milestone Advisory Partners 20 - 2023-09-30 30,825 $2,373,000 1,262
   Private Advisory Group LLC 70 - 2023-12-31 24,174 $2,067,000 10,805
   Capital Investment Advisory Services LLC 111 - 2024-03-31 19,250 $1,902,000 21
   RAYMOND JAMES TRUST CO 332 - 2024-03-31 18,183 $1,796,000 1,999
   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
   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
   NBC SECURITIES INC. 194 - 2024-03-31 12,267 $1,211,000 858
   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
   LINCOLN NATIONAL CORP 550 - 2024-03-31 9,030 $892,000 42
   Second Half Financial Partners LLC 38 - 2024-03-31 7,408 $732,000 3,333
   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
   CREATIVE PLANNING 1596 - 2023-12-31 6,752 $577,000 182
   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
   SPC FINANCIAL, INC. 163 - 2024-03-31 4,755 $470,000 545
   Prosperity Financial Group Inc. 71 - 2023-12-31 5,157 $441,000 6
   Spire Wealth Management 569 - 2024-03-31 4,264 $421,000 200
   STRATEGY ASSET MANAGERS LLC 152 - 2024-03-31 4,047 $400,000 135
   BAKER AVENUE ASSET MANAGEMENT, LP 282 - 2023-12-31 4,392 $375,000 702
   Equitable Holdings Inc. 919 - 2023-12-31 3,770 $322,000 5
   Brookstone Capital Management 760 - 2024-03-31 2,995 $296,000 99
   ESTATE COUNSELORS, LLC - 2023-12-31 3,450 $295,000 3,450
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1496 - 2023-09-30 3,755 $289,000 100
   Coastal Investment Advisors Inc. 337 - 2024-03-31 2,743 $271,000 2,743
   CITIGROUP INC 3128 - 2024-03-31 2,088 $206,000 12
   CWM LLC 1529 - 2024-03-31 1,923 $190,000 38
   Fortis Advisors LLC 99 - 2023-12-31 1,377 $118,000 2
   HARBOUR INVESTMENTS INC. 1446 - 2023-12-31 594 $51,000 17

  48 Records found
  1    
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