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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
   MTM Investment Management LLC 17 - 2024-03-31 32,956 $3,255,000 0
   Bridgewater Advisors Inc. 64 - 2024-03-31 14,735 $1,456,000 0
   Sowell Financial Services LLC 318 - 2024-03-31 11,698 $1,156,000 0
   BUCKINGHAM ASSET MANAGEMENT, LLC 362 - 2024-03-31 8,680 $857,000 0
   WMS PARTNERS, LLC 132 - 2023-12-31 7,125 $609,000 0
   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
   PRIVATE TRUST CO NA 397 - 2024-03-31 4,578 $452,000 0
   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
   CIBC WORLD MARKETS INC. 900 - 2023-12-31 4,896 $419,000 0
   Trinity Wealth Management LLC 35 - 2024-03-31 3,907 $386,000 0
   COLONY GROUP LLC 604 - 2023-09-30 4,739 $365,000 0
   HIGHTOWER ADVISORS, LLC 2532 - 2024-03-31 3,466 $343,000 0
   SAPIENT CAPITAL LLC 277 - 2024-03-31 3,454 $341,000 0
   JOURNEY STRATEGIC WEALTH LLC 126 - 2023-12-31 3,905 $334,000 0
   PACIFIC SUN FINANCIAL CORP 139 - 2024-03-31 3,272 $323,000 0
   Keystone Financial Group 248 - 2024-03-31 3,220 $318,000 0
   PNC FINANCIAL SERVICES GROUP INC 1852 - 2024-03-31 3,196 $316,000 0
   MARINER WEALTH ADVISORS, LLC 2308 - 2023-12-31 3,629 $310,000 0
   FIRST CITY CAPITAL MANAGEMENT INC 132 - 2023-12-31 3,585 $306,000 0
   Financial Advocates Investment Management 594 - 2024-03-31 3,000 $296,000 0
   True North Advisors LLC 147 - 2024-03-31 2,874 $284,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1390 - 2023-12-31 3,223 $276,000 0
   Selective Wealth Management 88 - 2024-03-31 2,798 $268,000 0
   WEDBUSH MORGAN SECURITIES INC 842 - 2023-12-31 3,000 $256,000 0
   Arkadios Wealth Advisors 591 - 2024-03-31 2,528 $250,000 0
   Apollon Financial LLC 135 - 2024-03-31 2,432 $240,000 0
   WELCH & FORBES LLC 361 - 2024-03-31 2,419 $239,000 0
   NORTHERN TRUST CORP 3828 - 2023-12-31 2,798 $239,000 0
   Perigon Wealth Management LLC 753 - 2024-03-31 2,350 $232,000 0
   NATIONAL BANK OF CANADA /FI/ 1258 - 2023-12-31 2,735 $229,000 0
   Astoria Portfolio Advisors LLC. 158 - 2024-03-31 2,416 $226,000 0
   PROEQUITIES INC. 656 - 2024-03-31 2,165 $214,000 0
   DB Wealth Management Group LLC 90 - 2023-12-31 2,102 $180,000 0
   HARBOR INVESTMENT ADVISORY LLC 358 - 2024-03-31 1,790 $177,000 0
   Founders Financial Alliance LLC 268 - 2023-12-31 1,661 $142,000 0
   MCF Advisors LLC 279 - 2024-03-31 1,140 $113,000 0
   Tortoise Investment Management LLC 297 - 2024-03-31 1,000 $99,000 0
   HHM Wealth Advisors LLC 220 - 2023-12-31 1,010 $86,000 0
   FIFTH THIRD BANCORP 1176 - 2024-03-31 843 $83,000 0
   Anchor Investment Management LLC 481 - 2023-12-31 855 $73,000 0
   Emerald Investment Partners LLC 337 - 2024-03-31 700 $69,000 0
   Parallel Advisors LLC 1363 - 2024-03-31 662 $65,000 0
   Northwest Financial Advisors 250 - 2024-03-31 590 $58,000 0
   Hexagon Capital Partners LLC 437 - 2024-03-31 500 $49,000 0
   CAPITAL INVESTMENT COUNSEL INC 200 - 2024-03-31 467 $46,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 819 - 2024-03-31 356 $35,000 0
   BARRETT & COMPANY INC. 320 - 2024-03-31 300 $30,000 0
   Global Retirement Partners LLC 1838 - 2024-03-31 185 $18,000 0
   MV Capital Management Inc. 494 - 2024-03-31 117 $12,000 0
   PRINCIPAL SECURITIES INC. 2254 - 2024-03-31 109 $11,000 0
   Bogart Wealth LLC 626 - 2024-03-31 114 $11,000 0
   CAMBRIDGE TRUST CO 571 - 2023-12-31 120 $10,000 0
   WFA Asset Management Corp 187 - 2024-03-31 100 $10,000 0
   Smartleaf Asset Management LLC 858 - 2024-03-31 101 $9,000 0
   Aspire Wealth Management Corp 165 - 2024-03-31 85 $8,000 0
   Investors Research Corp 761 - 2024-03-31 75 $7,000 0
   Cedar Mountain Advisors LLC 261 - 2024-03-31 28 $3,000 0
   Capital Analysts Inc. 1033 - 2023-12-31 12 $1,000 0
   Register Financial Advisors LLC 715 - 2024-03-31 12 $1,000 0
   VitalStone Financial LLC 546 - 2024-03-31 5 $0 0
  63 Records found
  1    
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