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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
   MORGAN STANLEY 1379 - 2023-12-31 850,029 $72,669,000 -61,132
   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
   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
   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
   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
   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
   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
   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
   G&S Capital LLC 37 - 2024-03-31 24,142 $2,385,000 -2,028
   MorganRosel Wealth Management LLC 26 - 2024-03-31 23,409 $2,312,000 -931
   Lunt Capital Management Inc. 25 - 2024-03-31 20,027 $1,978,000 -1,039
   DAVIDSON D A & CO 518 - 2023-12-31 21,967 $1,878,000 -1,679
   Fort Point Capital Partners LLC 75 - 2023-12-31 17,129 $1,464,000 -811
   Rainsberger Wealth Advisors Inc. - 2023-12-31 14,470 $1,237,000 -1,352
   BENJAMIN F. EDWARDS & COMPANY INC. 508 - 2024-03-31 10,115 $999,000 -1,270
   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
   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
   SCOTIA CAPITAL INC. 514 - 2023-12-31 8,483 $725,000 -9
   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
   Cyndeo Wealth Partners LLC 262 - 2024-03-31 4,924 $486,000 -5,325
   TKG Advisors LLC 70 - 2024-03-31 4,389 $434,000 -602
   NWAM LLC 368 - 2024-03-31 4,274 $414,000 -535
   Castle Rock Wealth Management LLC 173 - 2023-12-31 3,830 $315,000 -150
   Kingsview Wealth Management LLC 826 - 2024-03-31 2,905 $287,000 -925
   Salomon & Ludwin LLC 161 - 2024-03-31 2,588 $256,000 -1,655
   Old Port Advisors 184 - 2023-09-30 2,966 $228,000 -200
   BANK OF MONTREAL /CAN/ 2708 - 2023-12-31 1,806 $156,000 -33
   Element Wealth LLC 175 - 2024-03-31 534 $53,000 -2,599
   TOWER RESEARCH CAPITAL LLC 3111 - 2023-12-31 600 $51,000 -4,683
   FSC Wealth Advisors LLC 157 - 2024-03-31 203 $20,000 -67
   ATLAS CAPITAL ADVISORS LLC 659 - 2024-03-31 120 $12,000 -11
   AdvisorNet Financial Inc 1244 - 2024-03-31 110 $11,000 -105
  53 Records found
  1    
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