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Get Institutions for : 
Invesco Dwa Consumer Cyclicals Momentum ETF Trust (PEZ)  
$88.51 1.31 (1.46%) as of 4:30 Mon 4/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 29    8
Total shares held : 
411,288  
% of shares held : 
6.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  7  
Amount of shares held : 
273,834  
% of shares held change : 
  4.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$64.17  
Last Quarter's Ending Price : 
$82.35  
Last Quarter's Average Price
$69.55  
Change from last quarter's     
avg. price to the last closing  : 
18.96 (27.26%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 138,989
 33.79%
 
Increased Positions :
4
 148,358
 36.07%
 
Unchanged Positions :
9
 50,439
 12.26%
 
Decreased Positions :
5
-9,977
-2.43%
 
Closed Positions :
3
-3,536
-0.86%
 
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
   BANK OF AMERICA CORP /DE/ 3423 - 2023-12-31 27,702 $2,281,000 -337
   Genesee Capital Advisors LLC 34 - 2024-03-31 14,929 $1,441,000 -244
   SILVER OAK SECURITIES Inc 116 - 2024-03-31 13,540 $1,307,000 -6,130
   SIGNALPOINT ASSET MANAGEMENT, LLC 80 - 2024-03-31 10,048 $970,000 -6
   Unique Wealth Strategies LLC 90 - 2024-03-31 7,247 $700,000 -28,137
   CITADEL ADVISORS LLC 3815 - 2023-12-31 4,840 $399,000 -2,702
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3981 - 2024-03-31 3,270 $316,000 -281
   UBS Group AG 4658 - 2023-12-31 2,035 $168,000 -163
   WELLS FARGO & CO/MN 6710 - 2024-03-31 0 $0 -2,661

  9 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results