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Get Institutions for : 
Invesco DWA Developed Markets Mom ETF (PIZ)  
$33.01 0.09 (0.27%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 53    2
Total shares held : 
 2,891,617  
% of shares held : 
 57.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 693,475  
% of shares held change : 
   13.73%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $28.23  
Last Quarter's Ending Price : 
 $31.76  
Last Quarter's Average Price : 
 $29.40  
Change from last quarter's     
avg. price to the last closing  : 
3.61 (12.28%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
13
 968,188
 33.48%
 
Unchanged Positions :
14
 63,889
 2.21%
 
Decreased Positions :
26
-274,379
-9.49%
 
Closed Positions :
2
-334
-0.01%
 
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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 372 - 2024-03-31 449,355 $15,485,000 -20,780
   CFG ASSET MANAGEMENT LLC 20 - 2023-12-31 443,792 $14,095,000 318,997
   UBS Group AG 1397 - 2023-12-31 345,843 $10,984,000 -2,335
   WELLS FARGO & CO/MN 1780 - 2023-12-31 198,618 $6,308,000 -27,827
   OLD MISSION CAPITAL LLC 105 - 2023-12-31 193,547 $6,147,000 157,200
   ROYAL BANK OF CANADA 1816 - 2023-12-31 174,738 $5,549,000 -12,181
   RAYMOND JAMES & ASSOCIATES 1620 - 2024-03-31 136,306 $4,697,000 -3,284
   JANE STREET GROUP LLC 1741 - 2023-12-31 118,871 $3,775,000 -25,931
   MORGAN STANLEY 4300 - 2023-12-31 74,094 $2,353,000 -28,588
   PROSPERA FINANCIAL SERVICES 304 - 2023-12-31 62,791 $1,994,000 -15,666
   COMMONWEALTH EQUITY SERVICES LLC. 1729 - 2023-12-31 56,852 $1,806,000 -5,527
   FLOW TRADERS U.S. LLC 274 - 2023-12-31 44,714 $1,420,000 2,168
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2462 - 2023-12-31 39,565 $1,257,000 26,122
   Cyndeo Wealth Partners LLC 185 - 2024-03-31 34,656 $1,194,000 -4,728
   Refined Wealth Management 17 - 2024-03-31 30,306 $1,044,000 -45,157
   BANK OF AMERICA CORP /DE/ 4000 - 2023-12-31 31,791 $1,010,000 -763
   LPL FINANCIAL CORP 3062 - 2023-12-31 29,295 $930,000 -83,535
   Trueblood Wealth Management LLC 65 - 2024-03-31 25,103 $865,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2164 - 2024-03-31 23,936 $825,000 -7,248
   CITADEL ADVISORS LLC 3205 - 2023-12-31 23,298 $740,000 -21,266
   MorganRosel Wealth Management LLC 68 - 2024-03-31 20,917 $721,000 -541
   O SHAUGHNESSY ASSET MANAGEMENT LLC 878 - 2023-12-31 21,989 $698,000 622
   Monument Capital Management 100 - 2024-03-31 19,383 $668,000 -5,794
   CITIGROUP INC 2414 - 2023-12-31 20,064 $637,000 380
   Lunt Capital Management Inc. 54 - 2024-03-31 17,850 $615,000 357
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2110 - 2024-03-31 17,511 $603,000 -294
   STIFEL FINANCIAL CORP 2521 - 2023-12-31 16,734 $531,000 -635
   ENVESTNET ASSET MANAGEMENT INC 3357 - 2023-12-31 14,269 $453,000 2,288
   Resources Investment Advisors Inc. 764 - 2023-12-31 13,789 $438,000 -4,184
   MERCER GLOBAL ADVISORS INC /ADV 1473 - 2023-12-31 12,197 $387,000 -380
   PFG Investments LLC 723 - 2024-03-31 8,921 $307,000 -19,907
   Del-Sette Capital Management LLC 27 - 2023-12-31 9,409 $299,000 0
   JANNEY MONTGOMERY SCOTT LLC 2215 - 2023-12-31 9,105 $289,000 0
   CIBC WORLD MARKETS INC. 1023 - 2023-12-31 7,991 $254,000 0
   Advisor Group Holdings Inc. 3727 - 2023-12-31 7,751 $246,000 -5,311
   COMERICA BANK 2172 - 2023-12-31 7,724 $245,000 -9
   Capital Investment Advisory Services LLC 496 - 2024-03-31 5,325 $184,000 0
   Eagle Bay Advisors LLC 175 - 2023-12-31 4,010 $127,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1004 - 2023-12-31 3,683 $117,000 -527
   Coastal Investment Advisors Inc. 483 *New 2024-03-31 2,850 $98,000 2,850
   BLAIR WILLIAM & CO/IL 1557 - 2023-12-31 1,900 $60,000 50
   DHJJ Financial Advisors Ltd. 256 - 2024-03-31 1,564 $54,000 0
   NBC SECURITIES INC. 1293 - 2024-03-31 878 $31,000 0
   Steward Partners Investment Advisory LLC 2318 - 2023-12-31 740 $24,000 0
   FMR LLC 3804 - 2023-12-31 601 $19,000 -1
   Qube Research & Technologies Ltd 3065 - 2023-12-31 606 $19,000 0
   GLENMEDE TRUST CO NA 1262 - 2023-12-31 551 $17,000 0
   Key Financial Inc 674 - 2023-12-31 406 $13,000 0
   Geneos Wealth Management Inc. - 2023-12-31 285 $9,000 0
   HANSON MCCLAIN, INC. 2194 *New 2024-03-31 225 $8,000 225
   CWM LLC 3430 - 2024-03-31 233 $8,000 0
   J P MORGAN CHASE & CO 5202 - 2023-12-31 143 $5,000 37
   Goss Wealth Management LLC 3145 - 2023-12-31 116 $4,000 -163
   PNC FINANCIAL SERVICES GROUP INC 3944 - 2023-12-31 125 $4,000 0
   PROEQUITIES INC. 3352 - 2023-12-31 0 $0 0
   BANK OF MONTREAL /CAN/ 3518 *Closed 2023-12-31 0 $0 -197
   TOWER RESEARCH CAPITAL LLC 6258 *Closed 2023-12-31 0 $0 -137
  57 Records found
  1    
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