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Get Institutions for : 
Invesco S&P SmallCap Info Tech ETF (PSCT)  
$47.17 0.68 (1.45%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 87    4
Total shares held : 
1,802,030  
% of shares held : 
71.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -3  
Amount of shares held : 
-48,239  
% of shares held change : 
  -1.91%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$43.67  
Last Quarter's Ending Price : 
$48.25  
Last Quarter's Average Price
$43.43  
Change from last quarter's     
avg. price to the last closing  : 
3.74 (8.61%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 25,774
 1.43%
 
Increased Positions :
23
 139,186
 7.72%
 
Unchanged Positions :
36
 226,704
 12.58%
 
Decreased Positions :
22
-71,646
-3.98%
 
Closed Positions :
10
-141,553
-7.86%
 
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
   MORGAN STANLEY 3127 - 2023-12-31 254,579 $12,283,000 -9,100
   GOLDMAN SACHS GROUP INC/ 2458 - 2023-12-31 120,000 $5,790,000 -2,082
   HARBOUR INVESTMENT MANAGEMENT LLC 30 - 2024-03-31 53,908 $2,501,000 -120
   UBS Group AG 2640 - 2023-12-31 50,544 $2,439,000 -3,967
   SPINNAKER TRUST 134 - 2024-03-31 25,300 $1,174,000 -3,645
   PACIFIC SUN FINANCIAL CORP 49 - 2024-03-31 24,004 $1,114,000 -16
   ROYAL BANK OF CANADA 3022 - 2023-12-31 22,743 $1,097,000 -18,828
   True Capital Management 35 - 2023-03-31 8,169 $1,075,000 -187
   Cresset Asset Management LLC 866 - 2023-12-31 21,101 $1,018,000 -1,335
   RAYMOND JAMES & ASSOCIATES 2617 - 2024-03-31 20,093 $932,000 -3,081
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1001 - 2023-12-31 18,602 $898,000 -1,086
   MML INVESTORS SERVICES LLC 1445 - 2023-12-31 17,937 $865,000 -11,432
   JBR Co Financial Management Inc 41 - 2024-03-31 16,157 $750,000 -97
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1954 - 2024-03-31 15,625 $725,000 -9,034
   McGuire Investment Group LLC 79 - 2024-03-31 13,694 $635,000 -18,294
   AMERIPRISE FINANCIAL INC 3319 - 2023-12-31 12,090 $583,000 -656
   CREATIVE PLANNING 1660 - 2023-12-31 11,092 $535,000 -5,855
   Advisor Group Holdings Inc. 2904 - 2024-03-31 10,980 $509,000 -1,081
   PFG Investments LLC 847 - 2024-03-31 4,838 $225,000 -700
   RFP Financial Group LLC 260 - 2024-03-31 394 $27,000 -3
   Founders Financial Alliance LLC 393 - 2023-12-31 483 $23,000 -471
   Goss Wealth Management LLC 2512 - 2023-12-31 471 $23,000 -51
   KESSLER INVESTMENT GROUP, LLC 138 - 2024-03-31 127 $6,000 -656
   PNC FINANCIAL SERVICES GROUP INC 4513 - 2024-03-31 0 $0 -799

  24 Records found
  1    
  Page 1 of 1
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