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Get Institutions for : 
Invesco S&P Smallcap Utilities ETF Trust II (PSCU)  
$51.96 0.03 (0.06%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 15    3
Total shares held : 
 112,926  
% of shares held : 
 0.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 -30,182  
% of shares held change : 
   -0.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $48.36  
Last Quarter's Ending Price : 
 $54.11  
Last Quarter's Average Price : 
 $50.24  
Change from last quarter's     
avg. price to the last closing  : 
1.72 (3.42%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 2,629
 2.33%
 
Increased Positions :
3
 4,545
 4.02%
 
Unchanged Positions :
4
 211
 0.19%
 
Decreased Positions :
7
-14,815
-13.12%
 
Closed Positions :
4
-22,541
-19.96%
 
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
   BARD ASSOCIATES INC 31 - 2023-12-31 51,370 $2,780,000 -180
   UBS Group AG 3591 - 2023-12-31 14,381 $778,000 -6,073
   TOWER RESEARCH CAPITAL LLC 1194 - 2023-12-31 11,545 $625,000 4,146
   LPL FINANCIAL CORP 3459 - 2023-12-31 11,193 $606,000 -780
   Gladstone Institutional Advisory LLC 417 - 2023-12-31 9,314 $504,000 392
   CITADEL ADVISORS LLC 4051 - 2023-12-31 5,793 $313,000 -5,082
   MORGAN STANLEY 5495 - 2023-12-31 3,868 $209,000 -499
   HARBOR CAPITAL ADVISORS INC. 396 *New 2023-12-31 2,629 $142,000 2,629
   Global Retirement Partners LLC 1050 - 2024-03-31 2,031 $105,000 3
   Advisor Group Holdings Inc. 5497 - 2023-12-31 317 $17,000 -2,136
   KESSLER INVESTMENT GROUP, LLC 119 - 2024-03-31 252 $13,000 -25
   AdvisorNet Financial Inc 1291 - 2024-03-31 200 $10,000 0
   Front Row Advisors LLC 425 - 2023-12-31 10 $1,000 0
   GRADIENT INVESTMENTS LLC 917 *New 2024-03-31 10 $1,000 10
   PNC FINANCIAL SERVICES GROUP INC 4313 *Closed 2023-12-31 0 $0 -163
   WELLS FARGO & CO/MN 6084 - 2023-12-31 1 $0 0
   MODERA WEALTH MANAGEMENT, LLC 587 *Closed 2023-12-31 0 $0 -21,802
   PROEQUITIES INC. 8597 - 2024-03-31 0 $0 0
   Avalon Trust Co 356 *Closed 2023-12-31 0 $0 -416
  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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