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Get Institutions for : 
Invesco Dynamic Large Cap Growth ETF (PWB)  
$88.75 0.30 (0.34%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 131    7
Total shares held : 
 5,321,145  
% of shares held : 
 44.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 26,066  
% of shares held change : 
   0.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $67.94  
Last Quarter's Ending Price : 
 $77.70  
Last Quarter's Average Price : 
 $72.19  
Change from last quarter's     
avg. price to the last closing  : 
16.56 (22.94%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 130,438
 2.45%
 
Increased Positions :
42
 493,106
 9.27%
 
Unchanged Positions :
40
 359,199
 6.75%
 
Decreased Positions :
36
-463,343
-8.71%
 
Closed Positions :
6
-134,135
-2.52%
 
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
   LPL FINANCIAL CORP 438 - 2024-03-31 772,787 $69,002,000 19,219
   MORGAN STANLEY 1592 - 2023-12-31 733,435 $56,988,000 5,697
   RAYMOND JAMES & ASSOCIATES 519 - 2024-03-31 400,466 $35,758,000 53,593
   BANK OF AMERICA CORP /DE/ 1510 - 2023-12-31 379,231 $29,466,000 2,613
   UBS Group AG 1135 - 2023-12-31 232,099 $18,034,000 -3,365
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 333 - 2024-03-31 167,295 $14,938,000 6,781
   WHARTON BUSINESS GROUP, LLC 33 - 2023-12-31 170,724 $13,265,000 0
   WELLS FARGO & CO/MN 1515 - 2024-03-31 115,713 $10,332,000 -3,144
   COMMONWEALTH EQUITY SERVICES LLC. 788 - 2024-03-31 110,262 $9,845,000 -6,882
   Private Advisor Group LLC 275 - 2024-03-31 106,712 $9,528,000 -1,338
   ROYAL BANK OF CANADA 1525 - 2023-12-31 113,936 $8,853,000 1,199
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 208 - 2023-12-31 112,666 $8,754,000 -266,839
   Baird Financial Group Inc. 491 - 2023-12-31 111,274 $8,646,000 -544
   Ethos Financial Group LLC 18 *New 2024-03-31 93,524 $8,351,000 93,524
   GOLDMAN SACHS GROUP INC/ 2314 - 2023-12-31 90,362 $7,021,000 362
   CAPTRUST FINANCIAL ADVISORS 462 - 2023-12-31 86,332 $6,708,000 -3,206
   CWM LLC 365 - 2024-03-31 74,779 $6,677,000 -889
   Kestra Advisory Services LLC 395 - 2023-12-31 77,986 $6,059,000 11,315
   TRUSTCORE FINANCIAL SERVICES LLC 28 - 2022-12-31 92,354 $5,517,000 -6,020
   ENVESTNET ASSET MANAGEMENT INC 1833 - 2023-12-31 70,102 $5,447,000 -3,511
   Cornerstone Wealth Management LLC 53 - 2024-03-31 58,129 $5,190,000 908
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1149 - 2024-03-31 54,315 $4,850,000 -752
   Dynamic Advisors Solutions LLC 173 - 2024-03-31 53,682 $4,793,000 -173
   Mill Creek Capital Advisors LLC 54 - 2023-12-31 55,088 $4,280,000 8,618
   BB&T CORP 942 - 2023-12-31 51,153 $3,975,000 -3,710
   Rockefeller Capital Management L.P. 756 - 2023-12-31 41,969 $3,261,000 3,163
   Firestone Capital Management 23 - 2024-03-31 36,416 $3,252,000 -327
   AMERIPRISE FINANCIAL INC 2570 - 2023-12-31 40,196 $3,123,000 -7,484
   WIN ADVISORS INC 18 - 2024-03-31 34,887 $3,115,000 -5,863
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 47 - 2024-03-31 33,117 $2,957,000 -75
   Advisor Group Holdings Inc. 1420 - 2024-03-31 32,609 $2,912,000 -10,164
   Spire Wealth Management 205 - 2024-03-31 32,178 $2,873,000 2,933
   Stratos Wealth Partners LTD. 388 - 2024-03-31 27,412 $2,448,000 1,772
   JPL Wealth Management LLC 26 - 2024-03-31 27,172 $2,426,000 4,698
   Ullmann Financial Group Inc. 32 - 2024-03-31 25,993 $2,321,000 1
   Personal Resources Investment & Strategic Manageme 23 - 2024-03-31 24,848 $2,219,000 -86
   Tobias Financial Advisors Inc. 39 - 2024-03-31 20,901 $1,866,000 -2
   Merit Financial Group LLC 281 - 2024-03-31 20,256 $1,754,000 -687
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1926 - 2024-03-31 19,338 $1,727,000 19,338
   Equitable Holdings Inc. 461 - 2023-12-31 20,973 $1,630,000 4
   FENIMORE ASSET MANAGEMENT INC 76 - 2024-03-31 17,000 $1,518,000 0
   COMERICA BANK 1336 - 2023-12-31 18,640 $1,448,000 -1,663
   New England Private Wealth Advisors LLC 66 - 2024-03-31 15,844 $1,415,000 2
   Integrated Wealth Concepts LLC 596 - 2023-12-31 18,131 $1,409,000 287
   Apollon Wealth Management LLC 368 - 2024-03-31 15,750 $1,406,000 366
   BALANCED WEALTH GROUP LLC 24 - 2023-12-31 17,703 $1,376,000 0
   Geneos Wealth Management Inc. 305 - 2024-03-31 15,382 $1,373,000 646
   Fulcrum Equity Management 18 *New 2024-03-31 14,024 $1,252,000 14,024
   THOROUGHBRED FINANCIAL SERVICES LLC 170 - 2024-03-31 13,381 $1,194,000 0
   Beacon Pointe Advisors LLC 617 - 2023-12-31 14,607 $1,135,000 -1,737
   Parallel Advisors LLC 336 - 2024-03-31 12,330 $1,101,000 0
   Atria Wealth Solutions Inc. 820 - 2023-12-31 13,862 $1,077,000 348
   IHT Wealth Management LLC 365 - 2023-12-31 13,837 $1,075,000 8
   Focus Financial Network Inc. 261 - 2024-03-31 11,545 $986,000 0
   Steward Partners Investment Advisory LLC 754 - 2023-12-31 12,112 $941,000 -778
   FOCUS FINANCIAL NETWORK INC /ADV 339 - 2023-12-31 11,438 $889,000 0
   FLAGSHIP HARBOR ADVISORS LLC 283 - 2024-03-31 8,785 $784,000 66
   Investors Research Corp 142 - 2024-03-31 8,653 $773,000 498
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 288 *New 2024-03-31 8,600 $768,000 8,600
   OPPENHEIMER & CO INC 852 - 2024-03-31 8,277 $739,000 149
   FINANCIAL NETWORK 1591 - 2023-12-31 9,391 $730,000 669
   MML INVESTORS SERVICES LLC 1568 - 2023-12-31 8,834 $686,000 4,963
   CITADEL ADVISORS LLC 3289 - 2023-12-31 8,755 $680,000 -245
   PROSPERA FINANCIAL SERVICES 573 - 2023-12-31 8,425 $655,000 131
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1106 - 2023-12-31 8,356 $649,000 425
   STRATEGY ASSET MANAGERS LLC 119 - 2024-03-31 7,048 $629,000 0
   STIFEL FINANCIAL CORP 2450 - 2023-12-31 7,856 $610,000 906
   BENJAMIN F. EDWARDS & COMPANY INC. 624 - 2024-03-31 6,550 $585,000 -3
   Armbruster Capital Management Inc. 67 - 2024-03-31 6,370 $569,000 0
   MULTIFINANCIAL SECURITIES CORP 1057 - 2023-12-31 7,255 $564,000 -442
   Koshinski Asset Management Inc. 307 - 2024-03-31 6,152 $549,000 -5,881
   Covenant Asset Management LLC 95 - 2024-03-31 6,118 $546,000 -833
   EPG Wealth Management LLC 156 - 2023-12-31 6,000 $512,000 0
   GLENMEDE TRUST CO NA 892 - 2023-12-31 6,442 $501,000 0
   Beacon Financial Advisory LLC 124 - 2024-03-31 5,308 $474,000 0
   JANNEY MONTGOMERY SCOTT LLC 2043 - 2024-03-31 5,186 $463,000 207
   HARMONY ASSET MANAGEMENT LLC 87 - 2023-12-31 5,932 $461,000 0
   Evolution Wealth Advisors LLC 86 *New 2024-03-31 5,000 $446,000 5,000
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 451 - 2024-03-31 4,811 $430,000 0
   Total Clarity Wealth Management Inc. 165 - 2024-03-31 4,537 $405,000 1,585
   PNC FINANCIAL SERVICES GROUP INC 1680 - 2024-03-31 4,455 $398,000 -1,866
   MATHER GROUP, INC. 382 - 2024-03-31 5,104 $397,000 180
   GSA CAPITAL PARTNERS LLP 1058 *New 2024-03-31 4,375 $391,000 4,375
   Chicago Partners Investment Group LLC 510 - 2024-03-31 4,425 $380,000 0
   Arkadios Wealth Advisors 466 - 2024-03-31 4,203 $375,000 -49
   NATIONAL ASSET MANAGEMENT, INC. 971 - 2023-12-31 4,615 $359,000 -308
   HIGHTOWER ADVISORS, LLC 2519 *New 2024-03-31 3,931 $351,000 3,931
   HFG Advisors Inc. 69 - 2024-03-31 3,850 $344,000 0
   BLAIR WILLIAM & CO/IL 1216 - 2024-03-31 3,713 $332,000 0
   FMR LLC 2649 - 2023-12-31 4,113 $320,000 870
   Horizon Family Wealth Inc. 55 - 2024-03-31 3,522 $314,000 359
   Sigma Planning Corp 944 - 2024-03-31 3,431 $306,000 3,431
   NorthRock Partners LLC 307 - 2024-03-31 3,380 $302,000 0
   Eagle Bay Advisors LLC 91 - 2024-03-31 3,301 $295,000 0
   IAM Advisory LLC 80 - 2024-03-31 3,298 $294,000 -23
   CREATIVE PLANNING 2118 *New 2023-12-31 3,661 $284,000 3,661
   Legacy Capital Group California Inc. 233 *New 2024-03-31 3,182 $284,000 3,182
   Summit Financial LLC 323 *New 2024-03-31 3,183 $284,000 3,183
   EXCHANGE CAPITAL MANAGEMENT INC 168 - 2024-03-31 3,180 $284,000 -700
   Traction Financial Partners LLC 52 - 2023-12-31 3,553 $276,000 0
  100 Records found
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