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Get Institutions for : 
Invesco Dynamic Large Cap Growth ETF (PWB)  
$86.53 1.16 (1.36%) as of 4:30 Fri 4/26


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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  : 
14.34 (19.86%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 448 - 2023-12-31 753,568 $58,552,000 150,538
   MORGAN STANLEY 1592 - 2023-12-31 733,435 $56,988,000 5,697
   BANK OF AMERICA CORP /DE/ 1510 - 2023-12-31 379,231 $29,466,000 2,613
   RAYMOND JAMES & ASSOCIATES 619 - 2023-12-31 346,873 $26,952,000 5,903
   UBS Group AG 1135 - 2023-12-31 232,099 $18,034,000 -3,365
   WHARTON BUSINESS GROUP, LLC 33 - 2023-12-31 170,724 $13,265,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 326 - 2023-12-31 160,514 $12,472,000 -9,672
   WELLS FARGO & CO/MN 1551 - 2023-12-31 118,857 $9,235,000 -9,911
   COMMONWEALTH EQUITY SERVICES LLC. 771 - 2023-12-31 117,144 $9,102,000 -29,811
   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
   Private Advisor Group LLC 287 - 2023-12-31 108,050 $8,396,000 206
   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
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1154 - 2023-12-31 55,067 $4,279,000 -2,079
   BB&T CORP 942 - 2023-12-31 51,153 $3,975,000 -3,710
   Meridian Wealth Management LLC 90 *New 2023-12-31 48,979 $3,806,000 48,979
   Advisor Group Holdings Inc. 1478 - 2023-12-31 42,773 $3,324,000 3,215
   Rockefeller Capital Management L.P. 756 - 2023-12-31 41,969 $3,261,000 3,163
   WIN ADVISORS INC 16 *New 2023-12-31 40,750 $3,166,000 40,750
   AMERIPRISE FINANCIAL INC 2570 - 2023-12-31 40,196 $3,123,000 -7,484
   Firestone Capital Management 24 - 2023-12-31 36,743 $2,855,000 -333
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 47 - 2023-12-31 33,192 $2,579,000 -5,298
   Stratos Wealth Partners LTD. 388 - 2024-03-31 27,412 $2,448,000 1,772
   Spire Wealth Management 210 - 2023-12-31 29,245 $2,365,000 -74,030
   Personal Resources Investment & Strategic Manageme 23 - 2024-03-31 24,848 $2,219,000 -86
   Ullmann Financial Group Inc. 33 - 2023-12-31 25,992 $2,020,000 7
   JPL Wealth Management LLC 26 - 2023-12-31 22,474 $1,746,000 0
   Equitable Holdings Inc. 461 - 2023-12-31 20,973 $1,630,000 4
   Merit Financial Group LLC 231 - 2023-12-31 20,943 $1,627,000 -4,225
   Tobias Financial Advisors Inc. 40 - 2023-12-31 20,903 $1,624,000 -222
   COMERICA BANK 1336 - 2023-12-31 18,640 $1,448,000 -1,663
   Integrated Wealth Concepts LLC 596 - 2023-12-31 18,131 $1,409,000 287
   BALANCED WEALTH GROUP LLC 24 - 2023-12-31 17,703 $1,376,000 0
   FENIMORE ASSET MANAGEMENT INC - 2023-12-31 17,000 $1,321,000 0
   New England Private Wealth Advisors LLC 67 - 2023-12-31 15,842 $1,231,000 20
   Apollon Wealth Management LLC 397 *New 2023-12-31 15,384 $1,195,000 15,384
   Geneos Wealth Management Inc. - 2023-12-31 14,736 $1,145,000 2,636
   Beacon Pointe Advisors LLC 617 - 2023-12-31 14,607 $1,135,000 -1,737
   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
   THOROUGHBRED FINANCIAL SERVICES LLC 228 - 2023-12-31 13,381 $1,039,000 -209
   Parallel Advisors LLC 337 - 2023-12-31 12,330 $958,000 0
   Steward Partners Investment Advisory LLC 754 - 2023-12-31 12,112 $941,000 -778
   Koshinski Asset Management Inc. 192 - 2023-12-31 12,033 $935,000 5,754
   FOCUS FINANCIAL NETWORK INC /ADV 339 - 2023-12-31 11,438 $889,000 0
   Vontobel Holding Ltd. 725 - 2023-12-31 10,392 $807,000 0
   FLAGSHIP HARBOR ADVISORS LLC 283 - 2024-03-31 8,785 $784,000 66
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 288 *New 2024-03-31 8,600 $768,000 8,600
   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
   Investors Research Corp 173 - 2023-12-31 8,155 $634,000 464
   OPPENHEIMER & CO INC 890 - 2023-12-31 8,128 $632,000 821
   STIFEL FINANCIAL CORP 2450 - 2023-12-31 7,856 $610,000 906
   MULTIFINANCIAL SECURITIES CORP 1057 - 2023-12-31 7,255 $564,000 -442
   STRATEGY ASSET MANAGERS LLC 119 - 2023-12-31 7,048 $548,000 0
   Covenant Asset Management LLC - 2023-12-31 6,951 $540,000 0
   EPG Wealth Management LLC 156 - 2023-12-31 6,000 $512,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 618 - 2023-12-31 6,553 $509,000 0
   GLENMEDE TRUST CO NA 892 - 2023-12-31 6,442 $501,000 0
   Armbruster Capital Management Inc. 70 - 2023-12-31 6,370 $495,000 0
   SILVER OAK SECURITIES Inc 273 - 2023-12-31 6,358 $494,000 115
   PNC FINANCIAL SERVICES GROUP INC 1528 - 2023-12-31 6,321 $491,000 1,710
   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
   Beacon Financial Advisory LLC - 2023-12-31 5,308 $412,000 0
   MATHER GROUP, INC. 382 - 2024-03-31 5,104 $397,000 180
   JANNEY MONTGOMERY SCOTT LLC 2055 - 2023-12-31 4,979 $387,000 133
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 469 - 2023-12-31 4,811 $374,000 0
   Chicago Partners Investment Group LLC 498 - 2023-12-31 4,425 $362,000 0
   NATIONAL ASSET MANAGEMENT, INC. 971 - 2023-12-31 4,615 $359,000 -308
   HFG Advisors Inc. 69 - 2024-03-31 3,850 $344,000 0
   Arkadios Wealth Advisors - 2023-12-31 4,252 $330,000 -576
   FMR LLC 2649 - 2023-12-31 4,113 $320,000 870
   IAM Advisory LLC 80 - 2024-03-31 3,298 $294,000 -23
   BLAIR WILLIAM & CO/IL 1261 - 2023-12-31 3,713 $289,000 0
   CREATIVE PLANNING 2118 *New 2023-12-31 3,661 $284,000 3,661
   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
   Advisor Resource Council 180 - 2024-03-31 3,512 $273,000 3,512
   EverSource Wealth Advisors LLC 370 - 2023-12-31 3,398 $264,000 -137
   NorthRock Partners LLC 306 - 2023-12-31 3,380 $263,000 0
   Paragon Private Wealth Management LLC 116 - 2023-12-31 3,335 $259,000 -1,266
   Eagle Bay Advisors LLC 101 - 2023-12-31 3,301 $256,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2008 *New 2024-03-31 2,833 $253,000 2,833
   Strategic Family Wealth Counselors L.L.C. 99 - 2023-12-31 3,197 $248,000 0
   Horizon Family Wealth Inc. 59 - 2023-12-31 3,163 $246,000 3,163
   Schrum Private Wealth Management LLC - 2023-12-31 3,050 $237,000 0
   PRINCIPAL SECURITIES INC. 871 - 2023-12-31 3,015 $234,000 0
  100 Records found
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