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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
   Fulcrum Equity Management 18 *New 2024-03-31 14,024 $1,252,000 14,024
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 288 *New 2024-03-31 8,600 $768,000 8,600
   Evolution Wealth Advisors LLC 86 *New 2024-03-31 5,000 $446,000 5,000
   GSA CAPITAL PARTNERS LLP 1058 *New 2024-03-31 4,375 $391,000 4,375
   CREATIVE PLANNING 2118 *New 2023-12-31 3,661 $284,000 3,661
   Summit Financial LLC 323 *New 2024-03-31 3,183 $284,000 3,183
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2008 *New 2024-03-31 2,833 $253,000 2,833
   HPM Partners LLC *New 2023-12-31 2,970 $231,000 2,970
   Oakmont Partners LLC 660 *New 2024-03-31 2,390 $213,000 2,390
   RSM US WEALTH MANAGEMENT LLC 623 *New 2024-03-31 2,320 $207,000 2,320
   Centurion Wealth Management LLC 180 *New 2024-03-31 2,304 $206,000 2,304
   PRIVATE CAPITAL MANAGEMENT LLC 183 *New 2024-03-31 2,262 $202,000 2,262
   ADVISORY SERVICES NETWORK, LLC 1637 *New 2023-12-31 1,275 $99,000 1,275
   EdgeRock Capital LLC 108 *New 2023-12-31 640 $54,000 640
   YHB INVESTMENT ADVISORS, INC. 477 *New 2024-03-31 475 $42,000 475
   Farther Finance Advisors LLC 1178 *New 2023-12-31 417 $32,000 417
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 615 *New 2023-12-31 110 $9,000 110
   HANSON INVESTMENT MANAGEMENT 458 *New 2024-03-31 22 $2,000 22
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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