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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
   WHARTON BUSINESS GROUP, LLC 33 - 2023-12-31 170,724 $13,265,000 0
   FENIMORE ASSET MANAGEMENT INC 76 - 2024-03-31 17,000 $1,518,000 0
   THOROUGHBRED FINANCIAL SERVICES LLC 170 - 2024-03-31 13,381 $1,194,000 0
   Parallel Advisors LLC 336 - 2024-03-31 12,330 $1,101,000 0
   STRATEGY ASSET MANAGERS LLC 119 - 2024-03-31 7,048 $629,000 0
   Armbruster Capital Management Inc. 67 - 2024-03-31 6,370 $569,000 0
   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
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 451 - 2024-03-31 4,811 $430,000 0
   Chicago Partners Investment Group LLC 510 - 2024-03-31 4,425 $380,000 0
   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
   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
   Schrum Private Wealth Management LLC 101 - 2024-03-31 3,050 $272,000 0
   PRINCIPAL SECURITIES INC. 894 - 2024-03-31 3,015 $269,000 0
   Investment Advisory Group LLC 135 - 2024-03-31 2,800 $250,000 0
   Strategic Family Wealth Counselors L.L.C. 99 - 2023-12-31 3,197 $248,000 0
   CITIGROUP INC 3195 - 2024-03-31 1,928 $172,000 0
   BFSG LLC 253 - 2024-03-31 1,900 $170,000 0
   CALDWELL SUTTER CAPITAL INC. 220 - 2024-03-31 1,900 $170,000 0
   BDO Wealth Advisors LLC 281 - 2023-06-30 2,320 $164,000 0
   CENTAURUS FINANCIAL INC. 653 - 2023-12-31 1,966 $153,000 0
   Key Financial Inc 284 - 2024-03-31 1,485 $115,000 0
   Northwest Financial Advisors 180 - 2024-03-31 1,150 $103,000 0
   Rosenberg Matthew Hamilton 331 - 2024-03-31 1,012 $90,000 0
   GoalVest Advisory LLC 167 - 2024-03-31 866 $77,000 0
   First Command Bank 233 - 2023-06-30 740 $52,000 0
   First Command Financial Services Inc. 234 - 2023-06-30 740 $52,000 0
   FIFTH THIRD BANCORP 1384 - 2024-03-31 500 $45,000 0
   Archer Investment Corp 488 - 2024-03-31 280 $25,000 0
   IFP Advisors Inc 2087 - 2023-12-31 150 $12,000 0
   Efficient Wealth Management LLC 324 - 2024-03-31 100 $9,000 0
   VitalStone Financial LLC 313 - 2024-03-31 75 $7,000 0
   Integrity Financial Corp /WA 185 - 2024-03-31 53 $5,000 0
   Smartleaf Asset Management LLC 1696 - 2024-03-31 2 $0 0
   PROEQUITIES INC. 8741 - 2024-03-31 0 $0 0

  38 Records found
  1    
  Page 1 of 1
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