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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
   UBS Group AG 1135 - 2023-12-31 232,099 $18,034,000 -3,365
   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
   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
   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
   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
   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
   BB&T CORP 942 - 2023-12-31 51,153 $3,975,000 -3,710
   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
   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
   COMERICA BANK 1336 - 2023-12-31 18,640 $1,448,000 -1,663
   Beacon Pointe Advisors LLC 617 - 2023-12-31 14,607 $1,135,000 -1,737
   Steward Partners Investment Advisory LLC 754 - 2023-12-31 12,112 $941,000 -778
   CITADEL ADVISORS LLC 3289 - 2023-12-31 8,755 $680,000 -245
   BENJAMIN F. EDWARDS & COMPANY INC. 624 - 2024-03-31 6,550 $585,000 -3
   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
   PNC FINANCIAL SERVICES GROUP INC 1680 - 2024-03-31 4,455 $398,000 -1,866
   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
   IAM Advisory LLC 80 - 2024-03-31 3,298 $294,000 -23
   EXCHANGE CAPITAL MANAGEMENT INC 168 - 2024-03-31 3,180 $284,000 -700
   EverSource Wealth Advisors LLC 370 - 2023-12-31 3,398 $264,000 -137
   Paragon Private Wealth Management LLC 116 - 2023-12-31 3,335 $259,000 -1,266
   TOWER RESEARCH CAPITAL LLC 2241 - 2023-12-31 2,143 $167,000 -471
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1460 - 2023-12-31 1,706 $133,000 -794
   HARBOR INVESTMENT ADVISORY LLC 418 - 2024-03-31 1,313 $117,000 -50
   SILVER OAK SECURITIES Inc 422 - 2024-03-31 1,062 $95,000 -5,296
   J P MORGAN CHASE & CO 4679 - 2024-03-31 592 $53,000 -1
   M&R CAPITAL MANAGEMENT INC 227 - 2024-03-31 592 $53,000 -4
   AMERIVEST INVESTMENT MANAGEMENT LLC 256 - 2023-06-30 638 $45,000 -115
   FIRST MANHATTAN CO 922 - 2023-12-31 462 $37,000 -10
   First Command Advisory Services Inc. 301 - 2024-03-31 290 $26,000 -450
   Goss Wealth Management LLC 2496 - 2023-12-31 296 $23,000 -26
   Global Retirement Partners LLC 1869 - 2024-03-31 180 $16,000 -230
   PSI Advisors LLC 439 - 2024-03-31 150 $13,000 -1

  48 Records found
  1    
  Page 1 of 1
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