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Get Institutions for : 
Invesco Dynamic Large Cap Value ETF (PWV)  
$55.93 0.15 (0.27%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 134    0
Total shares held : 
 9,642,023  
% of shares held : 
 52.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -13  
Amount of shares held : 
 -551,474  
% of shares held change : 
   -3.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $46.32  
Last Quarter's Ending Price : 
 $50.74  
Last Quarter's Average Price : 
 $47.46  
Change from last quarter's     
avg. price to the last closing  : 
8.47 (17.85%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 21,712
 0.23%
 
Increased Positions :
29
 249,539
 2.59%
 
Unchanged Positions :
58
 427,370
 4.43%
 
Decreased Positions :
42
-809,394
-8.39%
 
Closed Positions :
5
-13,331
-0.14%
 
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 516 - 2024-03-31 970,364 $55,000,000 40,566
   PNC FINANCIAL SERVICES GROUP INC 331 - 2024-03-31 504,604 $28,601,000 6,682
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 795 - 2024-03-31 178,223 $10,102,000 907
   WELLS FARGO & CO/MN 1746 - 2024-03-31 128,326 $7,274,000 7,272
   Kestra Advisory Services LLC 396 - 2023-12-31 119,231 $6,050,000 13,695
   Mill Creek Capital Advisors LLC 46 - 2023-12-31 106,295 $5,393,000 37,282
   Equitable Holdings Inc. 232 - 2023-12-31 91,330 $4,634,000 790
   COMMONWEALTH EQUITY SERVICES LLC. 1251 - 2024-03-31 76,895 $4,358,000 3,724
   Horizon Family Wealth Inc. 10 - 2024-03-31 50,131 $2,841,000 236
   Good Life Advisors LLC 80 - 2024-03-31 48,106 $2,727,000 6,804
   Rockefeller Capital Management L.P. 860 - 2023-12-31 45,872 $2,328,000 32,511
   Spire Wealth Management 265 - 2024-03-31 32,243 $1,828,000 664
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 810 - 2023-12-31 33,455 $1,698,000 7,348
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1405 - 2024-03-31 27,932 $1,583,000 873
   WILLNER & HELLER LLC 12 - 2023-12-31 24,752 $1,256,000 491
   HIGHTOWER ADVISORS, LLC 1705 - 2024-03-31 19,932 $1,129,000 5,803
   CITADEL ADVISORS LLC 2854 - 2023-12-31 21,331 $1,082,000 16,185
   Private Advisor Group LLC 1130 - 2024-03-31 18,844 $1,068,000 1,721
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 191 - 2024-03-31 14,684 $832,000 9
   COMERICA BANK 1639 - 2023-12-31 15,562 $790,000 1,506
   OPPENHEIMER & CO INC 924 - 2024-03-31 10,718 $607,000 256
   BENJAMIN F. EDWARDS & COMPANY INC. 632 - 2024-03-31 9,808 $556,000 5
   Atria Wealth Solutions Inc. 1193 - 2023-12-31 9,892 $502,000 57
   Geneos Wealth Management Inc. 546 - 2024-03-31 7,125 $404,000 98
   FMR LLC 2590 - 2023-12-31 7,896 $401,000 1,111
   TOWER RESEARCH CAPITAL LLC 1773 - 2023-12-31 5,931 $301,000 3,909
   Alpha Cubed Investments LLC 229 - 2024-03-31 4,537 $257,000 6
   BLAIR WILLIAM & CO/IL 1528 - 2024-03-31 1,458 $83,000 108
   Coastal Investment Advisors Inc. 776 - 2024-03-31 34 $2,000 34
  29 Records found
  1    
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