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Get Institutions for : 
Invesco DWA Energy Momentum ETF (PXI)  
$47.86 0.75 (1.55%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 43    3
Total shares held : 
1,305,626  
% of shares held : 
21.3%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -7  
Amount of shares held : 
-321,441  
% of shares held change : 
  -5.24%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$44.88  
Last Quarter's Ending Price : 
$44.69  
Last Quarter's Average Price
$43.71  
Change from last quarter's     
avg. price to the last closing  : 
4.15 (9.5%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 7,186
 0.55%
 
Increased Positions :
13
 62,617
 4.8%
 
Unchanged Positions :
11
 67,958
 5.21%
 
Decreased Positions :
17
-285,290
-21.85%
 
Closed Positions :
5
-105,954
-8.12%
 
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
   LPL FINANCIAL CORP 2356 - 2023-12-31 45,579 $2,037,000 4,498
   SILVER OAK SECURITIES Inc 118 - 2023-12-31 34,045 $1,522,000 17,896
   IHT Wealth Management LLC 322 - 2023-12-31 28,831 $1,288,000 7,723
   Advisor Group Holdings Inc. 2510 - 2023-12-31 22,106 $988,000 7,687
   TOWER RESEARCH CAPITAL LLC 1021 - 2023-12-31 17,552 $784,000 3,027
   BB&T CORP 1909 - 2023-12-31 11,499 $514,000 14
   CITADEL ADVISORS LLC 3616 - 2023-12-31 11,092 $496,000 11,092
   GOLDMAN SACHS GROUP INC/ 4161 - 2023-12-31 4,895 $219,000 4,895
   FMR LLC 4053 - 2023-12-31 247 $11,000 245

  9 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results