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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CAPTRUST FINANCIAL ADVISORS 2257 - 2023-12-31 5,371 $240,000 0
   QUANTITATIVE ADVANTAGE LLC 113 - 2023-03-31 5,329 $212,000 0
   Geneos Wealth Management Inc. 1073 - 2024-03-31 1,000 $49,000 0
   MTM Investment Management LLC 220 - 2024-03-31 955 $47,000 0
   Advantage Trust Co 130 - 2024-03-31 600 $29,000 0
   Capital Investment Advisory Services LLC 731 - 2024-03-31 530 $26,000 0
   MGB Wealth Management LLC 238 - 2024-03-31 500 $24,000 0
   Archer Investment Corp 581 - 2024-03-31 284 $14,000 0
   Qube Research & Technologies Ltd 3137 - 2023-12-31 298 $13,000 0
   IFP Advisors Inc 2086 - 2023-12-31 267 $12,000 0
   Householder Group Estate & Retirement Specialist L 841 - 2024-03-31 191 $9,000 0
   BELLEVUE ASSET MANAGEMENT LLC 286 - 2024-03-31 144 $7,000 0
   Spire Wealth Management 2258 - 2024-03-31 23 $1,000 0
   PROEQUITIES INC. 8732 - 2024-03-31 0 $0 0
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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