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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
   TRANSAMERICA FINANCIAL ADVISORS, INC. 10 - 2023-12-31 282,323 $12,618,000 -28,016
   MORGAN STANLEY 3249 - 2023-12-31 239,449 $10,701,000 -2,678
   WELLS FARGO & CO/MN 1904 - 2023-12-31 115,633 $5,168,000 -7,652
   UBS Group AG 2618 - 2023-12-31 55,785 $2,493,000 -10,144
   BANK OF AMERICA CORP /DE/ 3638 - 2023-12-31 38,083 $1,702,000 -8,652
   Kingsview Wealth Management LLC 398 - 2023-12-31 28,418 $1,270,000 -642
   FINANCIAL NETWORK 1228 - 2023-12-31 28,259 $1,263,000 -2,857
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2153 - 2024-03-31 17,314 $847,000 -3,143
   SCOTIA CAPITAL INC. 559 - 2023-12-31 12,580 $562,000 -238
   JANNEY MONTGOMERY SCOTT LLC 1913 - 2024-03-31 11,292 $553,000 -132,968
   RAYMOND JAMES & ASSOCIATES 3252 - 2024-03-31 7,068 $346,000 -756
   ROYAL BANK OF CANADA 4159 - 2023-12-31 6,277 $281,000 -3,557
   Private Advisor Group LLC 1924 - 2024-03-31 5,367 $263,000 -311
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2820 - 2024-03-31 5,173 $253,000 -23,188
   Goss Wealth Management LLC 2338 - 2023-12-31 755 $34,000 -236
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2280 - 2023-12-31 580 $26,000 -14,273
   HORIZON BANCORP /IN/ 218 - 2024-03-31 60 $3,000 -3
  17 Records found
  1    
  Page 1 of 1
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