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Get Institutions for : 
Invesco Russell Midcap Pure Growth ETF (PXMG)  
$115.55 0.22 (0.19%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 159    5
Total shares held : 
 7,512,396  
% of shares held : 
 23.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 -968,354  
% of shares held change : 
   -3.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $80.01  
Last Quarter's Ending Price : 
 $89.81  
Last Quarter's Average Price : 
 $82.19  
Change from last quarter's     
avg. price to the last closing  : 
33.36 (40.59%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 96,359
 1.28%
 
Increased Positions :
60
 642,785
 8.56%
 
Unchanged Positions :
30
 201,102
 2.68%
 
Decreased Positions :
52
-1,650,826
-21.97%
 
Closed Positions :
12
-56,672
-0.75%
 
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 242 - 2023-12-31 1,343,369 $120,648,000 130,140
   MORGAN STANLEY 1390 - 2023-12-31 787,777 $70,750,000 -45,167
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 151 - 2024-03-31 468,358 $53,796,000 -3,971
   WELLS FARGO & CO/MN 824 - 2023-12-31 384,942 $34,572,000 -26,182
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 379 - 2024-03-31 261,817 $30,072,000 -127,063
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 252 - 2023-12-31 312,909 $28,103,000 -89,778
   BANK OF AMERICA CORP /DE/ 1652 - 2023-12-31 271,613 $24,394,000 423
   AMERIPRISE FINANCIAL INC 1215 - 2023-12-31 242,359 $21,782,000 2,878
   STIFEL FINANCIAL CORP 548 - 2023-12-31 201,919 $18,138,000 29,870
   WIN ADVISORS INC 2 *New 2024-03-31 133,328 $15,314,000 133,328
   RAYMOND JAMES & ASSOCIATES 914 - 2024-03-31 132,630 $15,234,000 6,889
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 332 - 2024-03-31 130,503 $14,990,000 19,165
   Advisor Group Holdings Inc. 609 - 2023-12-31 158,765 $14,265,000 38,127
   COMMONWEALTH EQUITY SERVICES LLC. 629 - 2024-03-31 123,989 $14,241,000 -145
   Focus Financial Network Inc. 30 - 2024-03-31 127,062 $13,613,000 0
   Foundations Investment Advisors LLC 60 - 2023-12-31 141,792 $13,567,000 114,627
   Systelligence LLC 9 - 2024-03-31 115,254 $13,238,000 -26,741
   ENVESTNET ASSET MANAGEMENT INC 1300 - 2023-12-31 139,490 $12,528,000 32,274
   Aspire Wealth Management Corp 1 - 2024-03-31 100,919 $11,592,000 277
   FOCUS FINANCIAL NETWORK INC /ADV 47 - 2023-12-31 128,986 $11,584,000 0
   Private Advisor Group LLC 263 - 2024-03-31 85,766 $9,851,000 -918
   ROYAL BANK OF CANADA 1497 - 2023-12-31 102,668 $9,220,000 -1,660
   PRINCIPAL SECURITIES INC. 73 - 2024-03-31 77,487 $8,900,000 52,677
   GREAT VALLEY ADVISOR GROUP INC. 92 - 2023-12-31 88,494 $7,948,000 830
   CITIGROUP INC 930 - 2023-12-31 83,974 $7,542,000 4,545
   MML INVESTORS SERVICES LLC 467 - 2023-12-31 83,032 $7,457,000 -2,996
   UBS Group AG 1679 - 2023-12-31 78,974 $7,093,000 -537
   FINANCIAL NETWORK 458 - 2023-12-31 74,382 $6,680,000 967
   Financial Advocates Investment Management 65 - 2024-03-31 61,258 $6,290,000 16,998
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 18 - 2024-03-31 48,933 $5,620,000 1
   LEVEL FOUR ADVISORY SERVICES LLC 89 - 2023-12-31 54,226 $4,870,000 -352
   Synergy Financial Management LLC 30 *New 2024-03-31 40,821 $4,689,000 40,821
   CWM LLC 432 - 2024-03-31 40,121 $4,608,000 17,711
   PROVISE MANAGEMENT GROUP LLC 82 - 2023-12-31 45,200 $4,059,000 310
   Fifth Third Securities Inc. 67 - 2024-03-31 34,960 $4,016,000 4,944
   Prime Capital Investment Advisors LLC - 2023-12-31 38,859 $3,490,000 -52
   Ullmann Financial Group Inc. 26 - 2023-12-31 37,221 $3,343,000 -575
   BMS Financial Advisors LLC 16 *New 2023-06-30 41,886 $3,331,000 41,886
   H D Vest Advisory Services 377 - 2023-12-31 36,370 $3,266,000 8,486
   Goss Wealth Management LLC 501 - 2023-12-31 33,124 $3,008,000 -2,299
   Kestra Advisory Services LLC 637 - 2023-12-31 33,338 $2,994,000 -2,113
   HIGHTOWER ADVISORS, LLC 1225 - 2023-12-31 31,337 $2,816,000 11,429
   Spectrum Wealth Advisory Group LLC 9 - 2024-03-31 24,258 $2,786,000 -19
   TITLEIST ASSET MANAGEMENT LLC 48 - 2023-12-31 30,860 $2,772,000 297
   Ameritas Advisory Services LLC 142 - 2023-12-31 28,488 $2,572,000 25,857
   Southland Equity Partners LLC 32 - 2024-03-31 21,525 $2,472,000 -134
   AE Wealth Management LLC 834 - 2023-12-31 25,920 $2,411,000 2,792
   Equitable Holdings Inc. 368 - 2023-12-31 26,178 $2,351,000 2,577
   J.W. COLE ADVISORS INC. 186 - 2024-03-31 20,191 $2,319,000 1,765
   Diversified LLC 22 - 2024-03-31 20,039 $2,302,000 -848
   THOROUGHBRED FINANCIAL SERVICES LLC 116 - 2023-12-31 25,340 $2,275,000 2,147
   BENJAMIN F. EDWARDS & COMPANY INC. 343 - 2024-03-31 19,160 $2,201,000 308
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 52 *New 2023-12-31 24,340 $2,186,000 24,340
   Verde Capital Management 23 - 2024-03-31 18,904 $2,171,000 -3,121
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1833 - 2023-12-31 23,483 $2,109,000 17,374
   TITLEIST ASSET MANAGEMENT LTD. 51 - 2022-12-31 26,141 $1,968,000 3,379
   Stratos Wealth Partners LTD. 432 - 2024-03-31 17,081 $1,962,000 -904
   Anson Capital Inc. 8 - 2023-12-31 21,296 $1,913,000 3,596
   LOWERY THOMAS LLC 19 - 2023-12-31 20,408 $1,833,000 3,131
   Ambassador Advisors LLC 66 *New 2023-12-31 16,564 $1,608,000 16,564
   Accel Wealth Management 44 - 2024-03-31 12,646 $1,452,000 1,482
   Cetera Investment Advisers 925 - 2023-12-31 15,937 $1,431,000 -12,952
   Fulcrum Equity Management 12 - 2024-03-31 12,161 $1,397,000 12,161
   Comprehensive Wealth Management LLC 8 - 2024-03-31 12,132 $1,393,000 -2,297
   Centennial Wealth Advisory LLC 27 *New 2024-03-31 11,921 $1,369,000 11,921
   PSI Advisors LLC 40 - 2024-03-31 11,514 $1,323,000 308
   PARK AVENUE SECURITIES LLC 538 - 2024-03-31 11,485 $1,319,000 7,579
   PCG Wealth Advisors LLC 47 - 2024-03-31 11,256 $1,293,000 -225
   Sculati Wealth Management LLC 53 - 2023-12-31 14,294 $1,284,000 184
   Western Wealth Management LLC 206 - 2024-03-31 10,210 $1,173,000 33
   Atria Wealth Solutions Inc. 793 - 2023-12-31 13,050 $1,172,000 1,489
   IHT Wealth Management LLC 348 - 2023-12-31 12,875 $1,156,000 7,118
   Capital Advisory Group Advisory Services LLC 53 - 2024-03-31 9,753 $1,120,000 -112
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 99 - 2023-12-31 12,121 $1,089,000 506
   Integrated Wealth Concepts LLC 700 - 2023-12-31 11,917 $1,070,000 323
   New Millennium Group LLC 34 - 2023-12-31 11,685 $1,049,000 10,180
   MARINER WEALTH ADVISORS, LLC 1414 - 2023-12-31 11,415 $1,025,000 -1,099
   THRIVENT FINANCIAL FOR LUTHERANS 1815 - 2023-12-31 10,350 $930,000 632
   Kingsview Wealth Management LLC 490 - 2023-12-31 10,157 $912,000 -893
   SILVER OAK SECURITIES Inc 178 - 2023-12-31 9,930 $892,000 3,691
   Certified Advisory Corp 134 - 2023-12-31 9,709 $872,000 199
   BROWN ADVISORY HOLDINGS INC 812 - 2024-03-31 7,591 $872,000 16
   Sigma Planning Corp 539 - 2024-03-31 7,493 $861,000 7,493
   JANNEY MONTGOMERY SCOTT LLC 1598 - 2024-03-31 7,416 $852,000 2,089
   NWAM LLC 250 - 2023-12-31 9,454 $849,000 5,189
   TFB Advisors LLC 74 - 2024-03-31 7,722 $840,000 233
   Ausdal Financial Partners Inc. 194 - 2024-03-31 7,235 $831,000 3,215
   Commonwealth Financial Services LLC 69 - 2023-12-31 9,079 $815,000 -16,142
   J P MORGAN CHASE & CO 3436 *New 2023-12-31 9,036 $812,000 9,036
   ACT WEALTH MANAGEMENT LLC 16 - 2024-03-31 6,736 $774,000 6
   TRUE Private Wealth Advisors 119 *New 2024-03-31 6,551 $753,000 6,551
   Savvy Advisors Inc. 30 - 2023-12-31 8,300 $745,000 0
   American Financial Advisors LLC 69 - 2024-03-31 6,348 $729,000 0
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1106 - 2023-09-30 8,721 $702,000 10
   PRUDENTIAL FINANCIAL INC 2006 - 2023-12-31 7,439 $668,000 3,163
   American Trust 119 - 2023-12-31 7,195 $646,000 -1,645
   HBW Advisory Services LLC 161 - 2024-03-31 7,101 $638,000 0
   Armbruster Capital Management Inc. 57 - 2023-12-31 6,959 $625,000 0
   TNF LLC 50 - 2024-03-31 5,597 $614,000 0
   Geneos Wealth Management Inc. 455 - 2024-03-31 5,098 $586,000 3,181
  100 Records found
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