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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WIN ADVISORS INC 2 *New 2024-03-31 133,328 $15,314,000 133,328
   Synergy Financial Management LLC 30 *New 2024-03-31 40,821 $4,689,000 40,821
   BMS Financial Advisors LLC 16 *New 2023-06-30 41,886 $3,331,000 41,886
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 52 *New 2023-12-31 24,340 $2,186,000 24,340
   Ambassador Advisors LLC 66 *New 2023-12-31 16,564 $1,608,000 16,564
   Centennial Wealth Advisory LLC 27 *New 2024-03-31 11,921 $1,369,000 11,921
   J P MORGAN CHASE & CO 3436 *New 2023-12-31 9,036 $812,000 9,036
   TRUE Private Wealth Advisors 119 *New 2024-03-31 6,551 $753,000 6,551
   LINCOLN NATIONAL CORP 727 *New 2024-03-31 4,519 $519,000 4,519
   Csenge Advisory Group 471 *New 2024-03-31 3,689 $424,000 3,689
   ESSEX FINANCIAL SERVICES INC 400 *New 2024-03-31 2,842 $326,000 2,842
   RENAISSANCE TECHNOLOGIES LLC 2955 *New 2023-12-31 3,600 $323,000 3,600
   AFFINITY WEALTH MANAGEMENT 94 *New 2024-03-31 2,067 $237,000 2,067
   SevenOneSeven Capital Management 4 *New 2023-12-31 2,445 $237,000 2,445
   Schrum Private Wealth Management LLC 116 *New 2024-03-31 2,000 $230,000 2,000
   DAVIDSON D A & CO 1220 *New 2023-12-31 2,399 $215,000 2,399
   49 WEALTH MANAGEMENT LLC 115 *New 2024-03-31 1,783 $204,000 1,783
   Coppell Advisory Solutions LLC 339 *New 2023-12-31 1,292 $116,000 1,292
   ADVISORY SERVICES NETWORK, LLC 1871 *New 2023-12-31 695 $62,000 695
   RICHARDSON FINANCIAL SERVICES INC. 319 *New 2024-03-31 171 $20,000 171
   Emerald Investment Partners LLC 428 *New 2024-03-31 76 $9,000 76
   Peoples Bank/KS 221 *New 2024-03-31 67 $8,000 67
   Wagner Wealth Management LLC 217 *New 2024-03-31 35 $4,000 35
   WOODMONT INVESTMENT COUNSEL LLC 364 *New 2024-03-31 12 $1,000 12
   New England Capital Financial Advisors LLC 355 *New 2024-03-31 6 $1,000 6
  25 Records found
  1    
  Page 1 of 1
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