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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
   LPL FINANCIAL CORP 242 - 2023-12-31 1,343,369 $120,648,000 130,140
   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
   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
   Foundations Investment Advisors LLC 60 - 2023-12-31 141,792 $13,567,000 114,627
   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
   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
   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
   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
   H D Vest Advisory Services 377 - 2023-12-31 36,370 $3,266,000 8,486
   HIGHTOWER ADVISORS, LLC 1225 - 2023-12-31 31,337 $2,816,000 11,429
   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
   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
   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
   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
   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
   Accel Wealth Management 44 - 2024-03-31 12,646 $1,452,000 1,482
   Fulcrum Equity Management 12 - 2024-03-31 12,161 $1,397,000 12,161
   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
   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
   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
   THRIVENT FINANCIAL FOR LUTHERANS 1815 - 2023-12-31 10,350 $930,000 632
   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
   ACT WEALTH MANAGEMENT LLC 16 - 2024-03-31 6,736 $774,000 6
   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
   Geneos Wealth Management Inc. 455 - 2024-03-31 5,098 $586,000 3,181
   Arete Wealth Advisors LLC 372 - 2023-12-31 6,239 $560,000 6,239
   PROSPERA FINANCIAL SERVICES 621 - 2023-12-31 6,233 $560,000 332
   Spire Wealth Management 519 - 2024-03-31 4,242 $487,000 886
   IAMS WEALTH MANAGEMENT LLC 89 - 2024-03-31 3,673 $387,000 3,673
   OPPENHEIMER & CO INC 1079 - 2023-12-31 3,993 $359,000 276
   Advisor Resource Council 179 - 2024-03-31 3,062 $275,000 3,062
   IFP Advisors Inc 797 - 2023-12-31 3,056 $274,000 2,742
   FMR LLC 2927 - 2023-12-31 1,564 $140,000 1,262
   COMERICA BANK 2485 - 2023-12-31 1,127 $101,000 77
   Coastal Investment Advisors Inc. 492 - 2024-03-31 741 $85,000 741
   Global Retirement Partners LLC 1262 - 2024-03-31 565 $65,000 378
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1284 - 2023-12-31 230 $21,000 230
   PROEQUITIES INC. 1630 - 2024-03-31 113 $13,000 28
   Pinnacle Bank 690 - 2024-03-31 69 $8,000 16

  69 Records found
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