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Get Institutions for : 
Invesco Russell Midcap Pure Value ETF (PXMV)  
$52.52 0.94 (1.76%) as of 4:30 Wed 4/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    3
Total shares held : 
 2,209,376  
% of shares held : 
 16.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 -117,939  
% of shares held change : 
   -0.87%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $45.06  
Last Quarter's Ending Price : 
 $50.34  
Last Quarter's Average Price : 
 $46.10  
Change from last quarter's     
avg. price to the last closing  : 
6.42 (13.93%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 24,585
 1.11%
 
Increased Positions :
21
 96,434
 4.36%
 
Unchanged Positions :
16
 47,958
 2.17%
 
Decreased Positions :
16
-132,875
-6.01%
 
Closed Positions :
7
-106,083
-4.8%
 
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 893 - 2024-03-31 409,245 $22,222,000 -3,973
   MORGAN STANLEY 3164 - 2023-12-31 234,727 $11,816,000 -1,159
   BANK OF AMERICA CORP /DE/ 2353 - 2023-12-31 203,113 $10,225,000 -39,047
   Advisor Group Holdings Inc. 789 - 2024-03-31 147,783 $8,024,000 -23,798
   COMMONWEALTH EQUITY SERVICES LLC. 1156 - 2024-03-31 92,861 $5,042,000 -35,376
   ROYAL BANK OF CANADA 1981 - 2023-12-31 87,920 $4,426,000 -28
   Atria Wealth Solutions Inc. 402 - 2023-12-31 71,278 $3,588,000 -13,726
   FINANCIAL NETWORK 1174 - 2023-12-31 27,112 $1,365,000 -50
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1686 - 2024-03-31 19,466 $1,057,000 -395
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1086 - 2023-12-31 13,741 $692,000 -42,506
   Cornerstone Wealth Management LLC 338 - 2024-03-31 8,752 $475,000 -458
   Equitable Holdings Inc. 804 - 2023-12-31 8,903 $448,000 -3,337
   AMERIVEST INVESTMENT MANAGEMENT LLC 135 - 2023-06-30 6,617 $305,000 -1,772
   PRINCIPAL SECURITIES INC. 853 - 2024-03-31 5,502 $299,000 -26
   Private Advisor Group LLC 1927 - 2024-03-31 4,844 $263,000 -2,866
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4249 - 2024-03-31 4,654 $253,000 -25,861
   Financial Advocates Investment Management 676 - 2024-03-31 4,295 $233,000 -342
   NBC SECURITIES INC. 1399 - 2024-03-31 427 $23,000 -42
   Goss Wealth Management LLC 2636 - 2023-12-31 316 $16,000 -60
  19 Records found
  1    
  Page 1 of 1
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