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Get Institutions for : 
Invesco Russell 2000 Pure Value Etf (PXSV)  
$55.74 0.00 (0.00%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 120    4
Total shares held : 
 7,625,838  
% of shares held : 
 31.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -596,580  
% of shares held change : 
   -2.44%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $47.62  
Last Quarter's Ending Price : 
 $54.17  
Last Quarter's Average Price : 
 $48.93  
Change from last quarter's     
avg. price to the last closing  : 
6.81 (13.92%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 163,492
 2.14%
 
Increased Positions :
38
 193,189
 2.53%
 
Unchanged Positions :
25
 493,293
 6.47%
 
Decreased Positions :
42
-645,144
-8.46%
 
Closed Positions :
11
-308,117
-4.04%
 
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
   Aveo Capital Partners LLC 129 *New 2024-03-31 20,875 $1,137,000 20,875
   Atria Wealth Solutions Inc. 1009 *New 2024-03-31 13,943 $794,000 13,943
   J P MORGAN CHASE & CO 3519 *New 2024-03-31 12,998 $740,000 12,998
   Retirement Group LLC 74 *New 2024-03-31 7,849 $447,000 7,849
   RFG Advisory Group LLC 572 *New 2024-03-31 6,183 $352,000 6,183
   Resources Investment Advisors Inc. 982 *New 2024-03-31 4,137 $236,000 4,137
   Ullmann Financial Group Inc. 110 *New 2024-03-31 3,575 $204,000 3,575
   TOWNSQUARE CAPITAL LLC 1149 *New 2024-03-31 3,535 $201,000 3,535
   Nelson Van Denburg & Campbell Wealth Management Gr 1258 *New 2024-03-31 820 $47,000 820
   Wagner Wealth Management LLC 195 *New 2024-03-31 260 $15,000 260
   Ronald Blue Trust Inc. 1365 *New 2024-03-31 239 $14,000 239
   Farther Finance Advisors LLC 1606 *New 2024-03-31 252 $14,000 252
   IFP Advisors Inc 2119 *New 2023-12-31 195 $11,000 195
   Sage Mountain Advisors LLC 392 *New 2024-03-31 154 $9,000 154
   JONES FINANCIAL COMPANIES LLLP 1126 *New 2024-03-31 123 $7,000 123
   Ahrens Investment Partners LLC 748 *New 2023-03-31 100 $5,000 100
  16 Records found
  1    
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