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Get Institutions for : 
Invesco Cleantech ETF (PZD)  
$42.53 0.84 (2.02%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 93    4
Total shares held : 
1,323,007  
% of shares held : 
24.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -28  
Amount of shares held : 
-394,769  
% of shares held change : 
  -7.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$43.30  
Last Quarter's Ending Price : 
$47.24  
Last Quarter's Average Price
$42.66  
Change from last quarter's     
avg. price to the last closing  : 
0.13 (0.29%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 6,899
 0.52%
 
Increased Positions :
16
 43,350
 3.28%
 
Unchanged Positions :
32
 52,237
 3.95%
 
Decreased Positions :
40
-392,215
-29.65%
 
Closed Positions :
9
-52,803
-3.99%
 
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
   SageView Advisory Group LLC 161 *New 2024-03-31 34,177 $1,315,000 34,177
   HM PAYSON & CO 606 *New 2023-12-31 1,019 $48,000 1,019
   LifeSteps Financial Inc. 264 *New 2024-03-31 345 $15,000 345
   WOODMONT INVESTMENT COUNSEL LLC 327 *New 2024-03-31 325 $14,000 325
   YHB INVESTMENT ADVISORS, INC. 765 *New 2024-03-31 150 $6,000 150
   JONES FINANCIAL COMPANIES LLLP 1146 *New 2024-03-31 146 $6,000 146

  6 Records found
  1    
  Page 1 of 1
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