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Get Institutions for : 
Invesco S&P 500 Equal Weight Industrials ETF (RGI)  
$47.22 0.10 (0.21%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 123    1
Total shares held : 
8,507,796  
% of shares held : 
9.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  11  
Amount of shares held : 
206,749  
% of shares held change : 
  0.23%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$37.94  
Last Quarter's Ending Price : 
$43.11  
Last Quarter's Average Price
$39.52  
Change from last quarter's     
avg. price to the last closing  : 
7.70 (19.48%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 102,842
 1.21%
 
Increased Positions :
49
 713,124
 8.38%
 
Unchanged Positions :
28
 496,098
 5.83%
 
Decreased Positions :
39
-545,815
-6.42%
 
Closed Positions :
6
-63,402
-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
   Brick & Kyle Associates 40 *New 2024-03-31 28,494 $1,340,000 28,494
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1605 *New 2024-03-31 18,460 $881,000 18,460
   BROWN ADVISORY HOLDINGS INC 865 *New 2024-03-31 14,750 $704,000 14,750
   Change Path LLC 558 *New 2024-03-31 10,950 $522,000 10,950
   Atria Wealth Solutions Inc. 1232 *New 2024-03-31 10,902 $520,000 10,902
   OLD MISSION CAPITAL LLC 647 *New 2024-03-31 7,758 $370,000 7,758
   Kingsview Wealth Management LLC 781 *New 2024-03-31 6,939 $331,000 6,939
   Pensionmark Financial Group LLC 342 *New 2024-03-31 5,100 $243,000 5,100
   Goss Wealth Management LLC 1763 *New 2024-03-31 4,804 $229,000 4,804
   Register Financial Advisors LLC 327 *New 2024-03-31 1,200 $57,000 1,200
   JONES FINANCIAL COMPANIES LLLP 880 *New 2024-03-31 479 $23,000 479
   Ulland Investment Advisors LLC 191 *New 2024-03-31 118 $6,000 118
   IFP Advisors Inc 2424 *New 2023-12-31 126 $5,000 126

  13 Records found
  1    
  Page 1 of 1
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