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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
   MEITAV DASH INVESTMENTS LTD 35 - 2024-03-31 953,759 $45,504,000 6,090
   GOLDMAN SACHS GROUP INC/ 1354 - 2024-03-31 550,000 $26,241,000 400,000
   AFFINITY WEALTH MANAGEMENT 7 - 2024-03-31 532,116 $25,387,000 5,244
   LPL FINANCIAL CORP 1019 - 2024-03-31 353,462 $16,864,000 16,022
   Davis Investment Partners LLC 3 - 2024-03-31 334,375 $15,558,000 2,506
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 660 - 2024-03-31 290,377 $13,854,000 32,437
   WELLS FARGO & CO/MN 1339 - 2024-03-31 286,348 $13,662,000 2,033
   Carmel Capital Management L.L.C. 13 - 2024-03-31 178,190 $8,501,000 375
   Kestra Advisory Services LLC 356 - 2024-03-31 176,418 $8,417,000 6,419
   Advisor Group Holdings Inc. 785 - 2024-03-31 168,988 $8,062,000 10,819
   J P MORGAN CHASE & CO 2229 - 2024-03-31 155,438 $7,416,000 155,108
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 583 - 2024-03-31 144,354 $6,887,000 6,938
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 598 - 2024-03-31 143,119 $6,828,000 8,280
   UBS Group AG 2000 - 2024-03-31 128,723 $6,141,000 50,630
   COMMONWEALTH EQUITY SERVICES LLC. 1264 - 2024-03-31 89,656 $4,278,000 62,097
   TKG Advisors LLC 18 - 2024-03-31 71,386 $3,406,000 1,340
   Milestone Advisory Partners 10 - 2023-09-30 88,763 $3,399,000 72,979
   Private Advisory Group LLC 64 - 2024-03-31 70,550 $3,366,000 8,608
   TD Waterhouse Canada Inc. 340 - 2024-03-31 51,698 $2,943,000 21,243
   Evernest Financial Advisors LLC 18 - 2024-03-31 59,468 $2,689,000 3,607
   G&S Capital LLC 32 - 2024-03-31 55,659 $2,655,000 1,475
   Joseph P. Lucia & Associates LLC 21 - 2024-03-31 54,531 $2,602,000 16
   Equitable Holdings Inc. 426 - 2024-03-31 45,338 $2,163,000 254
   Choice Wealth Advisors LLC 14 - 2024-03-31 43,887 $2,094,000 2,770
   Baird Financial Group Inc. 976 - 2024-03-31 38,774 $1,850,000 1,039
   ACCESS FINANCIAL SERVICES INC. 22 - 2024-03-31 37,990 $1,813,000 3,858
   OPPENHEIMER & CO INC 563 - 2024-03-31 35,370 $1,688,000 5,406
   Capital Wealth Alliance LLC 31 - 2024-03-31 32,800 $1,565,000 6,931
   STIFEL FINANCIAL CORP 1974 - 2024-03-31 29,360 $1,401,000 2,604
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2230 - 2024-03-31 27,491 $1,312,000 21,317
   Walker Asset Management LLC 21 - 2024-03-31 26,355 $1,257,000 40
   MULTIFINANCIAL SECURITIES CORP 1072 - 2024-03-31 24,870 $1,187,000 93
   Circle Wealth Management LLC 98 - 2024-03-31 20,429 $975,000 47
   Interchange Capital Partners LLC 56 - 2024-03-31 14,850 $728,000 549
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1148 - 2024-03-31 13,531 $646,000 131
   ENVESTNET ASSET MANAGEMENT INC 3297 - 2024-03-31 12,593 $601,000 408
   IFG Advisory LLC 303 - 2024-03-31 12,060 $575,000 550
   Global Retirement Partners LLC 504 - 2024-03-31 11,781 $562,000 6,018
   FIRST HEARTLAND CONSULTANTS INC 247 - 2024-03-31 10,778 $514,000 1,005
   FMR LLC 2580 - 2024-03-31 9,840 $469,000 662
   MML INVESTORS SERVICES LLC 1864 - 2024-03-31 9,176 $438,000 3,439
   Cedar Brook Financial Partners LLC 240 - 2024-03-31 8,650 $413,000 2,180
   Western Wealth Management LLC 440 - 2024-03-31 7,788 $372,000 25
   CI Private Wealth LLC 1828 - 2024-03-31 6,918 $330,000 147
   Astoria Portfolio Advisors LLC. 119 - 2024-03-31 6,718 $307,000 766
   Belpointe Asset Management LLC 615 - 2024-03-31 5,891 $281,000 294
   Spire Wealth Management 695 - 2024-03-31 5,675 $271,000 13
   Grey Fox Wealth Advisors LLC 87 - 2024-03-31 5,312 $253,000 12
   Capital Investment Advisory Services LLC 446 - 2024-03-31 5,068 $242,000 11
   Tradewinds Capital Management LLC 90 - 2024-03-31 2,920 $139,000 7
   SOA Wealth Advisors LLC. 218 - 2024-03-31 2,831 $135,000 6
   Hartland & Co. LLC 770 - 2024-03-31 1,003 $47,000 2
   Financial Synergies Wealth Advisors Inc. 243 - 2024-03-31 227 $11,000 227
   GPS Wealth Strategies Group LLC 1132 - 2024-03-31 50 $2,000 5
  54 Records found
  1    
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