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Get Institutions for : 
Invesco S&P 500 Pure Growth ETF (RPG)  
$35.40 0.21 (0.6%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 229    3
Total shares held : 
 24,294,998  
% of shares held : 
 26.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -29  
Amount of shares held : 
 -2,943,220  
% of shares held change : 
   -3.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $29.75  
Last Quarter's Ending Price : 
 $32.26  
Last Quarter's Average Price : 
 $30.60  
Change from last quarter's     
avg. price to the last closing  : 
4.80 (15.69%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
18
 275,495
 1.13%
 
Increased Positions :
57
 399,188
 1.64%
 
Unchanged Positions :
65
 681,469
 2.8%
 
Decreased Positions :
89
-2,989,703
-12.31%
 
Closed Positions :
15
-628,200
-2.59%
 
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
   Berger Financial Group Inc 137 *New 2024-03-31 32,353 $1,188,000 32,353
   DiMeo Schneider & Associates L.L.C. 44 *New 2024-03-31 30,985 $1,138,000 30,985
   COLONY GROUP, LLC 498 *New 2023-12-31 23,781 $767,000 23,781
   Global Assets Advisory LLC 273 *New 2024-03-31 27,525 $750,000 27,525
   D E SHAW & CO INC 2077 *New 2023-12-31 22,088 $713,000 22,088
   GSA CAPITAL PARTNERS LLP 670 *New 2024-03-31 19,393 $712,000 19,393
   Saxony Capital Management LLC 48 *New 2024-03-31 12,136 $446,000 12,136
   RENAISSANCE TECHNOLOGIES LLC 2847 *New 2023-12-31 13,200 $426,000 13,200
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 106 *New 2024-03-31 9,750 $358,000 9,750
   Belpointe Asset Management LLC 561 *New 2024-03-31 8,822 $324,000 8,822
   HPM Partners LLC *New 2023-12-31 9,325 $301,000 9,325
   PATHSTONE FAMILY OFFICE, LLC 1388 *New 2023-09-30 8,280 $250,000 8,280
   Wade Financial Advisory Inc 74 *New 2023-12-31 7,189 $232,000 7,189
   Sigma Planning Corp 1061 *New 2024-03-31 6,302 $231,000 6,302
   Tradewinds LLC. 80 *New 2024-03-31 6,235 $229,000 6,235
   Trexquant Investment LP 1316 *New 2023-12-31 6,951 $224,000 6,951
   MERITAGE PORTFOLIO MANAGEMENT 320 *New 2024-03-31 6,000 $220,000 6,000
   Gateway Wealth Partners LLC 206 *New 2023-12-31 6,722 $217,000 6,722
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2174 *New 2024-03-31 5,471 $201,000 5,471
   MILESTONE GROUP INC 201 *New 2024-03-31 2,985 $110,000 2,985
   MATHER GROUP, INC. 941 *New 2024-03-31 1,096 $35,000 1,096
   ICA Group Wealth Management LLC 633 *New 2023-12-31 905 $29,000 905
   Ruedi Wealth Management Inc. 166 *New 2024-03-31 272 $10,000 272
   Coppell Advisory Solutions LLC 1137 *New 2023-12-31 130 $4,000 130
   LifeSteps Financial Inc. 386 *New 2024-03-31 41 $2,000 41
   MCMILLION CAPITAL MANAGEMENT INC 186 *New 2023-06-30 10 $2,000 10
  26 Records found
  1    
  Page 1 of 1
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