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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Atlantic Trust Group LLC 453 - 2024-03-31 96,705 $3,549,000 0
   PURE FINANCIAL ADVISORS, INC. 131 - 2024-03-31 37,075 $1,361,000 0
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 119 - 2024-03-31 33,980 $1,248,000 0
   LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 110 - 2023-12-31 36,000 $1,161,000 0
   Dynamic Advisors Solutions LLC 454 - 2024-03-31 26,130 $960,000 0
   Bridgewater Advisors Inc. 79 - 2024-03-31 22,000 $808,000 0
   Gladstone Institutional Advisory LLC 351 - 2023-12-31 21,740 $701,000 0
   GOLDMAN SACHS GROUP INC/ 3702 - 2023-12-31 20,500 $661,000 0
   CITIZENS FINANCIAL GROUP INC/RI 273 - 2024-03-31 17,256 $557,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 275 - 2023-12-31 16,500 $532,000 0
   Affinity Capital Advisors LLC 93 - 2024-03-31 13,446 $494,000 0
   STEPHENS INC /AR/ 757 - 2023-12-31 14,960 $483,000 0
   SAGE RHINO CAPITAL LLC 133 - 2024-03-31 13,045 $479,000 0
   Meridian Wealth Advisors LLC 130 - 2024-03-31 10,355 $380,000 0
   BLAIR WILLIAM & CO/IL 1211 - 2024-03-31 9,145 $336,000 0
   GREAT VALLEY ADVISOR GROUP INC. 598 - 2024-03-31 8,547 $314,000 0
   RAYMOND JAMES TRUST CO 971 - 2024-03-31 8,280 $304,000 0
   Aries Wealth Management 164 - 2024-03-31 8,040 $295,000 0
   PACIFIC SUN FINANCIAL CORP 150 - 2024-03-31 7,825 $287,000 0
   McAdam LLC 240 - 2024-03-31 7,628 $280,000 0
   GHP INVESTMENT ADVISORS INC 353 - 2024-03-31 7,184 $264,000 0
   HANSON MCCLAIN, INC. 730 - 2024-03-31 6,337 $233,000 0
   CHARTER RESEARCH & INVESTMENT GROUP INC. 80 - 2023-12-31 6,665 $215,000 0
   Geneos Wealth Management Inc. 729 - 2024-03-31 4,720 $173,000 0
   BerganKDV Wealth Management LLC 243 - 2023-06-30 1,068 $163,000 0
   Hoese & Co LLP 37 - 2024-03-31 4,310 $154,000 0
   Parallel Advisors LLC 995 - 2024-03-31 3,920 $144,000 0
   HHM Wealth Advisors LLC 192 - 2023-12-31 3,625 $117,000 0
   PSI Advisors LLC 176 - 2024-03-31 2,840 $104,000 0
   TSFG LLC 195 - 2024-03-31 2,740 $101,000 0
   AdvisorNet Financial Inc 637 - 2024-03-31 2,693 $99,000 0
   Aptus Capital Advisors LLC 612 - 2023-12-31 2,905 $94,000 0
   OPTIMUM INVESTMENT ADVISORS 276 - 2024-03-31 2,500 $92,000 0
   ST GERMAIN D J CO INC 343 - 2024-03-31 2,255 $83,000 0
   ARMSTRONG ADVISORY GROUP INC 280 - 2024-03-31 2,502 $81,000 0
   Mine & Arao Wealth Creation & Management LLC. 120 - 2024-03-31 2,170 $80,000 0
   OAK HARBOR WEALTH PARTNERS LLC 186 - 2024-03-31 2,042 $75,000 0
   Efficient Wealth Management LLC 136 - 2024-03-31 1,935 $72,000 0
   SCBT FINANCIAL CORP 346 - 2024-03-31 1,900 $70,000 0
   EMFO LLC 139 - 2024-03-31 1,805 $66,000 0
   PROEQUITIES INC. 1104 - 2024-03-31 1,625 $60,000 0
   SOA Wealth Advisors LLC. 350 - 2024-03-31 988 $36,000 0
   NWK Group Inc. 55 - 2024-03-31 900 $33,000 0
   SIGNATUREFD, LLC 1778 - 2024-03-31 852 $31,000 0
   BLACKROCK INC. 4663 - 2024-03-31 750 $28,000 0
   Stephens Consulting LLC 230 - 2024-03-31 690 $25,000 0
   CAROLINAS WEALTH CONSULTING LLC 425 - 2023-12-31 750 $24,000 0
   Gleason Group Inc. 145 - 2024-03-31 568 $21,000 0
   PNC FINANCIAL SERVICES GROUP INC 3421 - 2024-03-31 550 $20,000 0
   Sunbelt Securities Inc. 1085 - 2024-03-31 525 $19,000 0
   Westside Investment Management Inc. 493 - 2024-03-31 505 $19,000 0
   Lowe fs LLC 177 - 2024-03-31 465 $17,000 0
   Jackson Grant Investment Advisers Inc. 233 - 2024-03-31 461 $17,000 0
   Baldrige Asset Management LLC 237 - 2023-03-31 100 $15,000 0
   CarsonAllaria Wealth Management Ltd. 215 - 2024-03-31 417 $15,000 0
   Family Asset Management LLC 153 - 2023-12-31 435 $14,000 0
   Gs Investments Inc. 102 - 2024-03-31 350 $13,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 694 - 2022-12-31 82 $12,000 0
   Running Point Capital Advisors LLC 136 - 2023-12-31 260 $8,000 0
   Scarborough Advisors LLC 213 - 2024-03-31 225 $8,000 0
   Cape Investment Advisory Inc. 710 - 2023-12-31 250 $8,000 0
   Key Financial Inc 864 - 2024-03-31 175 $6,000 0
   BALDWIN BROTHERS INC/MA 592 - 2024-03-31 125 $5,000 0
   Emerald Investment Partners LLC 444 - 2024-03-31 115 $4,000 0
   Semmax Financial Advisors Inc. 345 - 2023-12-31 20 $1,000 0
   Financial Gravity Wealth Inc. 657 - 2023-12-31 8 $0 0
   BDO Wealth Advisors LLC 987 - 2023-06-30 1 $0 0
  67 Records found
  1    
  Page 1 of 1
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