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Get Institutions for : 
Invesco S&P 500 Equal Weight Tech ETF (RYT)  
$33.79 0.09 (0.27%) as of 4:30 Thu 5/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 340    19
Total shares held : 
 60,625,525  
% of shares held : 
 67.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   18  
Amount of shares held : 
 1,375,809  
% of shares held change : 
   1.53%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $28.17  
Last Quarter's Ending Price : 
 $32.64  
Last Quarter's Average Price : 
 $29.37  
Change from last quarter's     
avg. price to the last closing  : 
4.42 (15.05%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
38
 788,873
 1.3%
 
Increased Positions :
108
 3,540,568
 5.84%
 
Unchanged Positions :
85
 2,437,763
 4.02%
 
Decreased Positions :
109
-2,653,517
-4.38%
 
Closed Positions :
19
-300,115
-0.5%
 
Guru Positions :
1
14,470
 0.02%
 
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
   MORGAN STANLEY 1424 - 2023-12-31 2,082,604 $67,976,000 244,264
   WELLS FARGO & CO/MN 594 - 2023-12-31 1,944,334 $63,463,000 39,572
   LPL FINANCIAL CORP 433 - 2023-12-31 1,878,919 $61,328,000 49,339
   Bouchey Financial Group Ltd 6 - 2024-03-31 1,267,687 $44,610,000 16,489
   ROYAL BANK OF CANADA 739 - 2023-12-31 1,345,890 $43,929,000 145,600
   UBS Group AG 771 - 2023-12-31 1,225,719 $40,007,000 292,119
   Baltimore-Washington Financial Advisors Inc. 12 - 2023-12-31 910,059 $29,704,000 29,712
   QUANTITATIVE ADVANTAGE LLC 7 - 2023-03-31 82,678 $22,817,000 3,546
   J P MORGAN CHASE & CO 1582 - 2023-12-31 625,755 $20,425,000 263,238
   BAKER AVENUE ASSET MANAGEMENT, LP 34 - 2023-12-31 525,660 $17,158,000 18,135
   Hennion & Walsh Asset Management Inc. 12 - 2024-03-31 451,490 $15,888,000 7,499
   JANNEY MONTGOMERY SCOTT LLC 408 - 2024-03-31 424,736 $14,946,000 13,433
   Activest Wealth Management 4 - 2024-03-31 406,052 $14,289,000 30,773
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 400,695 $14,100,000 200,331
   COMMONWEALTH EQUITY SERVICES LLC. 640 - 2024-03-31 397,328 $13,982,000 196,161
   GOLDMAN SACHS GROUP INC/ 1824 - 2023-12-31 417,756 $13,636,000 256,649
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 386 - 2024-03-31 336,138 $11,829,000 17,494
   Phoenix Holdings Ltd. 64 - 2023-12-31 359,761 $11,743,000 15,060
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 463 - 2024-03-31 289,833 $10,199,000 14,332
   Detalus Advisors LLC 6 - 2024-03-31 268,935 $9,464,000 23,040
   Treynor Bancshares Inc. 3 - 2023-12-31 258,922 $8,451,000 17,299
   Chicago Wealth Management Inc. 9 - 2023-12-31 257,458 $8,403,000 745
   CONDOR CAPITAL MANAGEMENT 28 - 2023-12-31 252,108 $8,229,000 967
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 406 - 2023-09-30 288,023 $8,108,000 265,196
   STIFEL FINANCIAL CORP 934 - 2023-12-31 212,415 $6,933,000 25,118
   U.S. Capital Wealth Advisors LLC 88 - 2023-12-31 209,632 $6,842,000 96,662
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 12 - 2023-12-31 208,452 $6,804,000 524
   REGAL INVESTMENT ADVISORS, LLC 55 - 2023-12-31 200,117 $6,532,000 419
   ISLAY CAPITAL MANAGEMENT LLC 3 - 2023-12-31 197,225 $6,437,000 23,200
   NEVILLE RODIE & SHAW INC 51 - 2024-03-31 167,827 $5,906,000 18,307
   Monument Capital Management 11 - 2024-03-31 152,035 $5,350,000 79,090
   Koshinski Asset Management Inc. 17 - 2023-12-31 163,066 $5,322,000 59,299
   Smith Anglin Financial LLC 25 - 2024-03-31 150,750 $5,305,000 14,368
   HIGHTOWER ADVISORS, LLC 954 - 2023-12-31 153,909 $5,024,000 2,446
   CI Private Wealth LLC 694 - 2023-12-31 152,935 $4,992,000 63,959
   MBL Wealth LLC 44 - 2024-03-31 122,125 $4,298,000 52,742
   Curi Capital 44 - 2023-12-31 130,129 $4,247,000 10,378
   Royal Fund Management LLC 73 - 2024-03-31 114,137 $4,018,000 7,268
   PARK AVENUE SECURITIES LLC 246 - 2024-03-31 107,557 $3,785,000 5,452
   BANK OF NEW YORK MELLON CORP 2456 - 2024-03-31 105,136 $3,700,000 562
   Atria Wealth Solutions Inc. 398 - 2023-12-31 110,755 $3,615,000 110,755
   Venture Visionary Partners LLC 132 - 2023-12-31 97,253 $3,174,000 37,002
   ATRIA INVESTMENTS LLC 429 - 2023-12-31 96,809 $3,160,000 1,351
   Capital Market Strategies LLC 7 - 2024-03-31 89,444 $3,148,000 3,765
   LEGACY PRIVATE TRUST CO. 86 - 2024-03-31 87,949 $3,095,000 20,497
   Sargent Bickham Lagudis LLC 85 - 2022-12-31 11,445 $2,781,000 71
   JMAC ENTERPRISES LLC - 2024-03-31 78,667 $2,768,000 2,146
   Capital Analysts Inc. 133 - 2023-12-31 81,308 $2,654,000 379
   MML INVESTORS SERVICES LLC 889 - 2023-12-31 78,286 $2,555,000 21,445
   MARINER WEALTH ADVISORS, LLC 958 - 2023-12-31 75,625 $2,468,000 2,276
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv - 2024-03-31 67,621 $2,380,000 1,006
   BLAIR WILLIAM & CO/IL 635 - 2023-12-31 72,133 $2,354,000 845
   IWAMOTO KONG & CO INC 46 - 2023-12-31 71,539 $2,335,000 2
   LINCOLN NATIONAL CORP - 2024-03-31 64,462 $2,268,000 868
   MULTIFINANCIAL SECURITIES CORP 463 - 2023-12-31 68,309 $2,230,000 5,027
   DHJJ Financial Advisors Ltd. 22 - 2024-03-31 57,156 $2,011,000 2,848
   SeaCrest Wealth Management LLC 90 - 2024-03-31 51,166 $1,801,000 2,717
   Dynamic Advisors Solutions LLC 321 - 2024-03-31 50,038 $1,761,000 2,125
   American Financial Advisors LLC 46 - 2024-03-31 48,620 $1,711,000 31
   FINANCIAL NETWORK 1047 - 2023-12-31 51,805 $1,691,000 2,941
   O SHAUGHNESSY ASSET MANAGEMENT LLC 584 - 2023-12-31 51,453 $1,679,000 771
   VALLEY NATIONAL ADVISERS INC 84 - 2024-03-31 45,009 $1,583,000 119
   RAYMOND JAMES TRUST CO 357 - 2024-03-31 44,948 $1,582,000 124
   RFG Advisory Group LLC 270 - 2024-03-31 44,476 $1,565,000 1,483
   RENAISSANCE TECHNOLOGIES LLC 2211 - 2023-12-31 40,900 $1,335,000 40,900
   COMERICA BANK 1405 - 2023-12-31 39,262 $1,282,000 2,346
   Astoria Portfolio Advisors LLC. 33 - 2024-03-31 37,126 $1,242,000 11,216
   PRUDENTIAL FINANCIAL INC 1724 - 2023-12-31 36,911 $1,205,000 7,543
   Milestone Advisory Partners 24 - 2023-09-30 42,236 $1,189,000 38,572
   Cribstone Capital Management LLC 47 - 2022-12-31 4,783 $1,162,000 333
   Abbot Financial Management Inc. 41 - 2023-12-31 35,411 $1,156,000 207
   Prostatis Group LLC 45 - 2023-03-31 4,119 $1,137,000 255
   Integrated Wealth Concepts LLC 675 - 2023-12-31 34,564 $1,128,000 7,207
   MELFA WEALTH MANAGEMENT LLC 33 - 2024-03-31 31,318 $1,102,000 29
   WSFS CAPITAL MANAGEMENT LLC - 2024-03-31 31,220 $1,099,000 300
   Buckingham Strategic Partners 159 - 2023-12-31 33,467 $1,092,000 12,242
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2675 - 2023-12-31 33,372 $1,089,000 33,372
   Patten Group Inc. 110 - 2024-03-31 29,093 $1,024,000 11,334
   Rockefeller Capital Management L.P. 1170 - 2023-12-31 27,970 $913,000 3,894
   ATLAS CAPITAL ADVISORS LLC 135 - 2024-03-31 25,610 $901,000 1,122
   EHRLICH FINANCIAL GROUP 32 - 2024-03-31 24,081 $847,000 1,189
   NATIONAL ASSET MANAGEMENT, INC. 597 - 2023-12-31 24,526 $801,000 7,380
   Envestnet Portfolio Solutions Inc. 899 - 2023-12-31 22,400 $731,000 10,933
   Interchange Capital Partners LLC 53 - 2023-12-31 21,250 $694,000 2,329
   Atlantic Trust Group LLC 741 - 2023-12-31 19,561 $638,000 7
   OPPENHEIMER & CO INC 929 - 2023-12-31 17,610 $575,000 640
   MCCORMACK ADVISORS INTERNATIONAL 630 - 2023-12-31 15,992 $522,000 1,182
   Acorn Wealth Advisors LLC 81 - 2024-03-31 13,965 $491,000 17
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 784 - 2023-12-31 14,470 $472,000 2,591
   CITIGROUP INC 2606 - 2023-12-31 14,442 $471,000 7,872
   BDO Wealth Advisors LLC 182 - 2023-06-30 1,529 $450,000 4
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 376 - 2023-12-31 12,438 $406,000 1,160
   Prime Capital Investment Advisors LLC - 2023-12-31 11,885 $388,000 1,215
   Bogart Wealth LLC 159 - 2024-03-31 10,872 $383,000 13
   NorthRock Partners LLC 236 - 2023-12-31 11,234 $367,000 2,269
   TrinityPoint Wealth LLC 224 - 2023-12-31 10,958 $358,000 154
   ASB Consultores LLC 61 - 2023-12-31 10,806 $353,000 10,806
   Crescent Sterling Ltd. 68 - 2024-03-31 9,046 $318,000 159
   Aurora Private Wealth Inc. 95 - 2024-03-31 8,864 $312,000 10
   Sigma Planning Corp - 2024-03-31 8,357 $294,000 8,357
  100 Records found
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