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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Harel Insurance Investments & Financial Services L - 2024-03-31 980,000 $34,486,000 0
   FRG Family Wealth Advisors LLC 16 - 2023-12-31 233,570 $7,624,000 0
   Cavalier Investments 12 - 2024-03-31 152,430 $5,364,000 0
   STEPHENS INC /AR/ 298 - 2023-12-31 97,484 $3,182,000 0
   KENNICOTT CAPITAL MANAGEMENT LLC 15 - 2024-03-31 75,882 $2,670,000 0
   Yarbrough Capital LLC 69 - 2024-03-31 74,180 $2,610,000 0
   Financial Gravity Wealth Inc. 132 - 2023-12-31 3,021 $2,319,000 0
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 590 - 2023-12-31 70,000 $2,285,000 0
   Vishria Bird Financial Group LLC 25 - 2024-03-31 59,040 $2,078,000 0
   McGuire Investment Group LLC 62 - 2024-03-31 44,010 $1,549,000 0
   Apollon Wealth Management LLC - 2024-03-31 37,493 $1,319,000 0
   HHM Wealth Advisors LLC 37 - 2023-12-31 39,820 $1,300,000 0
   PRIVATE TRUST CO NA 165 - 2024-03-31 36,370 $1,280,000 0
   Optas LLC 47 - 2024-03-31 34,440 $1,212,000 0
   One Charles Private Wealth Services LLC 36 - 2023-12-31 36,310 $1,185,000 0
   BLACKROCK INC. 3934 - 2023-12-31 30,000 $979,000 0
   BigSur Wealth Management LLC 64 - 2023-12-31 25,000 $816,000 0
   HBW Advisory Services LLC 160 - 2024-03-31 19,834 $647,000 0
   RSM US WEALTH MANAGEMENT LLC 383 - 2024-03-31 17,690 $623,000 0
   Kaizen Financial Strategies - 2024-03-31 16,600 $584,000 0
   IFP Advisors Inc 531 - 2023-12-31 17,050 $557,000 0
   Kaydan Wealth Management Inc. 53 - 2024-03-31 15,551 $547,000 0
   MISSION WEALTH MANAGEMENT LLC - 2024-03-31 14,500 $510,000 0
   Kathmere Capital Management LLC 167 - 2024-03-31 14,000 $493,000 0
   CASTLE WEALTH MANAGEMENT LLC - 2024-03-31 12,600 $443,000 0
   CALAMOS WEALTH MANAGEMENT LLC 187 - 2023-12-31 13,270 $433,000 0
   AVIANCE CAPITAL PARTNERS, LLC 228 - 2024-03-31 11,550 $406,000 0
   HAVERFORD TRUST CO - 2024-03-31 11,000 $387,000 0
   FIRST NATIONAL TRUST CO 306 - 2024-03-31 10,840 $381,000 0
   Zhang Financial LLC 207 - 2024-03-31 10,680 $376,000 0
   GREENLEAF TRUST - 2024-03-31 10,600 $373,000 0
   PUTNAM FL INVESTMENT MANAGEMENT CO - 2024-03-31 10,332 $364,000 0
   Oakworth Capital Inc. 146 - 2024-03-31 10,000 $352,000 0
   CAPITAL ADVISORS INC/OK 227 - 2024-03-31 9,922 $349,000 0
   Carmichael Hill & Associates Inc. 121 - 2024-03-31 9,259 $326,000 0
   Per Stirling Capital Management LLC. 171 - 2023-12-31 9,585 $313,000 0
   Gryphon Financial Partners LLC - 2024-03-31 8,250 $290,000 0
   MONOGRAPH WEALTH ADVISORS LLC 86 - 2023-12-31 8,840 $289,000 0
   Cassaday & Co Wealth Management LLC 210 - 2023-12-31 8,480 $277,000 0
   CALLAN CAPITAL, LLC - 2024-03-31 7,240 $255,000 0
   BURNS WEALTH MANAGEMENT, INC. 435 - 2023-12-31 7,766 $253,000 0
   Y.D. More Investments Ltd 146 - 2023-12-31 7,500 $245,000 0
   CWM LLC 1408 - 2024-03-31 6,971 $245,000 0
   COMMERCE BANK N A/MO - 2024-03-31 6,900 $243,000 0
   YOUNGS ADVISORY GROUP INC. 42 - 2023-12-31 7,250 $237,000 0
   BROWN ADVISORY HOLDINGS INC 1149 - 2024-03-31 6,550 $230,000 0
   SMITH, SALLEY & ASSOCIATES 212 - 2024-03-31 801 $225,000 0
   PEDDOCK CAPITAL ADVISORS LLC - 2024-03-31 6,300 $222,000 0
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 111 - 2024-03-31 6,250 $220,000 0
   GODSEY & GIBB ASSOCIATES 108 - 2024-03-31 5,360 $189,000 0
   AllSquare Wealth Management LLC 104 - 2023-12-31 5,750 $188,000 0
   ZRC WEALTH MANAGEMENT LLC 113 - 2024-03-31 5,270 $185,000 0
   ALBION FINANCIAL GROUP /UT 183 - 2024-03-31 5,130 $181,000 0
   FRANKLIN RESOURCES INC 2310 - 2023-12-31 5,400 $176,000 0
   Aptus Capital Advisors LLC 567 - 2023-12-31 5,000 $163,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 331 - 2023-12-31 4,000 $131,000 0
   HARBOR INVESTMENT ADVISORY LLC 435 - 2024-03-31 3,030 $107,000 0
   TOTH FINANCIAL ADVISORY CORP 255 - 2024-03-31 2,300 $81,000 0
   HOLLENCREST SECURITIES LLC - 2024-03-31 2,250 $79,000 0
   SUMMIT INVESTMENT ADVISORS INC 1997 - 2023-12-31 1,992 $65,000 0
   Balentine LLC 524 - 2023-12-31 1,870 $61,000 0
   Tyler-Stone Wealth Management 325 - 2023-12-31 1,870 $61,000 0
   Annapolis Financial Services LLC 135 - 2024-03-31 1,681 $59,000 0
   FTB Advisors Inc. 1101 - 2024-03-31 1,010 $36,000 0
   Spire Wealth Management 1323 - 2024-03-31 1,030 $36,000 0
   Riggs Asset Managment Co. Inc. - 2024-03-31 1,000 $35,000 0
   CULLEN FROST BANKERS INC 718 - 2023-12-31 1,040 $34,000 0
   NBC SECURITIES INC. 1273 - 2024-03-31 929 $32,000 0
   Front Row Advisors LLC 214 - 2023-12-31 900 $29,000 0
   PIN OAK INVESTMENT ADVISORS INC 244 - 2023-12-31 750 $24,000 0
   OPTIMUM INVESTMENT ADVISORS 450 - 2024-03-31 600 $21,000 0
   HM PAYSON & CO 732 - 2023-12-31 600 $20,000 0
   FIRST MANHATTAN CO 1035 - 2023-12-31 560 $18,000 0
   Tortoise Investment Management LLC 491 - 2023-12-31 520 $17,000 0
   Legend Financial Advisors Inc. 110 - 2024-03-31 420 $15,000 0
   Householder Group Estate & Retirement Specialist L - 2024-03-31 340 $12,000 0
   JJJ Advisors Inc. 683 - 2024-03-31 270 $10,000 0
   Parallel Advisors LLC 2347 - 2023-12-31 250 $8,000 0
   Westside Investment Management Inc. 664 - 2024-03-31 180 $6,000 0
   Cape Investment Advisory Inc. 748 - 2023-12-31 170 $6,000 0
   Lee Financial CORP 551 - 2023-12-31 150 $5,000 0
   Focused Wealth Management Inc 640 - 2023-12-31 155 $5,000 0
   Salomon & Ludwin LLC - 2024-03-31 100 $4,000 0
   Farther Finance Advisors LLC 2109 - 2023-12-31 110 $4,000 0
   Founders Financial Alliance LLC 474 - 2023-12-31 100 $3,000 0
   Emerald Investment Partners LLC 463 - 2024-03-31 70 $2,000 0
   Glassman Wealth Services 194 - 2024-03-31 18 $1,000 0
   Newbridge Financial Services Group Inc. 1068 - 2024-03-31 30 $1,000 0
   Global Wealth Strategies & Associates 330 - 2024-03-31 0 $0 0
   GRADIENT INVESTMENTS LLC 1469 *New 2024-03-31 0 $0 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  91 Records found
  1    
  Page 1 of 1
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