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Get Institutions for : 
Invesco S&P 500 Equal Weight Utilities ETF (RYU)  
$60.70 0.03 (0.05%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 88    14
Total shares held : 
 2,139,937  
% of shares held : 
 2.38%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -29  
Amount of shares held : 
 -732,546  
% of shares held change : 
   -0.81%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $48.19  
Last Quarter's Ending Price : 
 $54.57  
Last Quarter's Average Price : 
 $52.54  
Change from last quarter's     
avg. price to the last closing  : 
8.16 (15.53%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 44,575
 2.08%
 
Increased Positions :
23
 48,343
 2.26%
 
Unchanged Positions :
22
 15,364
 0.72%
 
Decreased Positions :
38
-727,898
-34.01%
 
Closed Positions :
19
-97,566
-4.56%
 
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
   LPL FINANCIAL CORP 1008 - 2024-03-31 303,215 $17,159,000 28,555
   BANK OF AMERICA CORP /DE/ 2655 - 2023-12-31 128,629 $7,019,000 4,335
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1121 - 2024-03-31 90,101 $5,099,000 1,826
   Milestone Advisory Partners 7 - 2023-09-30 88,278 $4,440,000 43,155
   ADVISORY SERVICES NETWORK, LLC 382 - 2024-03-31 44,604 $2,524,000 10,141
   Friedenthal Financial 16 - 2024-03-31 40,544 $2,294,000 1,496
   Geneos Wealth Management Inc. 341 - 2024-03-31 18,235 $1,032,000 89
   Cetera Investment Advisers 1134 - 2023-12-31 17,195 $938,000 4,719
   DENVER WEALTH MANAGEMENT INC. 38 - 2024-03-31 13,185 $746,000 4,047
   COMERICA BANK 1713 - 2023-12-31 12,764 $696,000 9,342
   Cedar Brook Financial Partners LLC 187 - 2024-03-31 10,141 $574,000 2,010
   FINANCIAL NETWORK 1776 - 2023-12-31 10,325 $563,000 128
   Kestra Advisory Services LLC 1537 - 2023-12-31 8,870 $484,000 108
   Advisory Alpha LLC 223 - 2024-03-31 8,218 $465,000 318
   LINCOLN NATIONAL CORP 812 - 2024-03-31 7,302 $413,000 535
   Walker Asset Management LLC 61 - 2024-03-31 7,285 $412,000 47
   Capital Financial Planning LLC 59 - 2023-09-30 5,609 $282,000 2,819
   NATIONAL ASSET MANAGEMENT, INC. 1180 - 2023-12-31 4,250 $232,000 50
   RAYMOND JAMES & ASSOCIATES 3564 - 2024-03-31 3,561 $201,000 3,561
   Qube Research & Technologies Ltd 2562 - 2023-12-31 2,663 $145,000 100
   NATIONAL BANK OF CANADA /FI/ 1336 - 2023-12-31 2,578 $143,000 797
   Tradewinds Capital Management LLC 121 - 2024-03-31 1,605 $91,000 9
   US BANCORP 2690 - 2024-03-31 862 $49,000 200
   FTB Advisors Inc. 1095 - 2024-03-31 658 $37,000 148
   CREATIVE FINANCIAL DESIGNS INC /ADV 809 - 2024-03-31 632 $36,000 3
   PRINCIPAL SECURITIES INC. 1854 - 2024-03-31 478 $27,000 200
   Anchor Investment Management LLC 639 - 2023-12-31 400 $22,000 200
   AlphaCore Capital LLC 402 - 2023-12-31 6 $0 6
  28 Records found
  1    
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