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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
   Financial Gravity Wealth Inc. 200 - 2023-12-31 134 $1,244,000 0
   WESPAC Advisors SoCal LLC 69 - 2024-03-31 8,650 $490,000 0
   ZRC WEALTH MANAGEMENT LLC 77 - 2024-03-31 6,800 $385,000 0
   Allen Capital Group LLC 188 - 2024-03-31 4,164 $236,000 0
   Financial Perspectives Inc 184 - 2024-03-31 2,112 $120,000 0
   Emerald Investment Partners LLC 352 - 2024-03-31 790 $45,000 0
   SIGNATUREFD, LLC 1761 - 2024-03-31 580 $33,000 0
   SRS Capital Advisors Inc. 602 - 2023-12-31 478 $26,000 0
   FMR LLC 3726 - 2023-12-31 423 $23,000 0
   Spire Wealth Management 1566 - 2024-03-31 300 $17,000 0
   HARBOR INVESTMENT ADVISORY LLC 771 - 2024-03-31 276 $16,000 0
   PROEQUITIES INC. 1612 - 2024-03-31 250 $14,000 0
   Steward Partners Investment Advisory LLC 2668 - 2023-12-31 206 $11,000 0
   Sargent Bickham Lagudis LLC 709 - 2022-12-31 85 $10,000 0
   PSI Advisors LLC 543 - 2024-03-31 118 $7,000 0
   Aptus Capital Advisors LLC 826 - 2023-12-31 100 $5,000 0
   Impact Partnership Wealth LLC 597 - 2023-12-31 66 $4,000 0
   Global Retirement Partners LLC 2541 - 2024-03-31 48 $3,000 0
   Larson Financial Group LLC 1496 - 2024-03-31 10 $1,000 0
  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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