Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)  
$44.82 0.09 (0.2%) as of 4:30 Fri 5/10


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 291    15
Total shares held : 
 22,998,866  
% of shares held : 
 33.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -42  
Amount of shares held : 
 -992,749  
% of shares held change : 
   -1.45%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $38.44  
Last Quarter's Ending Price : 
 $42.41  
Last Quarter's Average Price : 
 $39.82  
Change from last quarter's     
avg. price to the last closing  : 
5.00 (12.56%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 630,246
 2.74%
 
Increased Positions :
89
 1,644,774
 7.15%
 
Unchanged Positions :
64
 451,864
 1.96%
 
Decreased Positions :
116
-2,313,689
-10.06%
 
Closed Positions :
37
-954,080
-4.15%
 
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
   Bramshill Investments LLC 24 *New 2023-12-31 76,804 $3,257,000 76,804
   Prostatis Group LLC 18 *New 2023-03-31 68,446 $2,804,000 68,446
   Cherry Creek Investment Advisors Inc. 22 *New 2024-03-31 46,816 $2,079,000 46,816
   Simplicity WealthLLC 491 *New 2024-03-31 24,563 $1,091,000 24,563
   SFMG, LLC 106 *New 2023-12-31 17,011 $721,000 17,011
   RENAISSANCE TECHNOLOGIES LLC 2681 *New 2023-12-31 14,700 $623,000 14,700
   PFG Investments LLC 518 *New 2024-03-31 11,469 $509,000 11,469
   Global Assets Advisory LLC 324 *New 2024-03-31 22,100 $500,000 22,100
   Atomi Financial Group Inc. 285 *New 2023-12-31 11,183 $474,000 11,183
   Waterloo Capital L.P. 268 *New 2023-12-31 8,141 $345,000 8,141
   SYKON CAPITAL LLC 67 *New 2023-12-31 7,009 $297,000 7,009
   Capital CS Group LLC 56 *New 2024-03-31 6,317 $280,000 6,317
   Pinnacle Family Advisors LLC 86 *New 2023-12-31 5,549 $235,000 5,549
   NORTHERN TRUST CORP 3853 *New 2023-12-31 5,299 $225,000 5,299
   TWO SIGMA SECURITIES LLC 796 *New 2023-12-31 5,288 $224,000 5,288
   Lido Advisors LLC 1082 *New 2023-12-31 4,741 $201,000 4,741
   THOMPSON INVESTMENT MANAGEMENT INC 217 *New 2024-03-31 1,800 $80,000 1,800
   Future Financial Wealth Managment LLC 264 *New 2024-03-31 1,102 $49,000 1,102
   Trust Co 227 *New 2024-03-31 530 $24,000 530
   Ronald Blue Trust Inc. 1172 *New 2024-03-31 507 $23,000 507
   YHB INVESTMENT ADVISORS, INC. 580 *New 2024-03-31 510 $23,000 510
   ANCORA ADVISORS, LLC 1208 *New 2023-12-31 268 $11,000 268
   Coppell Advisory Solutions LLC 922 *New 2023-12-31 235 $10,000 235
   PACIFIC CAPITAL WEALTH ADVISORS INC 220 *New 2023-12-31 232 $10,000 232
   IAG Wealth Partners LLC 323 *New 2024-03-31 198 $9,000 198
   Cutler Group LP 647 *New 2024-03-31 200 $8,000 200
   Farmers & Merchants Trust Co of Chambersburg PA 363 *New 2024-03-31 100 $4,000 100
   BNP PARIBAS ARBITRAGE SA 3029 *New 2024-03-31 27 $1,000 27
  28 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us