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Get Institutions for : 
Invesco S&P 500 Top 50 ETF (XLG)  
$42.29 0.07 (0.17%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 259    19
Total shares held : 
 49,938,037  
% of shares held : 
 55.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   48  
Amount of shares held : 
 9,281,676  
% of shares held change : 
   10.31%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $34.21  
Last Quarter's Ending Price : 
 $37.72  
Last Quarter's Average Price : 
 $35.69  
Change from last quarter's     
avg. price to the last closing  : 
6.60 (18.49%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
39
 1,720,008
 3.44%
 
Increased Positions :
101
 9,144,089
 18.31%
 
Unchanged Positions :
47
 1,238,056
 2.48%
 
Decreased Positions :
72
-1,343,859
-2.69%
 
Closed Positions :
20
-238,562
-0.48%
 
Guru Positions :
1
5,881,124
 11.78%
 
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
   QUATTRO FINANCIAL ADVISORS LLC 2 *New 2024-03-31 478,028 $20,139,000 478,028
   Fortis Group Advisors LLC *New 2024-03-31 231,198 $9,740,000 231,198
   U.S. Capital Wealth Advisors LLC 83 *New 2023-12-31 183,816 $6,934,000 183,816
   PFG Investments LLC 44 *New 2024-03-31 157,060 $6,617,000 157,060
   Keystone Financial Group 26 *New 2023-12-31 122,153 $4,608,000 122,153
   WIN ADVISORS INC 17 *New 2024-03-31 99,643 $4,198,000 99,643
   Connectus Wealth LLC 183 *New 2023-12-31 108,079 $4,077,000 108,079
   HSBC HOLDINGS PLC 1045 *New 2023-12-31 83,000 $3,131,000 83,000
   TAP Consulting LLC 44 *New 2024-03-31 67,670 $2,851,000 67,670
   CAPSTONE WEALTH MANAGEMENT GROUP LLC 15 *New 2024-03-31 63,543 $2,677,000 63,543
   WILEY BROS.-AINTREE CAPITAL LLC 62 *New 2024-03-31 55,150 $2,323,000 55,150
   Ethos Financial Group LLC 45 *New 2023-12-31 49,918 $1,883,000 49,918
   Emerald Investment Partners LLC 122 *New 2024-03-31 32,120 $1,353,000 32,120
   J.W. COLE ADVISORS INC. *New 2024-03-31 30,299 $1,277,000 30,299
   LWM Advisory Services LLC 20 *New 2023-12-31 32,646 $1,231,000 32,646
   Per Stirling Capital Management LLC. 78 *New 2023-12-31 30,034 $1,133,000 30,034
   Vertex Planning Partners LLC 37 *New 2023-12-31 28,960 $1,092,000 28,960
   IAMS WEALTH MANAGEMENT LLC 52 *New 2024-03-31 25,728 $1,056,000 25,728
   Sequoia Financial Advisors LLC 460 *New 2024-03-31 25,000 $1,053,000 25,000
   FISCHER INVESTMENT STRATEGIES LLC 14 *New 2023-12-31 25,962 $979,000 25,962
   Coppell Advisory Solutions Corp. 92 *New 2023-03-31 2,790 $854,000 2,790
   OPPENHEIMER & CO INC 790 *New 2023-12-31 21,192 $799,000 21,192
   Orion Portfolio Solutions LLC 1104 *New 2023-12-31 17,219 $650,000 17,219
   Y-Intercept (Hong Kong) Ltd 523 *New 2023-12-31 15,587 $588,000 15,587
   Platte River Wealth Advisors LLC 60 *New 2024-03-31 12,356 $521,000 12,356
   WESPAC ADVISORS, LLC 108 *New 2024-03-31 10,997 $463,000 10,997
   Eagle Strategies LLC 174 *New 2024-03-31 10,123 $426,000 10,123
   WEDBUSH MORGAN SECURITIES INC 637 *New 2023-12-31 10,688 $403,000 10,688
   DGS Capital Management LLC 161 *New 2024-03-31 9,519 $401,000 9,519
   HRT FINANCIAL LLC 1360 *New 2023-12-31 10,465 $394,000 10,465
   Rappaport Reiches Capital Management LLC 69 *New 2024-03-31 9,317 $393,000 9,317
   Personal Capital Advisors Corp 350 *New 2022-12-31 1,290 $356,000 1,290
   OmniStar Financial Group Inc. 98 *New 2024-03-31 8,449 $356,000 8,449
   Cornerstone Wealth Group LLC 180 *New 2024-03-31 8,130 $343,000 8,130
   Lifeworks Advisors LLC 149 *New 2023-12-31 9,096 $343,000 9,096
   Bank of New Hampshire 159 *New 2024-03-31 7,570 $319,000 7,570
   Wealthcare Advisory Partners LLC 643 *New 2024-03-31 7,495 $316,000 7,495
   Global Assets Advisory LLC 415 *New 2024-03-31 11,383 $270,000 11,383
   Bouchey Financial Group Ltd 121 *New 2024-03-31 5,732 $241,000 5,732
   BLB&B ADVISORS LLC 260 *New 2024-03-31 5,377 $227,000 5,377
   GRIMES & COMPANY INC 314 *New 2024-03-31 4,944 $208,000 4,944
   Kelman-Lazarov Inc. 101 *New 2023-12-31 5,500 $207,000 5,500
   PACIFIC SUN FINANCIAL CORP *New 2024-03-31 4,900 $206,000 4,900
   MCDONALD PARTNERS LLC 227 *New 2024-03-31 4,888 $206,000 4,888
   WealthBridge Capital Management LLC *New 2024-03-31 4,855 $205,000 4,855
   Game Plan Financial Advisors LLC 83 *New 2024-03-31 3,865 $163,000 3,865
   Glass Jacobson Investment Advisors llc 326 *New 2024-03-31 1,434 $60,000 1,434
   YHB INVESTMENT ADVISORS, INC. 426 *New 2024-03-31 1,400 $59,000 1,400
   ADVISORY SERVICES NETWORK, LLC 2165 *New 2023-12-31 960 $36,000 960
   TOWER RESEARCH CAPITAL LLC 3490 *New 2023-12-31 700 $26,000 700
   FIFTH THIRD BANCORP 1612 *New 2024-03-31 581 $24,000 581
   Burleson & Company LLC 220 *New 2022-12-31 71 $20,000 71
   WESTEND CAPITAL MANAGEMENT LLC 121 *New 2024-03-31 270 $11,000 270
   Y.D. More Investments Ltd 325 *New 2023-12-31 260 $10,000 260
   Concord Wealth Partners *New 2024-03-31 150 $6,000 150
  55 Records found
  1    
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