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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
   FLOW TRADERS U.S. LLC 795 *Closed 2023-12-31 0 $0 -43,887
   Raleigh Capital Management Inc. 993 *Closed 2023-12-31 0 $0 -30
   GSA CAPITAL PARTNERS LLP 1615 *Closed 2024-03-31 0 $0 -55,400
   Kozak & Associates Inc. 367 *Closed 2023-12-31 0 $0 -290
   BAKER AVENUE ASSET MANAGEMENT, LP 628 *Closed 2023-12-31 0 $0 -3,280
   GRADIENT INVESTMENTS LLC 1181 *Closed 2024-03-31 0 $0 -330
   Toroso Investments LLC 1414 *Closed 2023-12-31 0 $0 -6,422
   NATIONAL BANK OF CANADA /FI/ 2435 *Closed 2023-12-31 0 $0 -2,100
   BKM Wealth Management LLC 297 *Closed 2024-03-31 0 $0 -1,206
   MARSHALL WACE LLP 1943 *Closed 2023-12-31 0 $0 -53,291
   NovaPoint Capital LLC 143 *Closed 2024-03-31 0 $0 -7,252
   Cape Investment Advisory Inc. 1080 *Closed 2023-12-31 0 $0 -1,950
   Legacy Capital Group California Inc. 275 *Closed 2023-12-31 0 $0 -15,690
   Advisor Resource Council 286 *Closed 2024-03-31 0 $0 -10,384
   GeoWealth Management LLC 718 *Closed 2023-12-31 0 $0 -8,021
   Retireful LLC 114 *Closed 2024-03-31 0 $0 -9,749
   HBK SORCE ADVISORY LLC *Closed 2023-12-31 0 $0 -7,970
   CHOATE INVESTMENT ADVISORS 422 *Closed 2023-12-31 0 $0 -360
   Lido Advisors LLC 1236 *Closed 2023-12-31 0 $0 -7,984
   Pasadena Private Wealth LLC 151 *Closed 2024-03-31 0 $0 -179,704
   Ten Capital Wealth Advisors LLC 442 *Closed 2023-06-30 0 $0 -152
   Efficient Wealth Management LLC 1232 *Closed 2024-03-31 0 $0 -230
   Koshinski Asset Management Inc. 627 *Closed 2023-12-31 0 $0 -14,311
   HEAD & ASSOCIATES LLC 691 *Closed 2023-12-31 0 $0 -1,040
   FSC Wealth Advisors LLC 309 *Closed 2024-03-31 0 $0 -13,751
   KWB Wealth 140 *Closed 2024-03-31 0 $0 -76,475
   KPP Advisory Services LLC 205 *Closed 2023-12-31 0 $0 -6,390

  27 Records found
  1    
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