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Get Institutions for : 
Invesco S&P 500 Enhanced Value ETF (SPVU)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    1
Total shares held : 
 1,178,338  
% of shares held : 
 15.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 -80,028  
% of shares held change : 
   -1.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 27,516
 2.34%
 
Increased Positions :
15
 82,080
 6.97%
 
Unchanged Positions :
7
 97,676
 8.29%
 
Decreased Positions :
10
-63,885
-5.42%
 
Closed Positions :
3
-125,739
-10.67%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 View holdings for period: 3-31-2024 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 1379 - 2024-06-30 206,965 $9,908,000 15,021
   Clear Creek Financial Management LLC 18 - 2024-06-30 171,530 $8,212,000 6,888
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1083 - 2024-06-30 56,525 $2,706,000 917
   Koss-Olinger Consulting LLC 82 - 2024-06-30 33,332 $1,596,000 33,332
   JANE STREET GROUP LLC 3442 - 2024-06-30 22,046 $1,055,000 13,465
   CREATIVE FINANCIAL DESIGNS INC /ADV 189 - 2024-06-30 19,430 $930,000 509
   Sequent Planning LLC 70 - 2024-06-30 14,848 $710,000 2,884
   LEE MUNDER CAPITAL GROUP, LLC 245 - 2024-06-30 10,613 $508,000 2,244
   Professional Financial Advisors LLC 80 - 2024-06-30 7,877 $377,000 35
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4021 - 2024-06-30 6,442 $308,000 6,442
   Global Retirement Partners LLC 780 - 2024-06-30 5,671 $271,000 109
   Capital Investment Advisory Services LLC 515 - 2024-06-30 3,539 $169,000 52
   ROYAL BANK OF CANADA 4578 - 2024-06-30 2,664 $128,000 180
  13 Records found
  1    
  Page 1 of 1
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