DEF Institutional Ownership
Invesco Defensive Equity ETF
1W: +2.1%
1M: +7.5%
3M: +7.9%
1Y: +6.8%
3Y: +26.1%
5Y: +62.1%
$67.84
Last traded 2023-12-18 — delisted
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — DEF
86
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
86M
Total Invested
10
New Positions
8
Increased
40
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (93 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 268,417 | $18M | +101 | +0.0% | 33Q | SEC ↗ |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 138,988 | $9M | -3,427 | -2.4% | 20Q | SEC ↗ |
| 3 | 1900 WEALTH MANAGEMENT LLC | 75,293 | $5M | -94 | -0.1% | 23Q | SEC ↗ |
| 4 | Creative Planning | 48,607 | $3M | -4,173 | -7.9% | 12Q | SEC ↗ |
| 5 | Delos Wealth Advisors, LLC | 44,252 | $3M | +1,608 | +3.8% | 20Q | SEC ↗ |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 41,414 | $3M | -430 | -1.0% | 33Q | SEC ↗ |
| 7 | GOLDMAN SACHS GROUP INC | 36,682 | $2M | +7,748 | +26.8% | 15Q | SEC ↗ |
| 8 | MORGAN STANLEY | 29,478 | $2M | -101 | -0.3% | 33Q | SEC ↗ |
| 9 | Jaffetilchin Investment Partners, LLC | 26,690 | $2M | — | +0.0% | 23Q | SEC ↗ |
| 10 | Capital Investment Advisory Services, | 17,704 | $1M | — | +0.0% | 24Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 17,044 | $1M | -1,503 | -8.1% | 15Q | SEC ↗ |
| 12 | Pacific Sun Financial Corp | 15,250 | $1M | -167 | -1.1% | 13Q | SEC ↗ |
| 13 | Avant Capital LLC | 15,250 | $1M | -779 | -4.9% | 7Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 13,848 | $939K | -1,629 | -10.5% | 7Q | SEC ↗ |
| 15 | Mosley Wealth Management | 12,543 | $851K | +11,840 | +1684.2% | 2Q | SEC ↗ |
| 16 | HighTower Advisors, LLC | 12,053 | $818K | -1,066 | -8.1% | 20Q | SEC ↗ |
| 17 | Kestra Advisory Services, LLC | 11,813 | $801K | -297 | -2.5% | 24Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 11,550 | $784K | -209 | -1.8% | 26Q | SEC ↗ |
| 19 | Caprock Group, LLC | 11,458 | $777K | — | +0.0% | 4Q | SEC ↗ |
| 20 | Trek Financial, LLC | 9,507 | $645K | — | +0.0% | 31Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 9,056 | $614K | -62 | -0.7% | 10Q | SEC ↗ |
| 22 | PARTNERS WEALTH MANAGEMENT, LLC | 9,043 | $613K | — | +0.0% | 7Q | SEC ↗ |
| 23 | IHT Wealth Management, LLC | 8,568 | $581K | +534 | +6.6% | 10Q | SEC ↗ |
| 24 | Sigma Planning Corp | 8,052 | $546K | -1,330 | -14.2% | 9Q | SEC ↗ |
| 25 | Cambridge Investment Research Advisors | 6,500 | $441K | -345 | -5.0% | 33Q | SEC ↗ |
| 26 | NewEdge Advisors, LLC | 5,869 | $398K | — | +0.0% | 31Q | SEC ↗ |
| 27 | Hyundai Investments Co., Ltd. | 5,804 | $394K | +664 | +12.9% | 3Q | SEC ↗ |
| 28 | Solstein Capital, LLC | 5,572 | $378K | — | +0.0% | 20Q | SEC ↗ |
| 29 | CASTLE WEALTH MANAGEMENT LLC | 5,024 | $341K | -113 | -2.2% | 17Q | SEC ↗ |
| 30 | LEVEL FOUR ADVISORY SERVICES, LLC | 4,750 | $322K | -123 | -2.5% | 25Q | SEC ↗ |
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 4,485 | $304K | — | +0.0% | 1Q | SEC ↗ |
| 32 | MONECO ADVISORS, LLC | 4,381 | $297K | — | +0.0% | 31Q | SEC ↗ |
| 33 | FMR LLC | 4,023 | $273K | -1,827 | -31.2% | 30Q | SEC ↗ |
| 34 | Private Advisor Group, LLC | 3,390 | $230K | +50 | +1.5% | 14Q | SEC ↗ |
| 35 | SteelPeak Wealth, LLC | 3,289 | $223K | — | +0.0% | 6Q | SEC ↗ |
| 36 | Symphony Financial Services, Inc. | 3,192 | $217K | -280 | -8.1% | 9Q | SEC ↗ |
| 37 | Wealthcare Advisory Partners LLC | 3,140 | $213K | -350 | -10.0% | 16Q | SEC ↗ |
| 38 | Fearless Solutions, LLC dba Best Inves | 3,075 | $209K | -175 | -5.4% | 7Q | SEC ↗ |
| 39 | ROYAL BANK OF CANADA | 2,701 | $183K | -4,242 | -61.1% | 33Q | SEC ↗ |
| 40 | Simplicity Wealth,LLC NEW | 2,662 | $181K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Connecticut Wealth Management, LLC | 2,574 | $175K | — | +0.0% | 29Q | SEC ↗ |
| 42 | Mariner, LLC | 2,533 | $172K | — | +0.0% | 2Q | SEC ↗ |
| 43 | Equitable Holdings, Inc. | 2,504 | $170K | — | +0.0% | 8Q | SEC ↗ |
| 44 | ENVESTNET ASSET MANAGEMENT INC | 2,494 | $169K | +95 | +4.0% | 3Q | SEC ↗ |
| 45 | WESBANCO BANK INC | 2,429 | $165K | — | +0.0% | 5Q | SEC ↗ |
| 46 | Ethos Financial Group, LLC NEW | 2,343 | $159K | — | +0.0% | 1Q | SEC ↗ |
| 47 | J.W. COLE ADVISORS, INC. NEW | 2,302 | $156K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Wealthspire Retirement, LLC NEW | 2,300 | $156K | — | +0.0% | 1Q | SEC ↗ |
| 49 | S.A. Mason LLC | 1,450 | $98K | — | +0.0% | 22Q | SEC ↗ |
| 50 | AE Wealth Management LLC | 1,260 | $85K | -49 | -3.7% | 19Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 4,485 | $304K |
| Simplicity Wealth,LLC | 2,662 | $181K |
| Ethos Financial Group, LLC | 2,343 | $159K |
| J.W. COLE ADVISORS, INC. | 2,302 | $156K |
| Wealthspire Retirement, LLC | 2,300 | $156K |
| Global Retirement Partners, LLC | 813 | $55K |
| Integrated Wealth Concepts LLC | 434 | $29K |
| Institute for Wealth Management, LL | 100 | $7K |
| BlackRock, Inc. | 50 | $3K |
| BFSG, LLC | 15 | $1K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Elevation Capital Advisory, LLC | 48,569 | $3M |
| IMC-Chicago, LLC | 17,801 | $1M |
| Advisory Alpha, LLC | 4,630 | $314K |
| CITADEL ADVISORS LLC | 3,098 | $210K |
| TWO SIGMA INVESTMENTS, LP | 3,000 | $204K |
| Focus Financial Network, Inc. | 2,507 | $170K |
| CALTON & ASSOCIATES, INC. | 2,374 | $161K |
| TopTier Wealth Management, LLC | 2,017 | $137K |
| QUADRANT CAPITAL GROUP LLC | 1,800 | $122K |
| FSA WEALTH PARTNERS, INC. | 1,302 | $88K |
| IFC & Insurance Marketing, Inc. | 551 | $37K |
| Global Wealth Strategies & Associat | 346 | $23K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 326 | $22K |
| Advisory Services Network, LLC | 186 | $13K |
| CX Institutional | 141 | $10K |
| Western Wealth Management, LLC | 136 | $9K |
| Costello Asset Management, INC | 24 | $2K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Mosley Wealth Management | +11,840 | +1684.2% | 12,543 |
| GOLDMAN SACHS GROUP INC | +7,748 | +26.8% | 36,682 |
| Delos Wealth Advisors, LLC | +1,608 | +3.8% | 44,252 |
| Hyundai Investments Co., Ltd. | +664 | +12.9% | 5,804 |
| IHT Wealth Management, LLC | +534 | +6.6% | 8,568 |
| LPL Financial LLC | +101 | +0.0% | 268,417 |
| ENVESTNET ASSET MANAGEMENT INC | +95 | +4.0% | 2,494 |
| Private Advisor Group, LLC | +50 | +1.5% | 3,390 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | -4,242 | -61.1% | 2,701 |
| Creative Planning | -4,173 | -7.9% | 48,607 |
| Tower Research Capital LLC (TRC) | -3,765 | -94.4% | 225 |
| MERCER GLOBAL ADVISORS INC /ADV | -3,427 | -2.4% | 138,988 |
| FMR LLC | -1,827 | -31.2% | 4,023 |
| RAYMOND JAMES FINANCIAL INC | -1,629 | -10.5% | 13,848 |
| BANK OF AMERICA CORP /DE | -1,503 | -8.1% | 17,044 |
| Sigma Planning Corp | -1,330 | -14.2% | 8,052 |
| HighTower Advisors, LLC | -1,066 | -8.1% | 12,053 |
| HARBOUR INVESTMENTS, INC. | -900 | -94.7% | 50 |
| Avant Capital LLC | -779 | -4.9% | 15,250 |
| JONES FINANCIAL COMPANIES LLLP | -443 | -38.5% | 709 |
| COMMONWEALTH EQUITY SERVICES, LLC | -430 | -1.0% | 41,414 |
| Wealthcare Advisory Partners LLC | -350 | -10.0% | 3,140 |
| Cambridge Investment Research Advis | -345 | -5.0% | 6,500 |
| Kestra Advisory Services, LLC | -297 | -2.5% | 11,813 |
| Symphony Financial Services, Inc. | -280 | -8.1% | 3,192 |
| OSAIC HOLDINGS, INC. | -209 | -1.8% | 11,550 |
| Fearless Solutions, LLC dba Best In | -175 | -5.4% | 3,075 |
| Pacific Sun Financial Corp | -167 | -1.1% | 15,250 |