PJP Institutional Ownership
Invesco Pharmaceuticals ETF
1W: -4.7%
1M: -7.0%
3M: +0.7%
YTD: +15.8%
1Y: +27.3%
3Y: +68.2%
5Y: +60.4%
$120.88
-0.36 (-0.30%)
Weekly Expected Move ±2.4%
$115
$118
$121
$124
$127
Overview
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Holdings
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Institutional Ownership — PJP
138
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
99M
Total Invested
19
New Positions
29
Increased
53
Reduced
19
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (150 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Peak Asset Management, LLC | 135,861 | 16M | +915 | +0.7% | 33Q | SEC ↗ |
| 2 | MORGAN STANLEY | 102,176 | 12M | -166,321 | -61.9% | 33Q | SEC ↗ |
| 3 | LPL Financial LLC | 50,062 | 6M | -29,048 | -36.7% | 33Q | SEC ↗ |
| 4 | UBS Group AG | 42,970 | 5M | -683 | -1.6% | 33Q | SEC ↗ |
| 5 | MML INVESTORS SERVICES, LLC | 39,043 | 5M | +11,509 | +41.8% | 2Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 36,897 | 4M | +9,741 | +35.9% | 33Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 30,639 | 4M | -43,819 | -58.9% | 15Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 25,700 | 3M | -29,066 | -53.1% | 33Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 23,006 | 3M | -24,703 | -51.8% | 7Q | SEC ↗ |
| 10 | Joseph Group Capital Management | 22,966 | 3M | +253 | +1.1% | 11Q | SEC ↗ |
| 11 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 18,231 | 2M | +197 | +1.1% | 33Q | SEC ↗ |
| 12 | Beacon Pointe Advisors, LLC NEW | 16,871 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 16,832 | 2M | -45,545 | -73.0% | 33Q | SEC ↗ |
| 14 | Trilogy Capital Inc. | 15,476 | 2M | -505 | -3.2% | 5Q | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 15,245 | 2M | +14,012 | +1136.4% | 4Q | SEC ↗ |
| 16 | Institute for Wealth Management, LLC. | 12,101 | 1M | +1 | +0.0% | 31Q | SEC ↗ |
| 17 | AMERIPRISE FINANCIAL INC | 11,596 | 1M | -8,194 | -41.4% | 16Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 9,570 | 1M | +767 | +8.7% | 26Q | SEC ↗ |
| 19 | Q3 Asset Management | 8,698 | 1M | +5,957 | +217.3% | 2Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 8,502 | 1M | -11,960 | -58.4% | 10Q | SEC ↗ |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 8,285 | 1M | -2,020 | -19.6% | 33Q | SEC ↗ |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 7,778 | 940K | +500 | +6.9% | 12Q | SEC ↗ |
| 23 | Cambridge Investment Research Advisors | 7,708 | 932K | -2,401 | -23.8% | 33Q | SEC ↗ |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 7,396 | 894K | +3,922 | +112.9% | 33Q | SEC ↗ |
| 25 | STIFEL FINANCIAL CORP | 6,837 | 826K | +1,090 | +19.0% | 2Q | SEC ↗ |
| 26 | JONES FINANCIAL COMPANIES LLLP | 6,749 | 816K | +185 | +2.8% | 9Q | SEC ↗ |
| 27 | GILPIN WEALTH MANAGEMENT, LLC | 6,718 | 812K | -206 | -3.0% | 3Q | SEC ↗ |
| 28 | FLAGSHIP HARBOR ADVISORS, LLC | 6,500 | 786K | +451 | +7.5% | 33Q | SEC ↗ |
| 29 | JPMORGAN CHASE & CO | 5,708 | 690K | +4,704 | +468.5% | 13Q | SEC ↗ |
| 30 | &PARTNERS | 5,466 | 661K | +481 | +9.6% | 9Q | SEC ↗ |
| 31 | Arax Advisory Partners | 4,929 | 596K | +4,482 | +1002.7% | 2Q | SEC ↗ |
| 32 | Focus Partners Wealth | 4,511 | 545K | -175 | -3.7% | 7Q | SEC ↗ |
| 33 | Capital Investment Advisory Services, | 4,231 | 511K | +10 | +0.2% | 31Q | SEC ↗ |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 4,151 | 502K | — | +0.0% | 1Q | SEC ↗ |
| 35 | WHITTIER TRUST CO OF NEVADA INC | 4,130 | 499K | — | +0.0% | 26Q | SEC ↗ |
| 36 | Diversified Enterprises, LLC | 4,066 | 491K | +1 | +0.0% | 8Q | SEC ↗ |
| 37 | SUMMIT WEALTH GROUP LLC / CO | 4,063 | 491K | -201 | -4.7% | 3Q | SEC ↗ |
| 38 | SIMON QUICK ADVISORS, LLC | 3,700 | 447K | — | +0.0% | 2Q | SEC ↗ |
| 39 | Secure Asset Management, LLC NEW | 3,615 | 437K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Equitable Holdings, Inc. | 3,516 | 425K | -44 | -1.2% | 5Q | SEC ↗ |
| 41 | Nicholas Hoffman & Company, LLC. | 3,475 | 420K | — | +0.0% | 33Q | SEC ↗ |
| 42 | Stonebridge Financial Planning Group, | 3,375 | 408K | +661 | +24.4% | 27Q | SEC ↗ |
| 43 | Element Wealth, LLC | 3,290 | 398K | -28 | -0.8% | 27Q | SEC ↗ |
| 44 | U.S. Capital Wealth Advisors, LLC NEW | 3,126 | 378K | — | +0.0% | 1Q | SEC ↗ |
| 45 | GSA CAPITAL PARTNERS LLP | 3,108 | 376K | -336 | -9.8% | 3Q | SEC ↗ |
| 46 | MEANS INVESTMENT CO., INC. | 2,942 | 356K | +4 | +0.1% | 31Q | SEC ↗ |
| 47 | HighTower Advisors, LLC | 2,937 | 355K | -221,179 | -98.7% | 14Q | SEC ↗ |
| 48 | J.W. COLE ADVISORS, INC. | 2,914 | 352K | +2 | +0.1% | 6Q | SEC ↗ |
| 49 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,858 | 345K | — | +0.0% | 3Q | SEC ↗ |
| 50 | XTX Topco Ltd NEW | 2,756 | 333K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Beacon Pointe Advisors, LLC | 16,871 | 2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 4,151 | 502K |
| Secure Asset Management, LLC | 3,615 | 437K |
| U.S. Capital Wealth Advisors, LLC | 3,126 | 378K |
| XTX Topco Ltd | 2,756 | 333K |
| Nuveen, LLC | 2,062 | 249K |
| Kestra Advisory Services, LLC | 1,979 | 239K |
| MOR Wealth Management, LLC | 1,910 | 231K |
| Chevy Chase Trust Holdings, LLC | 1,900 | 230K |
| Chicago Partners Investment Group L | 1,882 | 227K |
| CITIGROUP INC | 1,855 | 224K |
| Perennial Investment Advisors, LLC | 1,815 | 219K |
| Cordant, Inc. | 628 | 76K |
| Integrated Wealth Concepts LLC | 463 | 56K |
| Kroeger Financial Partners | 284 | 34K |
| StrongBox Wealth, LLC | 109 | 13K |
| MERCER GLOBAL ADVISORS INC /ADV | 104 | 13K |
| FIDUCIARY FINANCIAL ADVISORS | 93 | 11K |
| HIGHLINE WEALTH PARTNERS LLC | 84 | 10K |
| BLUELINE ADVISORS LLC | 78 | 9K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cavalier Investments, LLC | 45,960 | 6M |
| TRUIST FINANCIAL CORP | 28,343 | 3M |
| FIG FINANCIAL ADVISORY SERVICES INC | 14,719 | 2M |
| WBI INVESTMENTS, LLC | 7,068 | 854K |
| Hennion & Walsh Asset Management, I | 6,950 | 840K |
| Intelligence Driven Advisers, LLC | 5,400 | 653K |
| HBW ADVISORY SERVICES LLC | 5,097 | 616K |
| INDEPENDENT FINANCIAL GROUP, LLC | 4,919 | 595K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 4,804 | 581K |
| Prospera Financial Services Inc | 3,785 | 458K |
| MinichMacGregor Wealth Management, | 3,083 | 373K |
| IMC-Chicago, LLC | 3,069 | 371K |
| Wellington Shields & Co., LLC | 3,043 | 368K |
| Mariner, LLC | 2,566 | 310K |
| Quantinno Capital Management LP | 2,193 | 265K |
| MIRAMONTES CAPITAL, LLC | 1,999 | 242K |
| Tower Research Capital LLC (TRC) | 1,825 | 221K |
| Mirae Asset Global Investments Co., | 1,595 | 193K |
| Global Assets Advisory, LLC | 400 | 48K |
| Financial Freedom, LLC | 388 | 47K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Rockefeller Capital Management L.P. | +14,012 | +1136.4% | 15,245 |
| MML INVESTORS SERVICES, LLC | +11,509 | +41.8% | 39,043 |
| ENVESTNET ASSET MANAGEMENT INC | +9,741 | +35.9% | 36,897 |
| Q3 Asset Management | +5,957 | +217.3% | 8,698 |
| JPMORGAN CHASE & CO | +4,704 | +468.5% | 5,708 |
| Arax Advisory Partners | +4,482 | +1002.7% | 4,929 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +3,922 | +112.9% | 7,396 |
| STIFEL FINANCIAL CORP | +1,090 | +19.0% | 6,837 |
| Peak Asset Management, LLC | +915 | +0.7% | 135,861 |
| OSAIC HOLDINGS, INC. | +767 | +8.7% | 9,570 |
| Stonebridge Financial Planning Grou | +661 | +24.4% | 3,375 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +500 | +6.9% | 7,778 |
| &PARTNERS | +481 | +9.6% | 5,466 |
| FLAGSHIP HARBOR ADVISORS, LLC | +451 | +7.5% | 6,500 |
| Joseph Group Capital Management | +253 | +1.1% | 22,966 |
| DUMONT & BLAKE INVESTMENT ADVISORS | +197 | +1.1% | 18,231 |
| JONES FINANCIAL COMPANIES LLLP | +185 | +2.8% | 6,749 |
| BLAIR WILLIAM & CO/IL | +164 | +273.3% | 224 |
| FIFTH THIRD BANCORP | +42 | +12.1% | 389 |
| HARBOUR INVESTMENTS, INC. | +34 | +1.9% | 1,803 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HighTower Advisors, LLC | -221,179 | -98.7% | 2,937 |
| MORGAN STANLEY | -166,321 | -61.9% | 102,176 |
| ROYAL BANK OF CANADA | -45,545 | -73.0% | 16,832 |
| BANK OF AMERICA CORP /DE | -43,819 | -58.9% | 30,639 |
| WELLS FARGO & COMPANY/MN | -29,066 | -53.1% | 25,700 |
| LPL Financial LLC | -29,048 | -36.7% | 50,062 |
| RAYMOND JAMES FINANCIAL INC | -24,703 | -51.8% | 23,006 |
| TWO SIGMA INVESTMENTS, LP | -22,664 | -92.5% | 1,836 |
| Cetera Investment Advisers | -11,960 | -58.4% | 8,502 |
| AMERIPRISE FINANCIAL INC | -8,194 | -41.4% | 11,596 |
| Private Advisor Group, LLC | -3,874 | -65.9% | 2,003 |
| Realta Investment Advisors | -3,303 | -98.2% | 61 |
| Cambridge Investment Research Advis | -2,401 | -23.8% | 7,708 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,020 | -19.6% | 8,285 |
| UBS Group AG | -683 | -1.6% | 42,970 |
| Trilogy Capital Inc. | -505 | -3.2% | 15,476 |
| AE Wealth Management LLC | -500 | -84.7% | 90 |
| FMR LLC | -347 | -17.2% | 1,674 |
| GSA CAPITAL PARTNERS LLP | -336 | -9.8% | 3,108 |
| Henson-Edgewater Management, LLC | -275 | -11.2% | 2,170 |