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PSI Institutional Ownership

Invesco Semiconductors ETF
1W: +7.0% 1M: +24.6% 3M: +0.9% YTD: +94.3% 1Y: +124.7% 3Y: +285.1% 5Y: +259.5%
$160.94
+5.04 (+3.23%)
 
Weekly Expected Move ±6.5%
$140 $151 $161 $171 $182
ETF AMEX · AUM $2.7B

Institutional Ownership — PSI

262
Institutional Holders
+67 vs prior quarter
0.0%
Ownership
+0.00pp
990M
Total Invested
81
New Positions
69
Increased
62
Reduced
14
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (270 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 491,416 $79M +81,817 +20.0% 33Q SEC ↗
2 MEITAV INVESTMENT HOUSE LTD 458,708 $74M +397,500 +649.4% 22Q SEC ↗
3 HighTower Advisors, LLC 452,067 $73M -39,723 -8.1% 13Q SEC ↗
4 MORGAN STANLEY 427,456 $69M -15,932 -3.6% 33Q SEC ↗
5 Warner Group LLC 346,221 $56M +161,930 +87.9% 4Q SEC ↗
6 BANK OF AMERICA CORP /DE 227,087 $37M -42,866 -15.9% 15Q SEC ↗
7 RAYMOND JAMES FINANCIAL INC 180,087 $29M -24,180 -11.8% 7Q SEC ↗
8 UBS Group AG 147,328 $24M +35,304 +31.5% 33Q SEC ↗
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 121,790 $20M +83,704 +219.8% 23Q SEC ↗
10 CAPTRUST FINANCIAL ADVISORS 118,245 $19M -24,105 -16.9% 25Q SEC ↗
11 TWO SIGMA INVESTMENTS, LP NEW 111,300 $18M — +0.0% 1Q SEC ↗
12 MERCER GLOBAL ADVISORS INC /ADV 104,303 $17M +2,930 +2.9% 20Q SEC ↗
13 ROYAL BANK OF CANADA 102,297 $16M -38,136 -27.2% 33Q SEC ↗
14 Cetera Investment Advisers 95,364 $15M -90,313 -48.6% 10Q SEC ↗
15 AMERIPRISE FINANCIAL INC 83,876 $13M +52,131 +164.2% 16Q SEC ↗
16 MML INVESTORS SERVICES, LLC 81,058 $13M +11,307 +16.2% 33Q SEC ↗
17 OSAIC HOLDINGS, INC. 76,027 $12M +10,237 +15.6% 26Q SEC ↗
18 NATIONAL BANK OF CANADA /FI 75,435 $12M -7,668 -9.2% 19Q SEC ↗
19 Cambridge Investment Research Advisors 73,160 $12M +760 +1.0% 33Q SEC ↗
20 JONES FINANCIAL COMPANIES LLLP 72,117 $12M +27,042 +60.0% 9Q SEC ↗
21 ENVESTNET ASSET MANAGEMENT INC 69,311 $11M +25,263 +57.4% 27Q SEC ↗
22 Members Advisory Group LLC 67,134 $11M +50,067 +293.4% 2Q SEC ↗
23 Artesa Financial Group, LLC 65,177 $10M +730 +1.1% 3Q SEC ↗
24 Advisory Services Network, LLC 52,037 $8M -321 -0.6% 24Q SEC ↗
25 COMMONWEALTH EQUITY SERVICES, LLC 51,607 $8M -251 -0.5% 33Q SEC ↗
26 Private Advisor Group, LLC 47,249 $8M -7,259 -13.3% 26Q SEC ↗
27 STIFEL FINANCIAL CORP 46,122 $7M +568 +1.2% 5Q SEC ↗
28 TRUIST FINANCIAL CORP 44,415 $7M +505 +1.2% 13Q SEC ↗
29 D. E. Shaw & Co., Inc. NEW 39,947 $6M — +0.0% 1Q SEC ↗
30 Rockefeller Capital Management L.P. 34,117 $5M +32,288 +1765.3% 4Q SEC ↗
31 Summit Financial, LLC 34,008 $5M -5,081 -13.0% 5Q SEC ↗
32 Arete Wealth Advisors, LLC NEW 24,913 $4M — +0.0% 1Q SEC ↗
33 BIP Wealth, LLC 24,828 $4M +701 +2.9% 3Q SEC ↗
34 M Holdings Securities, Inc. 22,944 $4M +1,409 +6.5% 3Q SEC ↗
35 Western Wealth Management, LLC 21,215 $3M +21,165 +42330.0% 2Q SEC ↗
36 Bawa N Mallick Trust 20,015 $3M +15 +0.1% 7Q SEC ↗
37 Prospera Financial Services Inc 18,405 $3M -1,339 -6.8% 13Q SEC ↗
38 Triton Financial Group Inc 17,887 $3M -18,314 -50.6% 5Q SEC ↗
39 PRINCIPAL SECURITIES, INC. 17,690 $3M +51 +0.3% 11Q SEC ↗
40 Nilsine Partners, LLC 17,289 $3M -138 -0.8% 3Q SEC ↗
41 Concurrent Investment Advisors, LLC NEW 16,405 $3M — +0.0% 1Q SEC ↗
42 Keystone Wealth Services, LLC 15,719 $3M +10,950 +229.6% 2Q SEC ↗
43 Quantinno Capital Management LP 15,534 $3M +10,876 +233.5% 3Q SEC ↗
44 Stratos Wealth Partners, LTD. 15,163 $2M +9,288 +158.1% 2Q SEC ↗
45 Mission Hills Financial Advisory, LLC 14,704 $2M -7 -0.0% 8Q SEC ↗
46 Per Stirling Capital Management, LLC. 13,948 $2M -7,069 -33.6% 2Q SEC ↗
47 Kestra Advisory Services, LLC 13,249 $2M +9,916 +297.5% 3Q SEC ↗
48 Financial Management Professionals, In 13,019 $2M -2,356 -15.3% 2Q SEC ↗
49 PNC Financial Services Group, Inc. 12,711 $2M +1,818 +16.7% 15Q SEC ↗
50 Ramiah Investment Group NEW 12,639 $2M — +0.0% 1Q SEC ↗

Recent Activity

New Positions (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
MEITAV INVESTMENT HOUSE LTD +397,500 +649.4% 458,708
Warner Group LLC +161,930 +87.9% 346,221
NORTHWESTERN MUTUAL WEALTH MANAGEME +83,704 +219.8% 121,790
LPL Financial LLC +81,817 +20.0% 491,416
AMERIPRISE FINANCIAL INC +52,131 +164.2% 83,876
Members Advisory Group LLC +50,067 +293.4% 67,134
UBS Group AG +35,304 +31.5% 147,328
Rockefeller Capital Management L.P. +32,288 +1765.3% 34,117
JONES FINANCIAL COMPANIES LLLP +27,042 +60.0% 72,117
ENVESTNET ASSET MANAGEMENT INC +25,263 +57.4% 69,311
Western Wealth Management, LLC +21,165 +42330.0% 21,215
MML INVESTORS SERVICES, LLC +11,307 +16.2% 81,058
Keystone Wealth Services, LLC +10,950 +229.6% 15,719
Quantinno Capital Management LP +10,876 +233.5% 15,534
OSAIC HOLDINGS, INC. +10,237 +15.6% 76,027
Kestra Advisory Services, LLC +9,916 +297.5% 13,249
Stratos Wealth Partners, LTD. +9,288 +158.1% 15,163
Wealthcare Advisory Partners LLC +3,414 +94.7% 7,020
Secure Asset Management, LLC +3,213 +58.9% 8,672
MERCER GLOBAL ADVISORS INC /ADV +2,930 +2.9% 104,303
Biggest Decreases (20)
HolderReducedChange %Total Shares
Cetera Investment Advisers -90,313 -48.6% 95,364
BANK OF AMERICA CORP /DE -42,866 -15.9% 227,087
HighTower Advisors, LLC -39,723 -8.1% 452,067
ROYAL BANK OF CANADA -38,136 -27.2% 102,297
RAYMOND JAMES FINANCIAL INC -24,180 -11.8% 180,087
CAPTRUST FINANCIAL ADVISORS -24,105 -16.9% 118,245
Triton Financial Group Inc -18,314 -50.6% 17,887
MORGAN STANLEY -15,932 -3.6% 427,456
SUSQUEHANNA INTERNATIONAL GROUP, LL -14,743 -81.2% 3,417
Tower Research Capital LLC (TRC) -10,762 -79.9% 2,706
NATIONAL BANK OF CANADA /FI -7,668 -9.2% 75,435
Private Advisor Group, LLC -7,259 -13.3% 47,249
Per Stirling Capital Management, LL -7,069 -33.6% 13,948
FSA WEALTH PARTNERS, INC. -5,823 -63.3% 3,382
Summit Financial, LLC -5,081 -13.0% 34,008
Financial Management Professionals, -2,356 -15.3% 13,019
FLAGSHIP HARBOR ADVISORS, LLC -2,099 -41.7% 2,929
Focus Financial Network, Inc. -1,732 -42.0% 2,390
Hennion & Walsh Asset Management, I -1,685 -19.0% 7,170
MinichMacGregor Wealth Management, -1,371 -32.5% 2,844

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms