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PXQ Institutional Ownership

Invesco Dynamic Networking ETF
1W: +2.8% 1M: +6.9% 3M: +12.6% 1Y: +21.3% 3Y: +14.1% 5Y: +78.5%
$77.72
Last traded 2023-12-18 — delisted
ETF AMEX · AUM $89.4M

Institutional Ownership — PXQ

54
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
95M
Total Invested
12
New Positions
13
Increased
17
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (57 total)

# Holder Shares Value Change Change % Holding Period Filing
1 HighTower Advisors, LLC 164,936 13M -651 -0.4% 3Q SEC ↗
2 RAYMOND JAMES FINANCIAL INC 46,460 4M +21,206 +84.0% 5Q SEC ↗
3 LPL Financial LLC 46,273 4M +29,168 +170.5% 33Q SEC ↗
4 MORGAN STANLEY 44,250 3M -1,466 -3.2% 33Q SEC ↗
5 TRUIST FINANCIAL CORP 23,509 2M +171 +0.7% 3Q SEC ↗
6 STIFEL FINANCIAL CORP 14,782 1M -107 -0.7% 3Q SEC ↗
7 Cetera Investment Advisers 11,070 860K -2,534 -18.6% 2Q SEC ↗
8 Outlook Wealth Advisors, LLC NEW 10,875 845K — +0.0% 1Q SEC ↗
9 Nilsine Partners, LLC 10,285 799K +11 +0.1% 3Q SEC ↗
10 JANE STREET GROUP, LLC 8,105 630K -5,564 -40.7% 4Q SEC ↗
11 ENVESTNET ASSET MANAGEMENT INC 6,377 496K -249 -3.8% 3Q SEC ↗
12 Hennion & Walsh Asset Management, Inc. 5,204 404K +320 +6.6% 3Q SEC ↗
13 Cambridge Investment Research Advisors 5,172 402K +352 +7.3% 25Q SEC ↗
14 Quantinno Capital Management LP NEW 4,314 335K — +0.0% 1Q SEC ↗
15 Private Advisor Group, LLC 4,062 316K -42 -1.0% 3Q SEC ↗
16 INDEPENDENT FINANCIAL GROUP, LLC 3,436 267K +40 +1.2% 3Q SEC ↗
17 NewEdge Advisors, LLC 3,251 253K — +0.0% 9Q SEC ↗
18 Prospera Financial Services Inc 3,160 246K -60 -1.9% 3Q SEC ↗
19 Wellington Shields & Co., LLC 2,761 215K -3 -0.1% 3Q SEC ↗
20 MinichMacGregor Wealth Management, LLC 2,191 170K -349 -13.7% 3Q SEC ↗
21 Fulcrum Equity Management 2,063 160K +153 +8.0% 3Q SEC ↗
22 Evercore Wealth Management, LLC 2,000 155K — +0.0% 8Q SEC ↗
23 EQUITABLE TRUST CO 1,629 127K — +0.0% 2Q SEC ↗
24 MERCER GLOBAL ADVISORS INC /ADV 1,559 121K — +0.0% 3Q SEC ↗
25 NTV Asset Management LLC 1,500 117K — +0.0% 3Q SEC ↗
26 Vision Capital Management, Inc. 1,500 117K — +0.0% 3Q SEC ↗
27 Novak & Powell Financial Services, Inc 1,466 114K — +0.0% 2Q SEC ↗
28 Western Financial Corp/CA 1,428 111K -70 -4.7% 2Q SEC ↗
29 OSAIC HOLDINGS, INC. 1,428 111K +397 +38.5% 26Q SEC ↗
30 DAVENPORT & Co LLC NEW 1,411 110K — +0.0% 1Q SEC ↗
31 KKM Financial LLC NEW 1,336 104K — +0.0% 1Q SEC ↗
32 Steward Partners Investment Advisory, 1,329 103K +2 +0.2% 29Q SEC ↗
33 &PARTNERS NEW 1,256 98K — +0.0% 1Q SEC ↗
34 Sargent Investment Group, LLC NEW 1,200 93K — +0.0% 1Q SEC ↗
35 IBEX WEALTH ADVISORS NEW 1,076 84K — +0.0% 1Q SEC ↗
36 KTF INVESTMENTS, LLC NEW 1,060 82K — +0.0% 1Q SEC ↗
37 Sound Income Strategies, LLC 1,022 79K +871 +576.8% 3Q SEC ↗
38 Focus Partners Wealth NEW 950 74K — +0.0% 1Q SEC ↗
39 JPMORGAN CHASE & CO 802 62K +700 +686.3% 6Q SEC ↗
40 Institute for Wealth Management, LLC. NEW 689 54K — +0.0% 1Q SEC ↗
41 HARBOR INVESTMENT ADVISORY, LLC 651 51K -49 -7.0% 27Q SEC ↗
42 INTERNATIONAL ASSETS INVESTMENT MANAGE 605 47K — +0.0% 3Q SEC ↗
43 ASSETMARK, INC 544 42K — +0.0% 3Q SEC ↗
44 UBS Group AG 401 31K +14 +3.6% 2Q SEC ↗
45 Rockefeller Capital Management L.P. 209 16K — +0.0% 4Q SEC ↗
46 Global Retirement Partners, LLC NEW 146 11K — +0.0% 1Q SEC ↗
47 Regatta Research & Money Management NEW 70 5K — +0.0% 1Q SEC ↗
48 Wagner Wealth Management, LLC 14 1K — +0.0% 7Q SEC ↗
49 Smartleaf Asset Management LLC 10 1K — +0.0% 10Q SEC ↗
50 ROYAL BANK OF CANADA 0 0K -1,190 -100.0% 1Q SEC ↗
Biggest Increases (13)
HolderAddedChange %Total Shares
LPL Financial LLC +29,168 +170.5% 46,273
RAYMOND JAMES FINANCIAL INC +21,206 +84.0% 46,460
Sound Income Strategies, LLC +871 +576.8% 1,022
JPMORGAN CHASE & CO +700 +686.3% 802
OSAIC HOLDINGS, INC. +397 +38.5% 1,428
Cambridge Investment Research Advis +352 +7.3% 5,172
Hennion & Walsh Asset Management, I +320 +6.6% 5,204
TRUIST FINANCIAL CORP +171 +0.7% 23,509
Fulcrum Equity Management +153 +8.0% 2,063
INDEPENDENT FINANCIAL GROUP, LLC +40 +1.2% 3,436
UBS Group AG +14 +3.6% 401
Nilsine Partners, LLC +11 +0.1% 10,285
Steward Partners Investment Advisor +2 +0.2% 1,329
Biggest Decreases (13)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -5,564 -40.7% 8,105
Cetera Investment Advisers -2,534 -18.6% 11,070
MORGAN STANLEY -1,466 -3.2% 44,250
HighTower Advisors, LLC -651 -0.4% 164,936
MinichMacGregor Wealth Management, -349 -13.7% 2,191
ENVESTNET ASSET MANAGEMENT INC -249 -3.8% 6,377
STIFEL FINANCIAL CORP -107 -0.7% 14,782
Western Financial Corp/CA -70 -4.7% 1,428
Prospera Financial Services Inc -60 -1.9% 3,160
HARBOR INVESTMENT ADVISORY, LLC -49 -7.0% 651
Private Advisor Group, LLC -42 -1.0% 4,062
WELLS FARGO & COMPANY/MN -11 -100.0% 0
Wellington Shields & Co., LLC -3 -0.1% 2,761

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