Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Basic Materials Momentum ETF include Raymond James Financial Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,205 | 0.45 | 762 | 10.12 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 66,464 | 9,182.68 | 1 | -100.00 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 255 | 24 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 164 | 0.61 | 15 | 15.38 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 20,129 | 0.92 | 1,870 | 10.59 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 365 | 34 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,332 | 0.21 | 310 | 9.57 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 4,130 | 7.41 | 384 | 17.85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,254 | 0.59 | 302 | 10.22 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 20,860 | 29.14 | 1,938 | 41.49 |
