Institutional Ownership Invesco Dwa Industrials Moment (PRN)
This table provides information about the institutional ownership of Invesco Dwa Industrials Moment (PRN). We have compiled data on the 105 institutions that hold shares in the stock, with a total of 1.64 Million shares, which have been reported (via 13F filing form) to have a value of $243 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
2,822
shares
|
$418,192
0.18% of portfolio
|
Q1 2025
Added 83.72%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
2,800
shares
|
$414,932
0.0% of portfolio
|
Q1 2025
Added 15.56%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
2,750
shares
|
$407,522
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
2,667
shares
|
$395,222
0.07% of portfolio
|
Q1 2025
Added 31.38%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,642
shares
|
$391,517
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,543
shares
|
$376,847
0.08% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
2,472
shares
|
$366,325
0.2% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
2,387
shares
|
$353,729
0.01% of portfolio
|
Q1 2025
Added 26.23%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,385
shares
|
$353,433
0.0% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,183
shares
|
$323,498
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
2,151
shares
|
$318,756
0.29% of portfolio
|
Q1 2025
Added 40.35%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
2,133
shares
|
$316,089
0.0% of portfolio
|
Q1 2025
Reduced 55.14%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
2,105
shares
|
$311,939
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,060
shares
|
$305,271
0.01% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
2,060
shares
|
$305,271
0.08% of portfolio
|
Q1 2025
Reduced 14.31%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
1,729
shares
|
$256,220
0.08% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
1,727
shares
|
$255,924
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,660
shares
|
$245,995
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
1,659
shares
|
$245,847
0.09% of portfolio
|
Q1 2023
Reduced 5.47%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
1,639
shares
|
$242,883
0.03% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
1,555
shares
|
$230,435
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
1,422
shares
|
$210,726
0.02% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,419
shares
|
$210,281
0.1% of portfolio
|
Q3 2023
Added 14.53%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,158
shares
|
$171,604
0.01% of portfolio
|
Q1 2025
Added 34.65%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
1,080
shares
|
$160,045
0.05% of portfolio
|
Q1 2025
Added 19.34%
|