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 103 institutions that hold shares in the stock, with a total of 1.57 Million shares, which have been reported (via 13F filing form) to have a value of $258 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
3,084
shares
|
$506,084
0.09% of portfolio
|
Q2 2025
Added 15.64%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
3,053
shares
|
$500,997
0.2% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
2,800
shares
|
$459,480
0.0% of portfolio
|
Q1 2025
Added 15.56%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
2,652
shares
|
$435,193
0.02% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,642
shares
|
$433,552
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
2,482
shares
|
$407,296
0.09% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
2,387
shares
|
$391,706
0.01% of portfolio
|
Q1 2025
Added 26.23%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,385
shares
|
$391,378
0.0% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,205
shares
|
$361,840
0.01% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,183
shares
|
$358,230
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
2,133
shares
|
$350,025
0.0% of portfolio
|
Q1 2025
Reduced 55.14%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
2,009
shares
|
$329,676
0.08% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
1,997
shares
|
$327,707
0.17% of portfolio
|
Q2 2025
Reduced 19.22%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
1,910
shares
|
$313,431
0.01% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,744
shares
|
$286,190
0.11% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
1,729
shares
|
$283,728
0.08% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,717
shares
|
$281,759
0.02% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,659
shares
|
$272,241
0.09% of portfolio
|
Q1 2023
Reduced 5.47%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
1,455
shares
|
$238,765
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
1,422
shares
|
$233,350
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
|
$232,857
0.1% of portfolio
|
Q3 2023
Added 14.53%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,200
shares
|
$196,920
0.01% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
1,080
shares
|
$177,228
0.05% of portfolio
|
Q1 2025
Added 19.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,075
shares
|
$176,407
0.0% of portfolio
|
Q1 2025
Added 8858.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
857
shares
|
$140,633
0.01% of portfolio
|
Q1 2025
Reduced 38.79%
|