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 100 institutions that hold shares in the stock, with a total of 1.54 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 |
|---|---|---|---|---|---|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
3,138
shares
|
$525,395
0.21% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,064
shares
|
$513,005
0.24% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
3,005
shares
|
$503,127
0.37% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
2,897
shares
|
$485,044
0.02% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,643
shares
|
$442,517
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,616
shares
|
$437,996
0.01% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,424
shares
|
$405,850
0.02% of portfolio
|
Q3 2025
Added 9.93%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,385
shares
|
$399,320
0.0% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
2,336
shares
|
$391,116
0.08% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
2,225
shares
|
$372,531
0.02% of portfolio
|
Q3 2025
Added 16.49%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,197
shares
|
$367,843
0.14% of portfolio
|
Q3 2025
Added 25.97%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,066
shares
|
$345,910
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
1,834
shares
|
$307,066
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
1,821
shares
|
$304,890
0.08% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,784
shares
|
$298,695
0.08% of portfolio
|
Q3 2025
Added 22.61%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
1,729
shares
|
$289,486
0.08% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,676
shares
|
$280,612
0.02% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
1,659
shares
|
$277,766
0.1% of portfolio
|
Q1 2023
Reduced 5.47%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
1,646
shares
|
$275,589
0.12% of portfolio
|
Q3 2025
Reduced 17.58%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
1,500
shares
|
$251,145
0.0% of portfolio
|
Q3 2025
Reduced 37.11%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,465
shares
|
$245,284
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,419
shares
|
$237,583
0.1% of portfolio
|
Q3 2023
Added 14.53%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
1,391
shares
|
$232,895
0.02% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,150
shares
|
$192,544
0.0% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,005
shares
|
$168,267
0.0% of portfolio
|
Q2 2025
Added 187.14%
|
|