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Invesco Bloomberg Financial Data Providers ETF
FDIQ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Davidson Investment Advisors
1
Davidson Investment Advisors
Montana
USD 2.85 M +USD 2.85 M +65,742 Nuevas
LPL Financial
2
LPL Financial
California
USD 1.35 M +USD 262 k +6,045 +24%
Brown Advisory
3
Brown Advisory
Maryland
USD 1.32 M -USD 202 k -4,675 -13%
Morgan Stanley
4
Morgan Stanley
New York
USD 1.19 M +USD 305 k +7,031 +34%
Bank of America
5
Bank of America
North Carolina
USD 1.12 M -USD 996 k -22,983 -47%
Osaic Holdings
6
Osaic Holdings
Arizona
USD 833 k +USD 50.5 k +1,167 +6%
UBS Group
7
UBS Group
Switzerland
USD 543 k -USD 206 k -4,745 -27%
Accredited Investors
8
Accredited Investors
Minnesota
USD 515 k +USD 514 k +11,872 Nuevas
First Financial Bank - Trust Division
9
First Financial Bank - Trust Division
Ohio
USD 478 k -USD 468 k -10,794 -49%
Synovus Financial
10
Synovus Financial
Georgia
USD 322 k -USD 38.3 k -885 -11%
SCM
11
SOL Capital Management
Maryland
USD 285 k – – –
Marble Harbor Investment Counsel
12
Marble Harbor Investment Counsel
Massachusetts
USD 263 k +USD 263 k +6,070 Nuevas
Goldman Sachs
13
Goldman Sachs
New York
USD 247 k +USD 38.6 k +890 +19%
RAM
14
Redmond Asset Management
Virginia
USD 245 k -USD 10.5 k -242 -4%
Avantax Advisory Services
15
Avantax Advisory Services
Texas
USD 242 k -USD 780 -18 -0.3%
Ameriprise
16
Ameriprise
Minnesota
USD 210 k -USD 170 k -3,919 -45%
William Blair & Company
17
William Blair & Company
Illinois
USD 164 k +USD 162 k +3,750 +9,146%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
USD 128 k +USD 62.2 k +1,435 +94%
CSPIA
19
Cary Street Partners Investment Advisory
Virginia
USD 113 k -USD 28.2 k -650 -20%
Simplex Trading
20
Simplex Trading
Illinois
USD 58 k +USD 58.9 k +1,360 Nuevas
Glenmede Trust
21
Glenmede Trust
Pennsylvania
USD 26.9 k – – –
RIA
22
Realta Investment Advisors
Delaware
USD 21.7 k +USD 21.7 k +500 Nuevas
Geneos Wealth Management
23
Geneos Wealth Management
Colorado
USD 13 k – – –
IAG Wealth Partners
24
IAG Wealth Partners
Wisconsin
USD 10.4 k +USD 10.4 k +240 Nuevas
US Bancorp
25
US Bancorp
Minnesota
USD 6.81 k +USD 6.8 k +157 Nuevas
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