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Invesco Bloomberg Financial Data Providers ETF
FDIQ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Synergy Asset Management
1
Synergy Asset Management
Washington
USD 3.05 M +USD 2.62 M +55,747 Nuevas
Private Advisor Group
2
Private Advisor Group
New Jersey
USD 2.36 M +USD 1.15 M +24,421 +131%
Brown Advisory
3
Brown Advisory
Maryland
USD 1.66 M – – –
Morgan Stanley
4
Morgan Stanley
New York
USD 1.51 M +USD 60.8 k +1,296 +5%
Osaic Holdings
5
Osaic Holdings
Arizona
USD 1.49 M +USD 109 k +2,316 +9%
Bank of America
6
Bank of America
North Carolina
USD 1.48 M +USD 70.2 k +1,495 +6%
LPL Financial
7
LPL Financial
California
USD 1.4 M -USD 45.2 k -963 -4%
Accredited Investors
8
Accredited Investors
Minnesota
USD 649 k – – –
UBS Group
9
UBS Group
Switzerland
USD 551 k +USD 21.6 k +461 +5%
Meritage Portfolio Management
10
Meritage Portfolio Management
Kansas
USD 479 k +USD 8.64 k +184 +2%
Family Management
11
Family Management
New York
USD 456 k +USD 392 k +8,342 Nuevas
Marble Harbor Investment Counsel
12
Marble Harbor Investment Counsel
Massachusetts
USD 359 k – – –
Synovus Financial
13
Synovus Financial
Georgia
USD 354 k +USD 1.46 k +31 +0.5%
SOL Capital Management
14
SOL Capital Management
Maryland
USD 329 k -USD 25.8 k -550 -8%
Redmond Asset Management
15
Redmond Asset Management
Virginia
USD 298 k -USD 2.91 k -62 -1%
Avantax Advisory Services
16
Avantax Advisory Services
Texas
USD 293 k -USD 5.3 k -113 -2%
First Financial Bank - Trust Division
17
First Financial Bank - Trust Division
Ohio
USD 292 k -USD 12.1 k -257 -5%
BSW Wealth Partners
18
BSW Wealth Partners
Colorado
USD 235 k +USD 202 k +4,297 Nuevas
Goldman Sachs
19
Goldman Sachs
New York
USD 232 k -USD 73.1 k -1,558 -27%
Bordeaux Wealth Advisors
20
Bordeaux Wealth Advisors
California
USD 232 k +USD 199 k +4,235 Nuevas
Citadel Advisors
21
Citadel Advisors
Florida
USD 231 k -USD 410 k -8,743 -67%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
USD 201 k +USD 172 k +3,668 Nuevas
William Blair & Company
23
William Blair & Company
Illinois
USD 117 k +USD 18.9 k +402 +23%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
USD 79 k -USD 1.23 M -26,102 -95%
Private Trust Company
25
Private Trust Company
Ohio
USD 46.2 k +USD 39.7 k +845 Nuevas
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