Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (CVY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CVY) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.9K+ 178.45% |
$641K - $684K
|
40.3K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.96K+ 9.3% |
$173K - $184K
|
81.8K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.4K+ 16.6% |
$59.4K - $63.3K
|
16.8K
$427K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.53K+ 349.89% |
$37.9K - $40.4K
|
1.97K
$50K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
664+ 2.03% |
$16.5K - $17.6K
|
33.4K
$849K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
663New |
$16.4K - $17.5K
|
663
$16.8K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
641+ 1.05% |
$15.9K - $17K
|
61.8K
$1.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
539New |
$13.4K - $14.3K
|
539
$13.7K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
228+ 1.67% |
$5.65K - $6.03K
|
13.9K
$352K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 48.43% |
$4.96K - $5.29K
|
613
$15.6K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
90+ 4.58% |
$2.23K - $2.38K
|
2.06K
$52.2K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
30+ 0.19% |
$744 - $794
|
15.7K
$400K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.72% |
$74.4 - $79.4
|
417
$10.6K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 0.81% |
$24.8 - $26.5
|
125
$3.18K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-133- 16.38% |
$3.3K - $3.52K
|
679
$17.3K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 32.63% |
$4.96K - $5.29K
|
413
$10.5K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-352- 3.22% |
$8.73K - $9.31K
|
10.6K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-439- 0.48% |
$10.9K - $11.6K
|
90.2K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.12K- 8.36% |
$52.6K - $56K
|
23.2K
$590K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.72K- 17.25% |
$67.4K - $71.9K
|
13K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.74K- 56.11% |
$67.8K - $72.3K
|
2.14K
$54.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.76K- 2.51% |
$68.5K - $73.1K
|
107K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.28K- 3.37% |
$106K - $113K
|
123K
$3.12M
|