Purchases and Sales Made in Q3 2023 in Invesco Et Self Idxd Fd Tr Def (DEF)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Def (DEF) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR DEF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
115KNew |
$7.51M - $8.11M
|
115K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.8KNew |
$2.92M - $3.16M
|
44.8K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.5KNew |
$1.8M - $1.94M
|
27.5K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.9K+ 41.99% |
$1.11M - $1.19M
|
57.3K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.7K+ 265.13% |
$826K - $893K
|
17.4K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.89KNew |
$645K - $697K
|
9.89K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.62KNew |
$628K - $678K
|
9.62K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
4.75K+ 41.16% |
$310K - $335K
|
16.3K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.48K+ 23.82% |
$293K - $316K
|
23.3K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.5K+ 43.5% |
$163K - $176K
|
8.25K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
638+ 3.75% |
$41.6K - $45K
|
17.7K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
300+ 3.5% |
$19.6K - $21.1K
|
8.88K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
191+ 1.16% |
$12.5K - $13.5K
|
16.6K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
105New |
$6.85K - $7.4K
|
105
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
64+ 1.14% |
$4.18K - $4.51K
|
5.66K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49+ 0.64% |
$3.2K - $3.45K
|
7.74K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-50- 0.31% |
$3.26K - $3.52K
|
15.9K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-60- 0.88% |
$3.91K - $4.23K
|
6.78K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-75- 0.34% |
$4.89K - $5.28K
|
21.8K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-218- 4.26% |
$14.2K - $15.4K
|
4.9K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-270- 2.31% |
$17.6K - $19K
|
11.4K
$0
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-340- 1.54% |
$22.2K - $24K
|
21.7K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-350- 22.68% |
$22.8K - $24.7K
|
1.19K
$0
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-382- 5.25% |
$24.9K - $26.9K
|
6.9K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-382- 5.25% |
$24.9K - $26.9K
|
6.9K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-402- 1.0% |
$26.2K - $28.3K
|
40K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-470- 7.87% |
$30.7K - $33.1K
|
5.51K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-554- 9.33% |
$36.1K - $39K
|
5.39K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-695- 4.43% |
$45.3K - $49K
|
15K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-722- 63.33% |
$47.1K - $50.9K
|
418
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-838- 7.76% |
$54.7K - $59K
|
9.96K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-852- 3.18% |
$55.6K - $60K
|
25.9K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.32K- 0.84% |
$86.3K - $93.2K
|
156K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.97K- 34.19% |
$129K - $139K
|
3.8K
$0
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.68K- 33.13% |
$175K - $188K
|
5.4K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.54K- 6.38% |
$296K - $320K
|
66.7K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.46K- 4.04% |
$422K - $455K
|
153K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.9K- 24.75% |
$1.1M - $1.19M
|
51.2K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-17.3K- 16.85% |
$1.13M - $1.22M
|
85.1K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-33.1K- 76.84% |
$2.16M - $2.33M
|
9.97K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46.5K- 48.54% |
$3.03M - $3.27M
|
49.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-47.2K- 15.43% |
$3.08M - $3.32M
|
259K
$0
|