Purchases and Sales Made in Q1 2022 in Invesco ETF Tr Invesco Msci Su (ERTH)
This table provides information about the institutional ownership of Invesco ETF Tr Invesco Msci Su (ERTH) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR INVESCO MSCI SU.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 13, 2022
Q1 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
188KNew |
$10.6M - $12.7M
|
188K
$7.95M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
70.1K+ 152.35% |
$3.94M - $4.72M
|
116K
$4.91M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50.2K+ 19.41% |
$2.82M - $3.38M
|
309K
$13M
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
24.8KNew |
$1.4M - $1.67M
|
24.8K
$1.05M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.6K+ 11.66% |
$484K - $580K
|
82.3K
$3.48M
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7.33KNew |
$412K - $494K
|
7.33K
$310K
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.18KNew |
$348K - $416K
|
6.18K
$261K
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.97K+ 27.35% |
$336K - $402K
|
27.8K
$1.18M
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
5.6K+ 100.0% |
$315K - $377K
|
11.2K
$473K
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.84K+ 12.88% |
$272K - $326K
|
42.4K
$1.79M
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.32K+ 96.71% |
$243K - $291K
|
8.79K
$372K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.14K+ 4.15% |
$233K - $279K
|
104K
$4.39M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.62KNew |
$204K - $244K
|
3.62K
$153K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.91K+ 12.82% |
$164K - $196K
|
25.6K
$1.08M
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.71K+ 1.84% |
$152K - $183K
|
150K
$6.33M
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
2.21K+ 15.34% |
$124K - $149K
|
16.6K
$702K
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.12K+ 66.04% |
$119K - $143K
|
5.33K
$225K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.37K+ 1.34% |
$77.3K - $92.6K
|
104K
$4.39M
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
962+ 21.46% |
$54.1K - $64.8K
|
5.44K
$230K
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
895+ 1.99% |
$50.3K - $60.3K
|
45.8K
$1.94M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
885+ 15.48% |
$49.8K - $59.6K
|
6.6K
$279K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
856+ 14.17% |
$48.1K - $57.7K
|
6.9K
$291K
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
751+ 16.76% |
$42.2K - $50.6K
|
5.23K
$221K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
519+ 148.29% |
$29.2K - $35K
|
869
$36.7K
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
475+ 38.12% |
$26.7K - $32K
|
1.72K
$72.7K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
430New |
$24.2K - $29K
|
430
$18.2K
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
420+ 4.06% |
$23.6K - $28.3K
|
10.8K
$455K
|
|
May 16, 2022
Q1 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
415+ 6.21% |
$23.3K - $28K
|
7.1K
$300K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
363+ 4.74% |
$20.4K - $24.5K
|
8.02K
$339K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
227+ 0.49% |
$12.8K - $15.3K
|
46.8K
$1.98M
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
BUY
|
- |
165+ 1.17% |
$9.28K - $11.1K
|
14.3K
$605K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
153+ 127.5% |
$8.6K - $10.3K
|
273
$11.5K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
150New |
$8.43K - $10.1K
|
150
$6.34K
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
144+ 86.75% |
$8.1K - $9.7K
|
310
$13.1K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
60New |
$3.37K - $4.04K
|
60
$2.54K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
60New |
$3.37K - $4.04K
|
60
$2.54K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
54+ 0.81% |
$3.04K - $3.64K
|
6.73K
$284K
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
BUY
|
- |
40+ 0.67% |
$2.25K - $2.7K
|
6.05K
$256K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
39+ 1.16% |
$2.19K - $2.63K
|
3.39K
$143K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
31+ 2.12% |
$1.74K - $2.09K
|
1.5K
$63.2K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
22+ 6.85% |
$1.24K - $1.48K
|
343
$14.5K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-5- 0.23% |
$281 - $337
|
2.15K
$90.9K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-35Closed |
$1.97K - $2.36K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-40Closed |
$2.25K - $2.7K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-51- 1.16% |
$2.87K - $3.44K
|
4.35K
$184K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-60- 28.71% |
$3.37K - $4.04K
|
149
$6.3K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-71- 0.35% |
$3.99K - $4.78K
|
20.1K
$848K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-87- 22.31% |
$4.89K - $5.86K
|
303
$12.8K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 7.34% |
$5.62K - $6.74K
|
1.26K
$53.4K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-100Closed |
$5.62K - $6.74K
|
0
$0
|