Purchases and Sales Made in Q1 2023 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 2023. 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 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
185KNew |
$8.53M - $9.98M
|
185K
$7.84M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.2KNew |
$1.25M - $1.46M
|
27.2K
$1.15M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3K+ 76.75% |
$702K - $822K
|
35.2K
$1.49M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.6K+ 3.08% |
$534K - $625K
|
388K
$16.4M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
10.5K+ 488.84% |
$481K - $563K
|
12.6K
$533K
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.92KNew |
$410K - $480K
|
8.92K
$377K
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6.13KNew |
$282K - $330K
|
6.13K
$259K
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
BUY
|
- |
5.14KNew |
$236K - $276K
|
5.14K
$217K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.26KNew |
$196K - $229K
|
4.26K
$180K
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.31K+ 12.87% |
$152K - $178K
|
29K
$1.23M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.9K+ 20.64% |
$133K - $156K
|
17K
$716K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2.69K+ 89700.0% |
$124K - $145K
|
2.69K
$114K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.54K+ 1.85% |
$117K - $136K
|
140K
$5.91M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.25KNew |
$57.6K - $67.4K
|
1.25K
$53K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
950+ 12.06% |
$43.7K - $51.1K
|
8.83K
$373K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
930New |
$42.8K - $50.1K
|
930
$39.3K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
819+ 4.89% |
$37.7K - $44.1K
|
17.6K
$743K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
718New |
$33K - $38.6K
|
718
$30.3K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
659+ 4.39% |
$30.3K - $35.5K
|
15.7K
$662K
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
527+ 6.13% |
$24.2K - $28.4K
|
9.12K
$385K
|
|
May 10, 2023
Q1 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
400+ 160.64% |
$18.4K - $21.5K
|
649
$27.4K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
383+ 3.62% |
$17.6K - $20.6K
|
11K
$463K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
317+ 19.0% |
$14.6K - $17.1K
|
1.99K
$83.9K
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
247+ 1.21% |
$11.4K - $13.3K
|
20.7K
$873K
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
201New |
$9.24K - $10.8K
|
201
$8.49K
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
201+ 3.01% |
$9.24K - $10.8K
|
6.88K
$291K
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
201New |
$9.24K - $10.8K
|
201
$8.49K
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
200New |
$9.2K - $10.8K
|
200
$8.45K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
191+ 3.73% |
$8.78K - $10.3K
|
5.31K
$225K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
130New |
$5.98K - $7K
|
130
$5.49K
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
70+ 0.6% |
$3.22K - $3.77K
|
11.8K
$499K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
40New |
$1.84K - $2.15K
|
40
$1.69K
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
15+ 14.56% |
$690 - $807
|
118
$4.99K
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
15+ 0.23% |
$690 - $807
|
6.46K
$273K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10+ 10.0% |
$460 - $538
|
110
$4.65K
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
6+ 4.72% |
$276 - $323
|
133
$5.62K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5+ 0.44% |
$230 - $269
|
1.15K
$48.4K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
5+ 2.0% |
$230 - $269
|
255
$10.8K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.57% |
$46 - $53.8
|
175
$7.4K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.28% |
$46 - $53.8
|
364
$15.4K
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$46 - $53.8
|
4.88K
$206K
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.68% |
$46 - $53.8
|
148
$6.25K
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-189- 3.56% |
$8.69K - $10.2K
|
5.12K
$216K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-236- 20.05% |
$10.9K - $12.7K
|
941
$39.8K
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-240- 4.22% |
$11K - $12.9K
|
5.45K
$230K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-270- 0.53% |
$12.4K - $14.5K
|
50.2K
$2.12M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-316- 6.02% |
$14.5K - $17K
|
4.94K
$209K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-479- 1.6% |
$22K - $25.8K
|
29.4K
$1.24M
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-579- 24.6% |
$26.6K - $31.2K
|
1.78K
$75K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-748- 7.1% |
$34.4K - $40.3K
|
9.79K
$414K
|