Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
530K+ 29000.93% |
$20.6M - $22M
|
531K
$22.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.1K+ 116.78% |
$935K - $1M
|
44.7K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.9K+ 57.73% |
$500K - $535K
|
35.2K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6K+ 55.52% |
$491K - $525K
|
35.4K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
4.45KNew |
$173K - $185K
|
4.45K
$185K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.04K+ 23.35% |
$118K - $126K
|
16.1K
$670K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
770+ 4.56% |
$29.9K - $32K
|
17.6K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
687+ 2.57% |
$26.7K - $28.5K
|
27.4K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
600New |
$23.3K - $24.9K
|
600
$25K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
226+ 100.0% |
$8.78K - $9.39K
|
452
$18.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
161New |
$6.25K - $6.69K
|
161
$6.72K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
159+ 1.91% |
$6.18K - $6.6K
|
8.48K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
130New |
$5.05K - $5.4K
|
130
$5.42K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
86+ 37.39% |
$3.34K - $3.57K
|
316
$13.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$155 - $166
|
5.21K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.13% |
$77.7 - $83.1
|
1.57K
$65.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.27% |
$38.8 - $41.5
|
371
$15.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$38.8 - $41.5
|
8.32K
$347K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.16% |
$38.8 - $41.5
|
634
$26.4K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10- 0.96% |
$388 - $415
|
1.04K
$43.2K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-90- 2.23% |
$3.5K - $3.74K
|
3.95K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-149Closed |
$5.79K - $6.19K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-200- 0.73% |
$7.77K - $8.31K
|
27.2K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-226- 50.0% |
$8.78K - $9.39K
|
226
$9.43K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-246- 10.76% |
$9.55K - $10.2K
|
2.04K
$85.1K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-290- 3.25% |
$11.3K - $12K
|
8.64K
$360K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-317- 35.42% |
$12.3K - $13.2K
|
578
$24.1K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-349- 5.43% |
$13.6K - $14.5K
|
6.08K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-419- 15.77% |
$16.3K - $17.4K
|
2.24K
$93.3K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-452- 6.07% |
$17.6K - $18.8K
|
7K
$292K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-481- 6.42% |
$18.7K - $20K
|
7.02K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-598- 4.31% |
$23.2K - $24.8K
|
13.3K
$553K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-773- 7.28% |
$30K - $32.1K
|
9.85K
$411K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-891- 9.2% |
$34.6K - $37K
|
8.8K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.48K- 22.04% |
$57.4K - $61.4K
|
5.22K
$218K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.59K- 4.6% |
$61.9K - $66.2K
|
33.1K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.74K- 25.01% |
$67.4K - $72.1K
|
5.21K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.88K- 15.08% |
$73.1K - $78.2K
|
10.6K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.12KClosed |
$82.4K - $88.1K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.42K- 11.51% |
$94K - $101K
|
18.6K
$777K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.7K- 7.8% |
$105K - $112K
|
31.9K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.84K- 5.54% |
$149K - $160K
|
65.5K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.34K- 7.84% |
$207K - $222K
|
62.8K
$2.62M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.85K- 68.22% |
$266K - $284K
|
3.19K
$133K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.56K- 9.65% |
$332K - $355K
|
80.1K
$3.34M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-15K- 11.07% |
$584K - $625K
|
121K
$5.04M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-529K- 99.59% |
$20.6M - $22M
|
2.17K
$90.4K
|