Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
226KNew |
$15M - $17.6M
|
226K
$9.57M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.6KNew |
$3.95M - $4.63M
|
59.6K
$2.52M
|
|
|
Aug 16, 2021
Q2 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
23.4KNew |
$1.55M - $1.81M
|
23.4K
$988K
|
|
|
Aug 04, 2021
Q2 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
22.3K+ 91.07% |
$1.48M - $1.73M
|
46.9K
$1.98M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
21.6K+ 28.32% |
$1.43M - $1.68M
|
97.9K
$4.14M
|
|
|
Aug 12, 2021
Q2 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
16.2K+ 12.0% |
$1.07M - $1.26M
|
151K
$6.38M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.5K+ 22.56% |
$829K - $971K
|
67.9K
$2.87M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.3K+ 21.52% |
$749K - $877K
|
63.8K
$2.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3KNew |
$682K - $799K
|
10.3K
$435K
|
|
|
Aug 13, 2021
Q2 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.97KNew |
$395K - $463K
|
5.97K
$252K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.9K+ 19.98% |
$325K - $381K
|
29.4K
$1.24M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.75KNew |
$315K - $368K
|
4.75K
$201K
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.51KNew |
$299K - $350K
|
4.51K
$190K
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.47KNew |
$297K - $347K
|
4.47K
$189K
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.54KNew |
$235K - $275K
|
3.54K
$150K
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
3.48K+ 14.86% |
$231K - $270K
|
26.9K
$1.14M
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.44KNew |
$228K - $267K
|
3.44K
$145K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.67K+ 14.77% |
$177K - $207K
|
20.7K
$876K
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.53K+ 12.84% |
$168K - $197K
|
22.3K
$941K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.21K+ 9.38% |
$147K - $172K
|
25.8K
$1.09M
|
|
|
Aug 10, 2021
Q2 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
2.18K+ 26.84% |
$145K - $169K
|
10.3K
$435K
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.96K+ 35.94% |
$130K - $152K
|
7.41K
$313K
|
|
|
Aug 10, 2021
Q2 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.89K+ 13.94% |
$125K - $147K
|
15.5K
$654K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.48K+ 27.73% |
$97.9K - $115K
|
6.8K
$287K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.36K+ 3.58% |
$90.3K - $106K
|
39.4K
$1.66M
|
|
|
Jul 27, 2021
Q2 2021
|
Ledyard National Bank
|
BUY
|
- |
1.33K+ 15.1% |
$88.4K - $103K
|
10.2K
$429K
|
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
1.01K+ 11.29% |
$67.2K - $78.6K
|
9.99K
$422K
|
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
877+ 528.31% |
$58.1K - $68.1K
|
1.04K
$44.1K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
846New |
$56.1K - $65.7K
|
846
$35.8K
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
790+ 6.41% |
$52.4K - $61.3K
|
13.1K
$554K
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
780+ 1.63% |
$51.7K - $60.6K
|
48.7K
$2.06M
|
|
|
Aug 13, 2021
Q2 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
761+ 17.95% |
$50.4K - $59.1K
|
5K
$211K
|
|
|
Aug 09, 2021
Q2 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
480+ 2.08% |
$31.8K - $37.3K
|
23.5K
$994K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
475+ 115.57% |
$31.5K - $36.9K
|
886
$37.4K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
458New |
$30.4K - $35.6K
|
458
$19.4K
|
|
|
Jul 29, 2021
Q2 2021
|
South Shore Capital Advisors
|
BUY
|
- |
429+ 7.83% |
$28.4K - $33.3K
|
5.91K
$250K
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
420+ 1.75% |
$27.8K - $32.6K
|
24.4K
$1.03M
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
391+ 6.1% |
$25.9K - $30.4K
|
6.8K
$287K
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
348New |
$23.1K - $27K
|
348
$14.7K
|
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
313New |
$20.7K - $24.3K
|
313
$13.2K
|
|
|
Jul 22, 2021
Q2 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
214New |
$14.2K - $16.6K
|
214
$9.04K
|
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
200New |
$13.3K - $15.5K
|
200
$8.45K
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
183New |
$12.1K - $14.2K
|
183
$7.73K
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
166New |
$11K - $12.9K
|
166
$7.02K
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
150New |
$9.94K - $11.6K
|
150
$6.34K
|
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
125+ 47.17% |
$8.29K - $9.7K
|
390
$16.5K
|
|
|
Aug 09, 2021
Q2 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
100+ 2.82% |
$6.63K - $7.76K
|
3.65K
$154K
|
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
BUY
|
- |
77+ 1.39% |
$5.1K - $5.98K
|
5.62K
$237K
|
|
|
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
60+ 1.13% |
$3.98K - $4.66K
|
5.37K
$227K
|
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
58+ 14.46% |
$3.84K - $4.5K
|
459
$19.4K
|