Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
77.1K+ 295.74% |
$3.48M - $4.06M
|
103K
$4.36M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.6K+ 52.9% |
$1.42M - $1.66M
|
91.2K
$3.85M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.6K+ 139.86% |
$524K - $611K
|
19.9K
$841K
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.2KNew |
$505K - $589K
|
11.2K
$473K
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
9.7K+ 4.53% |
$438K - $511K
|
224K
$9.45M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8.29KNew |
$374K - $436K
|
8.29K
$350K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.86K+ 72.06% |
$264K - $308K
|
14K
$591K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.29K+ 4.01% |
$239K - $278K
|
137K
$5.8M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2.35KNew |
$106K - $124K
|
2.35K
$99.5K
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
1.96K+ 10.64% |
$88.6K - $103K
|
20.4K
$862K
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1.82KNew |
$82.2K - $95.8K
|
1.82K
$76.9K
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.69K+ 24.41% |
$76.1K - $88.8K
|
8.59K
$363K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.33K+ 20.29% |
$60K - $70K
|
7.88K
$333K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.14KNew |
$51.5K - $60.1K
|
1.14K
$48.2K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
548+ 1.1% |
$24.7K - $28.9K
|
50.5K
$2.13M
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
538+ 3.62% |
$24.3K - $28.3K
|
15.4K
$650K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
467+ 38.88% |
$21.1K - $24.6K
|
1.67K
$70.5K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
461New |
$20.8K - $24.3K
|
461
$19.5K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
313+ 2.57% |
$14.1K - $16.5K
|
12.5K
$528K
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
255+ 32.48% |
$11.5K - $13.4K
|
1.04K
$44K
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
249New |
$11.2K - $13.1K
|
249
$10.5K
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
177+ 1.61% |
$7.99K - $9.32K
|
11.2K
$473K
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
163New |
$7.36K - $8.58K
|
163
$6.89K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
150New |
$6.77K - $7.9K
|
150
$6.34K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
125New |
$5.64K - $6.58K
|
125
$5.28K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
104New |
$4.7K - $5.48K
|
104
$4.4K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$4.52K - $5.27K
|
100
$4.23K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
89New |
$4.02K - $4.69K
|
89
$3.76K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
86+ 0.09% |
$3.88K - $4.53K
|
98.8K
$4.17M
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
58New |
$2.62K - $3.05K
|
58
$2.45K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27+ 0.1% |
$1.22K - $1.42K
|
26.2K
$1.11M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4+ 0.19% |
$181 - $211
|
2.14K
$90.5K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.22% |
$45.2 - $52.7
|
465
$19.7K
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
1+ 0.02% |
$45.2 - $52.7
|
5.12K
$216K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-49- 3.17% |
$2.21K - $2.58K
|
1.5K
$63.3K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-151- 11.37% |
$6.82K - $7.95K
|
1.18K
$49.7K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-221- 0.06% |
$9.98K - $11.6K
|
377K
$15.9M
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-273- 4.89% |
$12.3K - $14.4K
|
5.31K
$224K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-300- 37.97% |
$13.5K - $15.8K
|
490
$20.7K
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-310- 4.59% |
$14K - $16.3K
|
6.45K
$272K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-338- 3.59% |
$15.3K - $17.8K
|
9.07K
$383K
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-372- 6.14% |
$16.8K - $19.6K
|
5.69K
$240K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-395- 3.61% |
$17.8K - $20.8K
|
10.5K
$445K
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-493- 1.88% |
$22.3K - $26K
|
25.7K
$1.09M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-519- 62.16% |
$23.4K - $27.3K
|
316
$13.4K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-816- 2.66% |
$36.8K - $43K
|
29.9K
$1.26M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.18K- 6.14% |
$53.5K - $62.3K
|
18.1K
$765K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.31K- 23.6% |
$59.1K - $68.9K
|
4.24K
$179K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.41K- 21.13% |
$63.5K - $74.1K
|
5.25K
$222K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.48K- 12.25% |
$66.6K - $77.7K
|
10.6K
$447K
|