Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PBJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBJ) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.8K+ 137.16% |
$2.56M - $2.95M
|
110K
$5.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15.4KNew |
$620K - $715K
|
15.4K
$721K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.1K+ 64.19% |
$525K - $604K
|
33.4K
$1.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.4K+ 49.82% |
$497K - $572K
|
37.2K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.4K+ 126.87% |
$418K - $481K
|
18.6K
$869K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.4K+ 154.17% |
$297K - $342K
|
12.2K
$570K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.75KNew |
$271K - $312K
|
6.75K
$315K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
6.05KNew |
$243K - $280K
|
6.05K
$282K
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
3.87K+ 7.07% |
$155K - $179K
|
58.6K
$2.74M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.02KNew |
$81K - $93.3K
|
2.02K
$94.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
783New |
$31.5K - $36.2K
|
783
$36.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
466+ 1.63% |
$18.7K - $21.6K
|
29.1K
$1.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
400New |
$16.1K - $18.5K
|
400
$18.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
270New |
$10.8K - $12.5K
|
270
$12.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
154+ 1.42% |
$6.19K - $7.13K
|
11K
$514K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
142+ 0.51% |
$5.7K - $6.57K
|
28K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
78+ 1.52% |
$3.13K - $3.61K
|
5.22K
$243K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
25New |
$1K - $1.16K
|
25
$1.17K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.96% |
$40.2 - $46.3
|
105
$4.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1- 0.11% |
$40.2 - $46.3
|
903
$42.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-93- 3.37% |
$3.74K - $4.3K
|
2.67K
$125K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-179- 47.23% |
$7.19K - $8.28K
|
200
$9.34K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-208- 0.37% |
$8.36K - $9.62K
|
55.6K
$2.59M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-220- 96.92% |
$8.84K - $10.2K
|
7
$327
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-375- 0.89% |
$15.1K - $17.4K
|
41.9K
$1.96M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-387- 60.66% |
$15.5K - $17.9K
|
251
$11.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-612- 85.96% |
$24.6K - $28.3K
|
100
$4.67K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-700Closed |
$28.1K - $32.4K
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-714- 6.69% |
$28.7K - $33K
|
9.96K
$465K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.06K- 25.78% |
$42.7K - $49.1K
|
3.06K
$143K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.46K- 2.76% |
$58.4K - $67.3K
|
51.2K
$2.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.46KClosed |
$58.6K - $67.5K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.49K- 57.8% |
$59.8K - $68.9K
|
1.09K
$50.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.55K- 15.9% |
$62.4K - $71.9K
|
8.22K
$384K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.62K- 4.07% |
$65.2K - $75K
|
38.2K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.77K- 11.44% |
$71K - $81.8K
|
13.7K
$638K
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.86K- 4.29% |
$74.5K - $85.8K
|
41.4K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.05K- 52.94% |
$203K - $234K
|
4.49K
$210K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.25K- 35.4% |
$211K - $243K
|
9.59K
$448K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.02K- 11.77% |
$242K - $279K
|
45.2K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.05K- 43.68% |
$323K - $373K
|
10.4K
$485K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.3K- 65.98% |
$413K - $476K
|
5.3K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-15.4K- 53.77% |
$618K - $712K
|
13.2K
$618K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25.2K- 66.15% |
$1.01M - $1.17M
|
12.9K
$602K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-32K- 64.86% |
$1.28M - $1.48M
|
17.3K
$809K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46K- 61.97% |
$1.85M - $2.13M
|
28.2K
$1.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-46.5K- 89.42% |
$1.87M - $2.15M
|
5.5K
$257K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-46.7K- 55.31% |
$1.88M - $2.16M
|
37.7K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-50.1K- 32.44% |
$2.01M - $2.32M
|
104K
$4.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-84.2K- 32.72% |
$3.38M - $3.9M
|
173K
$8.09M
|