Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
626K+ 2257.04% |
$13.3M - $18.1M
|
653K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
241K+ 69.01% |
$5.14M - $6.97M
|
591K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
121K+ 513.12% |
$2.57M - $3.49M
|
144K
$3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
107K+ 15.41% |
$2.28M - $3.09M
|
800K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
107K+ 15.41% |
$2.28M - $3.09M
|
800K
$16.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
73.7KNew |
$1.57M - $2.13M
|
73.7K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
26.9KNew |
$574K - $779K
|
26.9K
$559K
|
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
24.6K+ 38.88% |
$523K - $709K
|
87.7K
$1.82M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.4K+ 22.27% |
$393K - $533K
|
101K
$2.1M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.2K+ 16.41% |
$388K - $527K
|
129K
$2.68M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.1KNew |
$300K - $407K
|
14.1K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.59KNew |
$204K - $277K
|
9.59K
$199K
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
9.36KNew |
$199K - $270K
|
9.36K
$194K
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
9.09KNew |
$194K - $263K
|
9.09K
$189K
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
BUY
|
- |
7.47K+ 28.63% |
$159K - $216K
|
33.6K
$697K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
7.36K+ 12.26% |
$157K - $213K
|
67.4K
$1.4M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.18KNew |
$153K - $207K
|
7.18K
$149K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.8K+ 75.32% |
$124K - $168K
|
13.5K
$280K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.59K+ 1456.19% |
$97.7K - $133K
|
4.9K
$102K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.34K+ 764.55% |
$92.3K - $125K
|
4.9K
$102K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.76K+ 7.25% |
$80K - $109K
|
55.6K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.01KNew |
$64.1K - $86.9K
|
3.01K
$62.4K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.69KNew |
$57.4K - $77.8K
|
2.69K
$55.9K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.45KNew |
$52.1K - $70.7K
|
2.45K
$50.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.32K+ 2.4% |
$49.4K - $67K
|
98.7K
$2.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
2.26KNew |
$48.1K - $65.3K
|
2.26K
$46.9K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.35K+ 11.67% |
$28.7K - $39K
|
12.9K
$268K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.17K+ 7.49% |
$24.9K - $33.8K
|
16.8K
$348K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
876New |
$18.7K - $25.3K
|
876
$18.2K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
832+ 2.36% |
$17.7K - $24K
|
36K
$748K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
808+ 5.15% |
$17.2K - $23.4K
|
16.5K
$342K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
718+ 8.75% |
$15.3K - $20.8K
|
8.93K
$185K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
689+ 18.44% |
$14.7K - $19.9K
|
4.43K
$91.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
428+ 8560.0% |
$9.12K - $12.4K
|
433
$8.99K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
422+ 121.26% |
$8.99K - $12.2K
|
770
$16K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
304+ 1.5% |
$6.48K - $8.79K
|
20.5K
$426K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
205New |
$4.37K - $5.92K
|
205
$4.26K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
183+ 22.37% |
$3.9K - $5.29K
|
1K
$20.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
174New |
$3.71K - $5.03K
|
174
$3.61K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
102+ 221.74% |
$2.17K - $2.95K
|
148
$3.07K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
100New |
$2.13K - $2.89K
|
100
$2.08K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
88+ 3.23% |
$1.87K - $2.54K
|
2.81K
$58.4K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
80+ 1.34% |
$1.7K - $2.31K
|
6.07K
$126K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
59+ 0.57% |
$1.26K - $1.71K
|
10.5K
$217K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
49+ 5.07% |
$1.04K - $1.42K
|
1.02K
$21.1K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
25+ 11.11% |
$533 - $723
|
250
$5.19K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 11.11% |
$533 - $723
|
250
$5.19K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
22+ 0.55% |
$469 - $636
|
4.02K
$83.4K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
16New |
$341 - $462
|
16
$332
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
12+ 2.46% |
$256 - $347
|
499
$10.4K
|