Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) 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 |
---|---|---|---|---|---|---|---|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
171KNew |
$4.19M - $5.26M
|
171K
$3.47M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.1K+ 7.62% |
$1.21M - $1.51M
|
693K
$14.1M
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
42.9KNew |
$1.05M - $1.32M
|
42.9K
$873K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
37.1K+ 11718.61% |
$913K - $1.14M
|
37.5K
$762K
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
36.2K+ 156.6% |
$890K - $1.12M
|
59.3K
$1.21M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.9K+ 221.16% |
$807K - $1.01M
|
47.7K
$970K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
30.4K+ 57.97% |
$747K - $935K
|
82.8K
$1.68M
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
29.3KNew |
$719K - $901K
|
29.3K
$595K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.5K+ 54.75% |
$650K - $815K
|
74.8K
$1.52M
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
24.7KNew |
$607K - $760K
|
24.7K
$502K
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
23.5KNew |
$579K - $725K
|
23.5K
$479K
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
22.2KNew |
$546K - $684K
|
22.2K
$451K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21KNew |
$515K - $646K
|
21K
$426K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.7K+ 15.26% |
$361K - $453K
|
111K
$2.26M
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.4KNew |
$255K - $320K
|
10.4K
$211K
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
10.2KNew |
$251K - $314K
|
10.2K
$208K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.97KNew |
$245K - $307K
|
9.97K
$203K
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
9.91K+ 61.25% |
$244K - $305K
|
26.1K
$531K
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
9.74K+ 26.51% |
$239K - $300K
|
46.5K
$944K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.17KNew |
$225K - $282K
|
9.17K
$186K
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
9KNew |
$221K - $277K
|
9K
$183K
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
8.55KNew |
$210K - $263K
|
8.55K
$174K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.88KNew |
$193K - $242K
|
7.88K
$160K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.8KNew |
$192K - $240K
|
7.8K
$159K
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.7KNew |
$189K - $237K
|
7.7K
$157K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
7.36KNew |
$181K - $227K
|
7.36K
$150K
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.59K+ 23.09% |
$113K - $141K
|
24.5K
$497K
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.18K+ 13.48% |
$103K - $129K
|
35.2K
$716K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.48K+ 43.19% |
$85.6K - $107K
|
11.6K
$235K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.06K+ 17.84% |
$75.1K - $94.2K
|
20.2K
$411K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.88K+ 22.65% |
$70.7K - $88.6K
|
15.6K
$317K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.83K+ 22.58% |
$44.8K - $56.2K
|
9.91K
$201K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.37K+ 4.04% |
$33.7K - $42.3K
|
35.4K
$719K
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
1.33K+ 55.06% |
$32.6K - $40.9K
|
3.74K
$76K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.27KNew |
$31.2K - $39.1K
|
1.27K
$25.8K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.1KNew |
$27K - $33.9K
|
1.1K
$22.4K
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
970New |
$23.8K - $29.9K
|
970
$19.7K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
690+ 4.6% |
$17K - $21.2K
|
15.7K
$319K
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
660New |
$16.2K - $20.3K
|
660
$13.4K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
631+ 1.23% |
$15.5K - $19.4K
|
51.8K
$1.05M
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
592+ 3.33% |
$14.5K - $18.2K
|
18.4K
$373K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
347+ 187.57% |
$8.53K - $10.7K
|
532
$10.8K
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
344+ 180.1% |
$8.45K - $10.6K
|
535
$10.9K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
316+ 162.89% |
$7.76K - $9.73K
|
510
$10.4K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
306+ 0.32% |
$7.52K - $9.42K
|
96.4K
$1.96M
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
225New |
$5.53K - $6.93K
|
225
$4.57K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
225New |
$5.53K - $6.93K
|
225
$4.57K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
205+ 33.44% |
$5.04K - $6.31K
|
818
$16.6K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
186+ 0.31% |
$4.57K - $5.73K
|
61K
$1.24M
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
143New |
$3.51K - $4.4K
|
143
$2.91K
|