Purchases and Sales Made in Q1 2023 in Invesco Fd Tr Ii Emerging Mkts (PCY)
This table provides information about the institutional ownership of Invesco Fd Tr Ii Emerging Mkts (PCY) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO FD TR II EMERGING MKTS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
527K+ 215.7% |
$9.83M - $10.6M
|
771K
$15.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
508KNew |
$9.47M - $10.3M
|
508K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
480K+ 7426.29% |
$8.96M - $9.71M
|
487K
$9.93M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
280K+ 2139.9% |
$5.22M - $5.65M
|
293K
$5.97M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
159K+ 2541.64% |
$2.96M - $3.21M
|
165K
$3.37M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
140K+ 4.03% |
$2.61M - $2.82M
|
3.61M
$73.7M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
130K+ 3816.62% |
$2.42M - $2.63M
|
133K
$2.72M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 32.01% |
$2.1M - $2.27M
|
464K
$9.46M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 19.7% |
$1.95M - $2.11M
|
635K
$12.9M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
102K+ 3.78% |
$1.91M - $2.07M
|
2.81M
$57.3M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
94.9K+ 44.26% |
$1.77M - $1.92M
|
309K
$6.31M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
77.5K+ 171.68% |
$1.44M - $1.57M
|
123K
$2.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
75K+ 17.47% |
$1.4M - $1.52M
|
504K
$10.3M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
60.8K+ 26.17% |
$1.13M - $1.23M
|
293K
$5.97M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.2K+ 137.16% |
$993K - $1.08M
|
92.1K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
51.6K+ 99.81% |
$962K - $1.04M
|
103K
$2.11M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
47.8K+ 5988.35% |
$891K - $965K
|
48.6K
$991K
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
37.2KNew |
$694K - $751K
|
37.2K
$758K
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
33.6KNew |
$627K - $679K
|
33.6K
$685K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
33.5K+ 9.35% |
$624K - $676K
|
391K
$7.98M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.4K+ 270.27% |
$604K - $654K
|
44.4K
$905K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
30.5KNew |
$569K - $616K
|
30.5K
$622K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
30KNew |
$560K - $606K
|
30K
$612K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
29.3KNew |
$547K - $593K
|
29.3K
$598K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
25KNew |
$466K - $505K
|
25K
$510K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.1KNew |
$430K - $466K
|
23.1K
$471K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.9K+ 189.56% |
$391K - $423K
|
32K
$652K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
20.8KNew |
$388K - $421K
|
20.8K
$425K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
19.1KNew |
$355K - $385K
|
19.1K
$389K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.7K+ 42.65% |
$329K - $357K
|
59.1K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
16.5K+ 105.83% |
$307K - $333K
|
32K
$653K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
16.3KNew |
$305K - $330K
|
16.3K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.5KNew |
$271K - $294K
|
14.5K
$296K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.5KNew |
$251K - $272K
|
13.5K
$274K
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
12.7K+ 6.04% |
$238K - $257K
|
224K
$4.56M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
12.1KNew |
$226K - $245K
|
12.1K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
11.3KNew |
$212K - $229K
|
11.3K
$231K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.1KNew |
$208K - $225K
|
11.1K
$227K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
10.7KNew |
$199K - $216K
|
10.7K
$218K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.44K+ 52.99% |
$176K - $191K
|
27.3K
$556K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
9.23K+ 2.93% |
$172K - $186K
|
324K
$6.6M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
9.13K+ 91.65% |
$170K - $184K
|
19.1K
$389K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.57K+ 35.9% |
$160K - $173K
|
32.4K
$661K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.19K+ 54.24% |
$153K - $165K
|
23.3K
$475K
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.14K+ 7.48% |
$95.9K - $104K
|
73.9K
$1.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4.98KNew |
$92.9K - $101K
|
4.98K
$102K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.63K+ 33.84% |
$86.3K - $93.5K
|
18.3K
$373K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.19K+ 5.23% |
$78.2K - $84.7K
|
84.5K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.75K+ 21.51% |
$69.9K - $75.8K
|
21.2K
$432K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.41K+ 12.94% |
$63.6K - $68.9K
|
29.8K
$607K
|