Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PDP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PDP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
102K+ 35.21% |
$7.77M - $8.43M
|
392K
$45.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
78.6K+ 31.96% |
$5.98M - $6.5M
|
325K
$37.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.4K+ 32.53% |
$3.38M - $3.67M
|
181K
$21.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.6K+ 5.53% |
$2.63M - $2.86M
|
661K
$77.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34.6K+ 18.87% |
$2.63M - $2.85M
|
218K
$25.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.9K+ 3.04% |
$2.04M - $2.22M
|
911K
$107M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
26.4K+ 216.64% |
$2.01M - $2.18M
|
38.6K
$4.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.2K+ 12.84% |
$1.92M - $2.08M
|
222K
$25.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.6K+ 4.82% |
$1.56M - $1.7M
|
447K
$52.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
20.2KNew |
$1.54M - $1.67M
|
20.2K
$2.36M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
14.5KNew |
$1.1M - $1.2M
|
14.5K
$1.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.5K+ 9.01% |
$951K - $1.03M
|
151K
$17.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.4KNew |
$868K - $943K
|
11.4K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.15K+ 11.17% |
$696K - $756K
|
91K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.13K+ 5.64% |
$694K - $754K
|
171K
$20M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.98KNew |
$531K - $577K
|
6.98K
$816K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.35K+ 16.5% |
$483K - $524K
|
44.8K
$5.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.24K+ 31.96% |
$475K - $516K
|
25.8K
$3.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.56K+ 2.48% |
$347K - $376K
|
188K
$22M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.39K+ 63.09% |
$334K - $363K
|
11.4K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.99K+ 308.58% |
$304K - $330K
|
5.28K
$618K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.63KNew |
$276K - $300K
|
3.63K
$425K
|
|
|
Nov 13, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.56K+ 689.73% |
$271K - $294K
|
4.08K
$476K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.5K+ 4.34% |
$266K - $289K
|
84.2K
$9.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.66K+ 30.37% |
$202K - $220K
|
11.4K
$1.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.17KNew |
$165K - $179K
|
2.17K
$253K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.94K+ 17.01% |
$148K - $161K
|
13.4K
$1.56M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.77K+ 2.03% |
$135K - $146K
|
88.8K
$10.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.26K+ 4.27% |
$96K - $104K
|
30.8K
$3.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
870New |
$66.2K - $71.9K
|
870
$102K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
525+ 10.14% |
$40K - $43.4K
|
5.71K
$667K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
515+ 5.13% |
$39.2K - $42.6K
|
10.6K
$1.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
467New |
$35.5K - $38.6K
|
467
$54.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
390+ 11.68% |
$29.7K - $32.2K
|
3.73K
$436K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
388+ 3.39% |
$29.5K - $32.1K
|
11.8K
$1.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
310+ 20.27% |
$23.6K - $25.6K
|
1.84K
$215K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
297+ 4.26% |
$22.6K - $24.5K
|
7.27K
$850K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
295+ 4.7% |
$22.4K - $24.4K
|
6.57K
$768K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
242New |
$18.4K - $20K
|
242
$28.3K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
196+ 2.11% |
$14.9K - $16.2K
|
9.47K
$1.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
185New |
$14.1K - $15.3K
|
185
$21.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
150New |
$11.4K - $12.4K
|
150
$17.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
126+ 0.64% |
$9.59K - $10.4K
|
19.9K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
109+ 2.64% |
$8.29K - $9.01K
|
4.24K
$496K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
100New |
$7.61K - $8.26K
|
100
$11.7K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
100+ 2.74% |
$7.61K - $8.26K
|
3.76K
$439K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
58+ 0.39% |
$4.41K - $4.79K
|
15.1K
$1.76M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
17+ 0.9% |
$1.29K - $1.4K
|
1.9K
$222K
|
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
7+ 0.04% |
$533 - $578
|
19.4K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.04% |
$152 - $165
|
5.44K
$636K
|