Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY) during Q2 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 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
312K+ 28.86% |
$5.71M - $6.29M
|
1.39M
$31.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
221K+ 228.01% |
$4.03M - $4.44M
|
317K
$7.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
137K+ 23.66% |
$2.51M - $2.76M
|
717K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
130K+ 26.27% |
$2.38M - $2.62M
|
625K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
112KNew |
$2.04M - $2.25M
|
112K
$2.54M
|
|
|
Jul 28, 2023
Q2 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
64.8K+ 209.08% |
$1.18M - $1.31M
|
95.8K
$2.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.8K+ 582.11% |
$1.18M - $1.31M
|
75.9K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53.9K+ 113.4% |
$985K - $1.09M
|
101K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
46.7K+ 225.31% |
$854K - $942K
|
67.5K
$1.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
38KNew |
$695K - $766K
|
38K
$864K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30.2KNew |
$553K - $609K
|
30.2K
$687K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.3K+ 10.06% |
$499K - $550K
|
299K
$6.79M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
26.8KNew |
$490K - $540K
|
26.8K
$609K
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
24.3K+ 79.75% |
$444K - $489K
|
54.8K
$1.24M
|
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
15.9K+ 24.14% |
$291K - $320K
|
81.8K
$1.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
15.4K+ 57.22% |
$281K - $310K
|
42.3K
$961K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
15.2KNew |
$277K - $306K
|
15.2K
$345K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15KNew |
$274K - $302K
|
15K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15K+ 1.05% |
$273K - $301K
|
1.43M
$32.6M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
11.5KNew |
$211K - $232K
|
11.5K
$262K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.3K+ 25.3% |
$207K - $228K
|
56K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
11KNew |
$201K - $222K
|
11K
$250K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.3KNew |
$189K - $208K
|
10.3K
$235K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 4.14% |
$184K - $203K
|
254K
$5.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9.93K+ 22.96% |
$181K - $200K
|
53.1K
$1.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.03K+ 17.39% |
$165K - $182K
|
61K
$1.39M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.6K+ 18.77% |
$157K - $173K
|
54.4K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.76KNew |
$124K - $136K
|
6.76K
$154K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
6.7K+ 2.82% |
$122K - $135K
|
244K
$5.55M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.62K+ 45.57% |
$121K - $133K
|
21.2K
$481K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.12K+ 36.19% |
$93.6K - $103K
|
19.3K
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.12K+ 4.24% |
$93.6K - $103K
|
126K
$2.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.19K+ 5.34% |
$76.5K - $84.3K
|
82.6K
$1.88M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
4.11K+ 11.74% |
$75.1K - $82.8K
|
39.1K
$890K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.76K+ 10.96% |
$68.7K - $75.7K
|
38K
$865K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
3.3K+ 25.61% |
$60.3K - $66.4K
|
16.2K
$368K
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.27K+ 2.55% |
$59.8K - $65.9K
|
131K
$2.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.8K+ 7.61% |
$51.2K - $56.4K
|
39.6K
$900K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.8K+ 4.87% |
$32.8K - $36.2K
|
38.7K
$879K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
1.68KNew |
$30.7K - $33.8K
|
1.68K
$38.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.58K+ 2.06% |
$28.9K - $31.8K
|
78.3K
$1.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.19K+ 2.33% |
$21.8K - $24K
|
52.3K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.03K+ 2.42% |
$18.9K - $20.8K
|
43.8K
$995K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1KNew |
$18.3K - $20.2K
|
1K
$22.7K
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1K+ 7.35% |
$18.3K - $20.2K
|
14.6K
$332K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1KNew |
$18.3K - $20.2K
|
1K
$22.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
990New |
$18.1K - $19.9K
|
990
$22.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
748+ 13.94% |
$13.7K - $15.1K
|
6.12K
$139K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
653+ 1.02% |
$11.9K - $13.2K
|
64.6K
$1.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
613+ 2.68% |
$11.2K - $12.4K
|
23.5K
$533K
|