Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
179KNew |
$3.46M - $3.71M
|
179K
$3.92M
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
126K+ 259.57% |
$2.44M - $2.61M
|
175K
$3.82M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
95.5K+ 182.17% |
$1.84M - $1.97M
|
148K
$3.23M
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
92.5KNew |
$1.79M - $1.91M
|
92.5K
$2.02M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
69.7K+ 2.59% |
$1.35M - $1.44M
|
2.76M
$60.2M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
69.7K+ 2.59% |
$1.35M - $1.44M
|
2.76M
$60.2M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56.8K+ 178.39% |
$1.1M - $1.17M
|
88.7K
$1.94M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
49.2KNew |
$950K - $1.02M
|
49.2K
$1.08M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
46.5KNew |
$897K - $961K
|
46.5K
$1.02M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.3K+ 2.46% |
$894K - $957K
|
1.93M
$42.1M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
35.9K+ 100.0% |
$692K - $741K
|
71.7K
$1.57M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
34.3K+ 10.88% |
$661K - $708K
|
349K
$7.63M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28KNew |
$540K - $579K
|
28K
$612K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
23KNew |
$443K - $475K
|
23K
$502K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
21.7K+ 6.15% |
$419K - $449K
|
375K
$8.19M
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
21.3KNew |
$411K - $440K
|
21.3K
$465K
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
17.3KNew |
$334K - $358K
|
17.3K
$379K
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
15.2K+ 8.68% |
$293K - $314K
|
190K
$4.15M
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
15.1K+ 10.39% |
$291K - $312K
|
160K
$3.51M
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
15.1K+ 18.68% |
$291K - $312K
|
95.8K
$2.09M
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14.5KNew |
$280K - $300K
|
14.5K
$317K
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
13.7KNew |
$265K - $284K
|
13.7K
$300K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.5K+ 553.82% |
$260K - $278K
|
15.9K
$347K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.6K+ 6.91% |
$225K - $240K
|
180K
$3.93M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11K+ 30.88% |
$212K - $227K
|
46.5K
$1.02M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10K+ 1058.88% |
$193K - $207K
|
11K
$240K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.63K+ 6.83% |
$186K - $199K
|
151K
$3.29M
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.47KNew |
$183K - $196K
|
9.47K
$207K
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
9.36K+ 60.78% |
$181K - $193K
|
24.8K
$541K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.23K+ 7.04% |
$159K - $170K
|
125K
$2.73M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.1K+ 142.98% |
$156K - $167K
|
13.8K
$301K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.5K+ 7.5% |
$145K - $155K
|
107K
$2.35M
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
7.48K+ 3.16% |
$144K - $155K
|
244K
$5.34M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.99K+ 30.48% |
$116K - $124K
|
25.7K
$561K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.92K+ 2.44% |
$114K - $122K
|
249K
$5.44M
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.54K+ 4.36% |
$107K - $114K
|
132K
$2.89M
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.41KNew |
$104K - $112K
|
5.41K
$118K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.4KNew |
$104K - $112K
|
5.4K
$118K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.2K+ 10.66% |
$100K - $107K
|
54K
$1.18M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.66K+ 152.44% |
$89.9K - $96.3K
|
7.72K
$169K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.4K+ 10.48% |
$65.7K - $70.3K
|
35.9K
$784K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3.34K+ 111.97% |
$64.5K - $69K
|
6.32K
$138K
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.08K+ 24.01% |
$59.4K - $63.6K
|
15.9K
$347K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3K+ 18.03% |
$57.8K - $61.9K
|
19.6K
$429K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.79K+ 18.63% |
$53.8K - $57.6K
|
17.8K
$388K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.62K+ 164.64% |
$50.6K - $54.1K
|
4.21K
$92.1K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.54K+ 6.17% |
$49K - $52.4K
|
43.7K
$954K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.32K+ 4.24% |
$44.7K - $47.8K
|
57K
$1.24M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.16K+ 0.67% |
$41.6K - $44.5K
|
325K
$7.1M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.03K+ 17.43% |
$39.2K - $42K
|
13.7K
$299K
|