Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY) 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 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
526KNew |
$9.47M - $11.2M
|
526K
$12.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
259K+ 9.41% |
$4.67M - $5.52M
|
3.02M
$69.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
237KNew |
$4.27M - $5.04M
|
237K
$5.44M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
227KNew |
$4.09M - $4.83M
|
227K
$5.21M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
203KNew |
$3.66M - $4.33M
|
203K
$4.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
171KNew |
$3.08M - $3.65M
|
171K
$3.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
111KNew |
$1.99M - $2.36M
|
111K
$2.54M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
109KNew |
$1.96M - $2.32M
|
109K
$2.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
105K+ 35.45% |
$1.9M - $2.24M
|
403K
$9.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
104K+ 3.57% |
$1.87M - $2.21M
|
3.02M
$69.2M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
52.5KNew |
$945K - $1.12M
|
52.5K
$1.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
38.5KNew |
$693K - $819K
|
38.5K
$883K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
37.1KNew |
$667K - $789K
|
37.1K
$850K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
36.4KNew |
$654K - $774K
|
36.4K
$834K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
35.8KNew |
$645K - $763K
|
35.8K
$822K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
32.6KNew |
$587K - $693K
|
32.6K
$747K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.6K+ 196.27% |
$569K - $672K
|
47.7K
$1.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
28.7KNew |
$516K - $610K
|
28.7K
$657K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
28.6KNew |
$515K - $609K
|
28.6K
$656K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
23.8KNew |
$429K - $507K
|
23.8K
$547K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
22.1KNew |
$397K - $469K
|
22.1K
$506K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
21.9KNew |
$395K - $467K
|
21.9K
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.8KNew |
$375K - $443K
|
20.8K
$478K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
19.7KNew |
$354K - $419K
|
19.7K
$451K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.7K+ 21.6% |
$337K - $398K
|
105K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17.7K+ 2559.74% |
$319K - $377K
|
18.4K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.8K+ 39.75% |
$230K - $272K
|
45K
$1.03M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.1KNew |
$218K - $257K
|
12.1K
$277K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
11.8KNew |
$212K - $251K
|
11.8K
$271K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.7KNew |
$211K - $249K
|
11.7K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.2KNew |
$202K - $239K
|
11.2K
$258K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.9K+ 5.59% |
$197K - $233K
|
207K
$4.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.1K+ 16.27% |
$181K - $214K
|
72K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10K+ 85.38% |
$181K - $213K
|
21.8K
$500K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
9.92KNew |
$179K - $211K
|
9.92K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
9.05K+ 10.9% |
$163K - $193K
|
92.1K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.8K+ 60.53% |
$158K - $187K
|
23.3K
$536K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
7.17K+ 3.22% |
$129K - $153K
|
230K
$5.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.11K+ 11.39% |
$128K - $151K
|
69.5K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.08K+ 1.87% |
$110K - $129K
|
331K
$7.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
5.68KNew |
$102K - $121K
|
5.68K
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.62K+ 4.03% |
$101K - $120K
|
145K
$3.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.32K+ 8.64% |
$77.7K - $91.8K
|
54.3K
$1.25M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.69K+ 1.88% |
$66.3K - $78.4K
|
200K
$4.59M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.79KNew |
$50.3K - $59.4K
|
2.79K
$64.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.6K+ 5.82% |
$46.8K - $55.3K
|
47.3K
$1.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.59K+ 1.52% |
$46.5K - $55K
|
172K
$3.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.34K+ 5.98% |
$42.1K - $49.7K
|
41.4K
$950K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.27K+ 5.8% |
$40.9K - $48.4K
|
41.5K
$951K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
2KNew |
$36K - $42.6K
|
2K
$45.9K
|