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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-350- 1.41% |
$6.3K - $7.45K
|
24.5K
$557K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-380- 1.1% |
$6.84K - $8.09K
|
34K
$774K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-430- 2.72% |
$7.74K - $9.15K
|
15.4K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-483- 3.86% |
$8.69K - $10.3K
|
12K
$273K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-498- 2.73% |
$8.96K - $10.6K
|
17.7K
$403K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-531- 3.75% |
$9.56K - $11.3K
|
13.6K
$310K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-643- 2.77% |
$11.6K - $13.7K
|
22.6K
$514K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-742- 3.95% |
$13.4K - $15.8K
|
18K
$410K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-822- 1.78% |
$14.8K - $17.5K
|
45.4K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-824- 2.89% |
$14.8K - $17.5K
|
27.7K
$629K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-913- 4.56% |
$16.4K - $19.4K
|
19.1K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-924- 1.6% |
$16.6K - $19.7K
|
56.8K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-962- 5.05% |
$17.3K - $20.5K
|
18.1K
$411K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-975- 7.02% |
$17.6K - $20.7K
|
12.9K
$294K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1K- 6.85% |
$18K - $21.3K
|
13.6K
$309K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.05K- 2.52% |
$18.8K - $22.3K
|
40.6K
$922K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.1K- 0.56% |
$19.7K - $23.3K
|
193K
$4.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.12K- 37.03% |
$20.2K - $23.9K
|
1.91K
$43.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.17KClosed |
$21.1K - $25K
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.26K- 0.76% |
$22.7K - $26.8K
|
165K
$3.76M
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-1.59K- 1.61% |
$28.6K - $33.8K
|
97.2K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.42K- 14.46% |
$43.6K - $51.6K
|
14.3K
$326K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.5K- 19.51% |
$44.9K - $53.1K
|
10.3K
$234K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-2.95K- 5.73% |
$53.1K - $62.8K
|
48.5K
$1.1M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.19K- 11.81% |
$57.4K - $67.9K
|
23.8K
$542K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.31K- 13.25% |
$59.5K - $70.4K
|
21.6K
$492K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.49K- 5.16% |
$62.8K - $74.2K
|
64.1K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.21K- 29.84% |
$93.7K - $111K
|
12.2K
$278K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5.61K- 27.27% |
$101K - $119K
|
15K
$340K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5.72K- 9.89% |
$103K - $122K
|
52.1K
$1.18M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.32K- 7.76% |
$114K - $135K
|
75.1K
$1.71M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.58K- 38.18% |
$118K - $140K
|
10.7K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.93K- 17.59% |
$125K - $148K
|
32.5K
$738K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.38K- 27.71% |
$133K - $157K
|
19.3K
$438K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.58K- 17.47% |
$136K - $161K
|
35.8K
$814K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.63K- 6.1% |
$137K - $162K
|
117K
$2.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.11K- 4.78% |
$146K - $173K
|
161K
$3.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.36K- 2.89% |
$150K - $178K
|
281K
$6.38M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-9.2K- 31.23% |
$166K - $196K
|
20.3K
$461K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-12.6K- 37.81% |
$227K - $268K
|
20.7K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.5K- 41.99% |
$244K - $288K
|
18.7K
$425K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.6K- 12.76% |
$246K - $290K
|
93.3K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.9K- 8.66% |
$269K - $318K
|
158K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.7K- 8.68% |
$283K - $334K
|
165K
$3.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16K- 14.5% |
$288K - $341K
|
94.4K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.6K- 35.78% |
$352K - $416K
|
35.1K
$798K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-20K- 95.54% |
$360K - $426K
|
934
$21.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.5K- 6.33% |
$369K - $436K
|
303K
$6.89M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.1K- 18.15% |
$434K - $513K
|
109K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.9K- 11.59% |
$539K - $637K
|
228K
$5.19M
|