Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM) 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 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-186- 1.1% |
$6.71K - $7.11K
|
16.7K
$796K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-189- 4.27% |
$6.82K - $7.23K
|
4.23K
$202K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-200- 2.38% |
$7.22K - $7.65K
|
8.2K
$391K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-229- 0.2% |
$8.27K - $8.75K
|
117K
$5.58M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-248- 67.95% |
$8.95K - $9.48K
|
117
$5.58K
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-260- 4.22% |
$9.39K - $9.94K
|
5.89K
$281K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-300- 36.06% |
$10.8K - $11.5K
|
532
$25.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-304- 2.41% |
$11K - $11.6K
|
12.3K
$587K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-326- 2.57% |
$11.8K - $12.5K
|
12.4K
$590K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-412- 3.11% |
$14.9K - $15.8K
|
12.9K
$612K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-504- 9.42% |
$18.2K - $19.3K
|
4.85K
$231K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-528- 18.01% |
$19.1K - $20.2K
|
2.4K
$115K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-790- 1.44% |
$28.5K - $30.2K
|
54.2K
$2.58M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-806- 4.89% |
$29.1K - $30.8K
|
15.7K
$747K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.66K- 10.87% |
$59.9K - $63.5K
|
13.6K
$649K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.66K- 0.71% |
$59.9K - $63.5K
|
232K
$11.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-1.89K- 3.26% |
$68.4K - $72.4K
|
56.3K
$2.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.21K- 9.18% |
$79.6K - $84.3K
|
21.8K
$1.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.66K- 29.27% |
$96.1K - $102K
|
6.44K
$307K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.42K- 2.88% |
$124K - $131K
|
115K
$5.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.53K- 1.79% |
$164K - $173K
|
249K
$11.9M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-4.66K- 33.33% |
$168K - $178K
|
9.33K
$444K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.94K- 43.18% |
$178K - $189K
|
6.5K
$310K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.95K- 10.02% |
$179K - $189K
|
44.4K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.33K- 69.25% |
$192K - $204K
|
2.37K
$113K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.27K- 11.03% |
$263K - $278K
|
58.7K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.69K- 17.67% |
$277K - $294K
|
35.8K
$1.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9.67K- 30.36% |
$349K - $370K
|
22.2K
$1.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.72K- 40.67% |
$351K - $371K
|
14.2K
$675K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11.4K- 88.45% |
$411K - $435K
|
1.49K
$70.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-11.7K- 51.02% |
$422K - $447K
|
11.2K
$535K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-12K- 27.83% |
$434K - $459K
|
31.2K
$1.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.8K- 7.57% |
$463K - $491K
|
157K
$7.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-19.7K- 4.44% |
$712K - $754K
|
425K
$20.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.4K- 5.3% |
$881K - $933K
|
436K
$20.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-68.5K- 15.63% |
$2.47M - $2.62M
|
370K
$17.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-87.2K- 43.66% |
$3.15M - $3.33M
|
113K
$5.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-163K- 67.26% |
$5.88M - $6.22M
|
79.2K
$3.77M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-170K- 5.72% |
$6.14M - $6.5M
|
2.8M
$134M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-191K- 20.86% |
$6.89M - $7.3M
|
724K
$34.5M
|