Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
405K+ 929.04% |
$20.5M - $22.5M
|
449K
$32M
|
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
311KNew |
$15.7M - $17.3M
|
311K
$22.2M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
137K+ 54.75% |
$6.95M - $7.62M
|
388K
$27.7M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
99.6K+ 20.46% |
$5.04M - $5.53M
|
586K
$41.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
60.6K+ 43.25% |
$3.07M - $3.36M
|
201K
$14.3M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.3K+ 3.12% |
$2.7M - $2.96M
|
1.76M
$126M
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
52.8KNew |
$2.67M - $2.93M
|
52.8K
$3.76M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.2K+ 98.49% |
$2.44M - $2.68M
|
97.2K
$6.93M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.8K+ 29.18% |
$2.17M - $2.38M
|
189K
$13.5M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
41.1K+ 509.67% |
$2.08M - $2.28M
|
49.2K
$3.51M
|
|
|
Apr 13, 2023
Q1 2023
|
Dudley & Shanley, Inc.
|
BUY
|
- |
32.8KNew |
$1.66M - $1.82M
|
32.8K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
32.7K+ 4.13% |
$1.65M - $1.81M
|
825K
$58.8M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
24.3KNew |
$1.23M - $1.35M
|
24.3K
$1.73M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
21.6KNew |
$1.09M - $1.2M
|
21.6K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.5K+ 1.81% |
$1.04M - $1.14M
|
1.15M
$82.3M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20.1KNew |
$1.02M - $1.12M
|
20.1K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
14.9KNew |
$752K - $825K
|
14.9K
$1.06M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.9K+ 10.66% |
$702K - $770K
|
144K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
13.3K+ 340.19% |
$672K - $737K
|
17.2K
$1.22M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.7K+ 238.61% |
$645K - $707K
|
18.1K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.4K+ 17.97% |
$627K - $688K
|
81.4K
$5.8M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.5K+ 144.67% |
$583K - $640K
|
19.5K
$1.39M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.3KNew |
$521K - $572K
|
10.3K
$734K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.56KNew |
$484K - $531K
|
9.56K
$682K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.96KNew |
$453K - $497K
|
8.96K
$638K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8.1KNew |
$410K - $450K
|
8.1K
$578K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.71KNew |
$390K - $428K
|
7.71K
$549K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
7.6KNew |
$385K - $422K
|
7.6K
$542K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.29K+ 87.39% |
$369K - $405K
|
15.6K
$1.11M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.29K+ 87.39% |
$369K - $405K
|
15.6K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
6.83KNew |
$346K - $379K
|
6.83K
$487K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
6.82KNew |
$345K - $379K
|
6.82K
$487K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.79K+ 43.94% |
$343K - $377K
|
22.2K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.68KNew |
$338K - $370K
|
6.68K
$476K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.48K+ 3.1% |
$328K - $360K
|
216K
$15.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.82KNew |
$295K - $323K
|
5.82K
$415K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.76KNew |
$292K - $320K
|
5.76K
$411K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.64KNew |
$286K - $313K
|
5.64K
$402K
|
|
|
May 11, 2023
Q1 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.54K+ 61.56% |
$280K - $307K
|
14.5K
$1.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
5.5KNew |
$278K - $305K
|
5.5K
$392K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.49KNew |
$278K - $305K
|
5.49K
$391K
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.45KNew |
$225K - $247K
|
4.45K
$317K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.08KNew |
$206K - $226K
|
4.08K
$291K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.07KNew |
$206K - $226K
|
4.07K
$290K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.83KNew |
$194K - $213K
|
3.83K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3.79KNew |
$192K - $210K
|
3.79K
$270K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.77KNew |
$191K - $209K
|
3.77K
$268K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.77KNew |
$191K - $209K
|
3.77K
$268K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.62K+ 5.05% |
$183K - $201K
|
75.4K
$5.37M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.15K+ 16.84% |
$160K - $175K
|
21.9K
$1.56M
|