Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
217KNew |
$11.4M - $12.6M
|
217K
$14.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
118K+ 133.22% |
$6.21M - $6.86M
|
206K
$13.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
71.7KNew |
$3.78M - $4.18M
|
71.7K
$4.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.7K+ 3.55% |
$2.2M - $2.43M
|
1.22M
$81.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
37.6KNew |
$1.98M - $2.19M
|
37.6K
$2.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
27K+ 25.22% |
$1.42M - $1.57M
|
134K
$8.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.3K+ 12.04% |
$1.39M - $1.54M
|
245K
$16.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.4KNew |
$1.29M - $1.42M
|
24.4K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22.4KNew |
$1.18M - $1.31M
|
22.4K
$1.49M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
21.2KNew |
$1.12M - $1.23M
|
21.2K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
20.2K+ 194.27% |
$1.07M - $1.18M
|
30.6K
$2.04M
|
|
|
Oct 11, 2023
Q3 2023
|
Spence Asset Management
|
BUY
|
- |
19.5KNew |
$1.03M - $1.14M
|
19.5K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.2K+ 230.42% |
$963K - $1.06M
|
26.2K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.5K+ 8.94% |
$926K - $1.02M
|
214K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$907K - $1M
|
17.2K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16.2KNew |
$855K - $944K
|
16.2K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.9KNew |
$786K - $868K
|
14.9K
$991K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14.8KNew |
$782K - $864K
|
14.8K
$987K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.2K+ 256.95% |
$752K - $831K
|
19.8K
$1.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
11.9KNew |
$628K - $694K
|
11.9K
$793K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
11.1KNew |
$587K - $649K
|
11.1K
$741K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
11K+ 1.31% |
$579K - $639K
|
847K
$56.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
10.2K+ 18.3% |
$537K - $593K
|
65.7K
$4.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10K+ 524.93% |
$528K - $583K
|
11.9K
$793K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.22KNew |
$487K - $538K
|
9.22K
$614K
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.19KNew |
$379K - $419K
|
7.19K
$479K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.32K+ 32.43% |
$334K - $369K
|
25.8K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
6.29KNew |
$332K - $367K
|
6.29K
$419K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.95K+ 55.23% |
$314K - $347K
|
16.7K
$1.11M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.93KNew |
$313K - $346K
|
5.93K
$395K
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
5.56KNew |
$293K - $324K
|
5.56K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.59K+ 19.46% |
$242K - $268K
|
28.2K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.5K+ 0.72% |
$238K - $262K
|
633K
$42.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.42KNew |
$233K - $258K
|
4.42K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.36KNew |
$230K - $254K
|
4.36K
$291K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.07K+ 3.07% |
$215K - $237K
|
136K
$9.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.98K+ 2.88% |
$210K - $232K
|
142K
$9.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.88K+ 1.0% |
$205K - $226K
|
393K
$26.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.57K+ 12.55% |
$188K - $208K
|
32K
$2.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.51KNew |
$185K - $204K
|
3.51K
$233K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.47K+ 101.76% |
$183K - $202K
|
6.88K
$458K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.3K+ 47.61% |
$174K - $192K
|
10.2K
$681K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.69K+ 11.1% |
$142K - $157K
|
26.9K
$1.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.66K+ 152.06% |
$140K - $155K
|
4.41K
$294K
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.41K+ 10.8% |
$127K - $140K
|
24.7K
$1.64M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.05KNew |
$108K - $120K
|
2.05K
$137K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.98K+ 8.68% |
$105K - $116K
|
24.9K
$1.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.81K+ 32.58% |
$95.6K - $106K
|
7.37K
$491K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.8K+ 22.93% |
$95K - $105K
|
9.65K
$643K
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.73K+ 30.01% |
$91.2K - $101K
|
7.49K
$499K
|