Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q3 2024. 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 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
189K+ 16.15% |
$12M - $13.3M
|
1.36M
$90.4M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
186K+ 159.45% |
$11.9M - $13.1M
|
302K
$20.1M
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
38.5K+ 25.68% |
$2.46M - $2.71M
|
188K
$12.5M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.6K+ 8.69% |
$2.02M - $2.23M
|
395K
$26.3M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
30.1KNew |
$1.92M - $2.13M
|
30.1K
$2.01M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.7K+ 18.44% |
$1.89M - $2.09M
|
190K
$12.7M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
28KNew |
$1.78M - $1.97M
|
28K
$1.86M
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
BUY
|
- |
21.5K+ 1307.8% |
$1.37M - $1.51M
|
23.1K
$1.54M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.7K+ 8.95% |
$999K - $1.1M
|
191K
$12.7M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.3K+ 43.96% |
$979K - $1.08M
|
50.2K
$3.35M
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
14.8KNew |
$945K - $1.04M
|
14.8K
$986K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14K+ 286.14% |
$891K - $985K
|
18.8K
$1.25M
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
13.9K+ 313.77% |
$887K - $980K
|
18.3K
$1.22M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.4K+ 68.78% |
$791K - $874K
|
30.4K
$2.02M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12K+ 1.8% |
$768K - $849K
|
681K
$45.3M
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
10.6K+ 623.43% |
$678K - $749K
|
12.3K
$821K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.3K+ 136.84% |
$658K - $727K
|
17.8K
$1.19M
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
9KNew |
$574K - $635K
|
9K
$599K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.36K+ 525.62% |
$470K - $519K
|
8.77K
$584K
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
6.68KNew |
$426K - $471K
|
6.68K
$445K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.38KNew |
$407K - $450K
|
6.38K
$425K
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.38KNew |
$407K - $450K
|
6.38K
$425K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.57K+ 5.51% |
$355K - $393K
|
107K
$7.1M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.32K+ 4.62% |
$339K - $375K
|
120K
$8.02M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5.06K+ 964.19% |
$323K - $357K
|
5.59K
$372K
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.05KNew |
$323K - $357K
|
5.05K
$337K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.8KNew |
$306K - $339K
|
4.8K
$320K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.78K+ 18.0% |
$305K - $337K
|
31.3K
$2.08M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.14KNew |
$264K - $292K
|
4.14K
$276K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.07K+ 40.88% |
$260K - $287K
|
14K
$935K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.92K+ 85.14% |
$250K - $277K
|
8.52K
$568K
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.87KNew |
$247K - $273K
|
3.87K
$258K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.75KNew |
$239K - $264K
|
3.75K
$250K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.71K+ 6.56% |
$237K - $262K
|
60.2K
$4.01M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.54KNew |
$226K - $249K
|
3.54K
$236K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.5KNew |
$223K - $247K
|
3.5K
$233K
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
3.48KNew |
$222K - $245K
|
3.48K
$232K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
3.37K+ 6.73% |
$215K - $238K
|
53.5K
$3.56M
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.31KNew |
$211K - $234K
|
3.31K
$221K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.3K+ 15.3% |
$211K - $233K
|
24.9K
$1.66M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.28K+ 8.96% |
$210K - $232K
|
39.9K
$2.66M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.2KNew |
$204K - $225K
|
3.2K
$213K
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
3.19KNew |
$204K - $225K
|
3.19K
$213K
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.08KNew |
$197K - $217K
|
3.08K
$205K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.07KNew |
$196K - $216K
|
3.07K
$204K
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.03KNew |
$194K - $214K
|
3.03K
$202K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.01KNew |
$192K - $212K
|
3.01K
$200K
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
2.99KNew |
$191K - $211K
|
2.99K
$199K
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.98KNew |
$190K - $210K
|
2.98K
$198K
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.97KNew |
$189K - $209K
|
2.97K
$198K
|