Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q4 2022. 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 02, 2024
Q4 2022
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
79.9KNew |
$3.65M - $4.3M
|
79.9K
$5.49M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
77.5K+ 32.26% |
$3.54M - $4.17M
|
318K
$21.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.6K+ 27.18% |
$2.45M - $2.88M
|
251K
$17.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
52.1K+ 781.42% |
$2.38M - $2.81M
|
58.8K
$4.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51.6K+ 166.59% |
$2.36M - $2.77M
|
82.5K
$5.67M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
41.8KNew |
$1.91M - $2.25M
|
41.8K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.9K+ 61.87% |
$1.69M - $1.99M
|
96.6K
$6.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
30.5KNew |
$1.4M - $1.64M
|
30.5K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.4K+ 432.14% |
$1.34M - $1.58M
|
36.2K
$2.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
29.2KNew |
$1.34M - $1.57M
|
29.2K
$2.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
27.7K+ 70.13% |
$1.27M - $1.49M
|
67.3K
$4.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
25.3KNew |
$1.16M - $1.36M
|
25.3K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.9KNew |
$863K - $1.02M
|
18.9K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
18.4KNew |
$841K - $990K
|
18.4K
$1.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.9K+ 3.81% |
$817K - $962K
|
487K
$33.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
11.6KNew |
$529K - $622K
|
11.6K
$795K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
9.25KNew |
$423K - $498K
|
9.25K
$635K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.15K+ 26.58% |
$418K - $492K
|
43.6K
$3M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.97K+ 59.28% |
$318K - $375K
|
18.7K
$1.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.25KNew |
$286K - $336K
|
6.25K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.02KNew |
$275K - $324K
|
6.02K
$414K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.81K+ 39.8% |
$265K - $312K
|
20.4K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
5.45K+ 19.13% |
$249K - $293K
|
34K
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.15KNew |
$236K - $277K
|
5.15K
$354K
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.69K+ 105.16% |
$214K - $252K
|
9.14K
$628K
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
4.47KNew |
$204K - $241K
|
4.47K
$307K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.41KNew |
$202K - $237K
|
4.41K
$303K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.31KNew |
$197K - $232K
|
4.31K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
4.13KNew |
$189K - $222K
|
4.13K
$284K
|
|
|
Jan 11, 2023
Q4 2022
|
Renaissance Investment Group LLC
|
BUY
|
- |
4.05KNew |
$185K - $218K
|
4.05K
$278K
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
4KNew |
$183K - $215K
|
4K
$275K
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4KNew |
$183K - $215K
|
4K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
4KNew |
$183K - $215K
|
4K
$275K
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.95KNew |
$181K - $213K
|
3.95K
$272K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.94KNew |
$180K - $212K
|
3.94K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.92K+ 6.08% |
$179K - $211K
|
68.3K
$4.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.9KNew |
$178K - $210K
|
3.9K
$268K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
3.48KNew |
$159K - $187K
|
3.48K
$239K
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.9K+ 47.54% |
$133K - $156K
|
9K
$618K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.89K+ 56.2% |
$132K - $156K
|
8.04K
$552K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.68K+ 27.04% |
$122K - $144K
|
12.6K
$863K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.58K+ 9.15% |
$118K - $139K
|
30.8K
$2.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2.27K+ 3.43% |
$104K - $122K
|
68.5K
$4.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.24K+ 4.79% |
$102K - $120K
|
48.9K
$3.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.21K+ 38.3% |
$101K - $119K
|
7.97K
$548K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2K+ 141.84% |
$91.4K - $108K
|
3.41K
$234K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
2KNew |
$91.4K - $108K
|
2K
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.64K+ 3.16% |
$75K - $88.3K
|
53.6K
$3.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.6K+ 28.74% |
$73K - $86K
|
7.16K
$492K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.4KNew |
$63.8K - $75.1K
|
1.4K
$95.9K
|