Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
575KNew |
$28.6M - $35.3M
|
575K
$38.4M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
62.7K+ 5.36% |
$3.12M - $3.84M
|
1.23M
$82.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.3K+ 144.5% |
$2.3M - $2.84M
|
78.3K
$5.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
39.3KNew |
$1.95M - $2.41M
|
39.3K
$2.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.9K+ 478.82% |
$1.64M - $2.02M
|
39.8K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22.3KNew |
$1.11M - $1.37M
|
22.3K
$1.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
20.1KNew |
$1M - $1.23M
|
20.1K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.5K+ 4.71% |
$920K - $1.13M
|
411K
$27.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.9K+ 209.56% |
$839K - $1.03M
|
24.9K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.1K+ 6.61% |
$704K - $866K
|
228K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.1K+ 1.16% |
$702K - $864K
|
1.23M
$82.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.1K+ 37.39% |
$699K - $861K
|
51.6K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.4K+ 6.5% |
$666K - $821K
|
219K
$14.6M
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
12.6KNew |
$626K - $770K
|
12.6K
$838K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.3K+ 27.54% |
$614K - $756K
|
57.1K
$3.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.4KNew |
$567K - $698K
|
11.4K
$759K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.83K+ 33.75% |
$439K - $541K
|
35K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.09KNew |
$353K - $435K
|
7.09K
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.8KNew |
$338K - $417K
|
6.8K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.31K+ 112.64% |
$314K - $387K
|
11.9K
$795K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.25K+ 163.93% |
$311K - $383K
|
10.1K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.11KNew |
$304K - $374K
|
6.11K
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.44K+ 32.51% |
$271K - $333K
|
22.2K
$1.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.75KNew |
$236K - $291K
|
4.75K
$317K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4.71KNew |
$234K - $289K
|
4.71K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
4.49KNew |
$223K - $275K
|
4.49K
$299K
|
|
|
Apr 17, 2024
Q4 2023
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
4.39KNew |
$218K - $269K
|
4.39K
$293K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.16KNew |
$207K - $255K
|
4.16K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.06KNew |
$202K - $249K
|
4.06K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.94KNew |
$196K - $241K
|
3.94K
$263K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
3.9KNew |
$194K - $239K
|
3.9K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.83K+ 37.39% |
$190K - $234K
|
14.1K
$938K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.76KNew |
$187K - $231K
|
3.76K
$251K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.71KNew |
$185K - $227K
|
3.71K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.64KNew |
$181K - $223K
|
3.64K
$243K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.6KNew |
$179K - $221K
|
3.6K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.55K+ 44.14% |
$176K - $217K
|
11.6K
$772K
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
3.53KNew |
$176K - $216K
|
3.53K
$235K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.53KNew |
$175K - $216K
|
3.53K
$235K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.5KNew |
$174K - $214K
|
3.5K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.46KNew |
$172K - $212K
|
3.46K
$231K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.43KNew |
$171K - $210K
|
3.43K
$229K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
3.42KNew |
$170K - $210K
|
3.42K
$228K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
3.41KNew |
$170K - $209K
|
3.41K
$227K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
3.39KNew |
$169K - $208K
|
3.39K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.37KNew |
$168K - $207K
|
3.37K
$225K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
3.36K+ 7.83% |
$167K - $206K
|
46.2K
$3.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
3.35K+ 60.36% |
$167K - $205K
|
8.91K
$594K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.35KNew |
$167K - $205K
|
3.35K
$223K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
3.34KNew |
$166K - $205K
|
3.34K
$223K
|