Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PPA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PPA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-10.4K- 30.11% |
$923K - $1.05M
|
24K
$2.74M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-15.2K- 4.59% |
$1.35M - $1.54M
|
315K
$36M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-15.3K- 62.7% |
$1.36M - $1.56M
|
9.1K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-15.4K- 2.46% |
$1.37M - $1.56M
|
608K
$69.4M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-23.4K- 18.46% |
$2.09M - $2.38M
|
103K
$11.8M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-31.5K- 73.95% |
$2.81M - $3.21M
|
11.1K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-34.9K- 18.66% |
$3.11M - $3.55M
|
152K
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-42.5K- 92.29% |
$3.78M - $4.32M
|
3.55K
$405K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-43.2K- 95.42% |
$3.85M - $4.39M
|
2.07K
$237K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-63.7K- 43.19% |
$5.67M - $6.48M
|
83.8K
$9.56M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64.5K- 24.95% |
$5.75M - $6.57M
|
194K
$22.2M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-84.4K- 39.36% |
$7.52M - $8.58M
|
130K
$14.8M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-123K- 7.1% |
$11M - $12.5M
|
1.61M
$184M
|
|
|
May 02, 2024
Q1 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-200K- 53.81% |
$17.8M - $20.3M
|
172K
$19.6M
|