Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q3 2021. 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 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.9M+ 152786.8% |
$1.85B - $1.97B
|
11.9M
$502M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
427KNew |
$66.4M - $70.5M
|
427K
$17.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
210K+ 8.01% |
$32.6M - $34.7M
|
2.83M
$119M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75.9K+ 25.63% |
$11.8M - $12.5M
|
372K
$15.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
59.5K+ 5.53% |
$9.25M - $9.83M
|
1.13M
$47.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
54KNew |
$8.39M - $8.92M
|
54K
$2.27M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
51.5K+ 10.23% |
$8M - $8.51M
|
555K
$23.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
49.6K+ 1679.36% |
$7.71M - $8.19M
|
52.6K
$2.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
41.1K+ 102.01% |
$6.38M - $6.78M
|
81.3K
$3.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
40.4K+ 4.47% |
$6.27M - $6.66M
|
943K
$39.6M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
33.3K+ 30.59% |
$5.18M - $5.5M
|
142K
$5.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.5K+ 7.99% |
$4.26M - $4.53M
|
371K
$15.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
25.2K+ 128.91% |
$3.91M - $4.15M
|
44.7K
$1.88M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.7KNew |
$3.37M - $3.58M
|
21.7K
$911K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
20.1K+ 43.07% |
$3.13M - $3.32M
|
66.8K
$2.81M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
19.9K+ 1379.32% |
$3.1M - $3.29M
|
21.4K
$898K
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.3K+ 248.07% |
$2.68M - $2.85M
|
24.2K
$1.02M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.9KNew |
$2.32M - $2.46M
|
14.9K
$626K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
12.3K+ 2.38% |
$1.91M - $2.03M
|
529K
$22.2M
|
|
|
Oct 28, 2021
Q3 2021
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
12KNew |
$1.86M - $1.98M
|
12K
$503K
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.7KNew |
$1.82M - $1.93M
|
11.7K
$491K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11KNew |
$1.71M - $1.81M
|
11K
$461K
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.7K+ 39.18% |
$1.66M - $1.77M
|
38K
$1.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.3K+ 2.66% |
$1.61M - $1.71M
|
399K
$16.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
10.2K+ 2.85% |
$1.59M - $1.69M
|
368K
$15.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.77KNew |
$1.36M - $1.45M
|
8.77K
$368K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.87K+ 0.41% |
$1.22M - $1.3M
|
1.95M
$81.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.32KNew |
$1.14M - $1.21M
|
7.32K
$307K
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.04KNew |
$1.09M - $1.16M
|
7.04K
$296K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.72K+ 50.92% |
$1.04M - $1.11M
|
19.9K
$836K
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.75K+ 2.01% |
$894K - $950K
|
291K
$12.2M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.49K+ 274.92% |
$853K - $907K
|
7.49K
$315K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
4.68K+ 1.61% |
$727K - $772K
|
295K
$12.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.47K+ 277.34% |
$694K - $738K
|
6.08K
$255K
|
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
4.41K+ 5.94% |
$685K - $728K
|
78.6K
$3.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
4.29K+ 7.82% |
$667K - $709K
|
59.2K
$2.49M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.23K+ 81.63% |
$656K - $698K
|
9.4K
$395K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.05K+ 6.32% |
$629K - $669K
|
68.1K
$2.86M
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
4.02K+ 6.72% |
$624K - $664K
|
63.8K
$2.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.95KNew |
$614K - $652K
|
3.95K
$166K
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
3.93K+ 10.1% |
$610K - $648K
|
42.8K
$1.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.85KNew |
$598K - $636K
|
3.85K
$162K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.77K+ 79.93% |
$585K - $622K
|
8.48K
$356K
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3.67K+ 0.91% |
$570K - $606K
|
406K
$17.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.64K+ 2.35% |
$566K - $602K
|
159K
$6.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.1K+ 17.56% |
$482K - $513K
|
20.8K
$873K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3K+ 56.6% |
$466K - $495K
|
8.3K
$349K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.66KNew |
$413K - $439K
|
2.66K
$112K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.51KNew |
$390K - $415K
|
2.51K
$105K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.48K+ 165.13% |
$385K - $409K
|
3.98K
$167K
|