Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
20M+ 399.37% |
$636M - $3.33B
|
25.1M
$1.01B
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.65M+ 377.39% |
$179M - $940M
|
7.15M
$288M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.43M+ 393.91% |
$141M - $737M
|
5.55M
$224M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.42M+ 369.2% |
$140M - $736M
|
5.62M
$226M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.14M+ 435.54% |
$131M - $688M
|
5.09M
$205M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.13M+ 397.02% |
$131M - $687M
|
5.17M
$208M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.66M+ 390.45% |
$116M - $609M
|
4.6M
$185M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.72M+ 58298.73% |
$86.3M - $452M
|
2.72M
$110M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.32M+ 412.87% |
$73.8M - $387M
|
2.89M
$116M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.14M+ 414.55% |
$67.8M - $355M
|
2.65M
$107M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.85M+ 406.37% |
$58.7M - $307M
|
2.3M
$92.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.77M+ 394.45% |
$56.1M - $293M
|
2.21M
$89.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.73M+ 393.95% |
$54.9M - $288M
|
2.17M
$87.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.72M+ 391.9% |
$54.7M - $286M
|
2.16M
$87.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.5M+ 404.32% |
$47.7M - $250M
|
1.87M
$75.5M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.33M+ 407.66% |
$42.2M - $221M
|
1.65M
$66.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.27M+ 490.56% |
$40.2M - $211M
|
1.52M
$61.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.2M+ 459.57% |
$38.2M - $200M
|
1.46M
$58.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.13M+ 387.56% |
$36M - $189M
|
1.43M
$57.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.11M+ 446.51% |
$35.2M - $184M
|
1.36M
$54.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.11M+ 380.42% |
$35.1M - $184M
|
1.4M
$56.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.03M+ 408.44% |
$32.7M - $171M
|
1.28M
$51.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
922K+ 402.48% |
$29.3M - $153M
|
1.15M
$46.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
911K+ 402.44% |
$28.9M - $152M
|
1.14M
$45.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
821K+ 401.78% |
$26.1M - $137M
|
1.03M
$41.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
719K+ 394.37% |
$22.8M - $120M
|
902K
$36.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
699K+ 392.28% |
$22.2M - $116M
|
878K
$35.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
640K+ 400.07% |
$20.3M - $107M
|
801K
$32.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
582K+ 378.05% |
$18.5M - $96.8M
|
736K
$29.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
572K+ 393.08% |
$18.2M - $95.2M
|
718K
$28.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
523K+ 402.46% |
$16.6M - $86.9M
|
653K
$26.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
501K+ 412.27% |
$15.9M - $83.3M
|
623K
$25.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
453K+ 413.82% |
$14.4M - $75.3M
|
562K
$22.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
449K+ 400.0% |
$14.3M - $74.7M
|
562K
$22.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
435K+ 417.75% |
$13.8M - $72.4M
|
540K
$21.7M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
425K+ 398.52% |
$13.5M - $70.7M
|
532K
$21.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
394K+ 421.73% |
$12.5M - $65.6M
|
488K
$19.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
393K+ 427.93% |
$12.5M - $65.4M
|
485K
$19.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
369K+ 394.48% |
$11.7M - $61.4M
|
463K
$18.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
364K+ 406.59% |
$11.6M - $60.6M
|
454K
$18.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
351K+ 453.46% |
$11.2M - $58.4M
|
429K
$17.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
346K+ 791.82% |
$11M - $57.6M
|
390K
$15.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
334K+ 416.44% |
$10.6M - $55.6M
|
415K
$16.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
324K+ 404.32% |
$10.3M - $53.8M
|
404K
$16.3M
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
293K+ 396.32% |
$9.32M - $48.8M
|
367K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
280K+ 387.47% |
$8.88M - $46.5M
|
352K
$14.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
267K+ 435.51% |
$8.47M - $44.3M
|
328K
$13.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
266K+ 475.87% |
$8.43M - $44.2M
|
321K
$12.9M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
262K+ 389.2% |
$8.33M - $43.6M
|
330K
$13.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
260K+ 399.85% |
$8.25M - $43.2M
|
325K
$13.1M
|