Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) 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 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
190K+ 30.1% |
$5.34M - $31.1M
|
821K
$34.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
102K+ 81.52% |
$2.87M - $16.7M
|
227K
$9.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
86.9K+ 52.28% |
$2.44M - $14.2M
|
253K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
70.4KNew |
$1.98M - $11.5M
|
70.4K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
52.5K+ 57.42% |
$1.47M - $8.58M
|
144K
$6.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.9K+ 3.22% |
$1.34M - $7.83M
|
1.53M
$64.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
43.5KNew |
$1.22M - $7.12M
|
43.5K
$1.83M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
39.3KNew |
$1.11M - $6.43M
|
39.3K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
39.1K+ 52.97% |
$1.1M - $6.4M
|
113K
$4.74M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
37.3KNew |
$1.05M - $6.11M
|
37.3K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
31.8K+ 7.14% |
$893K - $5.2M
|
477K
$20M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.9K+ 14.63% |
$841K - $4.9M
|
234K
$9.85M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
28.9K+ 579.66% |
$813K - $4.73M
|
33.9K
$1.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
26.8K+ 39.65% |
$752K - $4.38M
|
94.2K
$3.96M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.5KNew |
$744K - $4.33M
|
26.5K
$1.11M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
24.4K+ 43.44% |
$687K - $4M
|
80.7K
$3.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.1K+ 713.29% |
$677K - $3.94M
|
27.5K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19.7K+ 37.53% |
$555K - $3.23M
|
72.4K
$3.04M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.9K+ 19.61% |
$502K - $2.92M
|
109K
$4.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
16K+ 216.17% |
$449K - $2.61M
|
23.4K
$981K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.6K+ 3.45% |
$439K - $2.55M
|
468K
$19.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
15.2K+ 17.37% |
$427K - $2.49M
|
103K
$4.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.7K+ 138.93% |
$413K - $2.4M
|
25.3K
$1.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
14.7K+ 62.68% |
$412K - $2.4M
|
38.1K
$1.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
12.7K+ 17.86% |
$358K - $2.08M
|
84K
$3.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
11.2KNew |
$315K - $1.84M
|
11.2K
$471K
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 16.74% |
$295K - $1.72M
|
73.2K
$3.08M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
9.88K+ 2.28% |
$278K - $1.62M
|
442K
$18.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
9.62K+ 67.05% |
$270K - $1.57M
|
24K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.33KNew |
$262K - $1.53M
|
9.33K
$392K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
9.05KNew |
$254K - $1.48M
|
9.05K
$380K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.53K+ 4.17% |
$240K - $1.4M
|
213K
$8.96M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
8.33K+ 2.74% |
$234K - $1.36M
|
313K
$13.1M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
8.25K+ 179.93% |
$232K - $1.35M
|
12.8K
$539K
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
7.98K+ 41.3% |
$224K - $1.31M
|
27.3K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.8K+ 249.25% |
$219K - $1.28M
|
10.9K
$459K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.62K+ 1.58% |
$214K - $1.25M
|
489K
$20.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
6.89KNew |
$193K - $1.13M
|
6.89K
$289K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.65KNew |
$187K - $1.09M
|
6.65K
$279K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.6K+ 1.79% |
$186K - $1.08M
|
376K
$15.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.58KNew |
$185K - $1.08M
|
6.58K
$276K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
6.25KNew |
$176K - $1.02M
|
6.25K
$263K
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
5.43K+ 5.83% |
$153K - $889K
|
98.6K
$4.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.38K+ 9.07% |
$151K - $879K
|
64.6K
$2.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.02K+ 2.13% |
$141K - $821K
|
241K
$10.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
4.92KNew |
$138K - $805K
|
4.92K
$207K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.87K+ 52.02% |
$137K - $797K
|
14.2K
$598K
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.49KNew |
$126K - $734K
|
4.49K
$188K
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
4.19K+ 16.37% |
$118K - $685K
|
29.8K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.06KNew |
$114K - $664K
|
4.06K
$170K
|