Purchases and Sales Made in Q1 2023 in Invesco S&P Smallcap Energy Et (PSCE)
This table provides information about the institutional ownership of Invesco S&P Smallcap Energy Et (PSCE) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP ENERGY ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
190KNew |
$1.63M - $2.08M
|
190K
$9.94M
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
80.2KNew |
$687K - $878K
|
80.2K
$4.2M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
59.4KNew |
$509K - $651K
|
59.4K
$3.11M
|
|
|
May 12, 2023
Q1 2023
|
Gendell Jeffrey L
Greenwich, CT |
BUY
|
- |
47.6K+ 12.98% |
$408K - $522K
|
414K
$21.7M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
16KNew |
$137K - $175K
|
16K
$836K
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
4.34K+ 13.24% |
$37.2K - $47.5K
|
37.1K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.16K+ 6.03% |
$35.7K - $45.6K
|
73.2K
$3.83M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.66K+ 172.29% |
$22.8K - $29.1K
|
4.2K
$220K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.5KNew |
$21.4K - $27.4K
|
2.5K
$131K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.1K+ 15.41% |
$18K - $23K
|
15.8K
$825K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.78K+ 7.96% |
$15.3K - $19.5K
|
24.2K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.52K+ 1.16% |
$13K - $16.7K
|
133K
$6.97M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
361+ 0.6% |
$3.09K - $3.96K
|
60.7K
$3.18M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
291+ 0.78% |
$2.49K - $3.19K
|
37.7K
$1.97M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
286+ 0.6% |
$2.45K - $3.13K
|
48K
$2.51M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
100New |
$857 - $1.1K
|
100
$5.24K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
34New |
$291 - $373
|
34
$1.78K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32+ 0.3% |
$274 - $351
|
10.6K
$554K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14+ 0.01% |
$120 - $153
|
115K
$6.02M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-25- 2.56% |
$214 - $274
|
950
$49.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-562- 40.03% |
$4.82K - $6.16K
|
842
$44.1K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-601Closed |
$5.15K - $6.59K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.7K- 23.44% |
$31.7K - $40.5K
|
12.1K
$632K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.73K- 14.2% |
$31.9K - $40.8K
|
22.5K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.11K- 41.37% |
$35.2K - $45.1K
|
5.83K
$305K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.3K- 3.09% |
$36.8K - $47.1K
|
135K
$7.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.03K- 18.48% |
$43.1K - $55.2K
|
22.2K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-5.71K- 16.65% |
$48.9K - $62.5K
|
28.6K
$1.5M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-5.95K- 17.75% |
$50.9K - $65.2K
|
27.5K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.5K- 21.56% |
$89.7K - $115K
|
38.1K
$1.99M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.4K- 5.27% |
$97.8K - $125K
|
205K
$10.7M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17.2K- 31.56% |
$147K - $188K
|
37.2K
$1.95M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-17.4KClosed |
$149K - $191K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.3K- 10.96% |
$183K - $234K
|
173K
$9.07M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-26.6K- 46.96% |
$228K - $292K
|
30.1K
$1.58M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.1K- 17.87% |
$232K - $297K
|
124K
$6.51M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.8K- 58.66% |
$247K - $316K
|
20.3K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-31K- 9.76% |
$266K - $340K
|
287K
$15M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-31.4K- 47.5% |
$269K - $344K
|
34.7K
$1.82M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-32.4K- 46.93% |
$278K - $355K
|
36.7K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57.8K- 19.29% |
$495K - $633K
|
242K
$12.7M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-72.9K- 75.85% |
$625K - $799K
|
23.2K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-237K- 39.42% |
$2.03M - $2.6M
|
364K
$19.1M
|