Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI) 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 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
33.6KNew |
$958K - $3.74M
|
33.6K
$1.83M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.5K+ 613.74% |
$784K - $3.06M
|
31.9K
$1.74M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
15.6K+ 29.25% |
$444K - $1.74M
|
68.8K
$3.76M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.04K+ 10.78% |
$258K - $1.01M
|
92.8K
$5.07M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.16K+ 59.56% |
$176K - $687K
|
16.5K
$901K
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.24K+ 100.9% |
$121K - $473K
|
8.44K
$461K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.18K+ 15.54% |
$119K - $466K
|
31.1K
$1.7M
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.58K+ 240.81% |
$102K - $399K
|
5.06K
$276K
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.28K+ 20.3% |
$93.5K - $365K
|
19.4K
$1.06M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.28K+ 20.3% |
$93.5K - $365K
|
19.4K
$1.06M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.13K+ 5.87% |
$89.4K - $349K
|
56.5K
$3.09M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.4K+ 36.03% |
$68.5K - $268K
|
9.07K
$495K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.33K+ 3.33% |
$66.4K - $259K
|
72.1K
$3.94M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.33KNew |
$66.4K - $259K
|
2.33K
$127K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.33K+ 101.35% |
$66.4K - $259K
|
4.62K
$252K
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.26KNew |
$64.6K - $252K
|
2.26K
$123K
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.03KNew |
$58K - $227K
|
2.03K
$111K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.01KNew |
$57.4K - $224K
|
2.01K
$110K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.82K+ 20.56% |
$51.9K - $203K
|
10.7K
$582K
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.62K+ 36.44% |
$46.2K - $180K
|
6.06K
$331K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.4KNew |
$39.9K - $156K
|
1.4K
$76.3K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.39KNew |
$39.8K - $156K
|
1.39K
$76.1K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.38K+ 2.79% |
$39.3K - $154K
|
50.7K
$2.77M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
862+ 1.84% |
$24.6K - $96.2K
|
47.8K
$2.61M
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
621+ 8.15% |
$17.7K - $69.3K
|
8.24K
$450K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
599+ 26.04% |
$17.1K - $66.8K
|
2.9K
$158K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
555+ 11.87% |
$15.8K - $61.9K
|
5.23K
$286K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
499+ 2.13% |
$14.2K - $55.7K
|
23.9K
$1.31M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
498+ 11.87% |
$14.2K - $55.6K
|
4.7K
$256K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
230+ 4.33% |
$6.57K - $25.7K
|
5.54K
$303K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
227+ 7.8% |
$6.48K - $25.3K
|
3.14K
$171K
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
210+ 2.37% |
$6K - $23.4K
|
9.08K
$496K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200+ 133.33% |
$5.71K - $22.3K
|
350
$19.1K
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
200New |
$5.71K - $22.3K
|
200
$10.9K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
181+ 2.05% |
$5.17K - $20.2K
|
8.99K
$491K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
163+ 9.38% |
$4.65K - $18.2K
|
1.9K
$104K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
103New |
$2.94K - $11.5K
|
103
$5.62K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
50New |
$1.43K - $5.58K
|
50
$2.73K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
45+ 1.54% |
$1.28K - $5.02K
|
2.96K
$162K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
42New |
$1.2K - $4.69K
|
42
$2.29K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
28New |
$799 - $3.12K
|
28
$1.53K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
13New |
$371 - $1.45K
|
13
$710
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8+ 1.57% |
$228 - $892
|
517
$28.2K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5New |
$143 - $558
|
5
$273
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.22% |
$57.1 - $223
|
903
$49.3K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.15% |
$28.6 - $112
|
652
$35.6K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2- 0.73% |
$57.1 - $223
|
271
$14.8K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12- 0.5% |
$343 - $1.34K
|
2.4K
$131K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-87- 20.0% |
$2.48K - $9.7K
|
348
$19K
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-98- 2.85% |
$2.8K - $10.9K
|
3.34K
$182K
|