Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
256K+ 234.72% |
$9.7M - $12.8M
|
365K
$19.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.5K+ 323.09% |
$930K - $1.23M
|
32.1K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.5K+ 5.81% |
$853K - $1.13M
|
409K
$22.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$458K - $604K
|
12.1K
$659K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.1K+ 2.79% |
$421K - $556K
|
409K
$22.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.4K+ 136.96% |
$319K - $421K
|
14.5K
$794K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7.93K+ 381.15% |
$301K - $397K
|
10K
$547K
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
7.29K+ 9.82% |
$276K - $365K
|
81.5K
$4.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
6.9K+ 63.03% |
$262K - $345K
|
17.8K
$974K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.48K+ 94.65% |
$246K - $324K
|
13.3K
$727K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.07K+ 20.06% |
$230K - $304K
|
36.3K
$1.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.67K+ 83.29% |
$215K - $284K
|
12.5K
$682K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.95KNew |
$188K - $248K
|
4.95K
$271K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.53KNew |
$172K - $227K
|
4.53K
$247K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.49KNew |
$170K - $225K
|
4.49K
$245K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.37KNew |
$166K - $219K
|
4.37K
$238K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.31KNew |
$163K - $216K
|
4.31K
$235K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.14KNew |
$157K - $207K
|
4.14K
$226K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.01K+ 2.32% |
$152K - $201K
|
177K
$9.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3.6K+ 6.65% |
$136K - $180K
|
57.7K
$3.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.3K+ 12.45% |
$125K - $165K
|
29.8K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.75K+ 5.69% |
$104K - $138K
|
51.1K
$2.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.4K+ 203.21% |
$91.2K - $120K
|
3.59K
$196K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.29K+ 12.26% |
$86.7K - $114K
|
20.9K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.7K+ 28.38% |
$64.4K - $85.1K
|
7.69K
$420K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.39KNew |
$52.8K - $69.7K
|
1.39K
$76K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1.35K+ 18.9% |
$51.2K - $67.6K
|
8.49K
$464K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.25K+ 2.25% |
$47.4K - $62.5K
|
56.8K
$3.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.2K+ 16.81% |
$45.5K - $60.1K
|
8.34K
$455K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
962New |
$36.5K - $48.2K
|
962
$52.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
960+ 1.98% |
$36.4K - $48.1K
|
49.6K
$2.71M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
909New |
$34.5K - $45.5K
|
909
$49.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
799+ 1.23% |
$30.3K - $40K
|
65.6K
$3.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
724+ 8.55% |
$27.5K - $36.2K
|
9.19K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
684+ 11.59% |
$25.9K - $34.2K
|
6.59K
$360K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
608+ 675.56% |
$23.1K - $30.4K
|
698
$38.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
600New |
$22.8K - $30K
|
600
$32.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
441+ 4.06% |
$16.7K - $22.1K
|
11.3K
$617K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
352+ 2.61% |
$13.3K - $17.6K
|
13.8K
$756K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
333+ 15.74% |
$12.6K - $16.7K
|
2.45K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
269+ 0.15% |
$10.2K - $13.5K
|
181K
$9.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
240+ 4.02% |
$9.1K - $12K
|
6.2K
$339K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
229+ 3.19% |
$8.68K - $11.5K
|
7.41K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
200New |
$7.58K - $10K
|
200
$10.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
120New |
$4.55K - $6.01K
|
120
$6.55K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
25+ 48.08% |
$948 - $1.25K
|
77
$4.2K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
15New |
$569 - $751
|
15
$819
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
12New |
$455 - $601
|
12
$655
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
12New |
$455 - $601
|
12
$655
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 0.12% |
$190 - $250
|
4.04K
$221K
|