Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PTH)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PTH) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.37KNew |
$1.01M - $1.17M
|
9.37K
$436K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.93KNew |
$750K - $865K
|
6.93K
$322K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.15K+ 45.22% |
$666K - $768K
|
19.8K
$919K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.98K+ 60.01% |
$431K - $497K
|
10.6K
$494K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.25KNew |
$352K - $406K
|
3.25K
$151K
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
2.62K+ 6.2% |
$283K - $327K
|
44.8K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.19K+ 10.31% |
$237K - $274K
|
23.5K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.39K+ 9.17% |
$150K - $173K
|
16.5K
$767K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
708New |
$76.7K - $88.4K
|
708
$32.9K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
468+ 80.69% |
$50.7K - $58.4K
|
1.05K
$48.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
324+ 267.77% |
$35.1K - $40.4K
|
445
$20.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
324+ 2.05% |
$35.1K - $40.4K
|
16.1K
$750K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
179+ 2.05% |
$19.4K - $22.3K
|
8.9K
$414K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
154+ 3.85% |
$16.7K - $19.2K
|
4.15K
$193K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
147+ 0.11% |
$15.9K - $18.4K
|
130K
$6.07M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
125New |
$13.5K - $15.6K
|
125
$5.82K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48New |
$5.2K - $5.99K
|
48
$2.23K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
36+ 1.03% |
$3.9K - $4.49K
|
3.53K
$164K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2New |
$217 - $250
|
2
$93
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 40.0% |
$217 - $250
|
3
$140
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 0.7% |
$541 - $624
|
714
$33.2K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7- 0.26% |
$758 - $874
|
2.66K
$124K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-10- 0.36% |
$1.08K - $1.25K
|
2.74K
$128K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-30- 2.48% |
$3.25K - $3.75K
|
1.18K
$54.9K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48- 0.81% |
$5.2K - $5.99K
|
5.87K
$273K
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-48- 1.74% |
$5.2K - $5.99K
|
2.7K
$126K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-90- 31.03% |
$9.75K - $11.2K
|
200
$9.3K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-96- 0.24% |
$10.4K - $12K
|
39.8K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-151- 5.95% |
$16.4K - $18.9K
|
2.39K
$111K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-170- 4.9% |
$18.4K - $21.2K
|
3.3K
$153K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-200- 29.24% |
$21.7K - $25K
|
484
$22.5K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-262- 5.92% |
$28.4K - $32.7K
|
4.17K
$194K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-383- 19.51% |
$41.5K - $47.8K
|
1.58K
$73.5K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-500- 5.54% |
$54.1K - $62.4K
|
8.53K
$397K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-550- 23.55% |
$59.6K - $68.7K
|
1.79K
$83K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-600- 60.0% |
$65K - $74.9K
|
400
$18.6K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-623- 5.84% |
$67.5K - $77.8K
|
10K
$467K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-675- 31.51% |
$73.1K - $84.3K
|
1.47K
$68.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-824- 26.63% |
$89.2K - $103K
|
2.27K
$106K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-856- 93.45% |
$92.7K - $107K
|
60
$2.79K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-942- 8.75% |
$102K - $118K
|
9.82K
$457K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.58K- 29.7% |
$171K - $197K
|
3.74K
$174K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.16K- 30.7% |
$233K - $269K
|
4.87K
$226K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.16K- 7.61% |
$234K - $269K
|
26.2K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.23K- 6.05% |
$242K - $279K
|
34.6K
$1.61M
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-2.31K- 17.36% |
$250K - $289K
|
11K
$512K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.76K- 21.22% |
$408K - $470K
|
14K
$650K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.14K- 92.91% |
$448K - $517K
|
316
$14.7K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.15K- 29.86% |
$449K - $518K
|
9.75K
$453K
|