Purchases and Sales Made in Q1 2024 in Invesco Iftse Rafi Dev Mkts Ex (PXF)
This table provides information about the institutional ownership of Invesco Iftse Rafi Dev Mkts Ex (PXF) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO IFTSE RAFI DEV MKTS EX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
399K+ 9.19% |
$18.3M - $19.8M
|
4.74M
$236M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
282K+ 1024.93% |
$12.9M - $14M
|
310K
$15.4M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
256K+ 26.51% |
$11.7M - $12.7M
|
1.22M
$60.8M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
118K+ 3149.35% |
$5.39M - $5.86M
|
122K
$6.04M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.4K+ 6.29% |
$3.31M - $3.6M
|
1.22M
$60.8M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.4K+ 6.29% |
$3.31M - $3.6M
|
1.22M
$60.8M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
67.1K+ 407.05% |
$3.07M - $3.34M
|
83.6K
$4.16M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
52.4K+ 104.82% |
$2.39M - $2.6M
|
102K
$5.09M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.9K+ 35.71% |
$1.64M - $1.79M
|
137K
$6.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
26.9K+ 11.39% |
$1.23M - $1.34M
|
263K
$13.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21K+ 71.3% |
$960K - $1.04M
|
50.4K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.9K+ 0.85% |
$726K - $789K
|
1.89M
$93.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
15.5KNew |
$711K - $773K
|
15.5K
$773K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.8K+ 31.02% |
$494K - $537K
|
45.7K
$2.27M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.59K+ 9.67% |
$439K - $477K
|
109K
$5.41M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
7.89KNew |
$361K - $392K
|
7.89K
$392K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.25K+ 5.61% |
$332K - $361K
|
137K
$6.79M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
7.11KNew |
$325K - $353K
|
7.11K
$354K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.64K+ 6.28% |
$304K - $330K
|
112K
$5.59M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6.13K+ 5.21% |
$280K - $304K
|
124K
$6.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
5.66K+ 50.45% |
$259K - $281K
|
16.9K
$839K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.81KNew |
$220K - $239K
|
4.81K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.46KNew |
$204K - $222K
|
4.46K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.32KNew |
$197K - $215K
|
4.32K
$215K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.27K+ 19.52% |
$195K - $212K
|
26.1K
$1.3M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.27K+ 19.47% |
$195K - $212K
|
26.2K
$1.3M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.11KNew |
$188K - $204K
|
4.11K
$204K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.01K+ 5.52% |
$183K - $199K
|
76.6K
$3.81M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.69KNew |
$169K - $183K
|
3.69K
$184K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.65K+ 7.88% |
$167K - $181K
|
50K
$2.48M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.5K+ 7.29% |
$160K - $174K
|
51.5K
$2.56M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.38K+ 4.34% |
$155K - $168K
|
81.2K
$4.04M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.95K+ 3.15% |
$135K - $147K
|
96.5K
$4.8M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.82K+ 15.64% |
$129K - $140K
|
20.8K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.79K+ 10.58% |
$127K - $138K
|
29.1K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.76KNew |
$126K - $137K
|
2.76K
$137K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.67K+ 8.99% |
$122K - $133K
|
32.4K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.57K+ 5.28% |
$118K - $128K
|
51.3K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.92K+ 7.36% |
$87.9K - $95.5K
|
28K
$1.39M
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.72K+ 6.3% |
$78.7K - $85.6K
|
29K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1.66K+ 2.59% |
$75.8K - $82.4K
|
65.7K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.42K+ 1.14% |
$64.7K - $70.3K
|
125K
$6.23M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
1.41K+ 7.03% |
$64.5K - $70.1K
|
21.5K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.4KNew |
$64K - $69.6K
|
1.4K
$69.6K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.14K+ 14.79% |
$52.3K - $56.8K
|
8.87K
$441K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.08K+ 1965.45% |
$49.4K - $53.7K
|
1.14K
$56.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
999+ 11.1% |
$45.7K - $49.7K
|
10K
$497K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
969+ 1.43% |
$44.3K - $48.2K
|
68.6K
$3.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
789New |
$36.1K - $39.2K
|
789
$39.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
639+ 5.97% |
$29.2K - $31.8K
|
11.3K
$564K
|