Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
652KNew |
$22.9M - $27.7M
|
652K
$31M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
652K+ 84.1% |
$22.9M - $27.7M
|
1.43M
$67.8M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
126K+ 574.43% |
$4.41M - $5.34M
|
148K
$7M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
119KNew |
$4.16M - $5.04M
|
119K
$5.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
112K+ 12.09% |
$3.93M - $4.76M
|
1.04M
$49.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
111KNew |
$3.9M - $4.72M
|
111K
$5.28M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
101KNew |
$3.54M - $4.29M
|
101K
$4.79M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
71.6KNew |
$2.51M - $3.04M
|
71.6K
$3.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.8K+ 28.52% |
$2.24M - $2.71M
|
287K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
57.6KNew |
$2.02M - $2.45M
|
57.6K
$2.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
49KNew |
$1.72M - $2.08M
|
49K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
42.9K+ 68.55% |
$1.51M - $1.82M
|
106K
$5.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
40.4K+ 34.26% |
$1.42M - $1.72M
|
158K
$7.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
39.4K+ 3.12% |
$1.38M - $1.68M
|
1.3M
$61.9M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
34.8KNew |
$1.22M - $1.48M
|
34.8K
$1.65M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
34.2K+ 14.97% |
$1.2M - $1.45M
|
263K
$12.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
30.1KNew |
$1.06M - $1.28M
|
30.1K
$1.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
22.2K+ 112.8% |
$780K - $944K
|
41.9K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18KNew |
$631K - $763K
|
18K
$853K
|
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
14.8K+ 36.27% |
$521K - $630K
|
55.7K
$2.65M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
12.4K+ 158.19% |
$435K - $527K
|
20.2K
$961K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.36KNew |
$328K - $397K
|
9.36K
$444K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.15KNew |
$321K - $389K
|
9.15K
$434K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8.45KNew |
$297K - $359K
|
8.45K
$401K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
7.03KNew |
$247K - $299K
|
7.03K
$334K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
6.55KNew |
$230K - $278K
|
6.55K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
6.53KNew |
$229K - $277K
|
6.53K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.89K+ 12.81% |
$207K - $250K
|
51.8K
$2.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.88KNew |
$206K - $250K
|
5.88K
$279K
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.54KNew |
$194K - $235K
|
5.54K
$263K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
5.46KNew |
$192K - $232K
|
5.46K
$259K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.21KNew |
$183K - $221K
|
5.21K
$247K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.04KNew |
$177K - $214K
|
5.04K
$239K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.37K+ 30.06% |
$153K - $186K
|
18.9K
$897K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.27K+ 1.83% |
$150K - $181K
|
238K
$11.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
3.51KNew |
$123K - $149K
|
3.51K
$167K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.4K+ 20.19% |
$119K - $144K
|
20.2K
$961K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.95KNew |
$104K - $125K
|
2.95K
$140K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.41K+ 1.87% |
$84.7K - $102K
|
131K
$6.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.25K+ 7.38% |
$78.9K - $95.5K
|
32.7K
$1.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.54KNew |
$53.9K - $65.3K
|
1.54K
$72.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.46K+ 54.01% |
$51.1K - $61.8K
|
4.15K
$197K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.41K+ 8.49% |
$49.6K - $60K
|
18K
$856K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.07K+ 9.35% |
$37.6K - $45.5K
|
12.5K
$594K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.03K+ 0.66% |
$36.3K - $43.9K
|
158K
$7.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
896New |
$31.4K - $38.1K
|
896
$42.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
843+ 0.59% |
$29.6K - $35.8K
|
144K
$6.82M
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
675+ 3.68% |
$23.7K - $28.7K
|
19K
$903K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
589New |
$20.7K - $25K
|
589
$28K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
588+ 15.47% |
$20.6K - $25K
|
4.39K
$208K
|