Purchases and Sales Made in Q4 2023 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 2023. 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 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-759- 4.39% |
$31.6K - $36K
|
16.5K
$821K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-941- 2.56% |
$39.1K - $44.7K
|
35.8K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-950- 14.8% |
$39.5K - $45.1K
|
5.47K
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.31K- 1.96% |
$54.3K - $62K
|
65.5K
$3.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.45K- 12.58% |
$60.4K - $69K
|
10.1K
$502K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.47K- 63.78% |
$61.3K - $70K
|
837
$41.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.52K- 0.94% |
$63.2K - $72.2K
|
161K
$7.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.61K- 19.23% |
$66.9K - $76.3K
|
6.75K
$336K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.72K- 2.61% |
$71.5K - $81.6K
|
64K
$3.18M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.88K- 7.07% |
$78.2K - $89.3K
|
24.7K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.58K- 31.5% |
$107K - $122K
|
5.61K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-2.7K- 2.8% |
$112K - $128K
|
93.6K
$4.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.98K- 10.02% |
$124K - $142K
|
26.8K
$1.33M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.01K- 10.21% |
$125K - $143K
|
26.4K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.27K- 16.54% |
$136K - $155K
|
16.5K
$820K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.62K- 7.0% |
$150K - $172K
|
48K
$2.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4.52K- 6.36% |
$188K - $215K
|
66.5K
$3.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-4.62K- 22.56% |
$192K - $219K
|
15.8K
$788K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-4.83K- 11.68% |
$201K - $230K
|
36.6K
$1.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.06K- 32.13% |
$211K - $240K
|
10.7K
$532K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.3K- 12.35% |
$262K - $299K
|
44.7K
$2.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-7.56K- 8.0% |
$314K - $359K
|
87K
$4.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-9.01K- 9.85% |
$375K - $428K
|
82.4K
$4.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-9.45K- 11.4% |
$393K - $449K
|
73.5K
$3.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.4K- 52.54% |
$432K - $493K
|
9.37K
$466K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-11.3K- 7.84% |
$469K - $536K
|
133K
$6.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.5K- 11.85% |
$563K - $642K
|
101K
$5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.1K- 5.18% |
$711K - $811K
|
313K
$15.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.9K- 49.39% |
$1.12M - $1.28M
|
27.5K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-98.2K- 47.04% |
$4.09M - $4.66M
|
111K
$5.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-153K- 97.95% |
$6.36M - $7.26M
|
3.21K
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-210K- 67.93% |
$8.74M - $9.97M
|
99.1K
$4.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-211K- 83.85% |
$8.78M - $10M
|
40.7K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-276K- 5.96% |
$11.5M - $13.1M
|
4.35M
$216M
|