Purchases and Sales Made in Q3 2023 in Invesco ETF Tr Ii Ftse Rafi Em (PXH)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Ftse Rafi Em (PXH) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II FTSE RAFI EM.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
438K+ 194.03% |
$7.75M - $8.69M
|
664K
$13.5M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
277KNew |
$4.89M - $5.48M
|
277K
$5.61M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
97.4KNew |
$1.72M - $1.93M
|
97.4K
$1.97M
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
92K+ 9.19% |
$1.63M - $1.82M
|
1.09M
$22.2M
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
82.2KNew |
$1.45M - $1.63M
|
82.2K
$1.67M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
68.9K+ 15.73% |
$1.22M - $1.37M
|
507K
$10.3M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
68.1K+ 67.49% |
$1.2M - $1.35M
|
169K
$3.42M
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
34.1KNew |
$603K - $677K
|
34.1K
$692K
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
32.2KNew |
$569K - $638K
|
32.2K
$652K
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
31.7KNew |
$560K - $628K
|
31.7K
$642K
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
23.4K+ 27.5% |
$413K - $463K
|
108K
$2.19M
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20.6K+ 4.09% |
$365K - $409K
|
525K
$10.6M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.3KNew |
$342K - $383K
|
19.3K
$392K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
17.7K+ 73.67% |
$314K - $351K
|
41.8K
$847K
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
16.4K+ 4.75% |
$291K - $326K
|
363K
$7.35M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
16.2KNew |
$287K - $322K
|
16.2K
$329K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.7K+ 33.0% |
$224K - $251K
|
51.1K
$1.04M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.9K+ 0.54% |
$211K - $236K
|
2.23M
$45.3M
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
10.9K+ 13.6% |
$193K - $217K
|
91.3K
$1.85M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.02K+ 314.97% |
$71.1K - $79.7K
|
5.3K
$107K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.98K+ 9473.81% |
$70.3K - $78.9K
|
4.02K
$81.5K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.05K+ 0.48% |
$53.9K - $60.5K
|
635K
$12.9M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.76K+ 1.81% |
$48.7K - $54.6K
|
155K
$3.15M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.63KNew |
$46.4K - $52K
|
2.63K
$53.2K
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.44K+ 1.51% |
$43.2K - $48.4K
|
164K
$3.33M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.88K+ 8.45% |
$33.2K - $37.2K
|
24.1K
$488K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.58K+ 5.07% |
$27.9K - $31.3K
|
32.7K
$663K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.37KNew |
$24.3K - $27.2K
|
1.37K
$27.8K
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.28K+ 8.51% |
$22.6K - $25.3K
|
16.3K
$330K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.19K+ 1634.25% |
$21.1K - $23.6K
|
1.27K
$25.7K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.05K+ 3.07% |
$18.6K - $20.9K
|
35.4K
$718K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.05K+ 0.26% |
$18.6K - $20.9K
|
398K
$8.07M
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
850+ 0.9% |
$15K - $16.8K
|
95.5K
$1.94M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
633+ 4.99% |
$11.2K - $12.5K
|
13.3K
$270K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
529+ 22.12% |
$9.35K - $10.5K
|
2.92K
$59.2K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
520+ 1.55% |
$9.19K - $10.3K
|
34K
$689K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
519+ 40.14% |
$9.18K - $10.3K
|
1.81K
$36.7K
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
514+ 1.87% |
$9.09K - $10.2K
|
28K
$567K
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
502+ 1.58% |
$8.88K - $9.95K
|
32.2K
$652K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
468+ 1.89% |
$8.27K - $9.28K
|
25.3K
$512K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
401+ 40100.0% |
$7.09K - $7.95K
|
402
$8.15K
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
355+ 2.23% |
$6.28K - $7.04K
|
16.3K
$329K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
279New |
$4.93K - $5.53K
|
279
$5.66K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
155+ 1.11% |
$2.74K - $3.07K
|
14.1K
$286K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
155New |
$2.74K - $3.07K
|
155
$3.14K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
137New |
$2.42K - $2.72K
|
137
$2.78K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
127New |
$2.25K - $2.52K
|
127
$2.57K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
125+ 0.52% |
$2.21K - $2.48K
|
24.3K
$493K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
98+ 98.0% |
$1.73K - $1.94K
|
198
$4.01K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
42+ 3.13% |
$743 - $832
|
1.39K
$28.1K
|