Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.49M+ 136.19% |
$25.7M - $28.5M
|
2.58M
$52.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
556KNew |
$9.59M - $10.6M
|
556K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
473K+ 22.83% |
$8.16M - $9.04M
|
2.55M
$51.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
432K+ 1.65% |
$7.45M - $8.25M
|
26.7M
$541M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
306K+ 202.92% |
$5.28M - $5.85M
|
457K
$9.26M
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
202K+ 145.08% |
$3.49M - $3.86M
|
342K
$6.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
114K+ 22.5% |
$1.97M - $2.18M
|
621K
$12.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
63.6KNew |
$1.1M - $1.22M
|
63.6K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
59.7K+ 217.47% |
$1.03M - $1.14M
|
87.1K
$1.77M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
35.7K+ 268.6% |
$615K - $681K
|
48.9K
$992K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
27.7K+ 25.59% |
$478K - $529K
|
136K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20.2K+ 12.99% |
$348K - $385K
|
175K
$3.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.3KNew |
$316K - $350K
|
18.3K
$371K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
17.1K+ 4.71% |
$294K - $326K
|
380K
$7.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.2K+ 46.56% |
$263K - $291K
|
47.9K
$972K
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
14.8KNew |
$255K - $283K
|
14.8K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.2KNew |
$244K - $271K
|
14.2K
$287K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
13.6K+ 8.17% |
$235K - $260K
|
180K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12.7KNew |
$219K - $243K
|
12.7K
$258K
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
10.9KNew |
$188K - $208K
|
10.9K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.9K+ 56.24% |
$187K - $208K
|
30.2K
$612K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
10KNew |
$173K - $192K
|
10K
$204K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.25K+ 19.73% |
$142K - $158K
|
50K
$1.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
7.88K+ 4.8% |
$136K - $151K
|
172K
$3.49M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.32K+ 5.24% |
$109K - $121K
|
127K
$2.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.91K+ 2.13% |
$102K - $113K
|
283K
$5.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.4K+ 0.16% |
$75.9K - $84.1K
|
2.78M
$56.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.27K+ 17.0% |
$73.6K - $81.6K
|
29.4K
$596K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.05K+ 2.26% |
$69.8K - $77.4K
|
183K
$3.71M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.84KNew |
$66.1K - $73.2K
|
3.84K
$77.7K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.51KNew |
$43.3K - $48K
|
2.51K
$50.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.39K+ 188.39% |
$41.1K - $45.6K
|
3.65K
$74K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.31K+ 17.45% |
$39.8K - $44.1K
|
15.6K
$315K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.63K+ 27.31% |
$28.1K - $31.2K
|
7.61K
$154K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.55KNew |
$26.7K - $29.6K
|
1.55K
$31.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.5K+ 538.71% |
$25.9K - $28.7K
|
1.78K
$36.1K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 4.01% |
$24.6K - $27.2K
|
37K
$749K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
1.39K+ 1.81% |
$24K - $26.6K
|
78.4K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.34K+ 5.57% |
$23.1K - $25.6K
|
25.4K
$515K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.32K+ 352.55% |
$22.7K - $25.1K
|
1.69K
$34.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
958+ 5.89% |
$16.5K - $18.3K
|
17.2K
$349K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
727+ 0.76% |
$12.5K - $13.9K
|
96.2K
$1.95M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
579+ 236.33% |
$9.98K - $11.1K
|
824
$16.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
579+ 236.33% |
$9.98K - $11.1K
|
824
$16.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
564+ 7.05% |
$9.72K - $10.8K
|
8.56K
$173K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
445New |
$7.67K - $8.5K
|
445
$9.02K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
318+ 6.38% |
$5.48K - $6.07K
|
5.3K
$107K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
216New |
$3.72K - $4.13K
|
216
$4.38K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
169+ 4.42% |
$2.91K - $3.23K
|
3.99K
$80.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
143New |
$2.47K - $2.73K
|
143
$2.9K
|