Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (SPGP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPGP) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
658K+ 24.65% |
$57M - $65.3M
|
3.33M
$349M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
643K+ 49.1% |
$55.7M - $63.8M
|
1.95M
$205M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
538K+ 11.83% |
$46.6M - $53.4M
|
5.09M
$534M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
465K+ 43.9% |
$40.2M - $46.1M
|
1.52M
$160M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
283KNew |
$24.5M - $28M
|
283K
$29.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
274K+ 109.5% |
$23.7M - $27.1M
|
524K
$54.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
263K+ 98.91% |
$22.8M - $26.1M
|
529K
$55.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
233K+ 71.33% |
$20.2M - $23.1M
|
561K
$58.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
184K+ 89.92% |
$15.9M - $18.2M
|
388K
$40.7M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
176KNew |
$15.3M - $17.5M
|
176K
$18.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
167K+ 54.44% |
$14.5M - $16.6M
|
474K
$49.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
163K+ 47.3% |
$14.1M - $16.2M
|
508K
$53.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
157K+ 1149.88% |
$13.6M - $15.6M
|
171K
$17.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
152K+ 14.99% |
$13.2M - $15.1M
|
1.17M
$122M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
129K+ 76.76% |
$11.2M - $12.8M
|
297K
$31.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
126K+ 29.25% |
$10.9M - $12.5M
|
557K
$58.4M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
119K+ 121.46% |
$10.3M - $11.8M
|
218K
$22.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
118K+ 10.68% |
$10.2M - $11.7M
|
1.22M
$128M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
103K+ 2.07% |
$8.95M - $10.3M
|
5.09M
$534M
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
101KNew |
$8.76M - $10M
|
101K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
95.3K+ 2477.79% |
$8.25M - $9.45M
|
99.1K
$10.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
BUY
|
- |
74.9KNew |
$6.48M - $7.43M
|
74.9K
$7.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
74KNew |
$6.41M - $7.34M
|
74K
$7.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
62.9K+ 53.05% |
$5.44M - $6.23M
|
181K
$19M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
62K+ 18.36% |
$5.37M - $6.15M
|
400K
$41.9M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
58.5KNew |
$5.06M - $5.8M
|
58.5K
$6.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
55.3K+ 41.93% |
$4.79M - $5.48M
|
187K
$19.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
45.3K+ 705.69% |
$3.92M - $4.49M
|
51.7K
$5.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
45.1K+ 65.54% |
$3.9M - $4.47M
|
114K
$11.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
44.6K+ 23.77% |
$3.86M - $4.43M
|
232K
$24.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
44.6K+ 60.9% |
$3.86M - $4.42M
|
118K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
44.5K+ 123.14% |
$3.85M - $4.41M
|
80.7K
$8.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
41.8KNew |
$3.62M - $4.14M
|
41.8K
$4.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
40.6K+ 43.72% |
$3.52M - $4.03M
|
134K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39K+ 29.32% |
$3.38M - $3.87M
|
172K
$18.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.4K+ 88.21% |
$3.33M - $3.81M
|
82K
$8.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
36.5K+ 26.76% |
$3.16M - $3.62M
|
173K
$18.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
36.5KNew |
$3.16M - $3.62M
|
36.5K
$3.83M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
34.9KNew |
$3.02M - $3.46M
|
34.9K
$3.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
34.6K+ 142.38% |
$2.99M - $3.43M
|
58.9K
$6.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
34.2K+ 42.67% |
$2.96M - $3.39M
|
114K
$12M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
34.1K+ 26.75% |
$2.96M - $3.39M
|
162K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
33.5K+ 561.53% |
$2.9M - $3.32M
|
39.5K
$4.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
28KNew |
$2.42M - $2.78M
|
28K
$2.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
25.7KNew |
$2.22M - $2.54M
|
25.7K
$2.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.8K+ 18.39% |
$2.15M - $2.46M
|
160K
$16.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.6K+ 20.36% |
$2.13M - $2.44M
|
145K
$15.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
23K+ 1.91% |
$1.99M - $2.28M
|
1.23M
$129M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.4K+ 11.69% |
$1.94M - $2.22M
|
214K
$22.5M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
22.1K+ 20450.93% |
$1.91M - $2.19M
|
22.2K
$2.33M
|