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 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.2KNew |
$104K - $119K
|
1.2K
$122K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.14K+ 7.74% |
$98.8K - $113K
|
15.9K
$1.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.08K+ 23.67% |
$93.2K - $107K
|
5.63K
$572K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.06K+ 1.28% |
$92K - $105K
|
84.4K
$8.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.01K+ 3.01% |
$87K - $99.6K
|
34.4K
$3.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
931+ 3.46% |
$80.6K - $92.3K
|
27.8K
$2.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
906+ 7.39% |
$78.4K - $89.8K
|
13.2K
$1.34M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
854New |
$73.9K - $84.7K
|
854
$86.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
717+ 13.12% |
$62.1K - $71.1K
|
6.18K
$628K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
673+ 12.12% |
$58.2K - $66.7K
|
6.23K
$633K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
669+ 420.75% |
$57.9K - $66.3K
|
828
$84.2K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
648+ 2.82% |
$56.1K - $64.2K
|
23.6K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
647+ 13.1% |
$56K - $64.1K
|
5.59K
$568K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
618+ 4.59% |
$53.5K - $61.3K
|
14.1K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
554+ 15.62% |
$47.9K - $54.9K
|
4.1K
$417K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
540New |
$46.7K - $53.5K
|
540
$54.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
504+ 4581.82% |
$43.6K - $50K
|
515
$52.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
401+ 16.09% |
$34.7K - $39.8K
|
2.89K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
400New |
$34.6K - $39.7K
|
400
$40.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
393+ 38.16% |
$34K - $39K
|
1.42K
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
380+ 14.46% |
$32.9K - $37.7K
|
3.01K
$306K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
380+ 16.95% |
$32.9K - $37.7K
|
2.62K
$267K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
361New |
$31.2K - $35.8K
|
361
$36.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
359+ 5.95% |
$31.1K - $35.6K
|
6.39K
$650K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
355New |
$30.7K - $35.2K
|
355
$36.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
329+ 658.0% |
$28.5K - $32.6K
|
379
$38.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
325+ 1.91% |
$28.1K - $32.2K
|
17.4K
$1.77M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
323+ 6.35% |
$28K - $32K
|
5.41K
$550K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
251New |
$21.7K - $24.9K
|
251
$25.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
235+ 2.51% |
$20.3K - $23.3K
|
9.61K
$976K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
232+ 30.17% |
$20.1K - $23K
|
1K
$102K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
172+ 2.76% |
$14.9K - $17.1K
|
6.4K
$650K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
157New |
$13.6K - $15.6K
|
157
$16K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
154New |
$13.3K - $15.3K
|
154
$15.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
154New |
$13.3K - $15.3K
|
154
$15.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
152+ 5.64% |
$13.2K - $15.1K
|
2.85K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
141+ 2.84% |
$12.2K - $14K
|
5.1K
$518K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
115New |
$9.95K - $11.4K
|
115
$11.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
110+ 31.43% |
$9.52K - $10.9K
|
460
$46.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
108New |
$9.35K - $10.7K
|
108
$11K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
101New |
$8.74K - $10K
|
101
$10.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
88New |
$7.62K - $8.72K
|
88
$8.94K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
88New |
$7.62K - $8.72K
|
88
$8.94K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
81+ 23.68% |
$7.01K - $8.03K
|
423
$43K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
80+ 25.16% |
$6.92K - $7.93K
|
398
$40.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
73+ 0.84% |
$6.32K - $7.24K
|
8.77K
$891K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
66+ 2.02% |
$5.71K - $6.54K
|
3.34K
$339K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
56New |
$4.85K - $5.55K
|
56
$5.69K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
42+ 1.78% |
$3.64K - $4.16K
|
2.4K
$244K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
41+ 34.45% |
$3.55K - $4.06K
|
160
$16.3K
|