Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-8.2K- 1.73% |
$436K - $496K
|
467K
$32.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-9.96K- 51.06% |
$529K - $602K
|
9.54K
$658K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-11.7K- 53.31% |
$622K - $707K
|
10.2K
$706K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.5K- 0.85% |
$667K - $758K
|
1.46M
$100M
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-13.8K- 1.45% |
$733K - $834K
|
936K
$64.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-15.2K- 38.46% |
$808K - $919K
|
24.3K
$1.68M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-16.8K- 8.84% |
$893K - $1.02M
|
173K
$11.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-23.5K- 13.85% |
$1.25M - $1.42M
|
146K
$10.1M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-24.7K- 1.46% |
$1.31M - $1.49M
|
1.67M
$115M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-27.5K- 25.28% |
$1.46M - $1.66M
|
81.3K
$5.6M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-30.5K- 15.48% |
$1.62M - $1.84M
|
166K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.5K- 25.18% |
$1.62M - $1.85M
|
90.7K
$6.26M
|
|
|
May 10, 2024
Q1 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-32K- 26.62% |
$1.7M - $1.94M
|
88.2K
$6.08M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-34.8K- 20.01% |
$1.85M - $2.11M
|
139K
$9.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34.9K- 95.42% |
$1.86M - $2.11M
|
1.68K
$116K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35.5K- 15.32% |
$1.89M - $2.15M
|
196K
$13.5M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-37.3K- 3.68% |
$1.98M - $2.26M
|
976K
$67.3M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-40.4K- 48.15% |
$2.15M - $2.44M
|
43.5K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-44.1K- 17.12% |
$2.35M - $2.67M
|
213K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-47.8K- 71.17% |
$2.54M - $2.89M
|
19.4K
$1.34M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-48.7K- 42.33% |
$2.59M - $2.95M
|
66.4K
$4.57M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-60.4K- 14.55% |
$3.21M - $3.65M
|
355K
$24.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-61.4K- 30.92% |
$3.26M - $3.71M
|
137K
$9.45M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-61.5K- 41.87% |
$3.27M - $3.72M
|
85.4K
$5.89M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-63.1K- 58.05% |
$3.36M - $3.82M
|
45.6K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-79.5K- 12.89% |
$4.23M - $4.81M
|
537K
$37M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-83.1K- 0.6% |
$4.42M - $5.02M
|
13.7M
$948M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-85.8K- 16.94% |
$4.56M - $5.19M
|
421K
$29M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-114K- 27.57% |
$6.04M - $6.87M
|
298K
$20.6M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-126KClosed |
$6.72M - $7.64M
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-129K- 87.79% |
$6.87M - $7.81M
|
18K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-185K- 82.58% |
$9.82M - $11.2M
|
38.9K
$2.68M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-200K- 51.32% |
$10.6M - $12.1M
|
190K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-211K- 20.85% |
$11.2M - $12.8M
|
802K
$55.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-273K- 28.99% |
$14.5M - $16.5M
|
668K
$46.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-310K- 99.77% |
$16.5M - $18.8M
|
718
$49.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-355K- 98.95% |
$18.9M - $21.5M
|
3.77K
$260K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-386K- 33.09% |
$20.5M - $23.3M
|
780K
$53.8M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.21M- 95.5% |
$64.4M - $73.2M
|
57.1K
$3.94M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.4M- 30.29% |
$74.5M - $84.7M
|
3.22M
$222M
|