Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
1.17MNew |
$56.4M - $59.6M
|
1.17M
$79.5M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.11MNew |
$53.9M - $57.1M
|
1.11M
$76.1M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
981K+ 260.78% |
$47.4M - $50.2M
|
1.36M
$92.6M
|
|
Oct 21, 2021
Q3 2021
|
Financial Services Advisory Inc
|
BUY
|
- |
535KNew |
$25.9M - $27.4M
|
535K
$36.5M
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
529K+ 66.42% |
$25.6M - $27.1M
|
1.33M
$90.5M
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
386KNew |
$18.6M - $19.7M
|
386K
$26.3M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
330K+ 17.59% |
$15.9M - $16.9M
|
2.2M
$150M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
296K+ 7.97% |
$14.3M - $15.2M
|
4.02M
$274M
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
256KNew |
$12.4M - $13.1M
|
256K
$17.5M
|
|
Oct 12, 2021
Q3 2021
|
Raub Brock Capital Management LP
|
BUY
|
- |
241KNew |
$11.7M - $12.4M
|
241K
$16.5M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
228K+ 241.4% |
$11M - $11.6M
|
322K
$22M
|
|
Oct 13, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
129K+ 2151.75% |
$6.26M - $6.62M
|
135K
$9.24M
|
|
Nov 12, 2021
Q3 2021
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
98.3KNew |
$4.75M - $5.03M
|
98.3K
$6.71M
|
|
Oct 28, 2021
Q3 2021
|
Performa LTD (Us), LLC
|
BUY
|
- |
91KNew |
$4.4M - $4.66M
|
91K
$6.21M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
83.8K+ 22.6% |
$4.05M - $4.29M
|
455K
$31M
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
82KNew |
$3.96M - $4.2M
|
82K
$5.59M
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
69.8K+ 2792.36% |
$3.38M - $3.57M
|
72.3K
$4.93M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
67K+ 7.18% |
$3.24M - $3.43M
|
1M
$68.3M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.3K+ 5.26% |
$2.04M - $2.16M
|
846K
$57.7M
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
BUY
|
- |
37.4KNew |
$1.81M - $1.92M
|
37.4K
$2.56M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
36.2K+ 9.67% |
$1.75M - $1.85M
|
411K
$28M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35.5K+ 69.8% |
$1.72M - $1.82M
|
86.3K
$5.89M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35.3KNew |
$1.71M - $1.81M
|
35.3K
$2.41M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35.3K+ 7.72% |
$1.71M - $1.8M
|
492K
$33.6M
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
33.6KNew |
$1.62M - $1.72M
|
33.6K
$2.29M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29K+ 2.35% |
$1.4M - $1.48M
|
1.26M
$86M
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
24.6K+ 54.02% |
$1.19M - $1.26M
|
70K
$4.78M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
23.3KNew |
$1.13M - $1.2M
|
23.3K
$1.59M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
23.1K+ 412.5% |
$1.12M - $1.18M
|
28.7K
$1.96M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.3K+ 192.24% |
$1.08M - $1.14M
|
33.9K
$2.31M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.9K+ 8.91% |
$865K - $916K
|
219K
$14.9M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.3K+ 159.15% |
$839K - $888K
|
28.2K
$1.93M
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
17K+ 7.05% |
$820K - $868K
|
257K
$17.6M
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
16.1K+ 12.77% |
$776K - $822K
|
142K
$9.67M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.5KNew |
$752K - $795K
|
15.5K
$1.06M
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
15.5K+ 2.48% |
$748K - $792K
|
640K
$43.6M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.3K+ 2.47% |
$689K - $730K
|
591K
$40.3M
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
13.3K+ 14.41% |
$643K - $681K
|
106K
$7.21M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13KNew |
$631K - $668K
|
13K
$890K
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
BUY
|
- |
12.6KNew |
$609K - $645K
|
12.6K
$860K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9K+ 18.13% |
$575K - $608K
|
77.4K
$5.28M
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11.3K+ 85.56% |
$548K - $580K
|
24.6K
$1.68M
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
9.75K+ 154.47% |
$472K - $499K
|
16.1K
$1.1M
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
9.6K+ 69.41% |
$464K - $492K
|
23.4K
$1.6M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.33K+ 199.85% |
$451K - $478K
|
14K
$955K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.3K+ 12.74% |
$450K - $476K
|
82.3K
$5.62M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
8.83K+ 7.73% |
$427K - $452K
|
123K
$8.4M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.79KNew |
$425K - $450K
|
8.79K
$600K
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.6KNew |
$416K - $440K
|
8.6K
$587K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.39K+ 32.15% |
$406K - $430K
|
34.5K
$2.35M
|