Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.64MNew |
$127M - $143M
|
2.64M
$180M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.02M+ 18.42% |
$49M - $55.5M
|
6.58M
$449M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
660K+ 107.34% |
$31.6M - $35.8M
|
1.27M
$87M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
606K+ 11.69% |
$29.1M - $32.9M
|
5.79M
$395M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
602K+ 38.93% |
$28.8M - $32.6M
|
2.15M
$147M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
567K+ 96.94% |
$27.2M - $30.8M
|
1.15M
$78.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
444K+ 19.8% |
$21.3M - $24.1M
|
2.69M
$183M
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
386KNew |
$18.5M - $20.9M
|
386K
$26.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
343KNew |
$16.4M - $18.6M
|
343K
$23.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
311KNew |
$14.9M - $16.9M
|
311K
$21.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
266K+ 14.42% |
$12.8M - $14.4M
|
2.11M
$144M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
262K+ 8.4% |
$12.5M - $14.2M
|
3.38M
$230M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
227K+ 139.79% |
$10.9M - $12.3M
|
390K
$26.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
222KNew |
$10.6M - $12M
|
222K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
215K+ 539.36% |
$10.3M - $11.7M
|
255K
$17.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
203K+ 27.47% |
$9.72M - $11M
|
941K
$64.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
187K+ 1834.43% |
$8.95M - $10.1M
|
197K
$13.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
179K+ 5.39% |
$8.56M - $9.68M
|
3.49M
$238M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
160K+ 788.2% |
$7.69M - $8.7M
|
181K
$12.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
144K+ 30.47% |
$6.9M - $7.81M
|
617K
$42.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
143KNew |
$6.86M - $7.76M
|
143K
$9.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
133KNew |
$6.36M - $7.2M
|
133K
$9.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
133KNew |
$6.36M - $7.2M
|
133K
$9.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
115K+ 17.79% |
$5.5M - $6.22M
|
760K
$51.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
114K+ 1467.21% |
$5.44M - $6.16M
|
121K
$8.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
106K+ 130.53% |
$5.07M - $5.74M
|
187K
$12.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
105K+ 14.58% |
$5.04M - $5.7M
|
826K
$56.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
104K+ 33.85% |
$4.99M - $5.65M
|
412K
$28.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
101K+ 8.66% |
$4.84M - $5.48M
|
1.27M
$86.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
99.4KNew |
$4.76M - $5.39M
|
99.4K
$6.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
80.9KNew |
$3.88M - $4.39M
|
80.9K
$5.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
79.7K+ 44.81% |
$3.82M - $4.32M
|
258K
$17.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
72.3KNew |
$3.47M - $3.92M
|
72.3K
$4.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
66.2K+ 587.43% |
$3.17M - $3.59M
|
77.4K
$5.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
62.6K+ 13.46% |
$3M - $3.39M
|
528K
$36M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
61.9KNew |
$2.97M - $3.36M
|
61.9K
$4.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
60.7K+ 30.08% |
$2.91M - $3.29M
|
263K
$17.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
58.3K+ 16.35% |
$2.8M - $3.16M
|
415K
$28.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
58.1KNew |
$2.78M - $3.15M
|
58.1K
$3.96M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
55.8K+ 36.97% |
$2.68M - $3.03M
|
207K
$14.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
55KNew |
$2.64M - $2.98M
|
55K
$3.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
52K+ 163.01% |
$2.49M - $2.82M
|
83.9K
$5.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
43.6K+ 39.63% |
$2.09M - $2.36M
|
154K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
42.6K+ 42.18% |
$2.04M - $2.31M
|
144K
$9.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
41.3K+ 31.08% |
$1.98M - $2.24M
|
174K
$11.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
39.4K+ 24.74% |
$1.89M - $2.13M
|
198K
$13.5M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
38.6KNew |
$1.85M - $2.09M
|
38.6K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
35.7KNew |
$1.71M - $1.94M
|
35.7K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.2K+ 2.51% |
$1.68M - $1.91M
|
1.44M
$98.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
33.3KNew |
$1.59M - $1.8M
|
33.3K
$2.27M
|