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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-25.6K- 2.47% |
$1.22M - $1.39M
|
1.01M
$71.6M
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-25.7K- 48.6% |
$1.23M - $1.39M
|
27.2K
$1.92M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.9K- 50.14% |
$1.29M - $1.46M
|
26.8K
$1.89M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27.4K- 2.64% |
$1.32M - $1.49M
|
1.01M
$71.8M
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-30.3K- 65.67% |
$1.45M - $1.64M
|
15.8K
$1.12M
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32.5K- 14.82% |
$1.56M - $1.76M
|
187K
$13.2M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-33.9K- 70.7% |
$1.63M - $1.84M
|
14.1K
$996K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37.5K- 22.84% |
$1.8M - $2.03M
|
127K
$8.96M
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-43K- 11.26% |
$2.06M - $2.33M
|
339K
$24M
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-56.4K- 61.08% |
$2.7M - $3.06M
|
35.9K
$2.55M
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-58.4K- 39.48% |
$2.8M - $3.16M
|
89.5K
$6.34M
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-58.5K- 98.28% |
$2.8M - $3.17M
|
1.03K
$72.6K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-66.9K- 5.42% |
$3.21M - $3.63M
|
1.17M
$82.6M
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-79.4K- 27.16% |
$3.81M - $4.31M
|
213K
$15.1M
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-135K- 20.98% |
$6.45M - $7.29M
|
507K
$35.9M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-320K- 16.88% |
$15.3M - $17.3M
|
1.57M
$111M
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-884K- 85.75% |
$42.4M - $47.9M
|
147K
$10.4M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.94M- 41.86% |
$92.8M - $105M
|
2.69M
$190M
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.6M- 98.15% |
$124M - $141M
|
48.9K
$3.46M
|