Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (CZA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CZA) 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 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
560KNew |
$44.7M - $52.8M
|
560K
$58M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
333KNew |
$26.6M - $31.4M
|
333K
$34.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9KNew |
$867K - $1.02M
|
10.9K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
9.76KNew |
$779K - $920K
|
9.76K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7.66KNew |
$612K - $722K
|
7.66K
$794K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.86KNew |
$548K - $646K
|
6.86K
$711K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.28K+ 3.32% |
$342K - $403K
|
133K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3.57KNew |
$285K - $336K
|
3.57K
$370K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.33KNew |
$266K - $314K
|
3.33K
$345K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.42KNew |
$193K - $228K
|
2.42K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.24KNew |
$179K - $211K
|
2.24K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
750+ 10.06% |
$59.9K - $70.7K
|
8.2K
$850K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
730+ 0.96% |
$58.3K - $68.8K
|
76.9K
$7.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
410New |
$32.8K - $38.6K
|
410
$42.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
390+ 33.45% |
$31.2K - $36.8K
|
1.56K
$161K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
380New |
$30.4K - $35.8K
|
380
$39.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
250+ 16.04% |
$20K - $23.6K
|
1.81K
$187K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200New |
$16K - $18.9K
|
200
$20.7K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70+ 7.27% |
$5.59K - $6.6K
|
1.03K
$107K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
59+ 1.8% |
$4.71K - $5.56K
|
3.34K
$346K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
22+ 0.51% |
$1.76K - $2.07K
|
4.34K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21+ 0.45% |
$1.68K - $1.98K
|
4.73K
$490K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.25% |
$399 - $471
|
1.98K
$205K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.07% |
$240 - $283
|
4.34K
$450K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2+ 1.43% |
$160 - $189
|
142
$14.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9- 0.05% |
$719 - $848
|
17.5K
$1.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-125- 1.03% |
$9.99K - $11.8K
|
12K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-139- 0.63% |
$11.1K - $13.1K
|
22K
$2.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-142- 1.62% |
$11.3K - $13.4K
|
8.61K
$892K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-184- 0.55% |
$14.7K - $17.3K
|
33.3K
$3.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-191- 3.29% |
$15.3K - $18K
|
5.62K
$582K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-204- 0.96% |
$16.3K - $19.2K
|
21K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-217- 7.91% |
$17.3K - $20.5K
|
2.53K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-247- 50.61% |
$19.7K - $23.3K
|
241
$25K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-323- 11.49% |
$25.8K - $30.4K
|
2.49K
$258K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-326- 1.55% |
$26K - $30.7K
|
20.7K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-440- 3.3% |
$35.1K - $41.5K
|
12.9K
$1.33M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-686- 7.71% |
$54.8K - $64.7K
|
8.21K
$851K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-778- 7.18% |
$62.1K - $73.3K
|
10.1K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.07K- 2.74% |
$85.6K - $101K
|
38K
$3.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.08K- 28.51% |
$86.1K - $102K
|
2.7K
$280K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.57K- 19.11% |
$125K - $148K
|
6.63K
$687K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.93K- 6.93% |
$154K - $181K
|
25.9K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.6K- 23.56% |
$207K - $245K
|
8.42K
$873K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.75K- 13.79% |
$220K - $260K
|
17.2K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.79K- 18.06% |
$223K - $263K
|
12.7K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.65K- 24.15% |
$371K - $438K
|
14.6K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.33K- 4.37% |
$745K - $879K
|
204K
$21.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.7K- 22.97% |
$3.17M - $3.74M
|
133K
$13.8M
|