Purchases and Sales Made in Q1 2024 in Invesco ETF Tr Invesco Msci Su (ERTH)
This table provides information about the institutional ownership of Invesco ETF Tr Invesco Msci Su (ERTH) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR INVESCO MSCI SU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.2K+ 111.75% |
$1.45M - $1.67M
|
68.5K
$2.79M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
34.2KNew |
$1.37M - $1.58M
|
34.2K
$1.39M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.1KNew |
$445K - $511K
|
11.1K
$450K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.3KNew |
$413K - $475K
|
10.3K
$418K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.93K+ 8.55% |
$399K - $459K
|
126K
$5.13M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.49K+ 3.35% |
$181K - $208K
|
139K
$5.64M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.26K+ 2.29% |
$91K - $105K
|
101K
$4.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.18K+ 9.9% |
$87.7K - $101K
|
24.2K
$984K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.65K+ 6.24% |
$66.2K - $76.1K
|
28K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
656+ 7.76% |
$26.4K - $30.3K
|
9.11K
$371K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
392+ 4900.0% |
$15.8K - $18.1K
|
400
$16.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
345New |
$13.9K - $15.9K
|
345
$14K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
325New |
$13.1K - $15K
|
325
$13.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
269+ 26.77% |
$10.8K - $12.4K
|
1.27K
$51.8K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
224New |
$9.01K - $10.4K
|
224
$9.11K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
202+ 47.09% |
$8.13K - $9.33K
|
631
$25.7K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
166New |
$6.68K - $7.67K
|
166
$6.75K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
150New |
$6.03K - $6.93K
|
150
$6.1K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
146New |
$5.87K - $6.75K
|
146
$5.94K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
134+ 6.99% |
$5.39K - $6.19K
|
2.05K
$83.4K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
101+ 33.22% |
$4.06K - $4.67K
|
405
$16.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
100+ 14.49% |
$4.02K - $4.62K
|
790
$32.1K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
99+ 3.54% |
$3.98K - $4.57K
|
2.9K
$118K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
65+ 0.79% |
$2.61K - $3K
|
8.3K
$337K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
32New |
$1.29K - $1.48K
|
32
$1.3K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23+ 11.11% |
$925 - $1.06K
|
230
$9.36K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17+ 10.12% |
$684 - $786
|
185
$7.53K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7+ 0.1% |
$282 - $323
|
6.73K
$274K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.14% |
$161 - $185
|
2.78K
$113K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 0.18% |
$121 - $139
|
1.7K
$69.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$40.2 - $46.2
|
11.2K
$455K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.68% |
$40.2 - $46.2
|
149
$6.06K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-15- 0.18% |
$603 - $693
|
8.1K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26- 0.35% |
$1.05K - $1.2K
|
7.33K
$298K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-63- 0.73% |
$2.53K - $2.91K
|
8.53K
$347K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-74- 30.45% |
$2.98K - $3.42K
|
169
$6.87K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-80- 13.54% |
$3.22K - $3.7K
|
511
$20.8K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-150- 10.8% |
$6.03K - $6.93K
|
1.24K
$50.4K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-251- 2.57% |
$10.1K - $11.6K
|
9.52K
$387K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-290- 2.41% |
$11.7K - $13.4K
|
11.8K
$479K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-388- 14.55% |
$15.6K - $17.9K
|
2.28K
$92.7K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-415- 3.81% |
$16.7K - $19.2K
|
10.5K
$426K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-507- 2.94% |
$20.4K - $23.4K
|
16.8K
$681K
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-588- 5.83% |
$23.7K - $27.2K
|
9.5K
$387K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-612- 7.5% |
$24.6K - $28.3K
|
7.55K
$307K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-683- 1.71% |
$27.5K - $31.6K
|
39.2K
$1.59M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.09K- 8.27% |
$43.7K - $50.2K
|
12K
$490K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.27K- 11.51% |
$51.1K - $58.7K
|
9.77K
$397K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.44K- 4.71% |
$57.9K - $66.5K
|
29.2K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.7K- 5.56% |
$68.4K - $78.5K
|
28.8K
$1.17M
|