Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
50.6K+ 607.97% |
$1.73M - $2.19M
|
58.9K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
28KNew |
$959K - $1.21M
|
28K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.47KNew |
$291K - $367K
|
8.47K
$373K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.33K+ 8.49% |
$183K - $231K
|
68.1K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.19KNew |
$178K - $225K
|
5.19K
$228K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.6K+ 46.51% |
$123K - $156K
|
11.3K
$498K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.83K+ 84.59% |
$62.9K - $79.5K
|
4K
$176K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
933New |
$32K - $40.4K
|
933
$41K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
399+ 29.0% |
$13.7K - $17.3K
|
1.78K
$78K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
328+ 1.86% |
$11.2K - $14.2K
|
18K
$790K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
308New |
$10.6K - $13.3K
|
308
$13.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
166New |
$5.69K - $7.19K
|
166
$7.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
109+ 0.33% |
$3.74K - $4.72K
|
33.2K
$1.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100New |
$3.43K - $4.33K
|
100
$4.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
47+ 671.43% |
$1.61K - $2.04K
|
54
$2.37K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18+ 0.35% |
$617 - $780
|
5.23K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.51% |
$274 - $347
|
1.58K
$69.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.54% |
$68.6 - $86.7
|
373
$16.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.32% |
$68.6 - $86.7
|
636
$28K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10- 0.19% |
$343 - $433
|
5.2K
$228K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-50- 0.41% |
$1.71K - $2.17K
|
12.1K
$530K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-56- 0.8% |
$1.92K - $2.43K
|
6.94K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-130- 2.49% |
$4.46K - $5.63K
|
5.09K
$224K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-135- 23.36% |
$4.63K - $5.85K
|
443
$19.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-190- 5.96% |
$6.52K - $8.23K
|
3K
$132K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-290- 1.56% |
$9.94K - $12.6K
|
18.3K
$806K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-300- 1.1% |
$10.3K - $13K
|
26.9K
$1.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-324- 3.82% |
$11.1K - $14K
|
8.15K
$359K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-713- 2.6% |
$24.4K - $30.9K
|
26.7K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-763- 8.84% |
$26.2K - $33.1K
|
7.87K
$346K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1K- 14.3% |
$34.4K - $43.5K
|
6.01K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-1.06K- 23.85% |
$36.3K - $45.9K
|
3.39K
$149K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.22K- 1.01% |
$41.9K - $52.9K
|
120K
$5.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.4K- 23.0% |
$47.9K - $60.6K
|
4.68K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.6K- 15.06% |
$54.8K - $69.2K
|
9.01K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.8K- 5.64% |
$61.7K - $78K
|
30.1K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.89K- 14.24% |
$64.7K - $81.8K
|
11.4K
$500K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.2K- 6.25% |
$75.4K - $95.3K
|
33K
$1.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-4.68K- 7.14% |
$160K - $203K
|
60.8K
$2.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.82K- 30.01% |
$165K - $209K
|
11.2K
$494K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11K- 13.73% |
$377K - $477K
|
69.1K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.8K- 48.69% |
$746K - $943K
|
22.9K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.9K- 64.78% |
$786K - $994K
|
12.5K
$548K
|