Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
251K+ 337.93% |
$11M - $13.3M
|
326K
$13.2M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51.9K+ 319.24% |
$2.26M - $2.74M
|
68.1K
$2.77M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47KNew |
$2.05M - $2.48M
|
47K
$1.91M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.8KNew |
$1.04M - $1.25M
|
23.8K
$967K
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.3KNew |
$580K - $702K
|
13.3K
$541K
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
10.6K+ 195.2% |
$463K - $559K
|
16K
$653K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
6.9KNew |
$301K - $364K
|
6.9K
$281K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.32K+ 32.43% |
$145K - $175K
|
13.6K
$552K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2.78KNew |
$121K - $146K
|
2.78K
$113K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
2.07K+ 1.54% |
$90.1K - $109K
|
136K
$5.53M
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
1.82K+ 9.31% |
$79.5K - $96.1K
|
21.4K
$870K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.47K+ 1.92% |
$64.2K - $77.6K
|
78.2K
$3.18M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.29K+ 1.23% |
$56K - $67.8K
|
106K
$4.3M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.24K+ 209.64% |
$54K - $65.3K
|
1.83K
$74.4K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.2K+ 20.99% |
$52.3K - $63.3K
|
6.92K
$281K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.05KNew |
$45.7K - $55.3K
|
1.05K
$42.6K
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
937+ 14.19% |
$40.9K - $49.4K
|
7.54K
$307K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
870New |
$37.9K - $45.9K
|
870
$35.4K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
752+ 7.81% |
$32.8K - $39.7K
|
10.4K
$422K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
680New |
$29.7K - $35.9K
|
680
$27.7K
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
634New |
$27.6K - $33.4K
|
634
$25.8K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
628+ 3.05% |
$27.4K - $33.1K
|
21.2K
$864K
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
467+ 3.13% |
$20.4K - $24.6K
|
15.4K
$626K
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
340+ 3.96% |
$14.8K - $17.9K
|
8.93K
$363K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
292+ 6.89% |
$12.7K - $15.4K
|
4.53K
$184K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
149+ 6.93% |
$6.5K - $7.86K
|
2.3K
$93.6K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
148New |
$6.45K - $7.8K
|
148
$6.02K
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
140New |
$6.11K - $7.38K
|
140
$5.7K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
100New |
$4.36K - $5.27K
|
100
$4.07K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
98+ 11.71% |
$4.27K - $5.17K
|
935
$38K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
68New |
$2.97K - $3.59K
|
68
$2.77K
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
60+ 0.19% |
$2.62K - $3.16K
|
32K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20+ 18.18% |
$872 - $1.05K
|
130
$5.29K
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
11+ 0.21% |
$480 - $580
|
5.34K
$217K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11New |
$480 - $580
|
11
$447
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
8+ 0.16% |
$349 - $422
|
5.06K
$206K
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
7+ 0.13% |
$305 - $369
|
5.33K
$217K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6+ 0.02% |
$262 - $316
|
29.4K
$1.2M
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.33% |
$262 - $316
|
1.83K
$74.3K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.55% |
$87.2 - $105
|
367
$14.9K
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$87.2 - $105
|
4.89K
$199K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.19% |
$43.6 - $52.7
|
515
$21K
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-40- 40.0% |
$1.74K - $2.11K
|
60
$2.44K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-53- 0.59% |
$2.31K - $2.79K
|
8.87K
$361K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-74- 8.92% |
$3.23K - $3.9K
|
756
$30.8K
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-77- 0.58% |
$3.36K - $4.06K
|
13.2K
$536K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-114- 7.58% |
$4.97K - $6.01K
|
1.39K
$56.5K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-140- 4.4% |
$6.11K - $7.38K
|
3.05K
$124K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-145- 0.92% |
$6.32K - $7.65K
|
15.7K
$638K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-182- 45.27% |
$7.94K - $9.6K
|
220
$8.95K
|