Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (EWMC)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (EWMC) 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
|
Morgan Stanley
New York, NY |
BUY
|
- |
110K+ 39.36% |
$9.07M - $11.1M
|
391K
$0
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
102KNew |
$8.35M - $10.2M
|
102K
$0
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
51KNew |
$4.18M - $5.12M
|
51K
$0
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.8K+ 357.71% |
$3.19M - $3.9M
|
49.6K
$0
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.5K+ 118.65% |
$1.35M - $1.65M
|
30.3K
$0
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.3K+ 18.3% |
$1.33M - $1.63M
|
105K
$0
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.7KNew |
$1.21M - $1.48M
|
14.7K
$0
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.6K+ 52.8% |
$870K - $1.06M
|
30.7K
$0
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
9.65K+ 44.77% |
$792K - $969K
|
31.2K
$0
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.69K+ 16.35% |
$714K - $873K
|
61.9K
$0
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
8.1K+ 108.52% |
$665K - $814K
|
15.6K
$0
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.96KNew |
$653K - $800K
|
7.96K
$0
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.61K+ 9.01% |
$625K - $765K
|
92.1K
$0
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.79KNew |
$557K - $682K
|
6.79K
$0
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.13KNew |
$339K - $415K
|
4.13K
$0
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.64KNew |
$299K - $366K
|
3.64K
$0
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.5KNew |
$288K - $352K
|
3.5K
$0
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.44KNew |
$283K - $346K
|
3.44K
$0
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.43K+ 23.62% |
$199K - $244K
|
12.7K
$0
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.19KNew |
$180K - $220K
|
2.19K
$0
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.1KNew |
$173K - $211K
|
2.1K
$0
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
989+ 8.95% |
$81.2K - $99.4K
|
12K
$0
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
494+ 1176.19% |
$40.6K - $49.6K
|
536
$0
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
265New |
$21.8K - $26.6K
|
265
$0
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
160New |
$13.1K - $16.1K
|
160
$0
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
64+ 9.14% |
$5.25K - $6.43K
|
764
$0
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
51New |
$4.19K - $5.12K
|
51
$0
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.49% |
$82.1 - $100
|
205
$0
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-50- 1.26% |
$4.11K - $5.02K
|
3.91K
$0
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-50- 0.32% |
$4.11K - $5.02K
|
15.4K
$0
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-54- 27.0% |
$4.43K - $5.43K
|
146
$0
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-60- 0.18% |
$4.93K - $6.03K
|
32.4K
$0
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-63- 0.83% |
$5.17K - $6.33K
|
7.53K
$0
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-66- 1.27% |
$5.42K - $6.63K
|
5.14K
$0
|
|
Jan 10, 2024
Q4 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-66- 1.61% |
$5.42K - $6.63K
|
4.03K
$0
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-85- 20.38% |
$6.98K - $8.54K
|
332
$0
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-165- 2.8% |
$13.5K - $16.6K
|
5.73K
$0
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-227- 8.97% |
$18.6K - $22.8K
|
2.31K
$0
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-297- 21.95% |
$24.4K - $29.8K
|
1.06K
$0
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-446- 12.68% |
$36.6K - $44.8K
|
3.07K
$0
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.66K- 73.89% |
$137K - $167K
|
588
$0
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.71K- 13.43% |
$141K - $172K
|
11K
$0
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.38K- 8.86% |
$195K - $239K
|
24.5K
$0
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.58K- 34.72% |
$212K - $259K
|
4.85K
$0
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.9K- 24.68% |
$238K - $291K
|
8.85K
$0
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-3.15K- 22.63% |
$258K - $316K
|
10.8K
$0
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.9K- 18.13% |
$320K - $392K
|
17.6K
$0
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.22K- 24.31% |
$511K - $625K
|
19.4K
$0
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.13K- 44.61% |
$668K - $817K
|
10.1K
$0
|