Purchases and Sales Made in Q1 2024 in Invesco Ex Tr Self Indx Fd Tr (IMFL)
This table provides information about the institutional ownership of Invesco Ex Tr Self Indx Fd Tr (IMFL) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO EX TR SELF INDX FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.26M+ 67.61% |
$151M - $161M
|
15.5M
$377M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
286KNew |
$6.9M - $7.37M
|
286K
$6.96M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
128KNew |
$3.09M - $3.3M
|
128K
$3.11M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
71.8K+ 14.69% |
$1.73M - $1.85M
|
561K
$13.6M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39.1KNew |
$943K - $1.01M
|
39.1K
$951K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.5K+ 131.86% |
$662K - $707K
|
48.3K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
27.1K+ 149.77% |
$654K - $698K
|
45.2K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
22.5K+ 58.11% |
$542K - $578K
|
61.1K
$1.49M
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
22.4KNew |
$540K - $577K
|
22.4K
$544K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
8.2KNew |
$198K - $211K
|
8.2K
$199K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.75K+ 21.8% |
$163K - $174K
|
37.7K
$916K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.92K+ 11.36% |
$70.4K - $75.1K
|
28.6K
$695K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.14K+ 19.66% |
$51.6K - $55.1K
|
13K
$317K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
922+ 9.87% |
$22.2K - $23.7K
|
10.3K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
654+ 6.39% |
$15.8K - $16.8K
|
10.9K
$265K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
364+ 1.4% |
$8.78K - $9.37K
|
26.3K
$640K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
59+ 0.04% |
$1.42K - $1.52K
|
137K
$3.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3- 75.0% |
$72.4 - $77.3
|
1
$24.3
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3- 75.0% |
$72.4 - $77.3
|
1
$24.3
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.51K- 26.94% |
$36.5K - $38.9K
|
4.1K
$99.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-20.4K- 51.31% |
$492K - $525K
|
19.4K
$471K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-42.8K- 26.15% |
$1.03M - $1.1M
|
121K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-163K- 92.75% |
$3.94M - $4.2M
|
12.8K
$310K
|