Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PDP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PDP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
314KNew |
$25.9M - $31.2M
|
314K
$38.3M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
79.8K+ 29.59% |
$6.57M - $7.93M
|
350K
$42.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
62.4KNew |
$5.14M - $6.2M
|
62.4K
$7.6M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35.5K+ 7.96% |
$2.93M - $3.53M
|
482K
$58.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34K+ 10.78% |
$2.8M - $3.37M
|
349K
$42.5M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.6KNew |
$2.44M - $2.94M
|
29.6K
$3.6M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
29.4K+ 121.42% |
$2.42M - $2.91M
|
53.5K
$6.52M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.5K+ 3.23% |
$2.02M - $2.44M
|
785K
$95.6M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
17K+ 7.78% |
$1.4M - $1.68M
|
235K
$28.6M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.2K+ 233.97% |
$1.17M - $1.41M
|
20.2K
$2.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.4K+ 1.97% |
$938K - $1.13M
|
590K
$71.8M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.8K+ 108.88% |
$807K - $973K
|
18.8K
$2.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.59K+ 65.75% |
$790K - $952K
|
24.2K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.15KNew |
$753K - $908K
|
9.15K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.65K+ 19.26% |
$712K - $859K
|
53.5K
$6.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.44KNew |
$695K - $838K
|
8.44K
$1.03M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8K+ 2.34% |
$659K - $794K
|
349K
$42.5M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.59KNew |
$543K - $655K
|
6.59K
$803K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.2K+ 181.88% |
$510K - $615K
|
9.6K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.28KNew |
$435K - $525K
|
5.28K
$643K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.65K+ 39.9% |
$383K - $461K
|
16.3K
$1.98M
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.33K+ 81.79% |
$275K - $331K
|
7.41K
$902K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.26K+ 1.58% |
$269K - $324K
|
209K
$25.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.93K+ 6.15% |
$242K - $291K
|
50.7K
$6.17M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.93KNew |
$242K - $291K
|
2.93K
$357K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.93KNew |
$242K - $291K
|
2.93K
$357K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.83KNew |
$233K - $281K
|
2.83K
$345K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.74KNew |
$226K - $272K
|
2.74K
$334K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.34K+ 389.67% |
$193K - $232K
|
2.94K
$358K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.22KNew |
$183K - $221K
|
2.22K
$270K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.12KNew |
$175K - $211K
|
2.12K
$258K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.1KNew |
$173K - $208K
|
2.1K
$255K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.06KNew |
$170K - $205K
|
2.06K
$251K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.06KNew |
$170K - $205K
|
2.06K
$251K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2K+ 12.35% |
$165K - $198K
|
18.2K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.35K+ 15.89% |
$111K - $134K
|
9.83K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.24K+ 1.39% |
$102K - $123K
|
90.2K
$11M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.21KNew |
$99.9K - $120K
|
1.21K
$148K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.2K+ 4.08% |
$98.8K - $119K
|
30.6K
$3.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.15KNew |
$95K - $114K
|
1.15K
$140K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
874+ 10.68% |
$72K - $86.8K
|
9.05K
$1.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
858+ 7.52% |
$70.7K - $85.2K
|
12.3K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
636+ 14.48% |
$52.4K - $63.1K
|
5.03K
$612K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
627+ 0.75% |
$51.6K - $62.3K
|
84.7K
$10.3M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
545+ 12.95% |
$44.9K - $54.1K
|
4.76K
$579K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
510New |
$42K - $50.6K
|
510
$62.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
393New |
$32.4K - $39K
|
393
$47.9K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
355New |
$29.2K - $35.2K
|
355
$43.2K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
300New |
$24.7K - $29.8K
|
300
$36.5K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
284+ 1.51% |
$23.4K - $28.2K
|
19.1K
$2.32M
|