Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PEJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEJ) during Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
86.8K+ 23.64% |
$3.15M - $3.66M
|
454K
$23.9M
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
69.6KNew |
$2.52M - $2.93M
|
69.6K
$3.66M
|
|
May 04, 2023
Q1 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
64.5KNew |
$2.34M - $2.72M
|
64.5K
$3.39M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
63.6KNew |
$2.31M - $2.68M
|
63.6K
$3.34M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60K+ 181718.19% |
$2.18M - $2.53M
|
60K
$3.15M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.5K+ 10.06% |
$670K - $779K
|
202K
$10.6M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.4K+ 43.66% |
$522K - $607K
|
47.4K
$2.49M
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
10.5K+ 3.23% |
$381K - $443K
|
336K
$17.6M
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.5KNew |
$345K - $401K
|
9.5K
$499K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.41KNew |
$305K - $355K
|
8.41K
$442K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.71K+ 13.86% |
$280K - $325K
|
63.3K
$3.33M
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.87K+ 9.74% |
$249K - $290K
|
77.4K
$4.07M
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5.05KNew |
$183K - $213K
|
5.05K
$265K
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.84K+ 16.91% |
$139K - $162K
|
26.5K
$1.39M
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
2K+ 33.96% |
$72.6K - $84.3K
|
7.89K
$415K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.58KNew |
$57.2K - $66.4K
|
1.58K
$82.8K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.45K+ 78.1% |
$52.5K - $61K
|
3.3K
$174K
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1.4K+ 21.88% |
$50.8K - $59K
|
7.8K
$410K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.34K+ 627.7% |
$48.5K - $56.4K
|
1.55K
$81.5K
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.19K+ 3.82% |
$43.1K - $50.1K
|
32.3K
$1.7M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.05KNew |
$38.1K - $44.3K
|
1.05K
$55.2K
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
865+ 2.63% |
$31.4K - $36.5K
|
33.7K
$1.77M
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
790New |
$28.7K - $33.3K
|
790
$41.5K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
718+ 301.68% |
$26.1K - $30.3K
|
956
$50.2K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
551+ 136.05% |
$20K - $23.2K
|
956
$50.2K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
272+ 7.93% |
$9.87K - $11.5K
|
3.7K
$195K
|
|
May 10, 2023
Q1 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
243+ 0.85% |
$8.82K - $10.2K
|
29K
$1.52M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
124+ 2.16% |
$4.5K - $5.23K
|
5.88K
$309K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
109+ 4.4% |
$3.96K - $4.6K
|
2.59K
$136K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
80+ 1.2% |
$2.9K - $3.37K
|
6.77K
$356K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
76New |
$2.76K - $3.2K
|
76
$3.99K
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
55+ 0.54% |
$2K - $2.32K
|
10.2K
$534K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29+ 0.36% |
$1.05K - $1.22K
|
8.07K
$424K
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
28+ 0.37% |
$1.02K - $1.18K
|
7.58K
$398K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14New |
$508 - $590
|
14
$736
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4New |
$145 - $169
|
4
$210
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.56% |
$109 - $126
|
534
$28.1K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.09% |
$109 - $126
|
3.22K
$169K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$72.6 - $84.3
|
3.04K
$160K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.46% |
$72.6 - $84.3
|
439
$23.1K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.23% |
$36.3 - $42.2
|
430
$22.6K
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.27% |
$36.3 - $42.2
|
369
$19.4K
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1Closed |
$36.3 - $42.2
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-5- 0.13% |
$181 - $211
|
3.89K
$204K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-13- 0.18% |
$472 - $548
|
7.2K
$378K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18- 0.04% |
$653 - $759
|
43.6K
$2.29M
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-36- 22.64% |
$1.31K - $1.52K
|
123
$6.46K
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-50- 0.89% |
$1.81K - $2.11K
|
5.6K
$294K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-58- 2.29% |
$2.1K - $2.45K
|
2.48K
$130K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-96Closed |
$3.48K - $4.05K
|
0
$0
|