Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.53K- 33.4% |
$128K - $140K
|
5.04K
$325K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.63K- 29.27% |
$133K - $146K
|
6.36K
$410K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.73K- 4.74% |
$138K - $151K
|
54.8K
$3.53M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-2.75K- 24.1% |
$139K - $153K
|
8.66K
$559K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.94K- 59.65% |
$149K - $163K
|
1.99K
$128K
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-3.17K- 2.05% |
$160K - $176K
|
151K
$9.76M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.29K- 40.94% |
$167K - $183K
|
4.75K
$306K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.91K- 5.72% |
$198K - $217K
|
64.4K
$4.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-5.49K- 30.02% |
$278K - $304K
|
12.8K
$825K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.89K- 53.02% |
$298K - $327K
|
5.22K
$337K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-6.78K- 27.28% |
$343K - $377K
|
18.1K
$1.17M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.66K- 36.49% |
$388K - $425K
|
13.3K
$860K
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-7.69KClosed |
$389K - $427K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.94K- 13.49% |
$452K - $496K
|
57.3K
$3.7M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.92K- 7.76% |
$502K - $551K
|
118K
$7.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.5K- 38.44% |
$532K - $583K
|
16.8K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.4K- 12.86% |
$629K - $690K
|
84.2K
$5.43M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.8K- 83.65% |
$799K - $877K
|
3.09K
$199K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-18.5K- 7.64% |
$937K - $1.03M
|
224K
$14.4M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-21.2K- 98.02% |
$1.07M - $1.17M
|
427
$27.5K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-27.1K- 52.7% |
$1.37M - $1.5M
|
24.3K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-53.2K- 64.51% |
$2.69M - $2.95M
|
29.3K
$1.89M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-79.9KClosed |
$4.04M - $4.43M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-359K- 61.19% |
$18.2M - $19.9M
|
228K
$14.7M
|