Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PHO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PHO) 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
312K+ 147.67% |
$18.3M - $20.8M
|
524K
$35M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
227K+ 4741.51% |
$13.3M - $15.1M
|
232K
$15.5M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67.2K+ 33.37% |
$3.93M - $4.48M
|
269K
$17.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
63KNew |
$3.68M - $4.19M
|
63K
$4.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.8K+ 3.66% |
$2.5M - $2.85M
|
1.21M
$80.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
41.9KNew |
$2.45M - $2.79M
|
41.9K
$2.79M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
22.7KNew |
$1.33M - $1.51M
|
22.7K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.6K+ 6.02% |
$1.21M - $1.37M
|
363K
$24.2M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
13.3KNew |
$776K - $883K
|
13.3K
$885K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.2K+ 274.55% |
$770K - $877K
|
18K
$1.2M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
12.4K+ 25.74% |
$726K - $827K
|
60.7K
$4.05M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.4KNew |
$725K - $826K
|
12.4K
$827K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12K+ 93.2% |
$701K - $798K
|
24.9K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.9K+ 227.44% |
$695K - $791K
|
17.1K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9K+ 13.3% |
$694K - $790K
|
101K
$6.75M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11.8KNew |
$690K - $786K
|
11.8K
$788K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10.2KNew |
$597K - $679K
|
10.2K
$681K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.51K+ 0.51% |
$498K - $567K
|
1.69M
$112M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
7.92KNew |
$463K - $527K
|
7.92K
$529K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.48KNew |
$437K - $498K
|
7.48K
$499K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.1KNew |
$415K - $472K
|
7.1K
$473K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5K+ 137.32% |
$292K - $333K
|
8.64K
$576K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.96K+ 22.24% |
$290K - $330K
|
27.3K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.46KNew |
$261K - $297K
|
4.46K
$297K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3.83K+ 0.46% |
$224K - $255K
|
833K
$55.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.68K+ 62.66% |
$215K - $245K
|
9.55K
$637K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
3.39KNew |
$198K - $226K
|
3.39K
$226K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
3.29KNew |
$192K - $219K
|
3.29K
$219K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.27KNew |
$191K - $218K
|
3.27K
$218K
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.25KNew |
$190K - $217K
|
3.25K
$217K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
3.2KNew |
$187K - $213K
|
3.2K
$213K
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
3.2KNew |
$187K - $213K
|
3.2K
$213K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
3.16KNew |
$185K - $210K
|
3.16K
$211K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.13KNew |
$183K - $208K
|
3.13K
$209K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.13KNew |
$183K - $208K
|
3.13K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.06K+ 30.42% |
$179K - $204K
|
13.1K
$876K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.06KNew |
$179K - $203K
|
3.06K
$204K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.03KNew |
$177K - $202K
|
3.03K
$202K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.01KNew |
$176K - $200K
|
3.01K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.97K+ 233.1% |
$174K - $198K
|
4.25K
$283K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.84K+ 1.25% |
$166K - $189K
|
231K
$15.4M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.78K+ 33.59% |
$163K - $185K
|
11.1K
$739K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.67K+ 1.29% |
$156K - $177K
|
209K
$14M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
2.66K+ 28.1% |
$155K - $177K
|
12.1K
$808K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.57K+ 22.2% |
$150K - $171K
|
14.1K
$944K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.5K+ 28.29% |
$146K - $166K
|
11.3K
$755K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.41K+ 3.98% |
$141K - $161K
|
63.1K
$4.21M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.19K+ 10.05% |
$128K - $146K
|
24K
$1.6M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
2.08K+ 1.57% |
$122K - $139K
|
135K
$9.01M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2KNew |
$117K - $133K
|
2K
$134K
|