Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (PID)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PID) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
659K+ 64.54% |
$10.8M - $11.5M
|
1.68M
$30M
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
585KNew |
$9.57M - $10.2M
|
585K
$10.4M
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
566KNew |
$9.26M - $9.89M
|
566K
$10.1M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
492KNew |
$8.04M - $8.59M
|
492K
$8.78M
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
422KNew |
$6.89M - $7.37M
|
422K
$7.53M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
399K+ 9.29% |
$6.52M - $6.97M
|
4.69M
$83.8M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
331K+ 29.54% |
$5.41M - $5.78M
|
1.45M
$25.9M
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
307K+ 293.1% |
$5.02M - $5.37M
|
412K
$7.36M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
297KNew |
$4.85M - $5.18M
|
297K
$5.29M
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
294KNew |
$4.81M - $5.14M
|
294K
$5.25M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
278K+ 107.58% |
$4.54M - $4.85M
|
536K
$9.56M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
196K+ 130.42% |
$3.2M - $3.42M
|
346K
$6.17M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
186K+ 23.65% |
$3.04M - $3.25M
|
972K
$17.4M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
153K+ 123.75% |
$2.5M - $2.67M
|
277K
$4.94M
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
134KNew |
$2.2M - $2.35M
|
134K
$2.4M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
94.6K+ 97.88% |
$1.55M - $1.65M
|
191K
$3.42M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
93K+ 52.04% |
$1.52M - $1.62M
|
272K
$4.85M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
87.9K+ 18.35% |
$1.44M - $1.54M
|
567K
$10.1M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
77.3K+ 187.57% |
$1.26M - $1.35M
|
119K
$2.12M
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
69KNew |
$1.13M - $1.21M
|
69K
$1.23M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
67.6K+ 25.87% |
$1.1M - $1.18M
|
329K
$5.87M
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
BUY
|
- |
67.5KNew |
$1.1M - $1.18M
|
67.5K
$1.21M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
65.1KNew |
$1.06M - $1.14M
|
65.1K
$1.16M
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
54.1K+ 2.2% |
$885K - $945K
|
2.51M
$44.9M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48K+ 27.47% |
$784K - $838K
|
223K
$3.97M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45K+ 19.87% |
$736K - $786K
|
272K
$4.85M
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
43.4K+ 38.39% |
$710K - $758K
|
156K
$2.79M
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
41.9K+ 249.4% |
$686K - $733K
|
58.7K
$1.05M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.1K+ 39.95% |
$656K - $701K
|
141K
$2.51M
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
36.3KNew |
$594K - $635K
|
36.3K
$648K
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.5K+ 5.66% |
$564K - $603K
|
644K
$11.5M
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
33.6KNew |
$550K - $588K
|
33.6K
$600K
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
24.7KNew |
$404K - $432K
|
24.7K
$442K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.4KNew |
$398K - $425K
|
24.4K
$435K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.3K+ 4.08% |
$397K - $424K
|
619K
$11.1M
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
23.8KNew |
$390K - $417K
|
23.8K
$426K
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
23KNew |
$376K - $401K
|
23K
$410K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
19.7KNew |
$322K - $344K
|
19.7K
$351K
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
17.3K+ 5.74% |
$282K - $302K
|
318K
$5.68M
|
|
Jan 30, 2023
Q4 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
16.1K+ 5.02% |
$263K - $281K
|
337K
$6.02M
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
15.7KNew |
$256K - $274K
|
15.7K
$279K
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.4K+ 17.36% |
$235K - $251K
|
97.1K
$1.73M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.2KNew |
$215K - $230K
|
13.2K
$235K
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$206K - $220K
|
12.6K
$225K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
12KNew |
$197K - $210K
|
12K
$215K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.9KNew |
$195K - $209K
|
11.9K
$213K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.4K+ 3.18% |
$187K - $200K
|
371K
$6.63M
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
10.9KNew |
$178K - $190K
|
10.9K
$194K
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.2KNew |
$167K - $178K
|
10.2K
$182K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10K+ 29.94% |
$164K - $175K
|
43.4K
$775K
|