Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PID)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PID) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
379K+ 10.4% |
$6.01M - $7.02M
|
4.02M
$71.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
375K+ 112.65% |
$5.94M - $6.94M
|
707K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
308KNew |
$4.89M - $5.71M
|
308K
$5.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
267K+ 94.31% |
$4.23M - $4.94M
|
550K
$9.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
211KNew |
$3.35M - $3.91M
|
211K
$3.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
125K+ 5.06% |
$1.99M - $2.32M
|
2.6M
$46.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
88.8K+ 809.78% |
$1.41M - $1.65M
|
99.7K
$1.78M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
59.1KNew |
$937K - $1.09M
|
59.1K
$1.05M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
48.9KNew |
$775K - $906K
|
48.9K
$873K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
47.7KNew |
$756K - $883K
|
47.7K
$851K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
43.8K+ 46.2% |
$694K - $811K
|
139K
$2.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
38.8K+ 30.98% |
$615K - $718K
|
164K
$2.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
35.4KNew |
$561K - $656K
|
35.4K
$632K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.6K+ 6.18% |
$533K - $623K
|
578K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.3K+ 35.3% |
$433K - $506K
|
105K
$1.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
25.2KNew |
$399K - $466K
|
25.2K
$449K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
25K+ 113.02% |
$397K - $464K
|
47.2K
$842K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
24.3KNew |
$386K - $451K
|
24.3K
$434K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
23.9K+ 20.03% |
$379K - $443K
|
143K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.8K+ 53.64% |
$313K - $366K
|
56.6K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.1K+ 12.42% |
$271K - $317K
|
155K
$2.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16K+ 36.23% |
$254K - $297K
|
60.2K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.6K+ 11.8% |
$248K - $289K
|
148K
$2.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
14.6KNew |
$232K - $271K
|
14.6K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
13.9KNew |
$221K - $258K
|
13.9K
$249K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.1K+ 3.6% |
$208K - $244K
|
378K
$6.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12.7KNew |
$201K - $235K
|
12.7K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
12.7K+ 20.94% |
$201K - $235K
|
73.1K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
12.3KNew |
$195K - $227K
|
12.3K
$219K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.3KNew |
$180K - $210K
|
11.3K
$202K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.8K+ 15.82% |
$171K - $200K
|
79K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
10KNew |
$159K - $185K
|
10K
$179K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.29KNew |
$116K - $135K
|
7.29K
$130K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.18K+ 13.42% |
$114K - $133K
|
60.7K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
5.5K+ 1.54% |
$87.2K - $102K
|
363K
$6.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.22KNew |
$66.9K - $78.2K
|
4.22K
$75.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.47KNew |
$55K - $64.2K
|
3.47K
$61.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.31K+ 26.86% |
$52.5K - $61.3K
|
15.6K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.17K+ 5.99% |
$50.3K - $58.8K
|
56.1K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.92K+ 4.99% |
$46.3K - $54.1K
|
61.5K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.07KNew |
$32.8K - $38.4K
|
2.07K
$36.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.07KNew |
$32.8K - $38.4K
|
2.07K
$36.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.7K+ 2.21% |
$27K - $31.6K
|
78.6K
$1.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.67K+ 3030.91% |
$26.4K - $30.9K
|
1.72K
$30.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.67K+ 3030.91% |
$26.4K - $30.9K
|
1.72K
$30.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.57K+ 6.6% |
$25K - $29.2K
|
25.4K
$454K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
1.39K+ 2.44% |
$22K - $25.7K
|
58.1K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.21KNew |
$19.2K - $22.5K
|
1.21K
$21.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
827+ 1.1% |
$13.1K - $15.3K
|
76.3K
$1.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
803+ 57.89% |
$12.7K - $14.9K
|
2.19K
$39.1K
|