Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PIE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PIE) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
508K+ 261.93% |
$8.85M - $10M
|
702K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
57.4K+ 47.33% |
$1M - $1.13M
|
179K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.6K+ 225.91% |
$586K - $662K
|
48.5K
$924K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
33.5KNew |
$584K - $660K
|
33.5K
$638K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
30.9K+ 228.03% |
$538K - $608K
|
44.4K
$846K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.8K+ 27.27% |
$518K - $586K
|
139K
$2.65M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.3KNew |
$371K - $420K
|
21.3K
$406K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.7K+ 51.74% |
$326K - $369K
|
55K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.1KNew |
$193K - $219K
|
11.1K
$211K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.61K+ 1.31% |
$97.7K - $110K
|
435K
$8.28M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.82K+ 1.87% |
$49.2K - $55.6K
|
154K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.57K+ 24.09% |
$44.8K - $50.6K
|
13.2K
$252K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.5KNew |
$43.6K - $49.2K
|
2.5K
$47.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.12K+ 2.28% |
$19.5K - $22.1K
|
50.3K
$958K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
799+ 0.34% |
$13.9K - $15.7K
|
237K
$4.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
760New |
$13.2K - $15K
|
760
$14.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
493New |
$8.59K - $9.71K
|
493
$9.39K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
405+ 3.89% |
$7.06K - $7.97K
|
10.8K
$206K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 0.28% |
$209 - $236
|
4.3K
$81.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.34% |
$69.7 - $78.8
|
1.19K
$22.6K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.47% |
$17.4 - $19.7
|
215
$4.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-32- 0.11% |
$557 - $630
|
29.6K
$563K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-50- 0.71% |
$871 - $985
|
6.98K
$133K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-234- 5.07% |
$4.08K - $4.61K
|
4.38K
$83.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-280- 2.48% |
$4.88K - $5.51K
|
11K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-452- 3.96% |
$7.87K - $8.9K
|
11K
$209K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-600- 1.7% |
$10.5K - $11.8K
|
34.8K
$662K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.74K- 12.62% |
$30.3K - $34.3K
|
12K
$230K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.22K- 11.07% |
$38.7K - $43.8K
|
17.9K
$340K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.45K- 3.4% |
$42.6K - $48.1K
|
69.4K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.59K- 1.22% |
$45.1K - $50.9K
|
210K
$4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.28K- 1.62% |
$57.2K - $64.6K
|
200K
$3.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.61K- 9.46% |
$80.2K - $90.7K
|
44.1K
$839K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.42K- 8.67% |
$94.4K - $107K
|
57.1K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.8K- 21.52% |
$101K - $114K
|
21.2K
$403K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10.4K- 9.47% |
$181K - $205K
|
99.3K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.4K- 18.45% |
$182K - $206K
|
46.2K
$880K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-11.4K- 12.17% |
$198K - $224K
|
82K
$1.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-14.4K- 52.13% |
$251K - $284K
|
13.2K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.2K- 43.62% |
$265K - $299K
|
19.6K
$374K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16K- 49.41% |
$278K - $314K
|
16.4K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21.7K- 32.36% |
$377K - $427K
|
45.3K
$863K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29K- 47.11% |
$505K - $570K
|
32.5K
$620K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-39.8K- 100.0% |
$693K - $783K
|
1
$19.1
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-47.1K- 28.01% |
$820K - $927K
|
121K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-51K- 45.54% |
$889K - $1M
|
61K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-54.5K- 15.85% |
$950K - $1.07M
|
290K
$5.52M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-64K- 18.11% |
$1.12M - $1.26M
|
290K
$5.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-65.9K- 85.01% |
$1.15M - $1.3M
|
11.6K
$222K
|