Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (PKW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PKW) during Q1 2025. 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 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
62.7K+ 8.93% |
$6.84M - $7.59M
|
765K
$95.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.3K+ 7.33% |
$2M - $2.22M
|
269K
$33.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.3K+ 172.73% |
$1.67M - $1.85M
|
24.2K
$3.02M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.6K+ 350.55% |
$1.59M - $1.77M
|
18.8K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
14.3KNew |
$1.56M - $1.73M
|
14.3K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13K+ 54.44% |
$1.42M - $1.57M
|
36.9K
$4.61M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
13KNew |
$1.42M - $1.57M
|
13K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.7K+ 3.34% |
$1.39M - $1.54M
|
392K
$49M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12K+ 7.07% |
$1.31M - $1.46M
|
182K
$22.8M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$1.31M - $1.45M
|
12K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
10.3KNew |
$1.12M - $1.24M
|
10.3K
$1.28M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.47KNew |
$1.03M - $1.15M
|
9.47K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7.63K+ 115.63% |
$833K - $924K
|
14.2K
$1.78M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.05K+ 148.35% |
$769K - $853K
|
11.8K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
6.44KNew |
$703K - $779K
|
6.44K
$805K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.1K+ 15.55% |
$666K - $738K
|
45.3K
$5.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6K+ 1113.36% |
$655K - $726K
|
6.54K
$817K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.05K+ 12.27% |
$552K - $611K
|
46.2K
$5.78M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.79K+ 20.36% |
$523K - $579K
|
28.3K
$3.54M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.56K+ 79.81% |
$498K - $552K
|
10.3K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.17K+ 10.03% |
$455K - $505K
|
45.8K
$5.72M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.7KNew |
$404K - $448K
|
3.7K
$463K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.7KNew |
$404K - $448K
|
3.7K
$462K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.61K+ 38.35% |
$394K - $437K
|
13K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.17K+ 235.57% |
$346K - $383K
|
4.51K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.15KNew |
$344K - $381K
|
3.15K
$394K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
3.03KNew |
$331K - $366K
|
3.03K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.99KNew |
$326K - $361K
|
2.99K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.94KNew |
$320K - $355K
|
2.94K
$367K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.3K+ 22.51% |
$251K - $278K
|
12.5K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.29K+ 24.14% |
$250K - $277K
|
11.8K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.17K+ 108450.0% |
$237K - $262K
|
2.17K
$271K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.13K+ 100.0% |
$232K - $257K
|
4.25K
$531K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.76K+ 6.3% |
$192K - $213K
|
29.7K
$3.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
916+ 5.41% |
$100K - $111K
|
17.8K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
740+ 1.54% |
$80.8K - $89.5K
|
48.7K
$6.08M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
620+ 27.23% |
$67.7K - $75K
|
2.9K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
547+ 0.17% |
$59.7K - $66.2K
|
317K
$39.6M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
451+ 2.26% |
$49.2K - $54.6K
|
20.4K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
368+ 14.68% |
$40.2K - $44.5K
|
2.87K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
356+ 15.48% |
$38.9K - $43.1K
|
2.66K
$332K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
355+ 0.31% |
$38.7K - $43K
|
115K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
342+ 8.99% |
$37.3K - $41.4K
|
4.15K
$518K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
315+ 2.1% |
$34.4K - $38.1K
|
15.3K
$1.91M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
305+ 43.2% |
$33.3K - $36.9K
|
1.01K
$126K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
304+ 1.29% |
$33.2K - $36.8K
|
24K
$2.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
290+ 5.8% |
$31.7K - $35.1K
|
5.29K
$662K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
266+ 10.07% |
$29K - $32.2K
|
2.91K
$363K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
205+ 262.82% |
$22.4K - $24.8K
|
283
$35.4K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
191+ 0.68% |
$20.8K - $23.1K
|
28.2K
$3.52M
|