Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
330K+ 177.63% |
$13.7M - $46.3M
|
516K
$29.1M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
311K+ 211.15% |
$12.9M - $43.7M
|
459K
$25.9M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
274K+ 243.77% |
$11.4M - $38.5M
|
387K
$21.8M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
240K+ 221.57% |
$9.94M - $33.7M
|
348K
$19.7M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
193K+ 217.7% |
$8.01M - $27.2M
|
282K
$15.9M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
143K+ 200.68% |
$5.91M - $20M
|
214K
$12.1M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
123K+ 194.84% |
$5.1M - $17.3M
|
186K
$10.5M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
118K+ 187.56% |
$4.88M - $16.5M
|
180K
$10.2M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
111K+ 226.53% |
$4.61M - $15.6M
|
160K
$9.05M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
105K+ 157.03% |
$4.37M - $14.8M
|
173K
$9.74M
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
77.2K+ 189.33% |
$3.2M - $10.8M
|
118K
$6.65M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
68.3K+ 206.65% |
$2.83M - $9.59M
|
101K
$5.72M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61.6K+ 185.01% |
$2.55M - $8.65M
|
94.9K
$5.35M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
59KNew |
$2.44M - $8.28M
|
59K
$3.33M
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
51.3K+ 159.61% |
$2.12M - $7.2M
|
83.4K
$4.7M
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
50.9K+ 218.38% |
$2.11M - $7.14M
|
74.2K
$4.18M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50.1K+ 560.22% |
$2.07M - $7.03M
|
59K
$3.33M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
48.6KNew |
$2.01M - $6.82M
|
48.6K
$2.74M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
43.2K+ 199.58% |
$1.79M - $6.06M
|
64.8K
$3.66M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
36.9K+ 198.65% |
$1.53M - $5.19M
|
55.5K
$3.13M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.5K+ 193.57% |
$1.51M - $5.13M
|
55.4K
$3.12M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
36.5K+ 206.86% |
$1.51M - $5.12M
|
54.1K
$3.05M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.6K+ 165.54% |
$1.43M - $4.86M
|
55.6K
$3.13M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.8K+ 211.62% |
$1.36M - $4.61M
|
48.4K
$2.73M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.3K+ 333.41% |
$964K - $3.27M
|
30.3K
$1.71M
|
|
Oct 25, 2023
Q3 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
22.7K+ 200.0% |
$942K - $3.19M
|
34.1K
$1.92M
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
21.8K+ 196.49% |
$904K - $3.06M
|
32.9K
$1.86M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21.2K+ 296.67% |
$879K - $2.98M
|
28.4K
$1.6M
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
21.1K+ 203.66% |
$876K - $2.97M
|
31.5K
$1.78M
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
19.1K+ 178.63% |
$792K - $2.68M
|
29.8K
$1.68M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
17.8K+ 204.35% |
$736K - $2.49M
|
26.5K
$1.49M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.6K+ 197.69% |
$730K - $2.48M
|
26.5K
$1.5M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16.8K+ 199.04% |
$695K - $2.36M
|
25.2K
$1.42M
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
15.5K+ 196.65% |
$643K - $2.18M
|
23.4K
$1.32M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.4K+ 302.03% |
$598K - $2.03M
|
19.2K
$1.08M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.2K+ 214.71% |
$587K - $1.99M
|
20.8K
$1.17M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7KNew |
$528K - $1.79M
|
12.7K
$719K
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.3KNew |
$511K - $1.73M
|
12.3K
$695K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
11.2K+ 150.76% |
$464K - $1.57M
|
18.6K
$1.05M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.8K+ 196.72% |
$447K - $1.52M
|
16.3K
$918K
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.7K+ 222.37% |
$442K - $1.5M
|
15.5K
$873K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.64K+ 101.9% |
$399K - $1.35M
|
19.1K
$1.08M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.28K+ 199.38% |
$384K - $1.3M
|
13.9K
$785K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.27K+ 219.85% |
$384K - $1.3M
|
13.5K
$761K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.59KNew |
$315K - $1.07M
|
7.59K
$428K
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.3K+ 200.0% |
$302K - $1.02M
|
10.9K
$617K
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
7.14K+ 203.25% |
$296K - $1M
|
10.6K
$600K
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
7.13K+ 186.67% |
$295K - $1M
|
10.9K
$617K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
7K+ 181.03% |
$290K - $982K
|
10.9K
$612K
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.84KNew |
$283K - $961K
|
6.84K
$386K
|