Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PTF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PTF) 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 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-450- 6.23% |
$18.2K - $23.2K
|
6.78K
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-650- 15.99% |
$26.3K - $33.5K
|
3.42K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-672- 3.83% |
$27.2K - $34.6K
|
16.9K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-700- 8.5% |
$28.3K - $36.1K
|
7.54K
$534K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-800- 6.82% |
$32.4K - $41.2K
|
10.9K
$773K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.14K- 15.94% |
$46.3K - $58.9K
|
6.03K
$427K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.5K- 12.74% |
$60.7K - $77.3K
|
10.3K
$727K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.8K- 30.15% |
$72.8K - $92.7K
|
4.17K
$295K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.02K- 2.01% |
$81.5K - $104K
|
98.4K
$6.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.14K- 3.21% |
$127K - $162K
|
94.8K
$6.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.95K- 10.91% |
$200K - $255K
|
40.4K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.99K- 3.77% |
$283K - $360K
|
179K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7K- 21.51% |
$283K - $360K
|
25.5K
$1.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.94K- 5.26% |
$321K - $409K
|
143K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.54K- 33.39% |
$346K - $440K
|
17K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.8K- 25.94% |
$477K - $607K
|
33.6K
$2.38M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 2.34% |
$495K - $630K
|
511K
$36.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.3K- 64.97% |
$536K - $683K
|
7.15K
$506K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.4K- 2.84% |
$544K - $692K
|
460K
$32.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.6K- 77.91% |
$711K - $905K
|
4.98K
$353K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-24.4K- 9.23% |
$987K - $1.26M
|
240K
$17M
|