Purchases and Sales Made in Q1 2023 in Invesco Iftse Rafi Dev Mkts Ex (PXF)
This table provides information about the institutional ownership of Invesco Iftse Rafi Dev Mkts Ex (PXF) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO IFTSE RAFI DEV MKTS EX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.79M+ 290.52% |
$158M - $173M
|
5.09M
$249M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
781K+ 1355.24% |
$32.7M - $35.6M
|
839K
$41.1M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
717KNew |
$30M - $32.7M
|
717K
$35.1M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
349K+ 892.37% |
$14.6M - $15.9M
|
388K
$19M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
229KNew |
$9.59M - $10.5M
|
229K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
141KNew |
$5.89M - $6.42M
|
141K
$6.89M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
121K+ 8.51% |
$5.08M - $5.54M
|
1.55M
$75.9M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
56KNew |
$2.34M - $2.55M
|
56K
$2.74M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.2K+ 17.13% |
$2.06M - $2.25M
|
337K
$16.5M
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
37K+ 25.73% |
$1.55M - $1.69M
|
181K
$8.85M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.5K+ 11.14% |
$1.48M - $1.62M
|
354K
$17.3M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
22.8K+ 171.9% |
$954K - $1.04M
|
36.1K
$1.77M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.9KNew |
$916K - $999K
|
21.9K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.4KNew |
$851K - $928K
|
20.4K
$996K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
19K+ 7.22% |
$794K - $866K
|
282K
$13.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
18.4K+ 60.94% |
$768K - $838K
|
48.5K
$2.38M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
15.7K+ 45.14% |
$657K - $717K
|
50.5K
$2.47M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
12.9KNew |
$539K - $588K
|
12.9K
$631K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.7KNew |
$531K - $579K
|
12.7K
$622K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12K+ 128.44% |
$503K - $548K
|
21.4K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
11.3K+ 322.16% |
$473K - $516K
|
14.8K
$726K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.2KNew |
$469K - $512K
|
11.2K
$549K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.81K+ 190.24% |
$410K - $447K
|
15K
$733K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.43K+ 7.04% |
$311K - $339K
|
113K
$5.53M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.42K+ 135.28% |
$311K - $339K
|
12.9K
$632K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.97K+ 38.77% |
$291K - $318K
|
24.9K
$1.22M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.65KNew |
$278K - $304K
|
6.65K
$326K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6.29K+ 74.42% |
$263K - $287K
|
14.7K
$722K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.26KNew |
$262K - $286K
|
6.26K
$307K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
6.21K+ 7.23% |
$260K - $283K
|
92.2K
$4.51M
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
5.52K+ 231.93% |
$231K - $252K
|
7.9K
$387K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.52KNew |
$231K - $252K
|
5.52K
$270K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.75KNew |
$199K - $217K
|
4.75K
$233K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.75K+ 21.12% |
$199K - $217K
|
27.2K
$1.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.51K+ 108.68% |
$189K - $206K
|
8.66K
$424K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.69K+ 11.29% |
$154K - $168K
|
36.4K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.19K+ 8.16% |
$134K - $146K
|
42.3K
$2.07M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.51K+ 33.32% |
$105K - $114K
|
10K
$491K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.48KNew |
$104K - $113K
|
2.48K
$121K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.47K+ 2.22% |
$103K - $113K
|
114K
$5.56M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
2.38K+ 12.48% |
$99.3K - $108K
|
21.4K
$1.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.11K+ 10.23% |
$88.3K - $96.3K
|
22.7K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.09K+ 10.31% |
$87.3K - $95.2K
|
22.3K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.02K+ 34.43% |
$84.7K - $92.3K
|
7.9K
$387K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.01K+ 14.54% |
$84.2K - $91.8K
|
15.9K
$776K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.01K+ 9.91% |
$83.9K - $91.5K
|
22.2K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.6K+ 8.33% |
$67K - $73.1K
|
20.8K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.38KNew |
$57.6K - $62.8K
|
1.38K
$67.4K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.21KNew |
$50.5K - $55.1K
|
1.21K
$59.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.12K+ 5.29% |
$46.6K - $50.9K
|
22.2K
$1.09M
|