Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) 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
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.03M+ 24.77% |
$51.1M - $54.1M
|
5.19M
$354M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1M+ 7.82% |
$49.7M - $52.7M
|
13.8M
$944M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
686K+ 125.42% |
$34.1M - $36.1M
|
1.23M
$84.2M
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
583K+ 99.8% |
$28.9M - $30.6M
|
1.17M
$79.7M
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
579K+ 126.52% |
$28.7M - $30.4M
|
1.04M
$70.8M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
524K+ 10.43% |
$26M - $27.6M
|
5.55M
$379M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
314K+ 46.86% |
$15.6M - $16.5M
|
985K
$67.3M
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
286K+ 9.43% |
$14.2M - $15M
|
3.32M
$226M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
248K+ 15.49% |
$12.3M - $13M
|
1.85M
$126M
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
233KNew |
$11.6M - $12.2M
|
233K
$15.9M
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
227KNew |
$11.3M - $11.9M
|
227K
$15.5M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
216K+ 58.51% |
$10.7M - $11.3M
|
585K
$40M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
190K+ 2075.43% |
$9.43M - $9.98M
|
199K
$13.6M
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
171K+ 233.1% |
$8.48M - $8.98M
|
244K
$16.7M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
170K+ 528.66% |
$8.42M - $8.92M
|
202K
$13.8M
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
147K+ 962.75% |
$7.31M - $7.74M
|
163K
$11.1M
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
134KNew |
$6.63M - $7.02M
|
134K
$9.12M
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
124KNew |
$6.18M - $6.54M
|
124K
$8.5M
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
109K+ 214.67% |
$5.39M - $5.7M
|
159K
$10.9M
|
|
Nov 13, 2023
Q3 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
101KNew |
$5.01M - $5.31M
|
101K
$6.9M
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
100K+ 18.56% |
$4.98M - $5.27M
|
641K
$43.8M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
99.7K+ 6.89% |
$4.95M - $5.24M
|
1.55M
$106M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
98KNew |
$4.86M - $5.15M
|
98K
$6.69M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.7K+ 4.21% |
$4.5M - $4.77M
|
2.24M
$153M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
67.3K+ 1173.93% |
$3.34M - $3.54M
|
73.1K
$4.99M
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
65.1K+ 126.72% |
$3.23M - $3.42M
|
116K
$7.95M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
59.5KNew |
$2.95M - $3.13M
|
59.5K
$4.07M
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
59.5KNew |
$2.95M - $3.13M
|
59.5K
$4.06M
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
59.5KNew |
$2.95M - $3.13M
|
59.5K
$4.06M
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
58.6K+ 78.69% |
$2.91M - $3.08M
|
133K
$9.08M
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
57.3K+ 264.62% |
$2.84M - $3.01M
|
79K
$5.39M
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
53.9KNew |
$2.67M - $2.83M
|
53.9K
$3.68M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
53.7KNew |
$2.66M - $2.82M
|
53.7K
$3.66M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
52.2K+ 46.64% |
$2.59M - $2.74M
|
164K
$11.2M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
51.8K+ 16.97% |
$2.57M - $2.72M
|
357K
$24.4M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50.1K+ 11.86% |
$2.49M - $2.63M
|
473K
$32.3M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.5K+ 7.95% |
$2.36M - $2.5M
|
645K
$44.1M
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
47.2KNew |
$2.34M - $2.48M
|
47.2K
$3.22M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
47.1K+ 138.36% |
$2.34M - $2.48M
|
81.2K
$5.54M
|
|
Nov 06, 2023
Q3 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
45.2K+ 57.22% |
$2.24M - $2.38M
|
124K
$8.49M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
43.7K+ 7.66% |
$2.17M - $2.3M
|
615K
$42M
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
42.1K+ 4.76% |
$2.09M - $2.21M
|
928K
$63.4M
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
39.4KNew |
$1.96M - $2.07M
|
39.4K
$2.69M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
36.3K+ 3.61% |
$1.8M - $1.91M
|
1.04M
$71.1M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
33.5K+ 3202.49% |
$1.66M - $1.76M
|
34.5K
$2.36M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
33.4KNew |
$1.66M - $1.76M
|
33.4K
$2.28M
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
32.6KNew |
$1.62M - $1.71M
|
32.6K
$2.22M
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
30.1K+ 1.81% |
$1.49M - $1.58M
|
1.7M
$116M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.7K+ 114.74% |
$1.27M - $1.35M
|
48K
$3.28M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.7K+ 2.55% |
$1.13M - $1.19M
|
914K
$62.4M
|