Purchases and Sales Made in Q4 2020 in Invesco Exchange Traded Fd Tr (PSP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSP) during Q4 2020. 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 11, 2021
Q4 2020
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
656K+ 1604.98% |
$7.07M - $8.84M
|
697K
$46.8M
|
|
Feb 12, 2021
Q4 2020
|
Cavalier Investments, LLC
|
BUY
|
- |
254KNew |
$2.74M - $3.42M
|
254K
$17M
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
187K+ 133.44% |
$2.02M - $2.52M
|
328K
$22M
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
87.4K+ 314.18% |
$941K - $1.18M
|
115K
$7.73M
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
- |
58.5K+ 30.14% |
$630K - $788K
|
252K
$16.9M
|
|
Feb 16, 2021
Q4 2020
|
Mcdonald Partners LLC
|
BUY
|
- |
36.5KNew |
$394K - $493K
|
36.5K
$2.45M
|
|
Feb 12, 2021
Q4 2020
|
Betterment LLC
New York, NY |
BUY
|
- |
22.5K+ 33.54% |
$242K - $303K
|
89.4K
$6M
|
|
Sep 13, 2023
Q4 2020
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
21.3KNew |
$229K - $287K
|
21.3K
$1.43M
|
|
Apr 12, 2021
Q4 2020
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.9KNew |
$150K - $188K
|
13.9K
$936K
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12KNew |
$129K - $162K
|
12K
$804K
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.64K+ 1.36% |
$104K - $130K
|
721K
$48.3M
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6K+ 1073.88% |
$64.7K - $80.9K
|
6.56K
$440K
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.27KNew |
$56.8K - $71K
|
5.27K
$354K
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.36K+ 18.23% |
$47K - $58.8K
|
28.3K
$1.9M
|
|
Jan 28, 2021
Q4 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.08KNew |
$44K - $55K
|
4.08K
$274K
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.87K+ 17.35% |
$41.6K - $52.1K
|
26.2K
$1.75M
|
|
Feb 05, 2021
Q4 2020
|
Ntv Asset Management LLC
|
BUY
|
- |
3.75K+ 8.63% |
$40.4K - $50.6K
|
47.2K
$3.17M
|
|
Jan 29, 2021
Q4 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.42K+ 2.64% |
$36.8K - $46K
|
133K
$8.9M
|
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.24K+ 11.11% |
$34.9K - $43.6K
|
32.4K
$2.17M
|
|
Jan 13, 2021
Q4 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.2K+ 4.74% |
$34.5K - $43.1K
|
70.7K
$4.74M
|
|
Feb 08, 2021
Q4 2020
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.34K+ 6.71% |
$25.2K - $31.5K
|
37.2K
$2.5M
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.44K+ 2.37% |
$15.5K - $19.4K
|
62.2K
$4.17M
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
1.39K+ 1.71% |
$14.9K - $18.7K
|
82.2K
$5.51M
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.26K+ 272.79% |
$13.6K - $17K
|
1.73K
$116K
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
750New |
$8.08K - $10.1K
|
750
$50.3K
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
BUY
|
- |
450New |
$4.85K - $6.07K
|
450
$30.2K
|
|
Feb 03, 2021
Q4 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
316New |
$3.4K - $4.26K
|
316
$21.2K
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
148+ 0.37% |
$1.59K - $2K
|
40.3K
$2.7M
|
|
Feb 16, 2021
Q4 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
104+ 0.16% |
$1.12K - $1.4K
|
67K
$4.49M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
73+ 0.39% |
$786 - $984
|
18.9K
$1.27M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
72+ 0.16% |
$775 - $971
|
45.6K
$3.06M
|
|
Feb 18, 2021
Q4 2020
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
68New |
$732 - $917
|
68
$4.56K
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-258- 80.63% |
$2.78K - $3.48K
|
62
$4.16K
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-633Closed |
$6.82K - $8.53K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Rda Financial Network
|
SELL
|
- |
-650- 2.99% |
$7K - $8.76K
|
21.1K
$1.41M
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-683- 2.44% |
$7.36K - $9.21K
|
27.3K
$1.83M
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-712- 1.6% |
$7.67K - $9.6K
|
43.8K
$2.94M
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
SELL
|
- |
-750Closed |
$8.08K - $10.1K
|
0
$0
|
|
Mar 02, 2021
Q4 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-898- 11.39% |
$9.67K - $12.1K
|
6.99K
$469K
|
|
Feb 16, 2021
Q4 2020
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.05K- 0.95% |
$11.3K - $14.1K
|
109K
$7.3M
|
|
Jan 21, 2021
Q4 2020
|
Cutler Group LP
|
SELL
|
- |
-1.4KClosed |
$15.1K - $18.9K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.57K- 2.05% |
$16.9K - $21.1K
|
74.9K
$5.03M
|
|
Jan 29, 2021
Q4 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.21K- 8.96% |
$34.6K - $43.3K
|
32.6K
$2.19M
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.7K- 22.63% |
$39.8K - $49.8K
|
12.6K
$847K
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.86K- 98.39% |
$41.5K - $52K
|
63
$4.23K
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.63K- 19.58% |
$49.8K - $62.4K
|
19K
$1.27M
|
|
Jan 26, 2021
Q4 2020
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-5.82K- 7.52% |
$62.7K - $78.4K
|
71.5K
$4.8M
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.72K- 22.24% |
$72.4K - $90.6K
|
23.5K
$1.58M
|