Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (PEJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEJ) during Q4 2021. 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 10, 2022
Q4 2021
|
Td Asset Management Inc
|
BUY
|
- |
800KNew |
$35.3M - $42.6M
|
800K
$42.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
558K+ 92.25% |
$24.7M - $29.7M
|
1.16M
$61.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
134K+ 17.88% |
$5.93M - $7.15M
|
885K
$47.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
114KNew |
$5.05M - $6.08M
|
114K
$6.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
91.4KNew |
$4.04M - $4.87M
|
91.4K
$4.86M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
76.7K+ 1270.63% |
$3.39M - $4.09M
|
82.7K
$4.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
58.6KNew |
$2.59M - $3.12M
|
58.6K
$3.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
55.1K+ 18.37% |
$2.43M - $2.94M
|
355K
$18.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
50KNew |
$2.21M - $2.66M
|
50K
$2.66M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Wealth Services
|
BUY
|
- |
47.2KNew |
$2.08M - $2.51M
|
47.2K
$2.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
43.3KNew |
$1.91M - $2.3M
|
43.3K
$2.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
42.9K+ 15.73% |
$1.9M - $2.29M
|
316K
$16.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
42.3K+ 104.84% |
$1.87M - $2.25M
|
82.6K
$4.39M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
39.8K+ 347.99% |
$1.76M - $2.12M
|
51.2K
$2.72M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
35.9K+ 2440.58% |
$1.59M - $1.91M
|
37.4K
$1.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
31.7K+ 277.85% |
$1.4M - $1.69M
|
43.1K
$2.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.8K+ 127.99% |
$1.32M - $1.59M
|
53.1K
$2.82M
|
|
|
Feb 08, 2022
Q4 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
29KNew |
$1.28M - $1.54M
|
29K
$1.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
24.6KNew |
$1.09M - $1.31M
|
24.6K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21.1KNew |
$934K - $1.13M
|
21.1K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
20.3KNew |
$897K - $1.08M
|
20.3K
$1.08M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
17.4KNew |
$769K - $927K
|
17.4K
$926K
|
|
|
Feb 04, 2022
Q4 2021
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
16.8K+ 20.64% |
$744K - $897K
|
98.4K
$5.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
15.9KNew |
$703K - $848K
|
15.9K
$846K
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
15KNew |
$663K - $799K
|
15K
$798K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
14.5KNew |
$643K - $775K
|
14.5K
$774K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2KNew |
$628K - $757K
|
14.2K
$756K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14K+ 25.13% |
$618K - $745K
|
69.6K
$3.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
11.7K+ 26.87% |
$519K - $626K
|
55.5K
$2.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$452K - $545K
|
10.2K
$544K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.62KNew |
$381K - $459K
|
8.62K
$458K
|
|
|
Oct 23, 2024
Q4 2021
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
8.57KNew |
$378K - $456K
|
8.57K
$456K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7.21KNew |
$319K - $384K
|
7.21K
$384K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
7KNew |
$309K - $373K
|
7K
$372K
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.6K+ 12.85% |
$291K - $351K
|
57.9K
$3.08M
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
6.42KNew |
$284K - $342K
|
6.42K
$342K
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
6.12K+ 15.55% |
$270K - $326K
|
45.5K
$2.42M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.58K+ 44.59% |
$247K - $297K
|
18.1K
$963K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.58K+ 44.59% |
$247K - $297K
|
18.1K
$963K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.15KNew |
$183K - $221K
|
4.15K
$221K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
3.42KNew |
$151K - $182K
|
3.42K
$182K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
3.37K+ 328.43% |
$149K - $180K
|
4.4K
$234K
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
BUY
|
- |
3.05K+ 6.2% |
$135K - $163K
|
52.3K
$2.78M
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.82K+ 5.88% |
$124K - $150K
|
50.7K
$2.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
2.69K+ 6.72% |
$119K - $143K
|
42.7K
$2.27M
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.63K+ 1.58% |
$116K - $140K
|
169K
$8.99M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.4K+ 32.72% |
$106K - $128K
|
9.73K
$517K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.36K+ 3.36% |
$104K - $126K
|
72.6K
$3.86M
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.1K+ 2.31% |
$92.7K - $112K
|
92.8K
$4.93M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.81KNew |
$79.9K - $96.3K
|
1.81K
$96.1K
|