Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (PEJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEJ) during Q4 2022. 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, 2023
Q4 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
127KNew |
$4.44M - $5.01M
|
127K
$6.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
126KNew |
$4.42M - $4.99M
|
126K
$6.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
55.6KNew |
$1.95M - $2.2M
|
55.6K
$2.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
44.6KNew |
$1.57M - $1.77M
|
44.6K
$2.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
42KNew |
$1.48M - $1.67M
|
42K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26K+ 133.51% |
$912K - $1.03M
|
45.5K
$2.42M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26K+ 133.51% |
$912K - $1.03M
|
45.5K
$2.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.6KNew |
$584K - $659K
|
16.6K
$884K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.3KNew |
$395K - $446K
|
11.3K
$599K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.98KNew |
$350K - $395K
|
9.98K
$531K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.83KNew |
$345K - $389K
|
9.83K
$523K
|
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
6.4KNew |
$225K - $254K
|
6.4K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
5.89KNew |
$207K - $233K
|
5.89K
$313K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.75KNew |
$202K - $228K
|
5.75K
$306K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
3.76K+ 13.77% |
$132K - $149K
|
31.1K
$1.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.38K+ 1.13% |
$119K - $134K
|
302K
$16.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.33K+ 5.97% |
$117K - $132K
|
59.1K
$3.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.54KNew |
$89K - $100K
|
2.54K
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.81K+ 8.69% |
$63.6K - $71.8K
|
22.7K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.36K+ 620.09% |
$47.7K - $53.8K
|
1.58K
$83.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.2K+ 2.58% |
$42.1K - $47.5K
|
47.7K
$2.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
966New |
$33.9K - $38.3K
|
966
$51.4K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
966New |
$33.9K - $38.3K
|
966
$51.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
916+ 3.81% |
$32.1K - $36.3K
|
24.9K
$1.33M
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
895+ 2.8% |
$31.4K - $35.5K
|
32.9K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
663+ 2.36% |
$23.3K - $26.3K
|
28.7K
$1.53M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
405New |
$14.2K - $16K
|
405
$21.5K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
368New |
$12.9K - $14.6K
|
368
$19.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
250New |
$8.77K - $9.91K
|
250
$13.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
215+ 10.65% |
$7.54K - $8.52K
|
2.23K
$119K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
159New |
$5.58K - $6.3K
|
159
$8.46K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
147+ 2.53% |
$5.16K - $5.82K
|
5.96K
$317K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$3.51K - $3.96K
|
100
$5.32K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
96New |
$3.37K - $3.8K
|
96
$5.11K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
96New |
$3.37K - $3.8K
|
96
$5.11K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33New |
$1.16K - $1.31K
|
33
$1.75K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
18+ 0.53% |
$632 - $713
|
3.43K
$182K
|
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
6+ 0.08% |
$211 - $238
|
7.55K
$402K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1New |
$35.1 - $39.6
|
1
$53.2
|
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-14- 0.22% |
$491 - $555
|
6.29K
$335K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-63- 48.84% |
$2.21K - $2.5K
|
66
$3.51K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-77- 1.06% |
$2.7K - $3.05K
|
7.21K
$383K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-143- 10.48% |
$5.02K - $5.67K
|
1.22K
$65K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-153- 0.71% |
$5.37K - $6.06K
|
21.3K
$1.13M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-200- 71.68% |
$7.02K - $7.92K
|
79
$4.2K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-267- 3.84% |
$9.37K - $10.6K
|
6.69K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-314- 5.27% |
$11K - $12.4K
|
5.65K
$300K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-375- 3.35% |
$13.2K - $14.9K
|
10.8K
$575K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-441- 7.11% |
$15.5K - $17.5K
|
5.76K
$306K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-500- 2.2% |
$17.5K - $19.8K
|
22.3K
$1.18M
|