Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PEJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEJ) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
119KNew |
$4.16M - $5.04M
|
119K
$6.33M
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
114KNew |
$3.97M - $4.81M
|
114K
$6.04M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
94.4K+ 24.27% |
$3.3M - $4M
|
483K
$25.7M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
33K+ 21.86% |
$1.15M - $1.4M
|
184K
$9.77M
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
28.6KNew |
$999K - $1.21M
|
28.6K
$1.52M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
26.7KNew |
$934K - $1.13M
|
26.7K
$1.42M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.8K+ 456.07% |
$867K - $1.05M
|
30.3K
$1.61M
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
20.4KNew |
$713K - $865K
|
20.4K
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7K+ 119.55% |
$478K - $579K
|
25.1K
$1.34M
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.14K+ 51.08% |
$319K - $387K
|
27K
$1.44M
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
7.41KNew |
$259K - $314K
|
7.41K
$394K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.26K+ 49.25% |
$254K - $308K
|
22K
$1.17M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.43KNew |
$225K - $273K
|
6.43K
$342K
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
5.39KNew |
$188K - $228K
|
5.39K
$287K
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
5.07KNew |
$177K - $215K
|
5.07K
$270K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5.05KNew |
$176K - $214K
|
5.05K
$268K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.03KNew |
$176K - $213K
|
5.03K
$267K
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.99KNew |
$174K - $211K
|
4.99K
$265K
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.81KNew |
$168K - $204K
|
4.81K
$256K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.08K+ 790.49% |
$107K - $130K
|
3.46K
$184K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.97K+ 2014.29% |
$69K - $83.7K
|
2.07K
$110K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.85KNew |
$64.5K - $78.2K
|
1.85K
$98.1K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.72KNew |
$60.2K - $73K
|
1.72K
$91.6K
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.67KNew |
$58.3K - $70.7K
|
1.67K
$88.7K
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
1.5K+ 99.87% |
$52.4K - $63.6K
|
3K
$160K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.1K+ 1264.37% |
$38.4K - $46.6K
|
1.19K
$63.1K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
958+ 11.69% |
$33.5K - $40.6K
|
9.15K
$487K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
878+ 7.34% |
$30.7K - $37.2K
|
12.8K
$683K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
503+ 5.28% |
$17.6K - $21.3K
|
10K
$533K
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
500New |
$17.5K - $21.2K
|
500
$26.6K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
300New |
$10.5K - $12.7K
|
300
$16K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
261+ 34.62% |
$9.12K - $11.1K
|
1.02K
$54K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
258New |
$9.02K - $10.9K
|
258
$13.7K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
238New |
$8.32K - $10.1K
|
238
$12.7K
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
179+ 0.49% |
$6.26K - $7.59K
|
37K
$1.97M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
172New |
$6.01K - $7.29K
|
172
$9.15K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
100+ 3.41% |
$3.5K - $4.24K
|
3.03K
$161K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
68+ 6800.0% |
$2.38K - $2.88K
|
69
$3.67K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
50New |
$1.75K - $2.12K
|
50
$2.66K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
40New |
$1.4K - $1.7K
|
40
$2.13K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3New |
$105 - $127
|
3
$160
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$35 - $42.4
|
1
$53.2
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-58- 60.42% |
$2.03K - $2.46K
|
38
$2.02K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-101- 5.69% |
$3.53K - $4.28K
|
1.68K
$89.1K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-122- 1.69% |
$4.26K - $5.17K
|
7.09K
$377K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-150Closed |
$5.24K - $6.36K
|
0
$0
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-151- 10.05% |
$5.28K - $6.4K
|
1.35K
$71.8K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-166- 0.55% |
$5.8K - $7.04K
|
30.1K
$1.6M
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-189- 97.42% |
$6.61K - $8.01K
|
5
$266
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-250- 4.44% |
$8.74K - $10.6K
|
5.39K
$286K
|