Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PXE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PXE) 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 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
96K+ 84.16% |
$2.81M - $3.24M
|
210K
$6.03M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30.9KNew |
$904K - $1.04M
|
30.9K
$887K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
18.7KNew |
$547K - $632K
|
18.7K
$537K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18.5K+ 590.27% |
$541K - $625K
|
21.6K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
13KNew |
$380K - $439K
|
13K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.7KNew |
$342K - $395K
|
11.7K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.94KNew |
$291K - $336K
|
9.94K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.92KNew |
$261K - $301K
|
8.92K
$256K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.24K+ 10.35% |
$241K - $278K
|
87.9K
$2.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.84K+ 25.69% |
$200K - $231K
|
33.5K
$961K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.59K+ 34.66% |
$105K - $121K
|
14K
$401K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.64K+ 32.49% |
$77.2K - $89.1K
|
10.8K
$309K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.08K+ 11.7% |
$60.8K - $70.2K
|
19.8K
$570K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.26KNew |
$36.8K - $42.5K
|
1.26K
$36.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
514New |
$15K - $17.4K
|
514
$14.8K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
500New |
$14.6K - $16.9K
|
500
$14.4K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
500New |
$14.6K - $16.9K
|
500
$14.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
388New |
$11.4K - $13.1K
|
388
$11.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
287+ 1.33% |
$8.4K - $9.7K
|
21.8K
$627K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
197New |
$5.76K - $6.66K
|
197
$5.66K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
167+ 0.83% |
$4.89K - $5.64K
|
20.3K
$584K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
117+ 0.4% |
$3.42K - $3.95K
|
29.2K
$838K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
42+ 135.48% |
$1.23K - $1.42K
|
73
$2.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.81% |
$234 - $270
|
999
$28.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6+ 0.94% |
$176 - $203
|
642
$18.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9- 0.01% |
$263 - $304
|
60.5K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-72- 6.65% |
$2.11K - $2.43K
|
1.01K
$29K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-264- 2.84% |
$7.72K - $8.92K
|
9.04K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-600- 98.04% |
$17.6K - $20.3K
|
12
$345
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-651- 7.46% |
$19K - $22K
|
8.08K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-998- 1.66% |
$29.2K - $33.7K
|
59K
$1.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 5.19% |
$29.4K - $34K
|
18.4K
$528K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.2K- 82.58% |
$35.1K - $40.5K
|
253
$7.27K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.81K- 19.52% |
$52.9K - $61.1K
|
7.45K
$214K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.68K- 5.75% |
$78.4K - $90.6K
|
43.9K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.04K- 8.3% |
$88.9K - $103K
|
33.6K
$964K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.15K- 6.61% |
$92.3K - $107K
|
44.6K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.03K- 35.23% |
$118K - $136K
|
7.41K
$213K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-4.76K- 3.59% |
$139K - $161K
|
128K
$3.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.98K- 26.35% |
$146K - $168K
|
13.9K
$400K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.5K- 76.0% |
$278K - $321K
|
3K
$86.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.5K- 22.48% |
$394K - $455K
|
46.4K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-22.2K- 64.59% |
$649K - $749K
|
12.2K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.8K- 52.92% |
$667K - $770K
|
20.3K
$582K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.2K- 22.97% |
$767K - $885K
|
87.9K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-33.3K- 18.15% |
$974K - $1.13M
|
150K
$4.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-46.2K- 43.83% |
$1.35M - $1.56M
|
59.2K
$1.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-98.7K- 33.43% |
$2.89M - $3.34M
|
197K
$5.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-142K- 72.87% |
$4.15M - $4.79M
|
52.8K
$1.52M
|