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Invesco Dynamic Software ETF (PSJ) Institutional Ownership

Invesco Dynamic Software ETF logo
$45.69 -1.16 (-2.48%)
(As of 11/15/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Invesco Dynamic Software ETF (NYSEARCA:PSJ)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$1.98M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$222.16K
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PSJ Institutional Buying and Selling by Quarter

Invesco Dynamic Software ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/13/2024 Jones Financial Companies Lllp5,733$187K0.0%N/A0.106%
2/12/2024 Mitchell Sinkler & Starr PA1,788$58K0.0%N/A0.033%
2/8/2024 Kingsview Wealth Management LLC5,337$174K0.0%-38.7%0.099%
2/8/2024 Pacific Sun Financial Corp12,595$411K0.3%-2.5%0.233%
2/1/2024 CWM LLC4,428$145K0.0%-20.3%0.082%
1/24/2024 Clear Creek Financial Management LLC6,084$199K0.0%N/A0.113%
1/23/2024 Camelot Portfolios LLC6,352$207K0.1%N/A0.118%
1/17/2024Sandy Cove Advisors LLC5,712$186K0.1%N/A0.106%
1/17/2024 Fiduciary Alliance LLC45,243$1.48M0.3%-2.0%0.838%
1/9/2024 WBH Advisory Inc.5,751$188K0.0%N/A0.107%
11/24/2023EP Wealth Advisors LLC24,663$799K0.0%+2,734.8%0.457%
11/13/2023 LPL Financial LLC180,245$5.84M0.0%+312.1%3.338%
11/13/2023 Kestra Advisory Services LLC7,161$232K0.0%+177.1%0.133%
11/8/2023 Oppenheimer & Co. Inc.8,527$276K0.0%+49.4%0.158%
11/7/2023 Kingsview Wealth Management LLC8,700$282K0.0%+181.7%0.161%
11/6/2023 Sigma Planning Corp11,965$388K0.0%+186.7%0.222%
11/2/2023 Diversified LLC8,457$274K0.1%+167.3%0.157%
10/24/2023Raymond James Financial Services Advisors Inc.6,507$211K0.0%+112.6%0.121%
10/24/2023Raymond James & Associates26,176$848K0.0%+169.4%0.485%
10/24/2023 Cambridge Investment Research Advisors Inc.16,524$536K0.0%+188.3%0.306%
10/23/2023Commonwealth Equity Services LLC9,670$313K0.0%+88.9%0.179%
10/18/2023 Fiduciary Alliance LLC46,189$1.50M0.3%+208.9%0.855%
10/12/2023 SeaCrest Wealth Management LLC9,180$298K0.0%+194.7%0.170%
10/11/2023 CWM LLC5,553$180K0.0%+200.0%0.103%
8/14/2023 Resurgent Financial Advisors LLC1,973$212K0.1%+217.7%0.037%
8/10/2023 Bessemer Group Inc.1,250$135K0.0%-33.3%0.023%
8/10/2023 US Bancorp DE470$51K0.0%N/A0.009%
8/10/2023Cetera Advisors LLC12,104$1.30M0.0%-4.4%0.224%
8/10/2023Cetera Advisor Networks LLC3,559$383K0.0%-25.4%0.066%
8/2/2023 Sigma Planning Corp4,174$450K0.0%-59.1%0.077%
7/31/2023 LPL Financial LLC43,738$4.71M0.0%+13.5%0.810%
7/26/2023Fifth Third Bancorp390$42K0.0%N/A0.021%
7/25/2023Raymond James Financial Services Advisors Inc.3,061$330K0.0%-9.1%0.165%
7/18/2023 Fiduciary Alliance LLC14,952$1.61M0.3%+192.4%0.804%
7/13/2023 Cambridge Investment Research Advisors Inc.5,732$617K0.0%-16.9%0.308%
7/12/2023 WBH Advisory Inc.2,017$217K0.0%-19.1%0.108%
7/12/2023 Pacific Sun Financial Corp4,290$435K0.3%N/A0.231%
6/5/2023EP Wealth Advisors LLC5,249$649K0.0%N/A0.282%
5/12/2023 Tradition Wealth Management LLC834$85K0.0%N/A0.045%
5/10/2023 Oppenheimer & Co. Inc.5,472$555K0.0%N/A0.294%
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5/10/2023 LPL Financial LLC38,539$3.91M0.0%-11.8%2.072%
5/9/2023 Tower Research Capital LLC TRC 3,903$396K0.0%-43.7%0.210%
4/24/2023 Diversified LLC3,407$346K0.1%-11.3%0.183%
4/20/2023 WBH Advisory Inc.2,492$253K0.0%N/A0.134%
4/20/2023 Clear Creek Financial Management LLC2,027$206K0.0%N/A0.109%
4/18/2023 Fiduciary Alliance LLC5,113$519K0.1%+12.7%0.275%
4/14/2023Raymond James Financial Services Advisors Inc.3,366$341K0.0%-16.1%0.181%
4/14/2023Raymond James & Associates9,647$979K0.0%-1.6%0.519%
3/6/2023 Rockefeller Capital Management L.P.2,926$266K0.0%+9.6%0.148%
2/15/2023 Beck Capital Management LLC2,706$246K0.1%-9.5%0.137%
2/13/2023 Diversified LLC3,841$350K0.1%-41.8%0.194%
2/8/2023Raymond James Financial Services Advisors Inc.4,011$365K0.0%-38.5%0.203%
2/8/2023Raymond James & Associates9,801$892K0.0%-2.7%0.495%
2/8/2023 UBS Group AG53,752$4.89M0.0%-0.4%2.715%
2/8/2023 Cambridge Investment Research Advisors Inc.9,318$848K0.0%-5.4%0.471%
2/7/2023 LPL Financial LLC43,697$3.98M0.0%+5.2%2.207%
2/7/2023 Envestnet Asset Management Inc.2,434$222K0.0%N/A0.123%
1/30/2023 PFG Advisors2,569$234K0.0%N/A0.130%
1/24/2023 Sigma Planning Corp10,288$936K0.0%-2.3%0.520%
1/23/2023Sandy Cove Advisors LLC2,208$201K0.2%N/A0.112%
1/19/2023 Fiduciary Alliance LLC4,537$413K0.1%N/A0.228%
11/14/2022 Pacific Sun Financial Corp4,355$387K0.3%-5.6%0.209%
11/10/2022 Sigma Planning Corp10,528$935K0.0%-3.1%0.506%
11/10/2022 Tower Research Capital LLC TRC10,588$940K0.0%+51.9%0.509%
11/10/2022 UBS Group AG53,959$4.79M0.0%+5.7%2.594%
11/2/2022 Rockefeller Capital Management L.P.2,670$237K0.0%+214.1%0.128%
11/1/2022 Kestra Advisory Services LLC2,510$223K0.0%-20.8%0.121%
10/27/2022 CWM LLC1,851$164K0.0%-28.4%0.089%
10/25/2022Raymond James & Associates10,076$895K0.0%+1.9%0.482%
10/25/2022 Diversified LLC6,602$586K0.3%-30.5%0.316%
10/25/2022Raymond James Financial Services Advisors Inc.6,521$580K0.0%-16.8%0.312%
10/18/2022 WBH Advisory Inc.2,492$221K0.0%-13.8%0.118%
10/17/2022 Cambridge Investment Research Advisors Inc.9,853$875K0.0%+1.5%0.467%
8/13/2022 Flow Traders U.S. LLC24,034$2.18M0.1%+33.4%1.092%
8/11/2022Cetera Advisor Networks LLC12,957$1.18M0.0%-28.5%0.589%
8/11/2022Cetera Advisors LLC15,870$1.44M0.0%-19.5%0.721%
8/11/2022 Sigma Planning Corp10,868$988K0.0%-54.2%0.494%
8/11/2022 UBS Group AG51,050$4.64M0.0%-6.2%2.320%
8/9/2022 SeaCrest Wealth Management LLC3,317$301K0.0%-9.1%0.151%
8/4/2022 Northwestern Mutual Wealth Management Co.6,778$615K0.0%+3.0%0.308%
8/2/2022 Running Point Capital Advisors LLC386$35K0.0%N/A0.017%
7/28/2022 CWM LLC2,586$235K0.0%-57.7%0.117%
7/28/2022 Selective Wealth Management Inc.600$55K0.0%-32.6%0.027%
7/21/2022 Wedbush Securities Inc.2,907$264K0.0%-15.4%0.131%
7/19/2022Commonwealth Equity Services LLC5,584$507K0.0%-9.0%0.250%
7/19/2022 Diversified LLC9,501$863K0.4%-10.5%0.426%
7/13/2022 Cambridge Investment Research Advisors Inc.9,709$882K0.0%-1.9%0.433%
5/12/2022Cetera Advisor Networks LLC18,134$2.02M0.0%-16.1%0.746%
5/12/2022Cetera Advisors LLC19,713$2.20M0.0%-4.0%0.811%
5/12/2022 Oppenheimer & Co. Inc.2,559$285K0.0%-28.2%0.105%
Buffett’s Selling Out: Is Your 401(k) About to Get Wiped Out? (Ad)

Let me share something important with you. Just a few weeks ago, Warren Buffett unloaded $932 million worth of bank stocks. He didn't do it on a whim—he knows something big is coming. The question is: Why aren't you taking action, too?

Click Here For Your Free Guide
5/10/2022 Alpine Woods Capital Investors LLC9,000$1.00M0.1%-28.0%0.370%
5/9/2022 Northwestern Mutual Wealth Management Co.6,583$735K0.0%+46.8%0.271%
5/5/2022 Pacific Sun Financial Corp4,575$510K0.3%-4.3%0.187%
5/4/2022 Advisor Group Holdings Inc.12,872$1.65M0.0%-2.6%0.530%
5/4/2022 Prospera Financial Services Inc700$78K0.0%N/A0.029%
4/26/2022 Kestra Advisory Services LLC4,000$446K0.0%-8.7%0.165%
4/21/2022 CWM LLC6,111$682K0.0%-18.3%0.249%
4/20/2022 Sigma Planning Corp23,708$2.65M0.1%-58.8%0.968%
4/19/2022 Wedbush Securities Inc.3,437$383K0.0%-6.7%0.140%
4/14/2022 Diversified LLC10,616$1.18M0.5%-7.2%0.432%
(Data available from 1/1/2016 forward)

PSJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSJ shares?

During the previous two years, 34 institutional investors and hedge funds held shares of Invesco Dynamic Software ETF. The most heavily invested institutionals were LPL Financial LLC ($5.84M), UBS Group AG ($4.89M), Fiduciary Alliance LLC ($1.48M), Cetera Advisors LLC ($1.30M), Raymond James & Associates ($848K), EP Wealth Advisors LLC ($799K), and Cambridge Investment Research Advisors Inc. ($536K).Learn more on PSJ's institutional investors.

Which institutional investors have been buying Invesco Dynamic Software ETF stock?

Of the 28 institutional investors that purchased Invesco Dynamic Software ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($143.88K), Fiduciary Alliance LLC ($46.19K), EP Wealth Advisors LLC ($29.04K), Raymond James & Associates ($16.46K), Cambridge Investment Research Advisors Inc. ($10.79K), Oppenheimer & Co. Inc. ($8.29K), and WBH Advisory Inc. ($8.24K).

How much institutional buying is happening at Invesco Dynamic Software ETF?

Institutional investors have bought a total of 346,435 shares in the last 24 months. This purchase volume represents approximately $11.49M in transactions.

Which Invesco Dynamic Software ETF major shareholders have been selling company stock?

Of the 17 institutional investors that sold Invesco Dynamic Software ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sigma Planning Corp ($6.27K), LPL Financial LLC ($5.16K), Raymond James Financial Services Advisors Inc. ($3.46K), Kingsview Wealth Management LLC ($3.36K), Diversified LLC ($3.20K), Tower Research Capital LLC TRC ($3.03K), and Cambridge Investment Research Advisors Inc. ($1.70K).

How much institutional selling is happening at Invesco Dynamic Software ETF?

Institutional investors have sold a total of 32,353 shares in the last 24 months. This volume of shares sold represents approximately $1.12M in transactions.


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This page (NYSEARCA:PSJ) was last updated on 11/16/2024 by MarketBeat.com Staff
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