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Invesco Dynamic Software ETF (PSJ) Institutional Ownership

Invesco Dynamic Software ETF logo
$45.39
+0.13 (+0.29%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco Dynamic Software ETF (NYSEARCA:PSJ)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$7.08M
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
2/13/2024Jones Financial Companies Lllp5,733$187K0.0%N/A0.106%
2/12/2024Mitchell Sinkler & Starr PA1,788$58K0.0%N/A0.033%
2/8/2024Kingsview 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%
1/23/2024Camelot 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%
11/13/2023LPL Financial LLC180,245$5.84M0.0%+312.1%3.338%
11/13/2023Kestra Advisory Services LLC7,161$232K0.0%+177.1%0.133%
11/8/2023Oppenheimer & Co. Inc.8,527$276K0.0%+49.4%0.158%
11/7/2023Kingsview Wealth Management LLC8,700$282K0.0%+181.7%0.161%
11/6/2023Sigma Planning Corp11,965$388K0.0%+186.7%0.222%
11/2/2023Diversified 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%
8/14/2023Resurgent Financial Advisors LLC1,973$212K0.1%+217.7%0.037%
8/10/2023Bessemer 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%
8/2/2023Sigma Planning Corp4,174$450K0.0%-59.1%0.077%
7/31/2023LPL 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%
5/12/2023Tradition Wealth Management LLC834$85K0.0%N/A0.045%
5/10/2023Oppenheimer & Co. Inc.5,472$555K0.0%N/A0.294%
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5/10/2023LPL Financial LLC38,539$3.91M0.0%-11.8%2.072%
5/9/2023Tower Research Capital LLC TRC 3,903$396K0.0%-43.7%0.210%
4/24/2023Diversified 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%
3/6/2023Rockefeller Capital Management L.P.2,926$266K0.0%+9.6%0.148%
2/15/2023Beck Capital Management LLC2,706$246K0.1%-9.5%0.137%
2/13/2023Diversified 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%
2/8/2023UBS 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%
2/7/2023LPL Financial LLC43,697$3.98M0.0%+5.2%2.207%
2/7/2023Envestnet Asset Management Inc.2,434$222K0.0%N/A0.123%
1/30/2023 PFG Advisors2,569$234K0.0%N/A0.130%
1/24/2023Sigma 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%
11/10/2022Sigma Planning Corp10,528$935K0.0%-3.1%0.506%
11/10/2022Tower Research Capital LLC TRC10,588$940K0.0%+51.9%0.509%
11/10/2022UBS Group AG53,959$4.79M0.0%+5.7%2.594%
11/2/2022Rockefeller Capital Management L.P.2,670$237K0.0%+214.1%0.128%
11/1/2022Kestra 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%
10/25/2022Diversified 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%
8/13/2022Flow 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%
8/11/2022Sigma Planning Corp10,868$988K0.0%-54.2%0.494%
8/11/2022UBS Group AG51,050$4.64M0.0%-6.2%2.320%
8/9/2022 SeaCrest Wealth Management LLC3,317$301K0.0%-9.1%0.151%
8/4/2022Northwestern Mutual Wealth Management Co.6,778$615K0.0%+3.0%0.308%
8/2/2022Running 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%
7/21/2022Wedbush Securities Inc.2,907$264K0.0%-15.4%0.131%
7/19/2022Commonwealth Equity Services LLC5,584$507K0.0%-9.0%0.250%
7/19/2022Diversified 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%
5/12/2022Oppenheimer & Co. Inc.2,559$285K0.0%-28.2%0.105%
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5/10/2022Alpine Woods Capital Investors LLC9,000$1.00M0.1%-28.0%0.370%
5/9/2022Northwestern 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%
5/4/2022Advisor Group Holdings Inc.12,872$1.65M0.0%-2.6%0.530%
5/4/2022Prospera Financial Services Inc700$78K0.0%N/A0.029%
4/26/2022Kestra Advisory Services LLC4,000$446K0.0%-8.7%0.165%
4/21/2022 CWM LLC6,111$682K0.0%-18.3%0.249%
4/20/2022Sigma Planning Corp23,708$2.65M0.1%-58.8%0.968%
4/19/2022Wedbush Securities Inc.3,437$383K0.0%-6.7%0.140%
4/14/2022Diversified 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 30 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 352,960 shares in the last 24 months. This purchase volume represents approximately $11.69M 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 ($6.61K), 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 32,953 shares in the last 24 months. This volume of shares sold represents approximately $1.14M in transactions.


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This page (NYSEARCA:PSJ) was last updated on 11/5/2024 by MarketBeat.com Staff
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