Purchases and Sales Made in Q1 2023 in Invesco ETF Tr S&P 500 Equal W (RCD)
This table provides information about the institutional ownership of Invesco ETF Tr S&P 500 Equal W (RCD) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR S&P 500 EQUAL W.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
372K+ 38.79% |
$44M - $51.3M
|
1.33M
$0
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75.9K+ 268.9% |
$8.96M - $10.5M
|
104K
$0
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
34.9KNew |
$4.13M - $4.82M
|
34.9K
$0
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
19.6K+ 169.08% |
$2.32M - $2.71M
|
31.2K
$0
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19.6KNew |
$2.31M - $2.7M
|
19.6K
$0
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.5K+ 194.27% |
$2.31M - $2.69M
|
29.6K
$0
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.9KNew |
$1.53M - $1.78M
|
12.9K
$0
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
BUY
|
- |
10.3KNew |
$1.21M - $1.41M
|
10.3K
$0
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
10.1KNew |
$1.2M - $1.4M
|
10.1K
$0
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
9.17KNew |
$1.08M - $1.26M
|
9.17K
$0
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.04K+ 197.06% |
$950K - $1.11M
|
12.1K
$0
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
7.86KNew |
$928K - $1.08M
|
7.86K
$0
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.54K+ 17.0% |
$891K - $1.04M
|
51.9K
$0
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.36K+ 202.75% |
$870K - $1.01M
|
11K
$0
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7K+ 20.67% |
$828K - $966K
|
40.9K
$0
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.98K+ 212.07% |
$824K - $962K
|
10.3K
$0
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.22K+ 23.48% |
$735K - $858K
|
32.7K
$0
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.54K+ 32.95% |
$536K - $625K
|
18.3K
$0
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
4.02KNew |
$475K - $554K
|
4.02K
$0
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.42KNew |
$404K - $472K
|
3.42K
$0
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3KNew |
$354K - $413K
|
3K
$0
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.9KNew |
$343K - $400K
|
2.9K
$0
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
2.57KNew |
$303K - $354K
|
2.57K
$0
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
2.4KNew |
$284K - $331K
|
2.4K
$0
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.96KNew |
$231K - $270K
|
1.96K
$0
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.94KNew |
$229K - $268K
|
1.94K
$0
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.87K+ 16.33% |
$221K - $258K
|
13.4K
$0
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.71KNew |
$202K - $236K
|
1.71K
$0
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.45K+ 2.76% |
$171K - $199K
|
53.8K
$0
|
|
Apr 14, 2023
Q1 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
663+ 17.11% |
$78.3K - $91.4K
|
4.54K
$0
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
592+ 7.14% |
$69.9K - $81.6K
|
8.88K
$0
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
541+ 2.38% |
$63.9K - $74.6K
|
23.3K
$0
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
531+ 6.01% |
$62.7K - $73.2K
|
9.37K
$0
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
488+ 9.15% |
$57.7K - $67.3K
|
5.82K
$0
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
373+ 28.6% |
$44.1K - $51.4K
|
1.68K
$0
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
335+ 9.45% |
$39.6K - $46.2K
|
3.88K
$0
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
268+ 12.93% |
$31.7K - $36.9K
|
2.34K
$0
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
245+ 13.65% |
$28.9K - $33.8K
|
2.04K
$0
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
111+ 1.5% |
$13.1K - $15.3K
|
7.52K
$0
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$11.8K - $13.8K
|
100
$0
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
83+ 1.1% |
$9.81K - $11.4K
|
7.65K
$0
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
68+ 1.42% |
$8.03K - $9.37K
|
4.85K
$0
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
65+ 650.0% |
$7.68K - $8.96K
|
75
$0
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
39New |
$4.61K - $5.38K
|
39
$0
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10+ 8.47% |
$1.18K - $1.38K
|
128
$0
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7New |
$827 - $965
|
7
$0
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6+ 0.13% |
$709 - $827
|
4.81K
$0
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
5+ 5.0% |
$591 - $689
|
105
$0
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5New |
$591 - $689
|
5
$0
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 0.37% |
$473 - $551
|
1.08K
$0
|