Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150K+ 128.25% |
$0 - $7.09M
|
267K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
36.6K+ 136.39% |
$0 - $1.73M
|
63.4K
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.6K+ 55.52% |
$0 - $1.49M
|
88.6K
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.8K+ 45.73% |
$0 - $1.31M
|
88.6K
$0
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
27.5K+ 12.5% |
$0 - $1.3M
|
247K
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.7K+ 141.27% |
$0 - $646K
|
23.4K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
11.9KNew |
$0 - $564K
|
11.9K
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.9K+ 98.83% |
$0 - $560K
|
23.9K
$0
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8K+ 103.64% |
$0 - $508K
|
21.1K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
9.25K+ 50.62% |
$0 - $437K
|
27.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.84K+ 125.47% |
$0 - $417K
|
15.9K
$0
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.76K+ 131.55% |
$0 - $319K
|
11.9K
$0
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
6.7K+ 38.81% |
$0 - $316K
|
23.9K
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.31K+ 104.98% |
$0 - $298K
|
12.3K
$0
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.94KNew |
$0 - $281K
|
5.94K
$0
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.85K+ 62.3% |
$0 - $276K
|
15.2K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.79KNew |
$0 - $273K
|
5.79K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.5K+ 116.21% |
$0 - $260K
|
10.2K
$0
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
5.47K+ 17.35% |
$0 - $258K
|
37K
$0
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.58K+ 14.96% |
$0 - $216K
|
35.2K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.54K+ 4.66% |
$0 - $167K
|
79.6K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3.27K+ 2.42% |
$0 - $155K
|
138K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.09KNew |
$0 - $146K
|
3.09K
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.23K+ 9.41% |
$0 - $105K
|
25.9K
$0
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
1.84K+ 6.76% |
$0 - $86.9K
|
29K
$0
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.69K+ 36.34% |
$0 - $79.8K
|
6.34K
$0
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.62K+ 5.7% |
$0 - $76.5K
|
30K
$0
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 0.89% |
$0 - $67.3K
|
161K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.02K+ 5.8% |
$0 - $48.1K
|
18.6K
$0
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
758+ 6.31% |
$0 - $35.8K
|
12.8K
$0
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
680+ 7.06% |
$0 - $32.1K
|
10.3K
$0
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
575+ 2.25% |
$0 - $27.2K
|
26.1K
$0
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
234New |
$0 - $11.1K
|
234
$0
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
206+ 3.1% |
$0 - $9.73K
|
6.85K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
189New |
$0 - $8.93K
|
189
$0
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
85+ 40.67% |
$0 - $4.01K
|
294
$0
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
72New |
$0 - $3.4K
|
72
$0
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
15+ 0.05% |
$0 - $708
|
32.8K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12New |
$0 - $567
|
12
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
9+ 0.28% |
$0 - $425
|
3.26K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-62- 80.52% |
$0 - $2.93K
|
15
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-71- 70.3% |
$0 - $3.35K
|
30
$0
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-102- 2.22% |
$0 - $4.82K
|
4.48K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-107- 2.08% |
$0 - $5.05K
|
5.04K
$0
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-139- 2.36% |
$0 - $6.56K
|
5.76K
$0
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-149- 0.15% |
$0 - $7.04K
|
99.8K
$0
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-163- 2.53% |
$0 - $7.7K
|
6.28K
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-248- 10.15% |
$0 - $11.7K
|
2.2K
$0
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-300- 19.0% |
$0 - $14.2K
|
1.28K
$0
|