Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
228KNew |
$32M - $34.5M
|
228K
$0
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
215KNew |
$30.2M - $32.6M
|
215K
$0
|
|
Oct 08, 2021
Q3 2021
|
Marks Wealth, LLC
|
BUY
|
- |
119K+ 97.33% |
$16.7M - $18M
|
241K
$0
|
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
BUY
|
- |
16.9K+ 7.38% |
$2.37M - $2.56M
|
246K
$0
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.8K+ 180.61% |
$1.51M - $1.63M
|
16.7K
$0
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10K+ 258.94% |
$1.41M - $1.52M
|
13.9K
$0
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.52KNew |
$773K - $836K
|
5.52K
$0
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.13K+ 6.9% |
$719K - $778K
|
79.5K
$0
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.97K+ 364.54% |
$696K - $752K
|
6.33K
$0
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
4.41KNew |
$619K - $669K
|
4.41K
$0
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.96KNew |
$555K - $600K
|
3.96K
$0
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.81K+ 6.65% |
$534K - $577K
|
61.1K
$0
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.68K+ 7.4% |
$515K - $557K
|
53.4K
$0
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.07KNew |
$430K - $465K
|
3.07K
$0
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.98KNew |
$418K - $452K
|
2.98K
$0
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.93K+ 283.09% |
$411K - $444K
|
3.97K
$0
|
|
Oct 25, 2021
Q3 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
2.81K+ 6.3% |
$394K - $426K
|
47.4K
$0
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
2.19KNew |
$307K - $332K
|
2.19K
$0
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.04KNew |
$286K - $310K
|
2.04K
$0
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.32K+ 17.05% |
$185K - $200K
|
9.04K
$0
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.28K+ 19.86% |
$179K - $193K
|
7.7K
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
1.25K+ 130.51% |
$175K - $189K
|
2.21K
$0
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
715+ 3.43% |
$100K - $108K
|
21.6K
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
579+ 1.72% |
$81.2K - $87.7K
|
34.3K
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
550+ 28.72% |
$77.1K - $83.3K
|
2.47K
$0
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
310New |
$43.5K - $47K
|
310
$0
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
231New |
$32.4K - $35K
|
231
$0
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
138+ 93.88% |
$19.3K - $20.9K
|
285
$0
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
122+ 7.87% |
$17.1K - $18.5K
|
1.67K
$0
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
96+ 4.2% |
$13.5K - $14.5K
|
2.38K
$0
|
|
Nov 04, 2021
Q3 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
50+ 0.74% |
$7.01K - $7.58K
|
6.85K
$0
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
46+ 0.21% |
$6.45K - $6.97K
|
22K
$0
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
40+ 0.47% |
$5.61K - $6.06K
|
8.55K
$0
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32New |
$4.49K - $4.85K
|
32
$0
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
23+ 63.89% |
$3.22K - $3.49K
|
59
$0
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
18+ 11.46% |
$2.52K - $2.73K
|
175
$0
|
|
Oct 13, 2021
Q3 2021
|
Friedenthal Financial
|
BUY
|
- |
17+ 0.22% |
$2.38K - $2.58K
|
7.76K
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
14+ 100.0% |
$1.96K - $2.12K
|
28
$0
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14+ 0.47% |
$1.96K - $2.12K
|
3.01K
$0
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.09% |
$140 - $152
|
1.08K
$0
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.89% |
$140 - $152
|
111
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-10- 0.18% |
$1.4K - $1.52K
|
5.55K
$0
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-20- 0.66% |
$2.8K - $3.03K
|
3.03K
$0
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-23- 38.98% |
$3.22K - $3.49K
|
36
$0
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-30- 0.66% |
$4.21K - $4.55K
|
4.52K
$0
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-60- 0.46% |
$8.41K - $9.09K
|
13K
$0
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-84- 37.0% |
$11.8K - $12.7K
|
143
$0
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-92- 2.57% |
$12.9K - $13.9K
|
3.49K
$0
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-143Closed |
$20.1K - $21.7K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-166- 8.52% |
$23.3K - $25.2K
|
1.78K
$0
|