Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
960KNew |
$108M - $121M
|
960K
$0
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.4K+ 238.04% |
$5.44M - $6.12M
|
68.7K
$0
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.2K+ 320.03% |
$5.42M - $6.1M
|
63.3K
$0
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.2K+ 320.03% |
$5.42M - $6.1M
|
63.3K
$0
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
44.5KNew |
$5M - $5.63M
|
44.5K
$0
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.1K+ 441.01% |
$4.06M - $4.57M
|
44.3K
$0
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
34.9KNew |
$3.92M - $4.41M
|
34.9K
$0
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.9K+ 241.51% |
$2.24M - $2.53M
|
28.2K
$0
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.9K+ 142.72% |
$2.24M - $2.52M
|
33.9K
$0
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.9K+ 711.74% |
$2.24M - $2.52M
|
22.7K
$0
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
11.5KNew |
$1.29M - $1.45M
|
11.5K
$0
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
9.35K+ 52.01% |
$1.05M - $1.18M
|
27.3K
$0
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.57KNew |
$851K - $958K
|
7.57K
$0
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.44KNew |
$612K - $689K
|
5.44K
$0
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.78KNew |
$538K - $605K
|
4.78K
$0
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.88KNew |
$436K - $490K
|
3.88K
$0
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.07KNew |
$345K - $388K
|
3.07K
$0
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
2.93K+ 185.61% |
$329K - $370K
|
4.5K
$0
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.88K+ 53.2% |
$324K - $364K
|
8.29K
$0
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.07KNew |
$233K - $262K
|
2.07K
$0
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.87KNew |
$211K - $237K
|
1.87K
$0
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.77KNew |
$199K - $224K
|
1.77K
$0
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.76KNew |
$197K - $222K
|
1.76K
$0
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.71KNew |
$192K - $216K
|
1.71K
$0
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.63KNew |
$183K - $206K
|
1.63K
$0
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.45K+ 28.11% |
$163K - $184K
|
6.61K
$0
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.3KNew |
$147K - $165K
|
1.3K
$0
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.2K+ 57.42% |
$135K - $152K
|
3.29K
$0
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.04K+ 41.69% |
$117K - $132K
|
3.55K
$0
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
705+ 3.2% |
$79.3K - $89.2K
|
22.7K
$0
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
579+ 12.17% |
$65.1K - $73.3K
|
5.34K
$0
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
482+ 5.66% |
$54.2K - $61K
|
9K
$0
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
140New |
$15.7K - $17.7K
|
140
$0
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
116New |
$13K - $14.7K
|
116
$0
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
87New |
$9.78K - $11K
|
87
$0
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
79+ 21.18% |
$8.88K - $10K
|
452
$0
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
65New |
$7.31K - $8.23K
|
65
$0
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
BUY
|
- |
35+ 0.4% |
$3.94K - $4.43K
|
8.84K
$0
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31+ 1.62% |
$3.49K - $3.92K
|
1.94K
$0
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
11New |
$1.24K - $1.39K
|
11
$0
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.1% |
$562 - $633
|
4.8K
$0
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.28% |
$337 - $380
|
1.07K
$0
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.42% |
$225 - $253
|
476
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.2% |
$112 - $127
|
512
$0
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-69- 25.18% |
$7.76K - $8.73K
|
205
$0
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-81- 41.33% |
$9.11K - $10.3K
|
115
$0
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-138- 48.08% |
$15.5K - $17.5K
|
149
$0
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-150- 1.28% |
$16.9K - $19K
|
11.6K
$0
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-166- 8.47% |
$18.7K - $21K
|
1.8K
$0
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-251- 10.95% |
$28.2K - $31.8K
|
2.04K
$0
|