Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.36M+ 4200.66% |
$52.5M - $65.1M
|
1.4M
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
104K+ 55.51% |
$4.01M - $4.98M
|
292K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
63.6KNew |
$2.45M - $3.04M
|
63.6K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
33.1KNew |
$1.27M - $1.58M
|
33.1K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
31.5KNew |
$1.21M - $1.51M
|
31.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.5KNew |
$1.1M - $1.36M
|
28.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
12.5KNew |
$481K - $597K
|
12.5K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.4K+ 129.35% |
$476K - $591K
|
21.9K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
BUY
|
- |
10.9K+ 5.22% |
$419K - $521K
|
220K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.62K+ 86.61% |
$332K - $412K
|
18.6K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.98KNew |
$307K - $381K
|
7.98K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.67KNew |
$295K - $367K
|
7.67K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
6.75KNew |
$260K - $323K
|
6.75K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.45KNew |
$248K - $308K
|
6.45K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.01KNew |
$231K - $287K
|
6.01K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.76K+ 10.45% |
$222K - $275K
|
60.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5.19K+ 9.09% |
$200K - $248K
|
62.3K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.11K+ 18.92% |
$197K - $244K
|
32.1K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.23KNew |
$163K - $202K
|
4.23K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.59K+ 2.7% |
$138K - $171K
|
136K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.85K+ 31.1% |
$110K - $136K
|
12K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.81K+ 9.35% |
$108K - $134K
|
32.8K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.56K+ 26.73% |
$98.4K - $122K
|
12.1K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.8K+ 1.56% |
$69.1K - $85.8K
|
117K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.79K+ 36.86% |
$68.8K - $85.4K
|
6.64K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.59K+ 5.91% |
$61.1K - $75.8K
|
28.4K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.48K+ 1544.79% |
$57.1K - $70.9K
|
1.58K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.29K+ 24.24% |
$49.6K - $61.5K
|
6.6K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
763+ 8.6% |
$29.4K - $36.5K
|
9.63K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
689New |
$26.5K - $32.9K
|
689
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
417New |
$16.1K - $19.9K
|
417
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
322+ 0.24% |
$12.4K - $15.4K
|
135K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
231New |
$8.89K - $11K
|
231
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
209New |
$8.05K - $9.99K
|
209
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
187+ 0.43% |
$7.2K - $8.93K
|
43.4K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
175+ 0.75% |
$6.74K - $8.36K
|
23.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
148+ 2.15% |
$5.7K - $7.07K
|
7.04K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
104+ 4.44% |
$4K - $4.97K
|
2.44K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
81New |
$3.12K - $3.87K
|
81
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
75New |
$2.89K - $3.58K
|
75
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
45New |
$1.73K - $2.15K
|
45
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
41New |
$1.58K - $1.96K
|
41
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24New |
$924 - $1.15K
|
24
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19+ 0.42% |
$732 - $908
|
4.59K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7+ 0.22% |
$270 - $334
|
3.25K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$77 - $95.6
|
5.9K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.22% |
$38.5 - $47.8
|
453
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 22, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|