Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (RFG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFG) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
154K+ 70.37% |
$7.18M - $7.76M
|
372K
$19M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
154K+ 70.37% |
$7.18M - $7.76M
|
372K
$19M
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
129KNew |
$6.05M - $6.54M
|
129K
$6.62M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
119K+ 63.71% |
$5.58M - $6.04M
|
307K
$15.7M
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
80.6K+ 69.76% |
$3.77M - $4.07M
|
196K
$10M
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
37.2KNew |
$1.74M - $1.88M
|
37.2K
$1.91M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30.8KNew |
$1.44M - $1.56M
|
30.8K
$1.58M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
25.7K+ 454.12% |
$1.2M - $1.3M
|
31.4K
$1.61M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.4K+ 43.8% |
$1.05M - $1.13M
|
73.6K
$3.77M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.8K+ 411.39% |
$975K - $1.05M
|
25.9K
$1.33M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14KNew |
$654K - $707K
|
14K
$717K
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
12.7K+ 7.37% |
$593K - $641K
|
185K
$9.46M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.51KNew |
$351K - $380K
|
7.51K
$385K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
6.98K+ 1073.23% |
$326K - $353K
|
7.63K
$391K
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
5.82K+ 5.82% |
$272K - $294K
|
106K
$5.42M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.21KNew |
$243K - $263K
|
5.21K
$267K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.12KNew |
$240K - $259K
|
5.12K
$262K
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.78KNew |
$223K - $242K
|
4.78K
$245K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.61KNew |
$215K - $233K
|
4.61K
$236K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.59KNew |
$215K - $232K
|
4.59K
$235K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.55KNew |
$213K - $230K
|
4.55K
$233K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.4KNew |
$206K - $222K
|
4.4K
$225K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.01K+ 21.55% |
$187K - $203K
|
22.6K
$1.16M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.47K+ 27.34% |
$115K - $125K
|
11.5K
$589K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.2K+ 5.87% |
$56.2K - $60.8K
|
21.7K
$1.11M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.2K+ 367.69% |
$55.9K - $60.4K
|
1.52K
$77.9K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.13K+ 5.99% |
$52.6K - $56.9K
|
19.9K
$1.02M
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.03K+ 34.53% |
$48.1K - $52K
|
4.01K
$205K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.03K+ 1653.23% |
$47.9K - $51.8K
|
1.09K
$55.7K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
824+ 12.4% |
$38.5K - $41.7K
|
7.47K
$383K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
655+ 103.15% |
$30.6K - $33.1K
|
1.29K
$66.1K
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
600New |
$28.1K - $30.3K
|
600
$30.7K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
500New |
$23.4K - $25.3K
|
500
$25.6K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
462New |
$21.6K - $23.4K
|
462
$23.7K
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
456+ 2.23% |
$21.3K - $23.1K
|
20.9K
$1.07M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
325+ 64.74% |
$15.2K - $16.4K
|
827
$42.4K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
302New |
$14.1K - $15.3K
|
302
$15.5K
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
250+ 2.09% |
$11.7K - $12.6K
|
12.2K
$625K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
235+ 0.41% |
$11K - $11.9K
|
58.2K
$2.98M
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
13+ 0.1% |
$608 - $657
|
12.6K
$647K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10+ 0.11% |
$468 - $506
|
8.96K
$459K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8+ 0.05% |
$374 - $404
|
15.5K
$795K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
7+ 0.1% |
$327 - $354
|
7.21K
$369K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5New |
$234 - $253
|
5
$256
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5+ 0.05% |
$234 - $253
|
9.54K
$489K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3+ 0.04% |
$140 - $152
|
8.31K
$425K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3+ 0.06% |
$140 - $152
|
5.36K
$274K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.1% |
$140 - $152
|
3.14K
$161K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.11% |
$46.8 - $50.6
|
878
$45K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$46.8 - $50.6
|
977
$50K
|