Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (RFG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFG) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
165K+ 399.22% |
$6.39M - $33M
|
206K
$10.1M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
159K+ 387.4% |
$6.16M - $31.8M
|
200K
$9.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
155K+ 262.24% |
$5.99M - $30.9M
|
214K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
133KNew |
$5.15M - $26.6M
|
133K
$6.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
131K+ 440.83% |
$5.09M - $26.3M
|
161K
$7.87M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
114K+ 430.07% |
$4.4M - $22.7M
|
140K
$6.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
81.3K+ 413.54% |
$3.15M - $16.3M
|
101K
$4.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
45.3K+ 400.04% |
$1.76M - $9.06M
|
56.6K
$2.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
43.8K+ 444.27% |
$1.7M - $8.76M
|
53.6K
$2.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.7K+ 398.69% |
$1.69M - $8.73M
|
54.6K
$2.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42.5K+ 408.34% |
$1.65M - $8.5M
|
52.9K
$2.58M
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
42K+ 400.0% |
$1.63M - $8.4M
|
52.5K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.2K+ 371.9% |
$1.48M - $7.64M
|
48.5K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
38.1KNew |
$1.48M - $7.62M
|
38.1K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
27.1KNew |
$1.05M - $5.42M
|
27.1K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.7K+ 802.53% |
$1.03M - $5.34M
|
30K
$1.46M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.9KNew |
$850K - $4.39M
|
21.9K
$1.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.6K+ 393.2% |
$800K - $4.13M
|
25.9K
$1.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.5K+ 418.08% |
$756K - $3.9M
|
24.2K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.6K+ 163.14% |
$722K - $3.73M
|
30.1K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
18.3K+ 400.0% |
$709K - $3.66M
|
22.9K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
16.8K+ 400.0% |
$651K - $3.36M
|
21K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.5KNew |
$600K - $3.1M
|
15.5K
$755K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.7K+ 446.96% |
$533K - $2.75M
|
16.8K
$821K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
12.3K+ 399.93% |
$476K - $2.46M
|
15.4K
$750K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.5K+ 556.03% |
$445K - $2.3M
|
13.5K
$661K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
10.9K+ 373.39% |
$424K - $2.19M
|
13.9K
$677K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.9KNew |
$421K - $2.18M
|
10.9K
$531K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.47KNew |
$290K - $1.49M
|
7.47K
$365K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.24K+ 237.28% |
$280K - $1.45M
|
10.3K
$502K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.13K+ 400.96% |
$276K - $1.43M
|
8.91K
$435K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.98K+ 400.0% |
$271K - $1.4M
|
8.73K
$426K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.97KNew |
$270K - $1.39M
|
6.97K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.64K+ 400.91% |
$257K - $1.33M
|
8.3K
$405K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.99KNew |
$232K - $1.2M
|
5.99K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.79K+ 418.14% |
$224K - $1.16M
|
7.17K
$350K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5.5KNew |
$213K - $1.1M
|
5.5K
$268K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.5K+ 400.0% |
$213K - $1.1M
|
6.88K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.41K+ 366.22% |
$210K - $1.08M
|
6.89K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.28K+ 400.0% |
$205K - $1.06M
|
6.61K
$322K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.96K+ 423.57% |
$192K - $992K
|
6.13K
$299K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.85KNew |
$188K - $970K
|
4.85K
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.82K+ 417.33% |
$187K - $963K
|
5.97K
$291K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
4.62K+ 400.0% |
$179K - $925K
|
5.78K
$282K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.53K+ 400.71% |
$176K - $907K
|
5.66K
$276K
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
4.39K+ 400.0% |
$170K - $878K
|
5.49K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
4.38K+ 400.09% |
$170K - $876K
|
5.47K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.12K+ 400.97% |
$160K - $824K
|
5.15K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.01K+ 47.23% |
$155K - $802K
|
12.5K
$610K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
3.71K+ 400.0% |
$144K - $742K
|
4.64K
$226K
|