Purchases and Sales Made in Q2 2023 in Invesco ETF Tr S&P 500 Equal W (RHS)
This table provides information about the institutional ownership of Invesco ETF Tr S&P 500 Equal W (RHS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
115K+ 12.79% |
$0 - $20.4M
|
1.02M
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.6K+ 9.4% |
$0 - $3.47M
|
228K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.6K+ 1359.2% |
$0 - $3.46M
|
21K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.7K+ 14.12% |
$0 - $2.07M
|
94.5K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.4K+ 518.93% |
$0 - $1.84M
|
12.4K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.35K+ 390.4% |
$0 - $1.65M
|
11.8K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.62K+ 243.17% |
$0 - $1.17M
|
9.34K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.39KNew |
$0 - $776K
|
4.39K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.29KNew |
$0 - $581K
|
3.29K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.15KNew |
$0 - $557K
|
3.15K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
3.15KNew |
$0 - $556K
|
3.15K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2.79K+ 22.77% |
$0 - $492K
|
15K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.6K+ 72.02% |
$0 - $459K
|
6.21K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.47KNew |
$0 - $436K
|
2.47K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
2.05K+ 29.93% |
$0 - $362K
|
8.9K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.72K+ 51.11% |
$0 - $305K
|
5.1K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.69K+ 28.85% |
$0 - $298K
|
7.54K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.31K+ 4.86% |
$0 - $231K
|
28.1K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.3KNew |
$0 - $230K
|
1.3K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.16K+ 1.56% |
$0 - $205K
|
75.6K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
865+ 136.01% |
$0 - $153K
|
1.5K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
836+ 3.93% |
$0 - $148K
|
22.1K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
669+ 2.03% |
$0 - $118K
|
33.7K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
662New |
$0 - $117K
|
662
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
612+ 0.94% |
$0 - $108K
|
65.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
557+ 7.27% |
$0 - $98.4K
|
8.22K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
476+ 35.05% |
$0 - $84.1K
|
1.83K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
344+ 5.96% |
$0 - $60.8K
|
6.11K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
289New |
$0 - $51.1K
|
289
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
161+ 7.63% |
$0 - $28.4K
|
2.27K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
160+ 8.89% |
$0 - $28.3K
|
1.96K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
128+ 4.12% |
$0 - $22.6K
|
3.23K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
100New |
$0 - $17.7K
|
100
$0
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
96+ 1.4% |
$0 - $17K
|
6.96K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
81New |
$0 - $14.3K
|
81
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
58New |
$0 - $10.2K
|
58
$0
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
55+ 1.98% |
$0 - $9.72K
|
2.83K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
54+ 1.97% |
$0 - $9.54K
|
2.79K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
52+ 2.04% |
$0 - $9.19K
|
2.6K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
50+ 5.0% |
$0 - $8.83K
|
1.05K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
39+ 0.44% |
$0 - $6.89K
|
9K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33+ 0.45% |
$0 - $5.83K
|
7.41K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
31+ 15.9% |
$0 - $5.48K
|
226
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16+ 0.86% |
$0 - $2.83K
|
1.88K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11+ 0.14% |
$0 - $1.94K
|
8.14K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
3+ 0.06% |
$0 - $530
|
4.75K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.66% |
$0 - $177
|
152
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.85% |
$0 - $177
|
118
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.45% |
$0 - $177
|
225
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.54% |
$0 - $177
|
186
$0
|