Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
161K+ 29.18% |
$17.1M - $20.5M
|
714K
$32.6M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
123K+ 25.55% |
$13M - $15.7M
|
606K
$27.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
85.1KNew |
$9M - $10.8M
|
85.1K
$3.89M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
77.3K+ 25.09% |
$8.17M - $9.81M
|
385K
$17.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
74.3K+ 23.71% |
$7.86M - $9.44M
|
388K
$17.7M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
60.1K+ 23.94% |
$6.35M - $7.63M
|
311K
$14.2M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
45.5K+ 423.59% |
$4.82M - $5.78M
|
56.3K
$2.57M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38K+ 16.73% |
$4.02M - $4.82M
|
265K
$12.1M
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
29.9K+ 321.37% |
$3.16M - $3.8M
|
39.2K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.7KNew |
$3.03M - $3.64M
|
28.7K
$1.31M
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
25.1K+ 68.86% |
$2.66M - $3.19M
|
61.6K
$2.81M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
23.8K+ 23.6% |
$2.51M - $3.02M
|
124K
$5.69M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
22.7KNew |
$2.4M - $2.88M
|
22.7K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.6K+ 25.24% |
$2.18M - $2.62M
|
102K
$4.67M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.6K+ 48.02% |
$1.65M - $1.99M
|
48.2K
$2.2M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.3K+ 63.54% |
$1.51M - $1.82M
|
36.9K
$1.68M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
13.9K+ 113.31% |
$1.47M - $1.77M
|
26.3K
$1.2M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
9.81K+ 40.77% |
$1.04M - $1.25M
|
33.9K
$1.55M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9.49KNew |
$1M - $1.21M
|
9.49K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.9K+ 128.33% |
$941K - $1.13M
|
15.8K
$724K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
8.9KNew |
$941K - $1.13M
|
8.9K
$407K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
8.79K+ 12.79% |
$929K - $1.12M
|
77.5K
$3.54M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.06K+ 11.12% |
$852K - $1.02M
|
80.5K
$3.68M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.84K+ 3.43% |
$724K - $869K
|
206K
$9.43M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.47K+ 228.52% |
$685K - $822K
|
9.31K
$425K
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
6.37K+ 275.7% |
$673K - $808K
|
8.68K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.62K+ 6.35% |
$594K - $713K
|
94K
$4.3M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.53KNew |
$373K - $448K
|
3.53K
$161K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.53K+ 14.12% |
$373K - $448K
|
28.5K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.43KNew |
$362K - $435K
|
3.43K
$157K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.22K+ 76.9% |
$340K - $408K
|
7.4K
$338K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.11K+ 16.07% |
$329K - $395K
|
22.4K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.1K+ 12.59% |
$328K - $393K
|
27.7K
$1.27M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.06K+ 125.91% |
$323K - $388K
|
5.49K
$251K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.83K+ 11.84% |
$299K - $359K
|
26.7K
$1.22M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.59K+ 49.96% |
$273K - $328K
|
7.76K
$354K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.37KNew |
$251K - $301K
|
2.37K
$108K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.23K+ 9.5% |
$235K - $283K
|
25.7K
$1.17M
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
2.2KNew |
$232K - $279K
|
2.2K
$100K
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
2.1K+ 2.33% |
$222K - $267K
|
92.4K
$4.22M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.02K+ 6.06% |
$213K - $256K
|
35.3K
$1.61M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.88K+ 48.45% |
$198K - $238K
|
5.75K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.87KNew |
$198K - $237K
|
1.87K
$85.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.85K+ 11.24% |
$196K - $235K
|
18.3K
$838K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.7K+ 14.26% |
$180K - $216K
|
13.6K
$623K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.62K+ 75.0% |
$171K - $205K
|
3.77K
$172K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.32K+ 1.29% |
$139K - $167K
|
103K
$4.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.1KNew |
$116K - $139K
|
1.1K
$50.2K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.02K+ 37.54% |
$107K - $129K
|
3.72K
$170K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
965New |
$102K - $123K
|
965
$44.1K
|