Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
173K+ 24.19% |
$18M - $19.8M
|
887K
$40.7M
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
68.2K+ 212.09% |
$7.1M - $7.81M
|
100K
$4.61M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
61.3K+ 156.47% |
$6.39M - $7.03M
|
101K
$4.62M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
54.2K+ 96.33% |
$5.65M - $6.21M
|
111K
$5.08M
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
48KNew |
$5.01M - $5.5M
|
48K
$2.21M
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
34.6K+ 372.23% |
$3.61M - $3.97M
|
44K
$2.02M
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
26.2K+ 42.51% |
$2.73M - $3M
|
87.8K
$4.03M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.2KNew |
$2.1M - $2.31M
|
20.2K
$928K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.5K+ 2.89% |
$1.82M - $2M
|
624K
$28.6M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
17.4KNew |
$1.81M - $1.99M
|
17.4K
$799K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.7K+ 67.12% |
$1.74M - $1.92M
|
41.7K
$1.91M
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
16.3K+ 461.94% |
$1.7M - $1.87M
|
19.8K
$910K
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
15.3KNew |
$1.6M - $1.76M
|
15.3K
$705K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.1K+ 7.3% |
$1.57M - $1.73M
|
221K
$10.2M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.8K+ 37.39% |
$1.44M - $1.58M
|
50.6K
$2.33M
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.3KNew |
$1.28M - $1.41M
|
12.3K
$566K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.8K+ 41.46% |
$1.23M - $1.35M
|
40.3K
$1.85M
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
11.2K+ 2.89% |
$1.16M - $1.28M
|
397K
$18.3M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.51K+ 3.06% |
$991K - $1.09M
|
321K
$14.7M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.36KNew |
$975K - $1.07M
|
9.36K
$430K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.32K+ 60.96% |
$867K - $953K
|
22K
$1.01M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
7.23K+ 222.97% |
$753K - $828K
|
10.5K
$481K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.93KNew |
$722K - $794K
|
6.93K
$318K
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.85KNew |
$714K - $785K
|
6.85K
$315K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.82KNew |
$710K - $781K
|
6.82K
$313K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.77K+ 43.61% |
$706K - $776K
|
22.3K
$1.02M
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5KNew |
$521K - $572K
|
5K
$229K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.99KNew |
$520K - $572K
|
4.99K
$229K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.3K+ 19.16% |
$448K - $492K
|
26.7K
$1.23M
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
4.28KNew |
$446K - $490K
|
4.28K
$197K
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.24K+ 57.27% |
$441K - $485K
|
11.6K
$534K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.38K+ 1.28% |
$353K - $388K
|
268K
$12.3M
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
3.33K+ 3.61% |
$347K - $382K
|
95.8K
$4.4M
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
3.15KNew |
$328K - $360K
|
3.15K
$144K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.68K+ 54.28% |
$175K - $192K
|
4.77K
$219K
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1.5K+ 16.85% |
$156K - $172K
|
10.4K
$478K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.42K+ 5.11% |
$148K - $162K
|
29.1K
$1.34M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.39K+ 0.72% |
$144K - $159K
|
193K
$8.88M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.26K+ 1.01% |
$131K - $144K
|
126K
$5.77M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.11K+ 12.07% |
$115K - $127K
|
10.3K
$472K
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.02K+ 3.86% |
$106K - $117K
|
27.5K
$1.26M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
994+ 2.06% |
$104K - $114K
|
49.2K
$2.26M
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
969+ 11.17% |
$101K - $111K
|
9.64K
$443K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
772+ 22.81% |
$80.4K - $88.4K
|
4.16K
$191K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
767+ 9.89% |
$79.9K - $87.8K
|
8.53K
$392K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
699+ 11.46% |
$72.8K - $80.1K
|
6.8K
$312K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
609+ 3.32% |
$63.5K - $69.7K
|
19K
$870K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
601+ 8.26% |
$62.6K - $68.8K
|
7.88K
$362K
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
564+ 10.15% |
$58.8K - $64.6K
|
6.12K
$281K
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
506+ 3.61% |
$52.7K - $58K
|
14.5K
$667K
|