Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
768K+ 239.65% |
$25.8M - $32.3M
|
1.09M
$51.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
277K+ 23.08% |
$9.3M - $11.6M
|
1.47M
$69.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
121K+ 22.86% |
$4.07M - $5.1M
|
651K
$30.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
111K+ 74.08% |
$3.74M - $4.69M
|
262K
$12.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
98.6K+ 275.4% |
$3.31M - $4.15M
|
134K
$6.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
95.3K+ 773.8% |
$3.2M - $4.01M
|
108K
$5.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
92.2KNew |
$3.1M - $3.88M
|
92.2K
$4.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88.2K+ 3.12% |
$2.97M - $3.71M
|
2.92M
$138M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
79.8K+ 47.42% |
$2.68M - $3.36M
|
248K
$11.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
48.5K+ 110.47% |
$1.63M - $2.04M
|
92.4K
$4.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47.2K+ 1611.12% |
$1.59M - $1.99M
|
50.2K
$2.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40K+ 3.29% |
$1.35M - $1.69M
|
1.26M
$59.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36K+ 26.56% |
$1.21M - $1.51M
|
171K
$8.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
35.7K+ 46.41% |
$1.2M - $1.5M
|
113K
$5.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
31.8KNew |
$1.07M - $1.34M
|
31.8K
$1.5M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.1K+ 163.75% |
$1.05M - $1.31M
|
50.2K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.8K+ 19.53% |
$801K - $1M
|
146K
$6.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22.7KNew |
$764K - $956K
|
22.7K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
21KNew |
$707K - $886K
|
21K
$995K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20.4KNew |
$687K - $860K
|
20.4K
$966K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.4KNew |
$685K - $858K
|
20.4K
$964K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.7KNew |
$594K - $743K
|
17.7K
$835K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.3K+ 31.8% |
$481K - $603K
|
59.4K
$2.81M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12KNew |
$405K - $507K
|
12K
$569K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
11.5K+ 3.6% |
$388K - $486K
|
332K
$15.7M
|
|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
11KNew |
$371K - $464K
|
11K
$521K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
10.9KNew |
$366K - $459K
|
10.9K
$515K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.3K+ 0.48% |
$346K - $433K
|
2.13M
$101M
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
10.2K+ 3.15% |
$342K - $428K
|
332K
$15.7M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
9.9KNew |
$333K - $417K
|
9.9K
$468K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.43K+ 10.28% |
$317K - $397K
|
101K
$4.78M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
8.17KNew |
$275K - $344K
|
8.17K
$386K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.15K+ 218.5% |
$274K - $343K
|
11.9K
$562K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
7.92K+ 15.91% |
$266K - $334K
|
57.7K
$2.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.49KNew |
$252K - $315K
|
7.49K
$354K
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
7.28K+ 0.61% |
$245K - $306K
|
1.21M
$57.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
6.6K+ 2.23% |
$222K - $278K
|
303K
$14.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.53K+ 12.3% |
$219K - $275K
|
59.6K
$2.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.39K+ 32.06% |
$215K - $269K
|
26.3K
$1.24M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.39K+ 32.06% |
$215K - $269K
|
26.3K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.21KNew |
$209K - $262K
|
6.21K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.13KNew |
$206K - $258K
|
6.13K
$290K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.42K+ 22.74% |
$182K - $228K
|
29.3K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.38K+ 7.3% |
$181K - $227K
|
79.1K
$3.74M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
5.34KNew |
$180K - $225K
|
5.34K
$253K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.18KNew |
$174K - $218K
|
5.18K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.12KNew |
$172K - $216K
|
5.12K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.1KNew |
$172K - $215K
|
5.1K
$241K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.1KNew |
$171K - $215K
|
5.1K
$241K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
4.42K+ 61.35% |
$149K - $186K
|
11.6K
$550K
|