Purchases and Sales Made in Q3 2021 in Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV) during Q3 2021. The information is specifically focused on institutions that hold shares of INVESCO FD TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
85.8KNew |
$7.33M - $8.25M
|
85.8K
$9.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31K+ 859.59% |
$2.65M - $2.98M
|
34.6K
$4M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
23.6KNew |
$2.01M - $2.27M
|
23.6K
$2.72M
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
19.2K+ 6.5% |
$1.64M - $1.84M
|
314K
$36.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.8K+ 15.08% |
$1.01M - $1.13M
|
89.8K
$10.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 12.51% |
$868K - $977K
|
91.4K
$10.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.27K+ 117.24% |
$793K - $892K
|
17.2K
$1.99M
|
|
|
Oct 04, 2021
Q3 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
9KNew |
$770K - $866K
|
9K
$1.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.96K+ 35.89% |
$509K - $573K
|
22.6K
$2.61M
|
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
5.93K+ 33.68% |
$507K - $571K
|
23.6K
$2.72M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.04KNew |
$431K - $485K
|
5.04K
$583K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
3.81K+ 741.63% |
$326K - $367K
|
4.33K
$500K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.77K+ 71.95% |
$322K - $363K
|
9.01K
$1.04M
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.33KNew |
$285K - $320K
|
3.33K
$385K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.3K+ 4.24% |
$282K - $317K
|
81.1K
$9.38M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.18KNew |
$186K - $209K
|
2.18K
$252K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.85K+ 3.96% |
$158K - $178K
|
48.5K
$5.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.42K+ 380.7% |
$121K - $137K
|
1.79K
$207K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
964+ 14.05% |
$82.4K - $92.7K
|
7.83K
$905K
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
937+ 18.94% |
$80.1K - $90.1K
|
5.88K
$681K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
475New |
$40.6K - $45.7K
|
475
$54.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
356+ 34.87% |
$30.4K - $34.3K
|
1.38K
$159K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200New |
$17.1K - $19.2K
|
200
$23.1K
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
95+ 3.61% |
$8.12K - $9.14K
|
2.73K
$316K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
42+ 0.49% |
$3.59K - $4.04K
|
8.55K
$989K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25New |
$2.14K - $2.41K
|
25
$2.89K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-32Closed |
$2.74K - $3.08K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-34- 1.41% |
$2.91K - $3.27K
|
2.38K
$275K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-77- 0.41% |
$6.58K - $7.41K
|
18.6K
$2.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-501- 20.84% |
$42.8K - $48.2K
|
1.9K
$220K
|
|
|
Nov 15, 2021
Q3 2021
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-567- 2.34% |
$48.5K - $54.6K
|
23.7K
$2.74M
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.53K- 12.55% |
$131K - $147K
|
10.7K
$1.23M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.73K- 11.94% |
$148K - $167K
|
12.8K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.54K- 18.99% |
$217K - $245K
|
10.8K
$1.25M
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.82K- 11.08% |
$241K - $271K
|
22.6K
$2.61M
|
|
|
Oct 21, 2021
Q3 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.86K- 2.72% |
$244K - $275K
|
102K
$11.8M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.94K- 52.59% |
$251K - $283K
|
2.65K
$306K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.74KClosed |
$320K - $360K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.69KClosed |
$486K - $547K
|
0
$0
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.46KClosed |
$552K - $621K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-6.93K- 7.86% |
$592K - $666K
|
81.2K
$9.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.25K- 49.37% |
$620K - $698K
|
7.44K
$860K
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-7.28KClosed |
$623K - $701K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-9.87K- 22.04% |
$844K - $950K
|
34.9K
$4.04M
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-9.89KClosed |
$846K - $952K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10KClosed |
$859K - $966K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Financial Services Advisory Inc
|
SELL
|
- |
-13KClosed |
$1.11M - $1.25M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.8K- 59.87% |
$1.18M - $1.33M
|
9.27K
$1.07M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15KClosed |
$1.28M - $1.44M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.2K- 40.24% |
$1.3M - $1.46M
|
22.6K
$2.61M
|