Purchases and Sales Made in Q1 2023 in Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.8K+ 368.45% |
$1.66M - $1.92M
|
54.4K
$2.8M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20.2KNew |
$786K - $906K
|
20.2K
$1.04M
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.9KNew |
$657K - $757K
|
16.9K
$871K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.2K+ 0.32% |
$513K - $592K
|
4.2M
$216M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6K+ 75.74% |
$488K - $563K
|
29.2K
$1.5M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.1K+ 8.72% |
$469K - $542K
|
151K
$7.76M
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
11.3K+ 97.41% |
$439K - $506K
|
22.9K
$1.18M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.6K+ 3.33% |
$412K - $475K
|
329K
$16.9M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.67KNew |
$376K - $433K
|
9.67K
$498K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8K+ 11.45% |
$311K - $359K
|
77.9K
$4.01M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.3K+ 2.24% |
$245K - $282K
|
288K
$14.8M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.99K+ 36.34% |
$116K - $134K
|
11.2K
$578K
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.8K+ 19.51% |
$109K - $125K
|
17.2K
$883K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.44K+ 8.74% |
$94.7K - $109K
|
30.3K
$1.56M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.21K+ 22.8% |
$85.7K - $98.9K
|
11.9K
$612K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.86K+ 37.13% |
$72.2K - $83.3K
|
6.87K
$354K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.71K+ 6.61% |
$66.4K - $76.6K
|
27.6K
$1.42M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.51KNew |
$58.5K - $67.5K
|
1.51K
$77.6K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
636New |
$24.7K - $28.5K
|
636
$32.8K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
498New |
$19.3K - $22.3K
|
498
$25.6K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
463New |
$18K - $20.7K
|
463
$23.8K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
200+ 1.2% |
$7.77K - $8.96K
|
16.9K
$871K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
125New |
$4.85K - $5.6K
|
125
$6.44K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29+ 0.12% |
$1.13K - $1.3K
|
24.2K
$1.25M
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
23+ 0.13% |
$893 - $1.03K
|
17.5K
$900K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 0.02% |
$349 - $403
|
48.8K
$2.51M
|
|
Apr 14, 2023
Q1 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.0% |
$77.7 - $89.6
|
43.3K
$2.23M
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45- 0.1% |
$1.75K - $2.02K
|
43.4K
$2.23M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-91- 0.87% |
$3.53K - $4.08K
|
10.4K
$534K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-287Closed |
$11.1K - $12.9K
|
0
$0
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-416- 91.03% |
$16.2K - $18.6K
|
41
$2.11K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-479- 7.48% |
$18.6K - $21.5K
|
5.93K
$305K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-516- 33.62% |
$20K - $23.1K
|
1.02K
$52.5K
|
|
Apr 26, 2023
Q1 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-542- 1.58% |
$21K - $24.3K
|
33.8K
$1.74M
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-702- 2.23% |
$27.3K - $31.4K
|
30.8K
$1.59M
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.59K- 16.64% |
$61.6K - $71.1K
|
7.94K
$409K
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.86K- 8.88% |
$72.3K - $83.4K
|
19.1K
$983K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.14K- 30.03% |
$83.1K - $95.8K
|
4.99K
$257K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.44K- 8.04% |
$94.7K - $109K
|
27.9K
$1.44M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.45K- 10.22% |
$134K - $155K
|
30.3K
$1.56M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.58K- 4.18% |
$217K - $250K
|
128K
$6.58M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.57K- 5.77% |
$255K - $294K
|
107K
$5.53M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.49K- 28.86% |
$291K - $336K
|
18.5K
$951K
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-13.6K- 5.64% |
$530K - $611K
|
228K
$11.8M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-20.1K- 8.18% |
$780K - $899K
|
225K
$11.6M
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-34.4K- 95.46% |
$1.33M - $1.54M
|
1.64K
$84.3K
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-39.6K- 20.07% |
$1.54M - $1.78M
|
158K
$8.13M
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-51.6K- 87.85% |
$2M - $2.31M
|
7.14K
$367K
|