Purchases and Sales Made in Q1 2024 in Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
204K+ 148.46% |
$8.67M - $9.42M
|
341K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.6K+ 5.94% |
$1.39M - $1.51M
|
581K
$29.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.2K+ 7.62% |
$1.03M - $1.12M
|
341K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.2K+ 7.62% |
$1.03M - $1.12M
|
341K
$17.6M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23.6K+ 376.7% |
$1M - $1.09M
|
29.8K
$1.54M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.3KNew |
$777K - $844K
|
18.3K
$942K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7K+ 205.66% |
$751K - $816K
|
26.2K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$665K - $722K
|
15.6K
$805K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.7KNew |
$581K - $631K
|
13.7K
$704K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11.6K+ 28.15% |
$495K - $537K
|
53K
$2.73M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.65KNew |
$410K - $446K
|
9.65K
$497K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.58KNew |
$365K - $396K
|
8.58K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.85K+ 65.11% |
$334K - $363K
|
19.9K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.79K+ 528.56% |
$331K - $360K
|
9.27K
$477K
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
7.69KNew |
$327K - $355K
|
7.69K
$396K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
6.94KNew |
$295K - $320K
|
6.94K
$357K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.82K+ 18.88% |
$290K - $315K
|
42.9K
$2.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.01KNew |
$213K - $231K
|
5.01K
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.4KNew |
$187K - $203K
|
4.4K
$227K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.86K+ 41.9% |
$164K - $178K
|
13.1K
$674K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
526+ 3.57% |
$22.4K - $24.3K
|
15.3K
$786K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
242+ 0.69% |
$10.3K - $11.2K
|
35.5K
$1.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
242New |
$10.3K - $11.2K
|
242
$12.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
176+ 0.38% |
$7.48K - $8.13K
|
46.9K
$2.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
172+ 1.02% |
$7.31K - $7.94K
|
17.1K
$879K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
145New |
$6.17K - $6.7K
|
145
$7.47K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
76New |
$3.23K - $3.51K
|
76
$3.91K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
41New |
$1.74K - $1.89K
|
41
$2.11K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
23+ 0.37% |
$978 - $1.06K
|
6.25K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10+ 0.12% |
$425 - $462
|
8.27K
$426K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1+ 0.01% |
$42.5 - $46.2
|
13K
$667K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50- 0.23% |
$2.13K - $2.31K
|
21.9K
$1.13M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-61- 2.74% |
$2.59K - $2.82K
|
2.16K
$111K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-232- 3.77% |
$9.86K - $10.7K
|
5.92K
$305K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-277- 5.3% |
$11.8K - $12.8K
|
4.95K
$255K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-413- 17.1% |
$17.6K - $19.1K
|
2K
$103K
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-452- 1.29% |
$19.2K - $20.9K
|
34.5K
$1.78M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-486- 3.05% |
$20.7K - $22.4K
|
15.5K
$796K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-578- 8.68% |
$24.6K - $26.7K
|
6.08K
$313K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-635- 8.63% |
$27K - $29.3K
|
6.72K
$346K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-1.02K- 7.06% |
$43.3K - $47.1K
|
13.4K
$691K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1.4K- 9.0% |
$59.6K - $64.7K
|
14.2K
$730K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.79K- 4.78% |
$76.3K - $82.9K
|
35.7K
$1.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.88K- 17.46% |
$80K - $86.9K
|
8.89K
$458K
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.7K- 6.61% |
$115K - $125K
|
38.1K
$1.96M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.74K- 13.94% |
$116K - $127K
|
16.9K
$871K
|
|
|
Apr 30, 2024
Q1 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-4.6K- 24.21% |
$196K - $212K
|
14.4K
$742K
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-4.78K- 22.0% |
$203K - $221K
|
17K
$874K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.75K- 31.99% |
$372K - $404K
|
18.6K
$958K
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-10.3K- 11.63% |
$438K - $475K
|
78.2K
$4.03M
|