Purchases and Sales Made in Q2 2023 in Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48.8K+ 62.57% |
$1.91M - $2.04M
|
127K
$6.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.9K+ 174.29% |
$661K - $706K
|
26.5K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.3KNew |
$601K - $642K
|
15.3K
$790K
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
8.2K+ 35.81% |
$321K - $343K
|
31.1K
$1.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
BUY
|
- |
8.19KNew |
$321K - $343K
|
8.19K
$422K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.21KNew |
$283K - $302K
|
7.21K
$371K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.89K+ 21.13% |
$231K - $247K
|
33.8K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.18KNew |
$203K - $217K
|
5.18K
$267K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.56K+ 5.89% |
$100K - $107K
|
45.9K
$2.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.2K+ 7.98% |
$86.2K - $92.1K
|
29.8K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.66K+ 357.88% |
$65K - $69.4K
|
2.12K
$109K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$39.2K - $41.9K
|
1K
$51.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1KNew |
$39.2K - $41.9K
|
1K
$51.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
982+ 65.16% |
$38.5K - $41.1K
|
2.49K
$128K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
882+ 14.88% |
$34.6K - $36.9K
|
6.81K
$351K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
743+ 3.07% |
$29.1K - $31.1K
|
24.9K
$1.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
250+ 1.46% |
$9.8K - $10.5K
|
17.4K
$896K
|
|
|
Aug 02, 2023
Q2 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
64+ 22.7% |
$2.51K - $2.68K
|
346
$17.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
60New |
$2.35K - $2.51K
|
60
$3.09K
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
29+ 0.09% |
$1.14K - $1.21K
|
30.8K
$1.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26+ 0.25% |
$1.02K - $1.09K
|
10.4K
$535K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
21+ 0.12% |
$823 - $879
|
17.5K
$901K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 0.02% |
$353 - $377
|
48.8K
$2.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
8+ 6.4% |
$314 - $335
|
133
$6.85K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3+ 0.47% |
$118 - $126
|
636
$32.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.0% |
$78.4 - $83.7
|
43.3K
$2.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2New |
$78.4 - $83.7
|
2
$103
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2+ 0.4% |
$78.4 - $83.7
|
500
$25.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-172- 1.45% |
$6.74K - $7.2K
|
11.7K
$604K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-195- 3.91% |
$7.64K - $8.16K
|
4.79K
$247K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-243- 1.44% |
$9.53K - $10.2K
|
16.7K
$858K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-390- 7.04% |
$15.3K - $16.3K
|
5.15K
$265K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-823- 11.98% |
$32.3K - $34.5K
|
6.05K
$311K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.32K- 7.14% |
$51.7K - $55.2K
|
17.1K
$883K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.99K- 35.56% |
$156K - $167K
|
7.23K
$372K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5.05K- 26.46% |
$198K - $212K
|
14K
$723K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.21K- 4.08% |
$204K - $218K
|
123K
$6.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.7K- 33.73% |
$224K - $239K
|
11.2K
$577K
|
|
|
Aug 04, 2023
Q2 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-6.62K- 19.58% |
$259K - $277K
|
27.2K
$1.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.68K- 5.76% |
$340K - $363K
|
142K
$7.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-12.7K- 5.54% |
$496K - $530K
|
216K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.1K- 69.57% |
$552K - $589K
|
6.16K
$317K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.5K- 53.2% |
$608K - $649K
|
13.6K
$703K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.7K- 67.4% |
$1.44M - $1.54M
|
17.7K
$913K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-61.6K- 21.44% |
$2.42M - $2.58M
|
226K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-82.7K- 1.97% |
$3.24M - $3.46M
|
4.12M
$212M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-85.2K- 37.79% |
$3.34M - $3.57M
|
140K
$7.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-91.3K- 27.79% |
$3.58M - $3.82M
|
237K
$12.2M
|