Purchases and Sales Made in Q3 2023 in Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Reliant Wealth Planning
|
BUY
|
- |
328KNew |
$13M - $14.3M
|
328K
$16.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
32.9K+ 23.42% |
$1.3M - $1.43M
|
173K
$8.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.2K+ 56.95% |
$1.03M - $1.14M
|
72.1K
$3.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.4K+ 130.59% |
$885K - $978K
|
39.5K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.4KNew |
$766K - $846K
|
19.4K
$997K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.7K+ 55.31% |
$580K - $641K
|
41.2K
$2.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9KNew |
$551K - $609K
|
13.9K
$718K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.5KNew |
$496K - $548K
|
12.5K
$646K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.7K+ 60.22% |
$422K - $467K
|
28.4K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.26KNew |
$248K - $273K
|
6.26K
$322K
|
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
6.21K+ 20.14% |
$245K - $271K
|
37K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.46K+ 56.26% |
$137K - $151K
|
9.62K
$495K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.25K+ 18.68% |
$129K - $142K
|
20.7K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
2.5K+ 8.04% |
$98.9K - $109K
|
33.6K
$1.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.47K+ 7.32% |
$97.7K - $108K
|
36.2K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.39K+ 49.81% |
$94.3K - $104K
|
7.18K
$370K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.12K+ 7.14% |
$84K - $92.8K
|
31.9K
$1.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.87KNew |
$74.1K - $81.8K
|
1.87K
$96.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.87KNew |
$74.1K - $81.8K
|
1.87K
$96.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
1.65KNew |
$65.4K - $72.2K
|
1.65K
$85.1K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.62KNew |
$64.2K - $70.9K
|
1.62K
$83.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.5K+ 6.01% |
$59.3K - $65.5K
|
26.4K
$1.36M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
226+ 3.13% |
$8.94K - $9.87K
|
7.46K
$384K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
117+ 0.7% |
$4.63K - $5.11K
|
16.8K
$864K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
70New |
$2.77K - $3.06K
|
70
$3.61K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
51+ 0.04% |
$2.02K - $2.23K
|
123K
$6.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.0% |
$79.1 - $87.4
|
43.3K
$2.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-90- 0.77% |
$3.56K - $3.93K
|
11.6K
$599K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-200- 3.31% |
$7.91K - $8.74K
|
5.85K
$301K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-424- 20.0% |
$16.8K - $18.5K
|
1.7K
$87.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-468- 4.5% |
$18.5K - $20.4K
|
9.92K
$511K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-663- 5.92% |
$26.2K - $29K
|
10.5K
$543K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-681- 9.58% |
$26.9K - $29.7K
|
6.43K
$331K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-700- 39.86% |
$27.7K - $30.6K
|
1.06K
$54.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-850- 12.48% |
$33.6K - $37.1K
|
5.96K
$307K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1.09K- 6.24% |
$43.1K - $47.7K
|
16.4K
$845K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.37K- 0.61% |
$54.2K - $59.8K
|
225K
$11.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.51K- 60.55% |
$59.6K - $65.8K
|
982
$50.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.4K- 15.62% |
$94.8K - $105K
|
12.9K
$667K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.52K- 5.16% |
$99.4K - $110K
|
46.2K
$2.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.21KClosed |
$285K - $315K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12K- 5.05% |
$474K - $523K
|
225K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-15.3K- 7.11% |
$607K - $670K
|
200K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-82.9K- 2.01% |
$3.28M - $3.62M
|
4.03M
$208M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-96.8K- 68.16% |
$3.83M - $4.23M
|
45.2K
$2.33M
|