Purchases and Sales Made in Q4 2023 in Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
422K+ 332.95% |
$15.8M - $18.7M
|
549K
$28.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
195K+ 158.64% |
$7.28M - $8.63M
|
317K
$16.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
180K+ 130.87% |
$6.73M - $7.98M
|
317K
$16.3M
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
47.4KNew |
$1.77M - $2.1M
|
47.4K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.5K+ 18.95% |
$1.59M - $1.89M
|
267K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41KNew |
$1.54M - $1.82M
|
41K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
30.2KNew |
$1.13M - $1.34M
|
30.2K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
21.7KNew |
$814K - $965K
|
21.7K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
20.7K+ 100.12% |
$774K - $918K
|
41.3K
$2.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
15.6KNew |
$583K - $691K
|
15.6K
$802K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
15.5K+ 935.39% |
$579K - $686K
|
17.1K
$881K
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
14.4KNew |
$540K - $640K
|
14.4K
$743K
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6.23KNew |
$233K - $277K
|
6.23K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
5.2KNew |
$195K - $231K
|
5.2K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
5.13KNew |
$192K - $228K
|
5.13K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
5.09KNew |
$191K - $226K
|
5.09K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.81K+ 48.46% |
$180K - $213K
|
14.7K
$759K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.5K+ 39.32% |
$168K - $200K
|
15.9K
$821K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.25K+ 13.32% |
$159K - $188K
|
36.1K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.8KNew |
$105K - $124K
|
2.8K
$144K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.5KNew |
$93.6K - $111K
|
2.5K
$129K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.42KNew |
$90.4K - $107K
|
2.42K
$124K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.4KNew |
$52.4K - $62.1K
|
1.4K
$72.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.25K+ 3.45% |
$46.8K - $55.5K
|
37.5K
$1.93M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
527+ 31.07% |
$19.7K - $23.4K
|
2.22K
$114K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
500New |
$18.7K - $22.2K
|
500
$25.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
450+ 0.97% |
$16.8K - $20K
|
46.7K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
249New |
$9.32K - $11.1K
|
249
$12.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
230+ 2.18% |
$8.61K - $10.2K
|
10.8K
$555K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
196+ 3.29% |
$7.34K - $8.7K
|
6.16K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
168New |
$6.29K - $7.46K
|
168
$8.65K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
105+ 0.63% |
$3.93K - $4.66K
|
16.9K
$870K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
94New |
$3.52K - $4.17K
|
94
$4.84K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
13New |
$487 - $577
|
13
$670
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10New |
$374 - $444
|
10
$515
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.02% |
$74.9 - $88.8
|
12.9K
$667K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-102- 1.37% |
$3.82K - $4.53K
|
7.36K
$379K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-498- 99.6% |
$18.6K - $22.1K
|
2
$103
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-517- 7.2% |
$19.4K - $22.9K
|
6.66K
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-595- 9.26% |
$22.3K - $26.4K
|
5.83K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.46K- 89.9% |
$54.6K - $64.8K
|
164
$8.45K
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.08K- 5.63% |
$78K - $92.5K
|
34.9K
$1.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.41K- 20.72% |
$90.2K - $107K
|
9.22K
$475K
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.5K- 5.77% |
$93.5K - $111K
|
40.8K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.27K- 10.8% |
$160K - $190K
|
35.3K
$1.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.53K- 17.13% |
$170K - $201K
|
21.9K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5.79K- 41.22% |
$217K - $257K
|
8.26K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.93K- 63.22% |
$297K - $352K
|
4.61K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.15K- 84.68% |
$305K - $362K
|
1.47K
$75.9K
|