Purchases and Sales Made in Q4 2023 in Invesco ETF Tr S&P 500 Equal W (EWCO)
This table provides information about the institutional ownership of Invesco ETF Tr S&P 500 Equal W (EWCO) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR S&P 500 EQUAL W.
| 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
|
- |
358K+ 780.44% |
$9.04M - $10.5M
|
404K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
233KNew |
$5.87M - $6.84M
|
233K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
229KNew |
$5.77M - $6.73M
|
229K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
162K+ 81.83% |
$4.1M - $4.77M
|
361K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
81.9K+ 72.0% |
$2.07M - $2.41M
|
196K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.5K+ 598.83% |
$567K - $661K
|
26.2K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.9KNew |
$174K - $203K
|
6.9K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
3.43K+ 14.59% |
$86.6K - $101K
|
27K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.83K+ 1.43% |
$71.4K - $83.1K
|
200K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.98K+ 23.12% |
$50.1K - $58.3K
|
10.6K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.68K+ 8.7% |
$42.4K - $49.3K
|
21K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.19K+ 5.72% |
$30K - $34.9K
|
22K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
568New |
$14.3K - $16.7K
|
568
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
549+ 5.82% |
$13.9K - $16.1K
|
9.99K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
94New |
$2.37K - $2.76K
|
94
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$25.2 - $29.4
|
0
$0
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-192- 74.13% |
$4.84K - $5.64K
|
67
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-683- 0.9% |
$17.2K - $20.1K
|
75.4K
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-1K- 3.92% |
$25.3K - $29.4K
|
24.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.6K- 7.97% |
$40.5K - $47.1K
|
18.5K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.75K- 26.24% |
$69.5K - $80.9K
|
7.74K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.33K- 17.84% |
$83.9K - $97.8K
|
15.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-9.84K- 10.02% |
$248K - $289K
|
88.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-14.5K- 64.41% |
$367K - $427K
|
8.04K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-38.2K- 19.2% |
$964K - $1.12M
|
161K
$0
|