Purchases and Sales Made in Q3 2023 in Invesco ETF Tr S&P 500 Equal W (RCD)
This table provides information about the institutional ownership of Invesco ETF Tr S&P 500 Equal W (RCD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.66M+ 200.0% |
$0 - $378M
|
4M
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.4M+ 200.0% |
$0 - $198M
|
2.1M
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
882KNew |
$0 - $125M
|
882K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
211K+ 231.75% |
$0 - $29.9M
|
302K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
BUY
|
- |
209KNew |
$0 - $29.6M
|
209K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
133KNew |
$0 - $18.8M
|
133K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
106K+ 198.81% |
$0 - $15.1M
|
160K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
86.9K+ 181.34% |
$0 - $12.3M
|
135K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
84.3K+ 194.22% |
$0 - $12M
|
128K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82.3K+ 249.88% |
$0 - $11.7M
|
115K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
80.2K+ 74.62% |
$0 - $11.4M
|
188K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
65.9K+ 192.09% |
$0 - $9.34M
|
100K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
60K+ 352.24% |
$0 - $8.5M
|
77K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
51.1K+ 197.75% |
$0 - $7.24M
|
76.9K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
43.6K+ 323.75% |
$0 - $6.18M
|
57.1K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
43.5K+ 186.37% |
$0 - $6.16M
|
66.8K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
34.4K+ 208.25% |
$0 - $4.88M
|
51K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33.5K+ 421.53% |
$0 - $4.74M
|
41.4K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
32.3K+ 298.93% |
$0 - $4.58M
|
43.1K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
31K+ 195.32% |
$0 - $4.4M
|
46.9K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
30KNew |
$0 - $4.25M
|
30K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.3K+ 113.69% |
$0 - $4.15M
|
55.1K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
BUY
|
- |
29KNew |
$0 - $4.11M
|
29K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
26K+ 194.52% |
$0 - $3.68M
|
39.3K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
23.1K+ 199.74% |
$0 - $3.27M
|
34.7K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
22.2K+ 195.93% |
$0 - $3.14M
|
33.5K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
22.1KNew |
$0 - $3.14M
|
22.1K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
20.9K+ 210.84% |
$0 - $2.97M
|
30.9K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
19.8KNew |
$0 - $2.81M
|
19.8K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.7K+ 271.56% |
$0 - $2.8M
|
27K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
19.6K+ 187.87% |
$0 - $2.77M
|
30K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
BUY
|
- |
18.9K+ 197.07% |
$0 - $2.68M
|
28.5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.5KNew |
$0 - $2.62M
|
18.5K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
18.4K+ 201.07% |
$0 - $2.61M
|
27.6K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
18K+ 324.6% |
$0 - $2.55M
|
23.6K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
17.8K+ 195.89% |
$0 - $2.52M
|
26.8K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
17.1K+ 189.73% |
$0 - $2.42M
|
26.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.9K+ 55.75% |
$0 - $2.39M
|
47.1K
$0
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.5K+ 53.82% |
$0 - $2.33M
|
47.1K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
15.6K+ 198.73% |
$0 - $2.21M
|
23.5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.6KNew |
$0 - $2.21M
|
15.6K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
15.6K+ 182.07% |
$0 - $2.2M
|
24.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
13.6K+ 289.66% |
$0 - $1.92M
|
18.2K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.7KNew |
$0 - $1.66M
|
11.7K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11.6KNew |
$0 - $1.64M
|
11.6K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
10.9K+ 185.7% |
$0 - $1.55M
|
16.8K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.95KNew |
$0 - $1.41M
|
9.95K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.57KNew |
$0 - $1.36M
|
9.57K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.27K+ 513.41% |
$0 - $1.31M
|
11.1K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9K+ 193.63% |
$0 - $1.28M
|
13.7K
$0
|