Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (RFV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFV) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
248KNew |
$21.9M - $27.1M
|
248K
$30.7M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70.6K+ 81.34% |
$6.24M - $7.72M
|
157K
$19.5M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
49.1KNew |
$4.34M - $5.37M
|
49.1K
$6.08M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.6K+ 89.69% |
$3.76M - $4.65M
|
90K
$11.1M
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
37.6K+ 267.95% |
$3.32M - $4.11M
|
51.6K
$6.39M
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
33.3KNew |
$2.95M - $3.65M
|
33.3K
$4.13M
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
31KNew |
$2.74M - $3.39M
|
31K
$3.83M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.5K+ 24.95% |
$2.6M - $3.22M
|
148K
$18.3M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
19.1K+ 758.3% |
$1.69M - $2.09M
|
21.7K
$2.68M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.2K+ 111.41% |
$1.26M - $1.56M
|
27K
$3.34M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.1K+ 45.75% |
$976K - $1.21M
|
35.2K
$4.36M
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.35KNew |
$738K - $913K
|
8.35K
$1.03M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.78K+ 193.72% |
$687K - $850K
|
11.8K
$1.46M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.78K+ 193.72% |
$687K - $850K
|
11.8K
$1.46M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
6.55K+ 828.48% |
$578K - $716K
|
7.34K
$908K
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.3KNew |
$557K - $689K
|
6.3K
$780K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.81K+ 24.55% |
$513K - $635K
|
29.5K
$3.65M
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
5.67KNew |
$501K - $619K
|
5.67K
$701K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.54KNew |
$489K - $606K
|
5.54K
$686K
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.92K+ 64.99% |
$435K - $538K
|
12.5K
$1.55M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.66KNew |
$411K - $509K
|
4.66K
$576K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.56K+ 136.34% |
$402K - $498K
|
7.9K
$977K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.3KNew |
$380K - $470K
|
4.3K
$532K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.81K+ 6.84% |
$337K - $416K
|
59.5K
$7.36M
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.05KNew |
$270K - $334K
|
3.05K
$378K
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
3.05K+ 46.74% |
$269K - $333K
|
9.56K
$1.18M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.41K+ 85.42% |
$213K - $264K
|
5.24K
$648K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.95K+ 9.86% |
$172K - $213K
|
21.7K
$2.69M
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
1.83K+ 66.61% |
$161K - $200K
|
4.57K
$565K
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
1.54K+ 48.75% |
$136K - $168K
|
4.69K
$580K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.04K+ 97.19% |
$91.5K - $113K
|
2.1K
$260K
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
679+ 17.91% |
$60K - $74.2K
|
4.47K
$553K
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
445+ 2.28% |
$39.3K - $48.7K
|
19.9K
$2.47M
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
350+ 16.28% |
$30.9K - $38.3K
|
2.5K
$309K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
326+ 38.13% |
$28.8K - $35.6K
|
1.18K
$146K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
101+ 721.43% |
$8.92K - $11K
|
115
$14.2K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
75+ 7.58% |
$6.63K - $8.2K
|
1.06K
$132K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
45+ 45.0% |
$3.98K - $4.92K
|
145
$17.9K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
43+ 1.1% |
$3.8K - $4.7K
|
3.96K
$491K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
42New |
$3.71K - $4.59K
|
42
$5.2K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
30+ 6.94% |
$2.65K - $3.28K
|
462
$57.2K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.6% |
$88.4 - $109
|
167
$20.7K
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
SELL
|
- |
-38- 0.07% |
$3.36K - $4.15K
|
54.5K
$6.74M
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-48Closed |
$4.24K - $5.25K
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-202- 4.04% |
$17.8K - $22.1K
|
4.79K
$593K
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-214- 5.49% |
$18.9K - $23.4K
|
3.68K
$456K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-242- 9.03% |
$21.4K - $26.5K
|
2.44K
$302K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-265- 0.95% |
$23.4K - $29K
|
27.5K
$3.4M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-485- 3.25% |
$42.9K - $53K
|
14.4K
$1.79M
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-760- 20.14% |
$67.2K - $83.1K
|
3.01K
$373K
|