Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (RFV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFV) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
101K+ 974.02% |
$9.72M - $11M
|
112K
$13.8M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
93.2K+ 95.04% |
$8.95M - $10.2M
|
191K
$23.7M
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
BUY
|
- |
83.5KNew |
$8.02M - $9.11M
|
83.5K
$10.3M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.8KNew |
$3.05M - $3.46M
|
31.8K
$3.93M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
20.7KNew |
$1.98M - $2.25M
|
20.7K
$2.56M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9K+ 341.7% |
$1.33M - $1.51M
|
17.9K
$2.22M
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.76KNew |
$649K - $737K
|
6.76K
$836K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.63K+ 22.15% |
$637K - $723K
|
36.6K
$4.53M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.07KNew |
$583K - $662K
|
6.07K
$751K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.24KNew |
$503K - $571K
|
5.24K
$649K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.97KNew |
$477K - $541K
|
4.97K
$615K
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.99KNew |
$383K - $435K
|
3.99K
$494K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.48K+ 58.03% |
$238K - $270K
|
6.75K
$835K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.15K+ 105.97% |
$206K - $234K
|
4.17K
$516K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 4.31% |
$188K - $214K
|
47.5K
$5.87M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.27K+ 2.87% |
$122K - $139K
|
45.6K
$5.65M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
956+ 16.64% |
$91.8K - $104K
|
6.7K
$829K
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
610+ 5.66% |
$58.6K - $66.5K
|
11.4K
$1.41M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
414New |
$39.8K - $45.1K
|
414
$51.2K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
289+ 11.01% |
$27.7K - $31.5K
|
2.91K
$361K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
249New |
$23.9K - $27.2K
|
249
$30.8K
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
200+ 7.27% |
$19.2K - $21.8K
|
2.95K
$365K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
150+ 3.82% |
$14.4K - $16.4K
|
4.07K
$504K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
128+ 0.62% |
$12.3K - $14K
|
20.7K
$2.56M
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
115+ 3.97% |
$11K - $12.5K
|
3.01K
$373K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
93+ 31.0% |
$8.93K - $10.1K
|
393
$48.6K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
48New |
$4.61K - $5.23K
|
48
$5.94K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18+ 0.41% |
$1.73K - $1.96K
|
4.4K
$544K
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.14% |
$288 - $327
|
2.08K
$258K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2New |
$192 - $218
|
2
$248
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2New |
$192 - $218
|
2
$248
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-42- 0.91% |
$4.03K - $4.58K
|
4.59K
$568K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-59- 0.12% |
$5.67K - $6.43K
|
47.2K
$5.84M
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-80- 2.57% |
$7.68K - $8.72K
|
3.03K
$375K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-225- 13.34% |
$21.6K - $24.5K
|
1.46K
$181K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-242- 4.08% |
$23.2K - $26.4K
|
5.69K
$704K
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-268- 5.49% |
$25.7K - $29.2K
|
4.61K
$571K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-748- 4.1% |
$71.8K - $81.6K
|
17.5K
$2.16M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.3K- 68.78% |
$125K - $142K
|
591
$73.1K
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.11K- 6.68% |
$202K - $230K
|
29.4K
$3.64M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.64K- 18.27% |
$350K - $397K
|
16.3K
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.58K- 5.06% |
$440K - $500K
|
86K
$10.6M
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-6.2K- 5.27% |
$596K - $676K
|
112K
$13.8M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.55K- 89.23% |
$628K - $714K
|
790
$97.8K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.3K- 26.01% |
$1.37M - $1.56M
|
40.7K
$5.04M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.6K- 15.97% |
$1.6M - $1.81M
|
87.6K
$10.8M
|