Purchases and Sales Made in Q3 2023 in Invesco ETF Tr S&P 500 Equal W (RHS)

RHS Quotes by TradingView

This table provides information about the institutional ownership of Invesco ETF Tr S&P 500 Equal W (RHS) 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
 -
2.84M
+ 279.37%
$84.9M - $479M
3.85M $0
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
748K
+ 327.68%
$22.4M - $126M
977K $0
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
727K
+ 244.41%
$21.8M - $123M
1.03M $0
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
475K
+ 502.82%
$14.2M - $80.2M
570K $0
Nov 13, 2023 Q3 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
285K
+ 393.71%
$8.53M - $48.1M
357K $0
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
284K
+ 375.82%
$8.5M - $48M
360K $0
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
277K
+ 442.49%
$8.3M - $46.8M
340K $0
Oct 11, 2023 Q3 2023
Affiance Financial, LLC

BUY
 -
277K
+ 420.12%
$8.29M - $46.8M
343K $0
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
248K
+ 363.39%
$7.42M - $41.9M
316K $0
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
206K
New
$6.18M - $34.9M
206K $0
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
143K
+ 292.99%
$4.28M - $24.2M
192K $0
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
135K
+ 305.5%
$4.03M - $22.8M
179K $0
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
117K
New
$3.49M - $19.7M
117K $0
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
82.9K
+ 374.79%
$2.48M - $14M
105K $0
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
82.5K
+ 396.17%
$2.47M - $13.9M
103K $0
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
82.3K
+ 369.46%
$2.46M - $13.9M
105K $0
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
79.8K
+ 642.8%
$2.39M - $13.5M
92.3K $0
Jan 11, 2024 Q3 2023
Pacific Sun Financial Corp

BUY
 -
71.7K
+ 390.4%
$2.15M - $12.1M
90.1K $0
Oct 17, 2023 Q3 2023
Royal Fund Management, LLC

BUY
 -
64.1K
+ 426.75%
$1.92M - $10.8M
79.1K $0
Oct 10, 2023 Q3 2023
Tsfg, LLC

BUY
 -
59.1K
+ 395.21%
$1.77M - $9.97M
74K $0
Nov 07, 2023 Q3 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
58.1K
+ 375.54%
$1.74M - $9.81M
73.5K $0
Nov 08, 2023 Q3 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
57.6K
+ 393.25%
$1.72M - $9.72M
72.2K $0
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
56.7K
New
$1.7M - $9.58M
56.7K $0
Nov 13, 2023 Q3 2023
Stelac Advisory Services LLC

New York, NY
BUY
 -
53.1K
+ 336.6%
$1.59M - $8.97M
68.9K $0
Oct 27, 2023 Q3 2023
Planning Directions Inc

BUY
 -
51.8K
+ 358.26%
$1.55M - $8.75M
66.3K $0
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
49.4K
+ 411.84%
$1.48M - $8.34M
61.3K $0
Oct 30, 2023 Q3 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
46K
+ 322.74%
$1.38M - $7.77M
60.3K $0
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
44.6K
+ 158.4%
$1.33M - $7.53M
72.7K $0
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
39.2K
+ 440.84%
$1.17M - $6.63M
48.1K $0
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
38.8K
+ 364.52%
$1.16M - $6.55M
49.4K $0
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
38.2K
+ 409.3%
$1.14M - $6.46M
47.6K $0
Oct 13, 2023 Q3 2023
Signal Point Asset Management, LLC

BUY
 -
36.3K
+ 403.68%
$1.09M - $6.14M
45.3K $0
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
36K
+ 366.78%
$1.08M - $6.08M
45.8K $0
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
35.3K
+ 692.7%
$1.06M - $5.96M
40.4K $0
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
35.1K
+ 278.47%
$1.05M - $5.93M
47.8K $0
Nov 13, 2023 Q3 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
35.1K
+ 104.05%
$1.05M - $5.92M
68.7K $0
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
35K
+ 442.24%
$1.05M - $5.91M
42.9K $0
Oct 17, 2023 Q3 2023
Friedenthal Financial

BUY
 -
33.5K
+ 413.86%
$1M - $5.66M
41.6K $0
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
32.4K
+ 398.69%
$971K - $5.48M
40.6K $0
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
30.4K
+ 370.37%
$911K - $5.14M
38.7K $0
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
29.6K
+ 399.08%
$885K - $5M
37K $0
Oct 25, 2023 Q3 2023
Monument Capital Management

BUY
 -
28.6K
+ 386.96%
$857K - $4.84M
36K $0
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
28.5K
New
$853K - $4.81M
28.5K $0
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
26.9K
+ 378.27%
$804K - $4.54M
34K $0
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
26.5K
+ 433.17%
$792K - $4.47M
32.6K $0
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
25.1K
+ 360.1%
$750K - $4.23M
32K $0
Oct 18, 2023 Q3 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
21.9K
+ 423.84%
$656K - $3.7M
27.1K $0
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
21.8K
+ 288.56%
$651K - $3.68M
29.3K $0
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
18.8K
+ 171.83%
$563K - $3.18M
29.7K $0

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