Purchases and Sales Made in Q4 2023 in Invesco ETF Tr S&P 500 Equal W (RHS)
This table provides information about the institutional ownership of Invesco ETF Tr S&P 500 Equal W (RHS) 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 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-123- 1.03% |
$3.49K - $3.9K
|
11.8K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-168- 0.53% |
$4.77K - $5.33K
|
31.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-175- 48.61% |
$4.97K - $5.55K
|
185
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-180- 18.42% |
$5.11K - $5.71K
|
797
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-190- 2.74% |
$5.4K - $6.02K
|
6.74K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-270- 1.63% |
$7.67K - $8.56K
|
16.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-275- 6.86% |
$7.81K - $8.72K
|
3.73K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-328- 0.76% |
$9.32K - $10.4K
|
42.6K
$0
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-347- 2.96% |
$9.85K - $11K
|
11.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-578- 4.57% |
$16.4K - $18.3K
|
12.1K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-582- 6.96% |
$16.5K - $18.5K
|
7.78K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-673- 1.4% |
$19.1K - $21.3K
|
47.5K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-699- 0.94% |
$19.9K - $22.2K
|
73.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-707- 3.15% |
$20.1K - $22.4K
|
21.8K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-840- 38.57% |
$23.9K - $26.6K
|
1.34K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.02K- 8.32% |
$28.9K - $32.3K
|
11.2K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.1K- 21.89% |
$31.2K - $34.9K
|
3.93K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.31K- 11.49% |
$37.2K - $41.6K
|
10.1K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-1.34K- 3.73% |
$38.1K - $42.6K
|
34.7K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.55K- 11.88% |
$43.9K - $49K
|
11.5K
$0
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.67K- 4.28% |
$47.5K - $53K
|
37.3K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.71K- 2.36% |
$48.4K - $54.1K
|
70.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.85K- 19.18% |
$52.5K - $58.6K
|
7.79K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.86K- 74.22% |
$52.8K - $59K
|
646
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.21K- 3.66% |
$62.7K - $70K
|
58.1K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.46K- 4.98% |
$69.9K - $78K
|
46.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.49K- 27.52% |
$70.8K - $79.1K
|
6.57K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.85K- 3.88% |
$81K - $90.5K
|
70.7K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-2.89K- 3.2% |
$81.9K - $91.5K
|
87.2K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-3.08K- 4.48% |
$87.4K - $97.6K
|
65.7K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.77K- 26.51% |
$107K - $119K
|
10.4K
$0
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-4.12K- 26.95% |
$117K - $131K
|
11.2K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5.22K- 1.46% |
$148K - $166K
|
352K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.59K- 6.27% |
$187K - $209K
|
98.4K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.8K- 14.85% |
$193K - $216K
|
39K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.84K- 48.63% |
$194K - $217K
|
7.22K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.13K- 36.33% |
$202K - $226K
|
12.5K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.28K- 24.84% |
$207K - $231K
|
22K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.94K- 38.67% |
$226K - $252K
|
12.6K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7.95K- 98.21% |
$226K - $252K
|
145
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-9.46K- 14.27% |
$269K - $300K
|
56.8K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.4K- 59.37% |
$323K - $361K
|
7.78K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-14.2K- 81.42% |
$402K - $449K
|
3.23K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15K- 31.63% |
$427K - $477K
|
32.5K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-15.1K- 95.46% |
$428K - $478K
|
717
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-15.3K- 22.25% |
$435K - $486K
|
53.5K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.4K- 8.57% |
$467K - $521K
|
175K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-18.4K- 61.84% |
$522K - $583K
|
11.4K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.6K- 12.05% |
$612K - $684K
|
157K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23K- 11.16% |
$654K - $731K
|
183K
$0
|