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 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-23.8K- 58.92% |
$676K - $755K
|
16.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-38.1K- 36.43% |
$1.08M - $1.21M
|
66.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38.3K- 41.55% |
$1.09M - $1.22M
|
53.9K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.2K- 14.61% |
$1.31M - $1.47M
|
270K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-72K- 7.37% |
$2.05M - $2.28M
|
905K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-102K- 29.64% |
$2.89M - $3.22M
|
241K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-144K- 42.5% |
$4.1M - $4.58M
|
195K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-242K- 67.21% |
$6.86M - $7.66M
|
118K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-330K- 58.0% |
$9.38M - $10.5M
|
239K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-367K- 35.76% |
$10.4M - $11.6M
|
659K
$0
|