Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
209K+ 2166.41% |
$8.07M - $8.96M
|
219K
$10.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
179K+ 43.8% |
$6.91M - $7.67M
|
589K
$28M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
130KNew |
$5.01M - $5.56M
|
130K
$6.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
76.9K+ 6.11% |
$2.97M - $3.29M
|
1.34M
$63.5M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
54.7KNew |
$2.11M - $2.34M
|
54.7K
$2.6M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.3K+ 8.18% |
$2.05M - $2.28M
|
705K
$33.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
49.8KNew |
$1.92M - $2.13M
|
49.8K
$2.37M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
48.3KNew |
$1.86M - $2.07M
|
48.3K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37K+ 1.74% |
$1.43M - $1.59M
|
2.17M
$103M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37K+ 1.74% |
$1.43M - $1.59M
|
2.17M
$103M
|
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
32.5K+ 2.68% |
$1.25M - $1.39M
|
1.24M
$59.1M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
30.6K+ 109.53% |
$1.18M - $1.31M
|
58.6K
$2.79M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
29.4K+ 573.1% |
$1.13M - $1.26M
|
34.5K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.4K+ 12.22% |
$1.06M - $1.17M
|
252K
$12M
|
|
|
May 16, 2024
Q1 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
25.4KNew |
$981K - $1.09M
|
25.4K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.8KNew |
$956K - $1.06M
|
24.8K
$1.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
24.3K+ 92.29% |
$937K - $1.04M
|
50.6K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.1K+ 8.8% |
$930K - $1.03M
|
298K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13.6KNew |
$523K - $581K
|
13.6K
$645K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.4K+ 16.92% |
$516K - $573K
|
92.5K
$4.4M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.1K+ 18.68% |
$466K - $518K
|
76.8K
$3.65M
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
11.6K+ 3.83% |
$448K - $498K
|
315K
$15M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.2KNew |
$432K - $479K
|
11.2K
$532K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.94KNew |
$345K - $383K
|
8.94K
$425K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.13K+ 6.05% |
$313K - $348K
|
142K
$6.78M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
7.93K+ 3.91% |
$306K - $339K
|
210K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.85K+ 2.53% |
$303K - $336K
|
318K
$15.1M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.71K+ 2.52% |
$297K - $330K
|
314K
$14.9M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.59K+ 11.48% |
$293K - $325K
|
73.7K
$3.5M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.88K+ 18.34% |
$265K - $294K
|
44.4K
$2.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.79K+ 64.46% |
$262K - $291K
|
17.3K
$824K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.36KNew |
$245K - $272K
|
6.36K
$302K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.35KNew |
$245K - $272K
|
6.35K
$302K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
5.93K+ 95.4% |
$229K - $254K
|
12.1K
$577K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.88K+ 86.57% |
$227K - $252K
|
12.7K
$603K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
5.85KNew |
$226K - $250K
|
5.85K
$278K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.34KNew |
$206K - $229K
|
5.34K
$254K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
5.28K+ 5.73% |
$204K - $226K
|
97.5K
$4.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.87KNew |
$188K - $209K
|
4.87K
$232K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
4.53K+ 14.27% |
$175K - $194K
|
36.3K
$1.73M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.51K+ 20.34% |
$174K - $193K
|
26.7K
$1.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.48K+ 12.93% |
$173K - $192K
|
39.1K
$1.86M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.26K+ 7.49% |
$164K - $182K
|
61.1K
$2.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.22K+ 35.54% |
$163K - $181K
|
16.1K
$766K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.16KNew |
$161K - $178K
|
4.16K
$198K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.08K+ 8.02% |
$157K - $175K
|
55K
$2.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
4.07K+ 37.35% |
$157K - $174K
|
15K
$712K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.91K+ 67.89% |
$151K - $167K
|
9.66K
$460K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.87K+ 32.48% |
$149K - $166K
|
15.8K
$750K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.84K+ 60.68% |
$148K - $164K
|
10.2K
$483K
|