Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
136K+ 32.5% |
$4.49M - $15.8M
|
553K
$26.3M
|
|
|
Apr 06, 2023
Q4 2022
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
90.3KNew |
$2.99M - $10.5M
|
90.3K
$4.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
89.8K+ 81.81% |
$2.97M - $10.5M
|
200K
$9.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
81.6KNew |
$2.7M - $9.51M
|
81.6K
$3.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
53.8K+ 287.85% |
$1.78M - $6.26M
|
72.5K
$3.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
51.9K+ 12.03% |
$1.72M - $6.04M
|
483K
$23M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.1K+ 18.12% |
$1.59M - $5.6M
|
314K
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
42.9K+ 113.32% |
$1.42M - $5M
|
80.8K
$3.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.1K+ 14.95% |
$1.32M - $4.66M
|
308K
$14.6M
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
26.3K+ 260.08% |
$872K - $3.07M
|
36.5K
$1.73M
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
25.1K+ 6.91% |
$829K - $2.92M
|
388K
$18.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
24.6KNew |
$814K - $2.87M
|
24.6K
$1.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
23.1K+ 12.65% |
$764K - $2.69M
|
206K
$9.78M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
22.7K+ 1609.8% |
$750K - $2.64M
|
24.1K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.6K+ 171.15% |
$680K - $2.39M
|
32.6K
$1.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.6K+ 8.91% |
$614K - $2.16M
|
227K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.9K+ 88.1% |
$591K - $2.08M
|
38.2K
$1.81M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
17.4KNew |
$575K - $2.02M
|
17.4K
$826K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.5KNew |
$545K - $1.92M
|
16.5K
$784K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.9K+ 110.76% |
$459K - $1.62M
|
26.4K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$427K - $1.5M
|
12.9K
$614K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.7K+ 129.58% |
$421K - $1.48M
|
22.5K
$1.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10K+ 43.24% |
$332K - $1.17M
|
33.3K
$1.58M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.8K+ 64.63% |
$324K - $1.14M
|
25K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.51K+ 39.59% |
$281K - $991K
|
30K
$1.43M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.79K+ 7.23% |
$225K - $790K
|
101K
$4.79M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.5K+ 178.62% |
$215K - $757K
|
10.1K
$482K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.84KNew |
$193K - $680K
|
5.84K
$278K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.96K+ 16.32% |
$164K - $577K
|
35.3K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.71KNew |
$156K - $548K
|
4.71K
$224K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.51K+ 5.38% |
$149K - $525K
|
88.4K
$4.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.87KNew |
$128K - $451K
|
3.87K
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.77K+ 3.84% |
$125K - $440K
|
102K
$4.85M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.17KNew |
$105K - $369K
|
3.17K
$151K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.17KNew |
$105K - $369K
|
3.17K
$151K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.02K+ 140.65% |
$100K - $352K
|
5.17K
$246K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.98KNew |
$98.4K - $347K
|
2.98K
$142K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
2.84K+ 22.93% |
$94K - $331K
|
15.2K
$724K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.83KNew |
$93.7K - $330K
|
2.83K
$135K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.58KNew |
$85.2K - $300K
|
2.58K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.52K+ 11.79% |
$83.4K - $293K
|
23.9K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.31K+ 13.59% |
$76.5K - $269K
|
19.3K
$919K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.28KNew |
$75.5K - $266K
|
2.28K
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.96KNew |
$64.7K - $228K
|
1.96K
$93K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.95KNew |
$64.5K - $227K
|
1.95K
$92.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.95K+ 0.78% |
$64.4K - $227K
|
251K
$11.9M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.62K+ 74.84% |
$53.4K - $188K
|
3.77K
$179K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 6.92% |
$51.4K - $181K
|
24K
$1.14M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.5K+ 4.83% |
$49.7K - $175K
|
32.6K
$1.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.24K+ 8.44% |
$41.1K - $145K
|
16K
$759K
|