Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (RWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWL) during Q4 2023. 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 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
737K+ 42.68% |
$55.2M - $62.9M
|
2.46M
$247M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
306K+ 23.51% |
$22.9M - $26.1M
|
1.61M
$161M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
202K+ 15.95% |
$15.1M - $17.2M
|
1.47M
$147M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
127K+ 538.07% |
$9.5M - $10.8M
|
150K
$15.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
123K+ 83.89% |
$9.2M - $10.5M
|
269K
$27M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
93.5K+ 37.66% |
$7M - $7.99M
|
342K
$34.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
87.6K+ 21.48% |
$6.56M - $7.49M
|
496K
$49.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
87.4K+ 19.84% |
$6.55M - $7.47M
|
528K
$53M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76K+ 19.58% |
$5.69M - $6.49M
|
464K
$46.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
67K+ 30.52% |
$5.02M - $5.72M
|
286K
$28.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
44.5KNew |
$3.34M - $3.81M
|
44.5K
$4.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
42.7K+ 323.0% |
$3.2M - $3.65M
|
56K
$5.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.1K+ 12.64% |
$2.4M - $2.74M
|
286K
$28.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
30.8K+ 38.86% |
$2.31M - $2.63M
|
110K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.5K+ 32.8% |
$1.98M - $2.26M
|
107K
$10.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
26.2K+ 28.19% |
$1.96M - $2.24M
|
119K
$12M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
23.8K+ 11.32% |
$1.79M - $2.04M
|
235K
$23.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23K+ 21.02% |
$1.72M - $1.96M
|
132K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.8K+ 0.99% |
$1.71M - $1.95M
|
2.33M
$234M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
19KNew |
$1.42M - $1.62M
|
19K
$1.9M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.4KNew |
$1M - $1.15M
|
13.4K
$1.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.2K+ 92.51% |
$990K - $1.13M
|
27.5K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.9K+ 33.79% |
$964K - $1.1M
|
50.9K
$5.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.6KNew |
$944K - $1.08M
|
12.6K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
12.1K+ 211.39% |
$906K - $1.03M
|
17.8K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.6K+ 26.91% |
$871K - $994K
|
54.9K
$5.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.8K+ 32.69% |
$806K - $920K
|
43.7K
$4.39M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.3KNew |
$773K - $882K
|
10.3K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.3K+ 78.96% |
$771K - $880K
|
23.3K
$2.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10K+ 16.29% |
$752K - $858K
|
71.7K
$7.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.47K+ 17.32% |
$709K - $809K
|
64.2K
$6.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
9.22K+ 9.95% |
$690K - $787K
|
102K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.01K+ 8.46% |
$675K - $770K
|
115K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.79K+ 9.29% |
$658K - $751K
|
103K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.62K+ 119.32% |
$646K - $737K
|
15.9K
$1.59M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
8.2K+ 21.99% |
$614K - $701K
|
45.5K
$4.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.71KNew |
$578K - $659K
|
7.71K
$775K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.4K+ 13.94% |
$554K - $633K
|
60.5K
$6.08M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.96K+ 8.98% |
$522K - $595K
|
84.5K
$8.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.35K+ 29.22% |
$476K - $543K
|
28.1K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.24K+ 177.79% |
$467K - $533K
|
9.75K
$979K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.19K+ 10.85% |
$464K - $529K
|
63.2K
$6.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.72KNew |
$428K - $488K
|
5.72K
$574K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
5.45K+ 7.43% |
$408K - $465K
|
78.8K
$7.91M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5.18KNew |
$388K - $443K
|
5.18K
$520K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
4.27K+ 0.18% |
$320K - $365K
|
2.37M
$238M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
4.2KNew |
$314K - $358K
|
4.2K
$421K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.86KNew |
$289K - $330K
|
3.86K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.95KNew |
$221K - $252K
|
2.95K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.95KNew |
$221K - $252K
|
2.95K
$296K
|