Purchases and Sales Made in Q1 2021 in Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV) during Q1 2021. The information is specifically focused on institutions that hold shares of INVESCO FD TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 16, 2021
Q1 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
295KNew |
$19.5M - $27.9M
|
295K
$28.8M
|
|
Apr 29, 2021
Q1 2021
|
Retirement Capital Strategies
|
BUY
|
- |
93.5KNew |
$6.18M - $8.85M
|
93.5K
$9.13M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
86.1KNew |
$5.69M - $8.14M
|
86.1K
$8.4M
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
81.2KNew |
$5.37M - $7.69M
|
81.2K
$7.93M
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
64.5KNew |
$4.26M - $6.1M
|
64.5K
$6.3M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.9K+ 138.69% |
$2.11M - $3.02M
|
54.9K
$5.36M
|
|
Apr 28, 2021
Q1 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
30.4KNew |
$2.01M - $2.87M
|
30.4K
$2.96M
|
|
May 10, 2021
Q1 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
24.5KNew |
$1.62M - $2.32M
|
24.5K
$2.39M
|
|
May 03, 2021
Q1 2021
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
21KNew |
$1.39M - $1.98M
|
21K
$2.05M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.5K+ 432.97% |
$1.36M - $1.94M
|
25.3K
$2.47M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.3KNew |
$945K - $1.35M
|
14.3K
$1.4M
|
|
Apr 09, 2021
Q1 2021
|
Financial Services Advisory Inc
|
BUY
|
- |
12KNew |
$790K - $1.13M
|
12K
$1.17M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.8K+ 49.66% |
$715K - $1.02M
|
32.6K
$3.19M
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.84KNew |
$584K - $837K
|
8.84K
$863K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.81K+ 198.92% |
$582K - $833K
|
13.2K
$1.29M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.66K+ 89.56% |
$440K - $630K
|
14.1K
$1.38M
|
|
Apr 30, 2021
Q1 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
4.9KNew |
$324K - $464K
|
4.9K
$479K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3KNew |
$198K - $284K
|
3K
$293K
|
|
May 12, 2021
Q1 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
2.5KNew |
$165K - $237K
|
2.5K
$244K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.44KNew |
$161K - $231K
|
2.44K
$238K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.91K+ 28.3% |
$126K - $181K
|
8.65K
$845K
|
|
May 13, 2021
Q1 2021
|
Concord Wealth Partners
|
BUY
|
- |
276New |
$18.2K - $26.1K
|
276
$27K
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
27New |
$1.78K - $2.56K
|
27
$2.64K
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
12New |
$793 - $1.14K
|
12
$1.17K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-32Closed |
$2.11K - $3.03K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
SELL
|
- |
-183- 26.26% |
$12.1K - $17.3K
|
514
$50.2K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-392- 1.12% |
$25.9K - $37.1K
|
34.6K
$3.38M
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-500Closed |
$33K - $47.3K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-731- 3.68% |
$48.3K - $69.2K
|
19.1K
$1.87M
|
|
May 18, 2021
Q1 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.54K- 11.2% |
$102K - $145K
|
12.2K
$1.19M
|
|
May 11, 2021
Q1 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.97K- 2.0% |
$130K - $186K
|
96.4K
$9.41M
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.29K- 94.63% |
$349K - $500K
|
300
$29.3K
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.1KClosed |
$734K - $1.05M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.7K- 84.3% |
$903K - $1.29M
|
2.55K
$249K
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.9KClosed |
$1.38M - $1.98M
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-23.4K- 17.22% |
$1.55M - $2.22M
|
113K
$11M
|