Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (RFV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFV) 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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
76.9K+ 1754.73% |
$8.39M - $9.18M
|
81.3K
$9.62M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.7K+ 52.77% |
$8.04M - $8.79M
|
213K
$25.2M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46.1KNew |
$5.03M - $5.5M
|
46.1K
$5.45M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.2K+ 30.29% |
$2.53M - $2.77M
|
99.9K
$11.8M
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
11KNew |
$1.2M - $1.31M
|
11K
$1.3M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.63KNew |
$1.05M - $1.15M
|
9.63K
$1.14M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.96KNew |
$869K - $950K
|
7.96K
$942K
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.47KNew |
$815K - $891K
|
7.47K
$884K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.96KNew |
$650K - $711K
|
5.96K
$705K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.39K+ 66.65% |
$588K - $643K
|
13.5K
$1.59M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.5K+ 60.44% |
$491K - $536K
|
11.9K
$1.41M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.43KNew |
$374K - $409K
|
3.43K
$406K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.01K+ 10.35% |
$328K - $359K
|
32.1K
$3.79M
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.82KNew |
$308K - $336K
|
2.82K
$333K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.55K+ 5.4% |
$278K - $304K
|
49.8K
$5.89M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.51KNew |
$274K - $299K
|
2.51K
$297K
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.05K+ 14.04% |
$224K - $245K
|
16.7K
$1.97M
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
BUY
|
- |
2.02K+ 2.63% |
$221K - $241K
|
78.8K
$9.33M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.01K+ 39.42% |
$220K - $240K
|
7.12K
$842K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.94K+ 3.35% |
$211K - $231K
|
59.8K
$7.08M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.6K+ 1.29% |
$174K - $191K
|
126K
$14.9M
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.46K+ 18.67% |
$159K - $174K
|
9.26K
$1.09M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.13K+ 5.69% |
$124K - $135K
|
21K
$2.49M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
927+ 22.48% |
$101K - $111K
|
5.05K
$597K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
714New |
$77.9K - $85.2K
|
714
$84.5K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
707+ 32.78% |
$77.1K - $84.3K
|
2.86K
$339K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
511+ 2.4% |
$55.8K - $61K
|
21.8K
$2.58M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
461New |
$50.3K - $55K
|
461
$54.5K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
339+ 136.14% |
$37K - $40.4K
|
588
$69.6K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
281New |
$30.7K - $33.5K
|
281
$33.2K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
230New |
$25.1K - $27.4K
|
230
$27.2K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
179New |
$19.5K - $21.4K
|
179
$21.2K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
149+ 4.69% |
$16.3K - $17.8K
|
3.33K
$394K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
95New |
$10.4K - $11.3K
|
95
$11.2K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
78New |
$8.51K - $9.3K
|
78
$9.23K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
65+ 2.18% |
$7.09K - $7.75K
|
3.05K
$360K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
12+ 1.62% |
$1.31K - $1.43K
|
752
$89K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
9New |
$982 - $1.07K
|
9
$1.06K
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
6+ 0.05% |
$655 - $716
|
12.1K
$1.43M
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.14% |
$327 - $358
|
2.09K
$247K
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$109 - $119
|
1.81K
$214K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-15- 65.22% |
$1.64K - $1.79K
|
8
$946
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-30- 6.49% |
$3.27K - $3.58K
|
432
$51.1K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-100- 12.02% |
$10.9K - $11.9K
|
732
$86.6K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-102- 2.24% |
$11.1K - $12.2K
|
4.46K
$527K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-121- 21.27% |
$13.2K - $14.4K
|
448
$53K
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-124- 66.31% |
$13.5K - $14.8K
|
63
$7.45K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-190- 24.05% |
$20.7K - $22.7K
|
600
$71K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-400- 13.56% |
$43.6K - $47.7K
|
2.55K
$302K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-800- 16.33% |
$87.3K - $95.4K
|
4.1K
$485K
|