Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (RFV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFV) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.3K+ 55.33% |
$7.04M - $9.08M
|
217K
$25.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
36.3KNew |
$3.31M - $4.26M
|
36.3K
$4.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
35.8KNew |
$3.26M - $4.2M
|
35.8K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.7K+ 33.38% |
$2.62M - $3.37M
|
115K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.8K+ 26.19% |
$2.35M - $3.03M
|
124K
$14.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.8K+ 13.47% |
$2.35M - $3.02M
|
217K
$25.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
22KNew |
$2M - $2.58M
|
22K
$2.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
19.5K+ 17.49% |
$1.78M - $2.29M
|
131K
$15.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$1.33M - $1.72M
|
14.6K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.3K+ 26.86% |
$1.12M - $1.44M
|
57.9K
$6.85M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.8KNew |
$1.08M - $1.39M
|
11.8K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6K+ 203.17% |
$970K - $1.25M
|
15.9K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.9KNew |
$446K - $576K
|
4.9K
$580K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.98KNew |
$362K - $467K
|
3.98K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.81K+ 95.46% |
$347K - $447K
|
7.8K
$923K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.27KNew |
$298K - $384K
|
3.27K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.18KNew |
$290K - $373K
|
3.18K
$376K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.95KNew |
$269K - $346K
|
2.95K
$349K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.27KNew |
$207K - $267K
|
2.27K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.16KNew |
$197K - $253K
|
2.16K
$255K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.83KNew |
$166K - $214K
|
1.83K
$216K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$164K - $212K
|
1.8K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.75KNew |
$159K - $205K
|
1.75K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.38K+ 20.65% |
$126K - $163K
|
8.09K
$956K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.03K+ 25.39% |
$94.2K - $121K
|
5.11K
$604K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
757+ 4.65% |
$69K - $88.9K
|
17K
$2.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
740New |
$67.4K - $86.9K
|
740
$87.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
706+ 1.5% |
$64.3K - $82.9K
|
47.9K
$5.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
692+ 10.25% |
$63K - $81.3K
|
7.44K
$880K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
663+ 5.82% |
$60.4K - $77.9K
|
12.1K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
582+ 2.81% |
$53K - $68.4K
|
21.3K
$2.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
496New |
$45.2K - $58.3K
|
496
$58.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
323+ 0.29% |
$29.4K - $37.9K
|
112K
$13.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
110+ 1.81% |
$10K - $12.9K
|
6.18K
$731K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$9.11K - $11.7K
|
100
$11.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$9.11K - $11.7K
|
100
$11.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50+ 2500.0% |
$4.56K - $5.87K
|
52
$6.15K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
50+ 2500.0% |
$4.56K - $5.87K
|
52
$6.15K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6+ 0.13% |
$547 - $705
|
4.6K
$544K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.1% |
$182 - $235
|
2.08K
$246K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.6% |
$91.1 - $117
|
169
$20K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14- 0.48% |
$1.28K - $1.64K
|
2.9K
$343K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14- 0.32% |
$1.28K - $1.64K
|
4.39K
$519K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22- 3.72% |
$2K - $2.58K
|
569
$67.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 1.2% |
$4.56K - $5.87K
|
4.12K
$488K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-183- 0.39% |
$16.7K - $21.5K
|
47.3K
$5.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-259- 17.72% |
$23.6K - $30.4K
|
1.2K
$142K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-748- 3.62% |
$68.1K - $87.9K
|
19.9K
$2.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-983- 24.8% |
$89.6K - $115K
|
2.98K
$353K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.13K- 19.87% |
$103K - $133K
|
4.56K
$539K
|