Purchases and Sales Made in Q4 2022 in Invesco ETF Tr S&P 500 Equal W (RHS)
This table provides information about the institutional ownership of Invesco ETF Tr S&P 500 Equal W (RHS) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR S&P 500 EQUAL W.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.4K+ 27.63% |
$4M - $4.32M
|
113K
$0
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.5K+ 48.5% |
$3.2M - $3.46M
|
59.8K
$0
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.5K+ 80.24% |
$2.7M - $2.92M
|
37K
$0
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.3K+ 88.63% |
$2.34M - $2.53M
|
30.4K
$0
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.7K+ 9.95% |
$2.09M - $2.25M
|
141K
$0
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.2K+ 75.04% |
$2.01M - $2.17M
|
28.6K
$0
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
11.1KNew |
$1.82M - $1.97M
|
11.1K
$0
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
9.75K+ 40.0% |
$1.6M - $1.73M
|
34.1K
$0
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.92KNew |
$1.46M - $1.58M
|
8.92K
$0
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.52K+ 84.14% |
$1.4M - $1.51M
|
18.6K
$0
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.66K+ 3.84% |
$1.26M - $1.36M
|
207K
$0
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
7.48K+ 561.37% |
$1.23M - $1.33M
|
8.82K
$0
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.42KNew |
$1.22M - $1.31M
|
7.42K
$0
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
6.5K+ 49.96% |
$1.07M - $1.15M
|
19.5K
$0
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.16K+ 288.13% |
$1.01M - $1.09M
|
8.3K
$0
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.28KNew |
$703K - $759K
|
4.28K
$0
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
4.23K+ 4.93% |
$693K - $749K
|
89.9K
$0
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.54K+ 64.89% |
$416K - $450K
|
6.45K
$0
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2K+ 105.26% |
$328K - $354K
|
3.9K
$0
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.41K+ 10.61% |
$231K - $250K
|
14.7K
$0
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.4KNew |
$229K - $248K
|
1.4K
$0
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.31K+ 7.43% |
$214K - $232K
|
18.9K
$0
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.3K+ 88.68% |
$213K - $231K
|
2.77K
$0
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
776+ 12.65% |
$127K - $138K
|
6.91K
$0
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
751+ 5.07% |
$123K - $133K
|
15.6K
$0
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
636New |
$104K - $113K
|
636
$0
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
591+ 27.88% |
$97K - $105K
|
2.71K
$0
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
578+ 14.44% |
$94.8K - $102K
|
4.58K
$0
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
570+ 29.07% |
$93.5K - $101K
|
2.53K
$0
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
410+ 1171.43% |
$67.3K - $72.7K
|
445
$0
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
364+ 4.99% |
$59.7K - $64.5K
|
7.66K
$0
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
351+ 4.44% |
$57.6K - $62.2K
|
8.26K
$0
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
266+ 17.71% |
$43.6K - $47.1K
|
1.77K
$0
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
257+ 3.48% |
$42.2K - $45.5K
|
7.65K
$0
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
247+ 8.55% |
$40.5K - $43.8K
|
3.14K
$0
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
239+ 0.94% |
$39.2K - $42.4K
|
25.6K
$0
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
229+ 4.6% |
$37.6K - $40.6K
|
5.21K
$0
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
228New |
$37.4K - $40.4K
|
228
$0
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
192+ 10.78% |
$31.5K - $34K
|
1.97K
$0
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
184New |
$30.2K - $32.6K
|
184
$0
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
177+ 0.43% |
$29K - $31.4K
|
41.7K
$0
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
147New |
$24.1K - $26K
|
147
$0
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
104+ 3.8% |
$17.1K - $18.4K
|
2.84K
$0
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
102New |
$16.7K - $18.1K
|
102
$0
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
88New |
$14.4K - $15.6K
|
88
$0
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
82+ 1.67% |
$13.5K - $14.5K
|
4.98K
$0
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
75New |
$12.3K - $13.3K
|
75
$0
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
57+ 1.46% |
$9.35K - $10.1K
|
3.95K
$0
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
51New |
$8.37K - $9.04K
|
51
$0
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38+ 0.57% |
$6.23K - $6.73K
|
6.75K
$0
|