Purchases and Sales Made in Q1 2022 in Invesco S&P 500 Equal Weight R (EWRE)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight R (EWRE) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT R.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
500KNew |
$18.6M - $21.2M
|
500K
$0
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
140K+ 148.35% |
$5.2M - $5.93M
|
234K
$0
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
130K+ 285.92% |
$4.85M - $5.52M
|
176K
$0
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
62.6K+ 36.45% |
$2.33M - $2.65M
|
234K
$0
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.9K+ 101.21% |
$1.97M - $2.24M
|
105K
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
52.7K+ 33.92% |
$1.96M - $2.23M
|
208K
$0
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
28.4KNew |
$1.05M - $1.2M
|
28.4K
$0
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.4K+ 491.45% |
$908K - $1.03M
|
29.4K
$0
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
24.3K+ 110.28% |
$903K - $1.03M
|
46.3K
$0
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
23KNew |
$855K - $974K
|
23K
$0
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
15.3KNew |
$568K - $647K
|
15.3K
$0
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
11.9K+ 6.53% |
$441K - $502K
|
193K
$0
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.5K+ 111.32% |
$429K - $488K
|
21.9K
$0
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.99KNew |
$334K - $380K
|
8.99K
$0
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.93KNew |
$332K - $378K
|
8.93K
$0
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
8.87K+ 65.19% |
$330K - $375K
|
22.5K
$0
|
|
Apr 13, 2022
Q1 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
7.41KNew |
$275K - $314K
|
7.41K
$0
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.37KNew |
$274K - $312K
|
7.37K
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.34K+ 15.61% |
$273K - $311K
|
54.4K
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.98K+ 10.31% |
$260K - $296K
|
74.7K
$0
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.18KNew |
$230K - $262K
|
6.18K
$0
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.18KNew |
$230K - $262K
|
6.18K
$0
|
|
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.28K+ 2.39% |
$122K - $139K
|
141K
$0
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
2.6K+ 15.02% |
$96.6K - $110K
|
19.9K
$0
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.1K+ 262.25% |
$78K - $88.8K
|
2.9K
$0
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
1.21KNew |
$45.1K - $51.4K
|
1.21K
$0
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.04K+ 2.33% |
$38.6K - $44K
|
45.6K
$0
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
465New |
$17.3K - $19.7K
|
465
$0
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
275New |
$10.2K - $11.6K
|
275
$0
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
254+ 1.04% |
$9.44K - $10.8K
|
24.6K
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
235+ 4.97% |
$8.73K - $9.95K
|
4.96K
$0
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
200+ 32.95% |
$7.43K - $8.47K
|
807
$0
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
170+ 0.74% |
$6.32K - $7.2K
|
23.3K
$0
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
108+ 1.71% |
$4.01K - $4.57K
|
6.43K
$0
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
66New |
$2.45K - $2.79K
|
66
$0
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 1.59% |
$37.2 - $42.3
|
64
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-385- 57.29% |
$14.3K - $16.3K
|
287
$0
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-595- 2.67% |
$22.1K - $25.2K
|
21.7K
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-872- 20.16% |
$32.4K - $36.9K
|
3.45K
$0
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.41K- 41.01% |
$52.3K - $59.6K
|
2.03K
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.98K- 36.26% |
$73.6K - $83.8K
|
3.48K
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.86K- 21.86% |
$143K - $163K
|
13.8K
$0
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-4.46K- 6.54% |
$166K - $189K
|
63.8K
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-5.35KClosed |
$199K - $226K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.05KClosed |
$225K - $256K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.97KClosed |
$296K - $338K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9.99K- 28.28% |
$371K - $423K
|
25.3K
$0
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16.9KClosed |
$630K - $717K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-20.2KClosed |
$752K - $857K
|
0
$0
|