Purchases and Sales Made in Q1 2023 in Invesco S&P 500 Equal Weight I (RGI)

RGI Quotes by TradingView

This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight I (RGI) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT I.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 01, 2023 Q1 2023
Affinity Wealth Management LLC

Wilmington, DE
BUY
 -
61.6K
New
$11M - $12M
61.6K $0
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
26.8K
+ 64.61%
$4.78M - $5.24M
68.3K $0
May 12, 2023 Q1 2023
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
BUY
 -
25.8K
New
$4.6M - $5.05M
25.8K $0
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
21.4K
+ 29.74%
$3.82M - $4.19M
93.5K $0
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
21.3K
+ 65.38%
$3.81M - $4.17M
54K $0
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
13.5K
+ 91.49%
$2.41M - $2.65M
28.3K $0
May 12, 2023 Q1 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
13.3K
New
$2.38M - $2.61M
13.3K $0
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
9.35K
New
$1.67M - $1.83M
9.35K $0
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
9.23K
+ 31.64%
$1.65M - $1.81M
38.4K $0
Apr 14, 2023 Q1 2023
Davis Investment Partners, LLC

Charlotte, NC
BUY
 -
6.11K
+ 11.38%
$1.09M - $1.2M
59.8K $0
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
3.6K
+ 125.17%
$642K - $703K
6.47K $0
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
3.48K
New
$621K - $681K
3.48K $0
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
2.4K
+ 3692.31%
$428K - $470K
2.47K $0
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
2.17K
New
$387K - $424K
2.17K $0
Apr 13, 2023 Q1 2023
Carmel Capital Management L.L.C.

BUY
 -
1.48K
+ 4.33%
$263K - $289K
35.5K $0
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
1.45K
New
$259K - $284K
1.45K $0
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
1.42K
+ 41.47%
$253K - $278K
4.84K $0
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
1.42K
+ 41.47%
$253K - $278K
4.84K $0
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.42K
+ 16.4%
$253K - $277K
10K $0
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.38K
+ 19.29%
$246K - $270K
8.53K $0
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.36K
+ 296.95%
$243K - $267K
1.82K $0
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
1.24K
New
$222K - $243K
1.24K $0
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
1.16K
+ 23.58%
$207K - $227K
6.08K $0
May 15, 2023 Q1 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
1.14K
New
$203K - $223K
1.14K $0
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.13K
New
$201K - $221K
1.13K $0
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
1.11K
New
$198K - $217K
1.11K $0
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
1.08K
New
$192K - $210K
1.08K $0
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
918
+ 25.03%
$164K - $180K
4.59K $0
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
750
+ 30.25%
$134K - $147K
3.23K $0
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
741
+ 20.61%
$132K - $145K
4.34K $0
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
718
+ 6.45%
$128K - $140K
11.9K $0
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
609
+ 16.86%
$109K - $119K
4.22K $0
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
518
+ 104.02%
$92.4K - $101K
1.02K $0
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
386
+ 4.7%
$68.9K - $75.5K
8.61K $0
May 02, 2023 Q1 2023
Friedenthal Financial

BUY
 -
378
+ 6.03%
$67.4K - $73.9K
6.65K $0
May 05, 2023 Q1 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
300
New
$53.5K - $58.7K
300 $0
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
256
+ 16.64%
$45.7K - $50.1K
1.79K $0
May 03, 2023 Q1 2023
Advisors Preferred, LLC

Rockville, MD
BUY
 -
256
New
$45.7K - $50.1K
256 $0
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
206
New
$36.8K - $40.3K
206 $0
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
176
+ 15.67%
$31.4K - $34.4K
1.3K $0
May 02, 2023 Q1 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
146
+ 1.17%
$26K - $28.6K
12.6K $0
May 15, 2023 Q1 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
145
+ 4.08%
$25.9K - $28.4K
3.7K $0
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
116
+ 7.26%
$20.7K - $22.7K
1.71K $0
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

BUY
 -
100
New
$17.8K - $19.6K
100 $0
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
92
New
$16.4K - $18K
92 $0
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
90
New
$16.1K - $17.6K
90 $0
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
88
+ 5.43%
$15.7K - $17.2K
1.71K $0
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
70
+ 1.57%
$12.5K - $13.7K
4.52K $0
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
45
+ 0.18%
$8.03K - $8.8K
25.3K $0

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