Purchases and Sales Made in Q2 2023 in Invesco S&P 500 Equal Weight I (RGI)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight I (RGI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
275K+ 459.9% |
$0 - $56.3M
|
335K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
132KNew |
$0 - $26.9M
|
132K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
88.5KNew |
$0 - $18.1M
|
88.5K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
31.5KNew |
$0 - $6.45M
|
31.5K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.1K+ 642.44% |
$0 - $6.36M
|
36K
$0
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.1K+ 642.44% |
$0 - $6.36M
|
36K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
29.9KNew |
$0 - $6.11M
|
29.9K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.7K+ 306.67% |
$0 - $3.82M
|
24.7K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
18.3K+ 566.18% |
$0 - $3.74M
|
21.5K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
17.6KNew |
$0 - $3.59M
|
17.6K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.8K+ 172.11% |
$0 - $3.03M
|
23.4K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.2K+ 402.89% |
$0 - $2.71M
|
16.5K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
13K+ 21.17% |
$0 - $2.67M
|
74.6K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.6K+ 704.46% |
$0 - $2.58M
|
14.4K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.57K+ 274.65% |
$0 - $1.96M
|
13K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.07K+ 36.13% |
$0 - $1.86M
|
34.2K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
6.6KNew |
$0 - $1.35M
|
6.6K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
BUY
|
- |
4.88K+ 44.74% |
$0 - $998K
|
15.8K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
4.38KNew |
$0 - $895K
|
4.38K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
4.13KNew |
$0 - $845K
|
4.13K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.81K+ 90.31% |
$0 - $780K
|
8.04K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.24K+ 70.71% |
$0 - $663K
|
7.83K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.05K+ 12.3% |
$0 - $624K
|
27.9K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.15KNew |
$0 - $439K
|
2.15K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.81K+ 7.14% |
$0 - $369K
|
27.1K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
1.58KNew |
$0 - $324K
|
1.58K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.55KNew |
$0 - $316K
|
1.55K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.05K+ 81.14% |
$0 - $216K
|
2.35K
$0
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.03KNew |
$0 - $211K
|
1.03K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
1.03KNew |
$0 - $210K
|
1.03K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
908+ 89.37% |
$0 - $186K
|
1.92K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
800New |
$0 - $164K
|
800
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
692+ 0.37% |
$0 - $142K
|
189K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
621+ 242.58% |
$0 - $127K
|
877
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
506New |
$0 - $103K
|
506
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
412+ 10.16% |
$0 - $84.3K
|
4.47K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
355+ 3.53% |
$0 - $72.6K
|
10.4K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
300+ 0.84% |
$0 - $61.4K
|
35.8K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
216New |
$0 - $44.2K
|
216
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
204+ 11.94% |
$0 - $41.7K
|
1.91K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
178+ 4.11% |
$0 - $36.4K
|
4.51K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
174+ 1.86% |
$0 - $35.6K
|
9.52K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
158+ 2.23% |
$0 - $32.3K
|
7.24K
$0
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
123+ 7.17% |
$0 - $25.2K
|
1.84K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
98+ 1.97% |
$0 - $20K
|
5.07K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
86New |
$0 - $17.6K
|
86
$0
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
80+ 3.25% |
$0 - $16.4K
|
2.55K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
66+ 5.02% |
$0 - $13.5K
|
1.38K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
59+ 1.16% |
$0 - $12.1K
|
5.17K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
21+ 0.14% |
$0 - $4.29K
|
14.6K
$0
|