Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
774K+ 915.43% |
$29.4M - $161M
|
859K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
620K+ 470.94% |
$23.5M - $129M
|
752K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
358K+ 404.18% |
$13.6M - $74.3M
|
446K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
339K+ 453.66% |
$12.8M - $70.4M
|
413K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
305K+ 597.83% |
$11.6M - $63.4M
|
356K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
271K+ 481.31% |
$10.3M - $56.3M
|
327K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
248K+ 933.78% |
$9.42M - $51.6M
|
275K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
229K+ 822.86% |
$8.7M - $47.7M
|
257K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
154K+ 1411.0% |
$5.83M - $31.9M
|
164K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
144K+ 617.1% |
$5.48M - $30M
|
168K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
142K+ 396.37% |
$5.39M - $29.5M
|
178K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
138K+ 559.35% |
$5.25M - $28.8M
|
163K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
138KNew |
$5.24M - $28.7M
|
138K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
127K+ 402.53% |
$4.82M - $26.4M
|
158K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
126K+ 367.29% |
$4.76M - $26.1M
|
160K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
114K+ 317.08% |
$4.33M - $23.7M
|
150K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
111K+ 390.32% |
$4.21M - $23.1M
|
139K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
104K+ 385.43% |
$3.96M - $21.7M
|
132K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
94K+ 436.82% |
$3.56M - $19.5M
|
115K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
75.1K+ 397.34% |
$2.85M - $15.6M
|
94K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
73K+ 462.36% |
$2.77M - $15.2M
|
88.8K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
71.4K+ 406.34% |
$2.71M - $14.8M
|
89K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
64.8K+ 261.87% |
$2.46M - $13.5M
|
89.5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
63.6K+ 811.97% |
$2.41M - $13.2M
|
71.4K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
58.7K+ 403.5% |
$2.23M - $12.2M
|
73.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
45.2K+ 367.61% |
$1.71M - $9.39M
|
57.5K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
44.5K+ 401.58% |
$1.69M - $9.24M
|
55.5K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
42.3K+ 406.98% |
$1.61M - $8.8M
|
52.7K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
41.5K+ 435.37% |
$1.57M - $8.62M
|
51K
$0
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
36K+ 399.18% |
$1.36M - $7.47M
|
45K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.2K+ 426.16% |
$1.3M - $7.12M
|
42.3K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
33.8K+ 400.0% |
$1.28M - $7.02M
|
42.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
33.2KNew |
$1.26M - $6.91M
|
33.2K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.5K+ 393.52% |
$1.08M - $5.92M
|
35.7K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
27.1K+ 409.7% |
$1.03M - $5.63M
|
33.7K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
26.4K+ 400.0% |
$1M - $5.49M
|
33K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
25.6K+ 394.17% |
$972K - $5.33M
|
32.1K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
23.4K+ 534.35% |
$888K - $4.86M
|
27.8K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
20.9K+ 394.35% |
$794K - $4.35M
|
26.2K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
20.5KNew |
$777K - $4.26M
|
20.5K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
20KNew |
$759K - $4.16M
|
20K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19.8K+ 457.96% |
$752K - $4.12M
|
24.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.5K+ 434.17% |
$741K - $4.06M
|
24K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
19K+ 375.29% |
$722K - $3.95M
|
24.1K
$0
|
|
|
Jan 12, 2024
Q3 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
18.4K+ 412.18% |
$699K - $3.83M
|
22.9K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18K+ 348.14% |
$682K - $3.74M
|
23.2K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
16.8K+ 418.42% |
$636K - $3.48M
|
20.8K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
16.6K+ 401.21% |
$629K - $3.44M
|
20.7K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
16.3K+ 401.26% |
$617K - $3.38M
|
20.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
16K+ 285.22% |
$608K - $3.33M
|
21.7K
$0
|