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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
16K+ 626.8% |
$605K - $3.32M
|
18.5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15.4K+ 416.23% |
$584K - $3.2M
|
19.1K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.2K+ 335.98% |
$575K - $3.15M
|
19.7K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.3K+ 99.17% |
$543K - $2.97M
|
28.7K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.6KNew |
$515K - $2.82M
|
13.6K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
13KNew |
$493K - $2.7M
|
13K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
12.3KNew |
$466K - $2.55M
|
12.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
11.8KNew |
$449K - $2.46M
|
11.8K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.7K+ 606.5% |
$443K - $2.43M
|
13.6K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.5K+ 400.57% |
$398K - $2.18M
|
13.1K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10.2K+ 400.2% |
$387K - $2.12M
|
12.8K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.2K+ 432.81% |
$386K - $2.12M
|
12.5K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
10K+ 493.66% |
$381K - $2.09M
|
12.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.39K+ 324.71% |
$356K - $1.95M
|
12.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.69K+ 454.47% |
$330K - $1.81M
|
10.6K
$0
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.33K+ 453.37% |
$316K - $1.73M
|
10.2K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.99K+ 516.55% |
$303K - $1.66M
|
9.54K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
7.41K+ 399.62% |
$281K - $1.54M
|
9.27K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.18K+ 897.13% |
$272K - $1.49M
|
7.98K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
6.36KNew |
$241K - $1.32M
|
6.36K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
6.33K+ 400.0% |
$240K - $1.32M
|
7.91K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.14K+ 400.0% |
$233K - $1.28M
|
7.68K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
6.03K+ 415.78% |
$229K - $1.25M
|
7.48K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.84K+ 400.0% |
$222K - $1.21M
|
7.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5.54K+ 400.0% |
$210K - $1.15M
|
6.93K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.49K+ 397.46% |
$208K - $1.14M
|
6.87K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.35K+ 517.5% |
$203K - $1.11M
|
6.39K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
5.03K+ 493.23% |
$191K - $1.04M
|
6.05K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.97K+ 393.43% |
$189K - $1.03M
|
6.23K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
4.92K+ 311.19% |
$187K - $1.02M
|
6.51K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
4.52K+ 401.24% |
$171K - $939K
|
5.64K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.49K+ 399.82% |
$171K - $934K
|
5.62K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.43K+ 49233.33% |
$168K - $921K
|
4.44K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.23K+ 401.33% |
$160K - $879K
|
5.28K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.03K+ 400.99% |
$153K - $838K
|
5.04K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.86K+ 400.0% |
$146K - $802K
|
4.83K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.43K+ 394.82% |
$130K - $713K
|
4.3K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.13K+ 0.93% |
$119K - $650K
|
338K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.66K+ 400.0% |
$101K - $553K
|
3.33K
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.43KNew |
$92.2K - $505K
|
2.43K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.33K+ 401.55% |
$88.2K - $483K
|
2.9K
$0
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.28K+ 400.0% |
$86.4K - $473K
|
2.85K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.25K+ 400.36% |
$85.5K - $468K
|
2.82K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.06K+ 400.0% |
$78.2K - $428K
|
2.58K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
2.02K+ 400.0% |
$76.8K - $421K
|
2.53K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.88K+ 944.22% |
$71.3K - $391K
|
2.08K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
864+ 400.0% |
$32.8K - $180K
|
1.08K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
684+ 402.35% |
$26K - $142K
|
854
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
569+ 277.56% |
$21.6K - $118K
|
774
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
540New |
$20.5K - $112K
|
540
$0
|