Purchases and Sales Made in Q1 2022 in Invesco S&P 500 Equal Weight M (RTM)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight M (RTM) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT M.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
286KNew |
$48.1M - $53.7M
|
286K
$0
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
69KNew |
$11.6M - $13M
|
69K
$0
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
59.6KNew |
$10M - $11.2M
|
59.6K
$0
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
58.7KNew |
$9.85M - $11M
|
58.7K
$0
|
|
May 10, 2022
Q1 2022
|
Signify Wealth
|
BUY
|
- |
51.1KNew |
$8.58M - $9.59M
|
51.1K
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.8K+ 64.51% |
$7.52M - $8.41M
|
114K
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.1KNew |
$7.41M - $8.28M
|
44.1K
$0
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
25.1KNew |
$4.22M - $4.71M
|
25.1K
$0
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
19KNew |
$3.19M - $3.56M
|
19K
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.3K+ 253.27% |
$3.07M - $3.43M
|
25.5K
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 154.72% |
$2.03M - $2.26M
|
19.9K
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4K+ 257.01% |
$1.91M - $2.13M
|
15.8K
$0
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.2K+ 312.57% |
$1.71M - $1.91M
|
13.4K
$0
|
|
May 09, 2022
Q1 2022
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
9.27KNew |
$1.56M - $1.74M
|
9.27K
$0
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9.03KNew |
$1.52M - $1.69M
|
9.03K
$0
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.12K+ 27.63% |
$1.36M - $1.52M
|
37.5K
$0
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.82KNew |
$1.15M - $1.28M
|
6.82K
$0
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.8KNew |
$1.14M - $1.28M
|
6.8K
$0
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.62K+ 115.89% |
$944K - $1.06M
|
10.5K
$0
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.4KNew |
$907K - $1.01M
|
5.4K
$0
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.04K+ 3.92% |
$847K - $946K
|
134K
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.82K+ 20.35% |
$809K - $904K
|
28.5K
$0
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
4.61K+ 3.98% |
$774K - $865K
|
120K
$0
|
|
May 12, 2022
Q1 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
4.41KNew |
$741K - $828K
|
4.41K
$0
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
4.05KNew |
$680K - $760K
|
4.05K
$0
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.88K+ 7.24% |
$652K - $728K
|
57.5K
$0
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.48KNew |
$585K - $654K
|
3.48K
$0
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.26KNew |
$547K - $611K
|
3.26K
$0
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.11K+ 1.32% |
$522K - $583K
|
238K
$0
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.09K+ 31.79% |
$518K - $579K
|
12.8K
$0
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
3.01K+ 35.9% |
$506K - $566K
|
11.4K
$0
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.74KNew |
$460K - $514K
|
2.74K
$0
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.69KNew |
$451K - $504K
|
2.69K
$0
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.66KNew |
$447K - $499K
|
2.66K
$0
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.41K+ 2339.81% |
$405K - $452K
|
2.51K
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.15K+ 28.71% |
$361K - $403K
|
9.63K
$0
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.06K+ 3.66% |
$346K - $387K
|
58.4K
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2K+ 185.01% |
$336K - $375K
|
3.08K
$0
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.8KNew |
$302K - $338K
|
1.8K
$0
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.78K+ 4.98% |
$300K - $335K
|
37.6K
$0
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.68K+ 22.95% |
$282K - $315K
|
9K
$0
|
|
Apr 13, 2022
Q1 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
1.67KNew |
$280K - $313K
|
1.67K
$0
|
|
May 02, 2022
Q1 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.5KNew |
$252K - $282K
|
1.5K
$0
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1.16KNew |
$195K - $217K
|
1.16K
$0
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.1KNew |
$185K - $206K
|
1.1K
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.1KNew |
$185K - $206K
|
1.1K
$0
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1K+ 366.42% |
$169K - $188K
|
1.28K
$0
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
954+ 3.29% |
$160K - $179K
|
30K
$0
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
842+ 6.1% |
$141K - $158K
|
14.6K
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
751+ 158.11% |
$126K - $141K
|
1.23K
$0
|