Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.13M+ 400.0% |
$0 - $186M
|
1.41M
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
249K+ 395.33% |
$0 - $41.2M
|
313K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
243K+ 381.78% |
$0 - $40.1M
|
306K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
115K+ 277.32% |
$0 - $19M
|
156K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
96K+ 400.0% |
$0 - $15.9M
|
120K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
90.8K+ 383.13% |
$0 - $15M
|
115K
$0
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
85.9K+ 465.35% |
$0 - $14.2M
|
104K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
74.6K+ 412.94% |
$0 - $12.3M
|
92.7K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72.4K+ 384.24% |
$0 - $12M
|
91.2K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
69.7K+ 440.28% |
$0 - $11.5M
|
85.6K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65.1K+ 427.87% |
$0 - $10.8M
|
80.3K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
56.5K+ 245.28% |
$0 - $9.34M
|
79.5K
$0
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
51.2K+ 392.71% |
$0 - $8.45M
|
64.2K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
37K+ 412.58% |
$0 - $6.11M
|
45.9K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
36.4K+ 399.51% |
$0 - $6.02M
|
45.5K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
34.5K+ 378.41% |
$0 - $5.69M
|
43.6K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
33.8K+ 401.46% |
$0 - $5.59M
|
42.2K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
32K+ 364.05% |
$0 - $5.29M
|
40.8K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.5K+ 284.28% |
$0 - $5.04M
|
41.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.6K+ 846.67% |
$0 - $4.22M
|
28.6K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
24.6K+ 289.62% |
$0 - $4.07M
|
33.2K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
23.7K+ 478.27% |
$0 - $3.91M
|
28.6K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
23.4K+ 414.53% |
$0 - $3.86M
|
29K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
21.5K+ 101.27% |
$0 - $3.55M
|
42.7K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.5K+ 591.75% |
$0 - $3.55M
|
25.1K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
21.4K+ 479.88% |
$0 - $3.53M
|
25.8K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20.4K+ 482.94% |
$0 - $3.38M
|
24.7K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.4K+ 416.09% |
$0 - $3.21M
|
24.1K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.4K+ 402.18% |
$0 - $3.2M
|
24.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
18.2KNew |
$0 - $3.01M
|
18.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.1K+ 392.02% |
$0 - $3M
|
22.8K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.4K+ 144.46% |
$0 - $2.87M
|
29.4K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16K+ 118.97% |
$0 - $2.64M
|
29.4K
$0
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
15.9K+ 382.49% |
$0 - $2.63M
|
20.1K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.1K+ 190.88% |
$0 - $2.33M
|
21.5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14KNew |
$0 - $2.31M
|
14K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
13.5K+ 984.77% |
$0 - $2.22M
|
14.8K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.1K+ 477.96% |
$0 - $2.17M
|
15.9K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13K+ 341.62% |
$0 - $2.15M
|
16.8K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
13K+ 400.37% |
$0 - $2.14M
|
16.2K
$0
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.6K+ 420.22% |
$0 - $1.92M
|
14.4K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
9.97K+ 400.0% |
$0 - $1.65M
|
12.5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.39K+ 286.51% |
$0 - $1.55M
|
12.7K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
9.2K+ 400.0% |
$0 - $1.52M
|
11.5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8.98K+ 342.49% |
$0 - $1.48M
|
11.6K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
8.9K+ 400.22% |
$0 - $1.47M
|
11.1K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
8.6K+ 408.02% |
$0 - $1.42M
|
10.7K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.24K+ 400.0% |
$0 - $1.36M
|
10.3K
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.23K+ 559.93% |
$0 - $1.36M
|
9.7K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
8.14KNew |
$0 - $1.35M
|
8.14K
$0
|