Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
37.3KNew |
$6.05M - $6.71M
|
37.3K
$0
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
31.5KNew |
$5.12M - $5.68M
|
31.5K
$0
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.1K+ 30.2% |
$2.62M - $2.9M
|
69.4K
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.3K+ 493.11% |
$1.84M - $2.04M
|
13.6K
$0
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.24K+ 21.08% |
$1.01M - $1.12M
|
35.8K
$0
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.08K+ 120.07% |
$988K - $1.1M
|
11.2K
$0
|
|
Feb 05, 2024
Q4 2021
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6.01KNew |
$976K - $1.08M
|
6.01K
$0
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.85KNew |
$788K - $874K
|
4.85K
$0
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.8KNew |
$780K - $865K
|
4.8K
$0
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
4.12K+ 128.91% |
$669K - $742K
|
7.32K
$0
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.98K+ 1.72% |
$647K - $717K
|
235K
$0
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.49K+ 6.96% |
$566K - $628K
|
53.6K
$0
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.62K+ 2.32% |
$426K - $472K
|
116K
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.47K+ 7.04% |
$401K - $445K
|
37.6K
$0
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.78KNew |
$289K - $321K
|
1.78K
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.7K+ 29.49% |
$277K - $307K
|
7.48K
$0
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.24K+ 58.76% |
$201K - $223K
|
3.34K
$0
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1.23KNew |
$199K - $221K
|
1.23K
$0
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.16KNew |
$188K - $208K
|
1.16K
$0
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.15KNew |
$187K - $208K
|
1.15K
$0
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.14KNew |
$185K - $205K
|
1.14K
$0
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
1.13KNew |
$184K - $204K
|
1.13K
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
751+ 158.11% |
$122K - $135K
|
1.23K
$0
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
683+ 36.5% |
$111K - $123K
|
2.55K
$0
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
652+ 45.34% |
$106K - $117K
|
2.09K
$0
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
539+ 6.86% |
$87.6K - $97.1K
|
8.4K
$0
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
203+ 10.61% |
$33K - $36.6K
|
2.12K
$0
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
154+ 9.9% |
$25K - $27.7K
|
1.71K
$0
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
127+ 3.18% |
$20.6K - $22.9K
|
4.13K
$0
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
119+ 1.49% |
$19.3K - $21.4K
|
8.11K
$0
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
116+ 6.31% |
$18.8K - $20.9K
|
1.95K
$0
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
75New |
$12.2K - $13.5K
|
75
$0
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
72New |
$11.7K - $13K
|
72
$0
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
70New |
$11.4K - $12.6K
|
70
$0
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
35+ 58.33% |
$5.69K - $6.3K
|
95
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31+ 0.71% |
$5.04K - $5.58K
|
4.42K
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21+ 1.98% |
$3.41K - $3.78K
|
1.08K
$0
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
18New |
$2.92K - $3.24K
|
18
$0
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13+ 14.44% |
$2.11K - $2.34K
|
103
$0
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
2+ 0.02% |
$325 - $360
|
8.64K
$0
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.34% |
$162 - $180
|
294
$0
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7Closed |
$1.14K - $1.26K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-22- 1.15% |
$3.57K - $3.96K
|
1.89K
$0
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-30- 3.39% |
$4.87K - $5.4K
|
855
$0
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-30- 1.15% |
$4.87K - $5.4K
|
2.58K
$0
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36- 0.15% |
$5.85K - $6.48K
|
23.7K
$0
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-80- 1.95% |
$13K - $14.4K
|
4.02K
$0
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-100- 30.67% |
$16.2K - $18K
|
226
$0
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-177- 16.5% |
$28.8K - $31.9K
|
896
$0
|