Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.69K- 6.98% |
$48.8K - $57.3K
|
22.5K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.75K- 27.78% |
$50.6K - $59.4K
|
4.55K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.08K- 2.59% |
$60.2K - $70.7K
|
78.2K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.14K- 14.42% |
$61.8K - $72.6K
|
12.7K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.96K- 17.62% |
$85.5K - $100K
|
13.8K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-3.04K- 7.2% |
$87.9K - $103K
|
39.2K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.25K- 35.31% |
$93.9K - $110K
|
5.95K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.84K- 2.45% |
$111K - $130K
|
153K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.75K- 14.32% |
$137K - $161K
|
28.4K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.91K- 7.42% |
$171K - $201K
|
73.6K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.33K- 5.53% |
$183K - $215K
|
108K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.54K- 30.06% |
$218K - $256K
|
17.5K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.93K- 62.65% |
$229K - $269K
|
4.73K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.58K- 9.41% |
$248K - $291K
|
82.7K
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-10.1K- 23.22% |
$293K - $344K
|
33.4K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.3K- 14.43% |
$357K - $419K
|
73.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.2K- 5.19% |
$469K - $551K
|
296K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.6K- 56.64% |
$481K - $565K
|
12.7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-19K- 66.4% |
$549K - $644K
|
9.6K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-70.3K- 22.95% |
$2.03M - $2.39M
|
236K
$0
|