Purchases and Sales Made in Q3 2023 in Invesco S&P 500 Equal Weight F (RYF)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight F (RYF) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT F.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.2K+ 77.5% |
$0 - $1.05M
|
43.9K
$0
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14KNew |
$0 - $767K
|
14K
$0
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.38K+ 19.29% |
$0 - $350K
|
39.5K
$0
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.64K+ 35.01% |
$0 - $309K
|
21.7K
$0
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.75K+ 7.18% |
$0 - $260K
|
70.9K
$0
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.75K+ 61.76% |
$0 - $260K
|
12.4K
$0
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.74K+ 22.19% |
$0 - $260K
|
26.1K
$0
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.36K+ 16.29% |
$0 - $184K
|
24K
$0
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.15K+ 22.66% |
$0 - $173K
|
17.1K
$0
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.76K+ 7.13% |
$0 - $151K
|
41.5K
$0
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.6K+ 11.25% |
$0 - $87.9K
|
15.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.32K+ 2.74% |
$0 - $72.6K
|
49.7K
$0
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
949+ 130.9% |
$0 - $52K
|
1.67K
$0
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
938+ 1.51% |
$0 - $51.4K
|
63.1K
$0
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
901New |
$0 - $49.4K
|
901
$0
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
871+ 9.83% |
$0 - $47.8K
|
9.73K
$0
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
649+ 2.28% |
$0 - $35.6K
|
29.1K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
572+ 0.54% |
$0 - $31.4K
|
107K
$0
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
560+ 5.57% |
$0 - $30.7K
|
10.6K
$0
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
384+ 4.22% |
$0 - $21.1K
|
9.48K
$0
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
270New |
$0 - $14.8K
|
270
$0
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
136+ 0.34% |
$0 - $7.46K
|
40.6K
$0
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
127+ 1.2% |
$0 - $6.96K
|
10.7K
$0
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
94+ 0.74% |
$0 - $5.15K
|
12.7K
$0
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
80New |
$0 - $4.39K
|
80
$0
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
70New |
$0 - $3.84K
|
70
$0
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
BUY
|
- |
44+ 0.3% |
$0 - $2.41K
|
14.7K
$0
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
21+ 41.18% |
$0 - $1.15K
|
72
$0
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 2.2% |
$0 - $1.1K
|
930
$0
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.95% |
$0 - $54.8
|
106
$0
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.31% |
$0 - $54.8
|
327
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.01% |
$0 - $54.8
|
17.2K
$0
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-63- 14.72% |
$0 - $3.45K
|
365
$0
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-73- 1.61% |
$0 - $4K
|
4.46K
$0
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-79- 0.88% |
$0 - $4.33K
|
8.91K
$0
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-82- 1.71% |
$0 - $4.5K
|
4.72K
$0
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-114- 0.85% |
$0 - $6.25K
|
13.3K
$0
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-134- 3.06% |
$0 - $7.35K
|
4.24K
$0
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-150- 0.63% |
$0 - $8.22K
|
23.8K
$0
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-150- 16.67% |
$0 - $8.22K
|
750
$0
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-216- 0.96% |
$0 - $11.8K
|
22.3K
$0
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-290- 4.35% |
$0 - $15.9K
|
6.37K
$0
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-297- 3.77% |
$0 - $16.3K
|
7.59K
$0
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-415- 0.69% |
$0 - $22.8K
|
59.3K
$0
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-430- 4.51% |
$0 - $23.6K
|
9.11K
$0
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-588- 9.15% |
$0 - $32.2K
|
5.84K
$0
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-690- 10.14% |
$0 - $37.8K
|
6.11K
$0
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-725- 1.87% |
$0 - $39.8K
|
38.1K
$0
|