Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
186+ 46.38% |
$11.4K - $12.4K
|
587
$0
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
180+ 0.77% |
$11K - $12K
|
23.4K
$0
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
85New |
$5.21K - $5.66K
|
85
$0
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
52+ 5.07% |
$3.19K - $3.46K
|
1.08K
$0
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
50+ 1.15% |
$3.07K - $3.33K
|
4.4K
$0
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 30.49% |
$3.07K - $3.33K
|
214
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
37+ 0.39% |
$2.27K - $2.46K
|
9.43K
$0
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
16+ 0.09% |
$981 - $1.07K
|
18.3K
$0
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
13+ 0.73% |
$797 - $866
|
1.8K
$0
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10+ 0.12% |
$613 - $666
|
8.66K
$0
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.04% |
$245 - $266
|
9.47K
$0
|
|
Jan 25, 2022
Q4 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$61.3 - $66.6
|
4.79K
$0
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.17% |
$61.3 - $66.6
|
607
$0
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.8% |
$61.3 - $66.6
|
126
$0
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-20Closed |
$1.23K - $1.33K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-40- 0.53% |
$2.45K - $2.66K
|
7.5K
$0
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-67- 1.49% |
$4.11K - $4.46K
|
4.44K
$0
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-86- 2.44% |
$5.27K - $5.73K
|
3.44K
$0
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-113- 2.29% |
$6.93K - $7.52K
|
4.82K
$0
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-154- 0.84% |
$9.44K - $10.3K
|
18.1K
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-294- 3.49% |
$18K - $19.6K
|
8.14K
$0
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-404- 13.1% |
$24.8K - $26.9K
|
2.68K
$0
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-473- 8.65% |
$29K - $31.5K
|
5K
$0
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-502- 6.28% |
$30.8K - $33.4K
|
7.49K
$0
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-512- 7.63% |
$31.4K - $34.1K
|
6.2K
$0
|
|
Feb 09, 2022
Q4 2021
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-570- 1.31% |
$35K - $38K
|
43.1K
$0
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-645- 8.21% |
$39.6K - $43K
|
7.21K
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-880Closed |
$54K - $58.6K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.04K- 4.18% |
$64K - $69.5K
|
23.9K
$0
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.15K- 43.18% |
$70.5K - $76.6K
|
1.51K
$0
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 5.46% |
$72.4K - $78.6K
|
20.4K
$0
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1.23K- 51.19% |
$75.3K - $81.8K
|
1.17K
$0
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.4K- 9.64% |
$85.9K - $93.3K
|
13.1K
$0
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.94K- 1.83% |
$119K - $129K
|
104K
$0
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
SELL
|
- |
-2.16K- 18.46% |
$133K - $144K
|
9.56K
$0
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.76K- 18.0% |
$292K - $317K
|
21.7K
$0
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.34KClosed |
$389K - $422K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.64K- 17.9% |
$407K - $442K
|
30.5K
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11.8K- 34.29% |
$721K - $783K
|
22.5K
$0
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-21.6K- 28.15% |
$1.33M - $1.44M
|
55.2K
$0
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-29.3K- 65.0% |
$1.8M - $1.95M
|
15.8K
$0
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-38KClosed |
$2.33M - $2.53M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-55.6K- 92.85% |
$3.41M - $3.7M
|
4.28K
$0
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-70.6KClosed |
$4.33M - $4.7M
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-206K- 51.7% |
$12.6M - $13.7M
|
192K
$0
|