Purchases and Sales Made in Q1 2024 in Invesco S&P 500 Equal Weight T (RYT)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight T (RYT) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT T.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
660K+ 31.7% |
$0 - $21.8M
|
2.74M
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
660K+ 31.7% |
$0 - $21.8M
|
2.74M
$0
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
545KNew |
$0 - $18M
|
545K
$0
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
428KNew |
$0 - $14.1M
|
428K
$0
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
424K+ 867.82% |
$0 - $14M
|
472K
$0
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
367KNew |
$0 - $12.1M
|
367K
$0
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
316KNew |
$0 - $10.4M
|
316K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
249KNew |
$0 - $8.22M
|
249K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
206K+ 16.77% |
$0 - $6.78M
|
1.43M
$0
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
202K+ 267.05% |
$0 - $6.66M
|
278K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
196K+ 97.51% |
$0 - $6.47M
|
397K
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
184K+ 9.46% |
$0 - $6.07M
|
2.13M
$0
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
172K+ 278.59% |
$0 - $5.67M
|
234K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
142KNew |
$0 - $4.69M
|
142K
$0
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
133KNew |
$0 - $4.37M
|
133K
$0
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
132K+ 36.59% |
$0 - $4.34M
|
491K
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
117K+ 4.47% |
$0 - $3.87M
|
2.74M
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
79.1K+ 108.42% |
$0 - $2.61M
|
152K
$0
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
78.8KNew |
$0 - $2.6M
|
78.8K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
72.5KNew |
$0 - $2.39M
|
72.5K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
67.6KNew |
$0 - $2.23M
|
67.6K
$0
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
60.5KNew |
$0 - $2M
|
60.5K
$0
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
56.5KNew |
$0 - $1.86M
|
56.5K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
52.7K+ 76.02% |
$0 - $1.74M
|
122K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
48.8KNew |
$0 - $1.61M
|
48.8K
$0
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39K+ 139.5% |
$0 - $1.29M
|
67K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
38.8K+ 74.9% |
$0 - $1.28M
|
90.6K
$0
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.4K+ 28.31% |
$0 - $1.03M
|
142K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
31KNew |
$0 - $1.02M
|
31K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
30.8K+ 8.2% |
$0 - $1.01M
|
406K
$0
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.4K+ 265.85% |
$0 - $837K
|
34.9K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
23K+ 9.37% |
$0 - $760K
|
269K
$0
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
22.7KNew |
$0 - $747K
|
22.7K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.9K+ 1.16% |
$0 - $721K
|
1.9M
$0
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
21.2K+ 14.19% |
$0 - $698K
|
170K
$0
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
20.9KNew |
$0 - $688K
|
20.9K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
20.5K+ 30.39% |
$0 - $676K
|
87.9K
$0
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20K+ 13.06% |
$0 - $659K
|
173K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
18.3KNew |
$0 - $604K
|
18.3K
$0
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
18.3K+ 12.24% |
$0 - $604K
|
168K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18K+ 5.85% |
$0 - $593K
|
325K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.5K+ 5.49% |
$0 - $577K
|
336K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
16.5K+ 1.32% |
$0 - $544K
|
1.27M
$0
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15.3KNew |
$0 - $505K
|
15.3K
$0
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15KNew |
$0 - $495K
|
15K
$0
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
14.4K+ 14.83% |
$0 - $476K
|
112K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
14.4K+ 10.54% |
$0 - $474K
|
151K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.3K+ 5.2% |
$0 - $473K
|
290K
$0
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14K+ 6.58% |
$0 - $461K
|
226K
$0
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.4K+ 3.27% |
$0 - $443K
|
425K
$0
|