Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
251KNew |
$71.2M - $76.9M
|
251K
$0
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
161KNew |
$45.6M - $49.2M
|
161K
$0
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
157KNew |
$44.4M - $47.9M
|
157K
$0
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.5K+ 16.39% |
$8.64M - $9.33M
|
217K
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.4K+ 13.77% |
$6.92M - $7.47M
|
202K
$0
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.7K+ 4.25% |
$4.74M - $5.12M
|
410K
$0
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15.5KNew |
$4.4M - $4.75M
|
15.5K
$0
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14.9KNew |
$4.23M - $4.57M
|
14.9K
$0
|
|
Nov 16, 2021
Q3 2021
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
13.1KNew |
$3.7M - $3.99M
|
13.1K
$0
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
12.7KNew |
$3.59M - $3.88M
|
12.7K
$0
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
11.5K+ 45.25% |
$3.25M - $3.51M
|
36.8K
$0
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.86K+ 52.51% |
$2.79M - $3.02M
|
28.6K
$0
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.12K+ 83.32% |
$2.3M - $2.48M
|
17.9K
$0
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.14K+ 52.94% |
$1.74M - $1.88M
|
17.7K
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.45K+ 393.42% |
$1.54M - $1.67M
|
6.83K
$0
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
4.93K+ 22.39% |
$1.4M - $1.51M
|
27K
$0
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
4.54K+ 40.96% |
$1.29M - $1.39M
|
15.6K
$0
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.42KNew |
$1.25M - $1.35M
|
4.42K
$0
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.64K+ 5.32% |
$1.03M - $1.11M
|
72.2K
$0
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3.31KNew |
$938K - $1.01M
|
3.31K
$0
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
2.98K+ 362.8% |
$843K - $910K
|
3.8K
$0
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.95KNew |
$837K - $904K
|
2.95K
$0
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.91K+ 5.01% |
$824K - $890K
|
61K
$0
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.9K+ 4.57% |
$822K - $888K
|
66.5K
$0
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
2.79K+ 4.77% |
$791K - $854K
|
61.4K
$0
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.76K+ 2.04% |
$780K - $843K
|
138K
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.45KNew |
$694K - $749K
|
2.45K
$0
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.27KNew |
$642K - $693K
|
2.27K
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.91K+ 123.43% |
$540K - $583K
|
3.45K
$0
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.88K+ 81.88% |
$534K - $576K
|
4.19K
$0
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.79K+ 12.15% |
$507K - $548K
|
16.5K
$0
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.63K+ 5.28% |
$463K - $500K
|
32.6K
$0
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.3KNew |
$368K - $397K
|
1.3K
$0
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.25KNew |
$354K - $382K
|
1.25K
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.15K+ 15.16% |
$327K - $353K
|
8.77K
$0
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
1.13K+ 0.79% |
$320K - $346K
|
145K
$0
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.08K+ 5.26% |
$305K - $329K
|
21.5K
$0
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
1.07KNew |
$303K - $327K
|
1.07K
$0
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
982+ 24.32% |
$278K - $300K
|
5.02K
$0
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
928+ 2.81% |
$263K - $284K
|
33.9K
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
908+ 3.93% |
$257K - $278K
|
24K
$0
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
800+ 38.1% |
$227K - $245K
|
2.9K
$0
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
760+ 59.51% |
$215K - $233K
|
2.04K
$0
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
748New |
$212K - $229K
|
748
$0
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
747+ 3.68% |
$212K - $229K
|
21K
$0
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
740New |
$210K - $226K
|
740
$0
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
732+ 3.59% |
$207K - $224K
|
21.1K
$0
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
725New |
$205K - $222K
|
725
$0
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
714New |
$202K - $218K
|
714
$0
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
699New |
$198K - $214K
|
699
$0
|