Purchases and Sales Made in Q3 2023 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 2023. 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 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
5.56M+ 1070.64% |
$0 - $1.68B
|
6.07M
$0
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.14M+ 1292.59% |
$0 - $1.55B
|
5.54M
$0
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.72M+ 953.17% |
$0 - $521M
|
1.9M
$0
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.67M+ 1010.29% |
$0 - $505M
|
1.84M
$0
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.65M+ 922.29% |
$0 - $498M
|
1.83M
$0
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.42M+ 1609.42% |
$0 - $430M
|
1.51M
$0
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.38M+ 874.89% |
$0 - $416M
|
1.53M
$0
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.19M+ 939.37% |
$0 - $360M
|
1.32M
$0
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.09M+ 926.25% |
$0 - $330M
|
1.21M
$0
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.09M+ 991.61% |
$0 - $329M
|
1.2M
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
937K+ 1177.82% |
$0 - $283M
|
1.02M
$0
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
882K+ 900.0% |
$0 - $266M
|
980K
$0
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
849K+ 1006.41% |
$0 - $256M
|
934K
$0
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
823K+ 917.23% |
$0 - $248M
|
913K
$0
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
793K+ 910.34% |
$0 - $240M
|
880K
$0
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
457K+ 911.61% |
$0 - $138M
|
508K
$0
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
412K+ 918.23% |
$0 - $124M
|
457K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
375K+ 885.9% |
$0 - $113M
|
417K
$0
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
368KNew |
$0 - $111M
|
368K
$0
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
301K+ 690.27% |
$0 - $90.9M
|
345K
$0
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
300K+ 980.11% |
$0 - $90.7M
|
331K
$0
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
277K+ 770.32% |
$0 - $83.5M
|
313K
$0
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
265K+ 1161.76% |
$0 - $80.1M
|
288K
$0
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
263KNew |
$0 - $79.3M
|
263K
$0
|
|
Nov 13, 2023
Q3 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
257KNew |
$0 - $77.5M
|
257K
$0
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
250K+ 223.34% |
$0 - $75.6M
|
363K
$0
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
238K+ 928.95% |
$0 - $71.8M
|
263K
$0
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
231K+ 906.1% |
$0 - $69.8M
|
257K
$0
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
226K+ 904.56% |
$0 - $68.3M
|
251K
$0
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
216K+ 860.54% |
$0 - $65.4M
|
242K
$0
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
210K+ 900.0% |
$0 - $63.5M
|
234K
$0
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
197K+ 558.86% |
$0 - $59.5M
|
232K
$0
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
187K+ 906.96% |
$0 - $56.6M
|
208K
$0
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
180K+ 899.79% |
$0 - $54.3M
|
200K
$0
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
173K+ 887.52% |
$0 - $52.2M
|
192K
$0
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
171K+ 941.16% |
$0 - $51.6M
|
189K
$0
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
170K+ 879.55% |
$0 - $51.4M
|
190K
$0
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
169K+ 917.48% |
$0 - $51M
|
187K
$0
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
167K+ 1020.75% |
$0 - $50.5M
|
184K
$0
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
163K+ 1548.43% |
$0 - $49.4M
|
174K
$0
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
160K+ 873.08% |
$0 - $48.4M
|
179K
$0
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
158K+ 796.68% |
$0 - $47.6M
|
177K
$0
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
152K+ 860.76% |
$0 - $45.8M
|
169K
$0
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
141K+ 873.66% |
$0 - $42.6M
|
157K
$0
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
141K+ 929.52% |
$0 - $42.6M
|
156K
$0
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
141K+ 1024.01% |
$0 - $42.5M
|
155K
$0
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
141K+ 1302.44% |
$0 - $42.5M
|
151K
$0
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
138K+ 806.88% |
$0 - $41.7M
|
155K
$0
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
137K+ 900.0% |
$0 - $41.4M
|
152K
$0
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
130K+ 542.88% |
$0 - $39.3M
|
154K
$0
|