Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
85+ 2.29% |
$24.3K - $27.8K
|
3.8K
$0
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
84+ 5.46% |
$24K - $27.5K
|
1.62K
$0
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
78New |
$22.3K - $25.5K
|
78
$0
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
70+ 3.3% |
$20K - $22.9K
|
2.19K
$0
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
65+ 1.55% |
$18.6K - $21.3K
|
4.27K
$0
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
53+ 7.98% |
$15.2K - $17.4K
|
717
$0
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
50+ 2.07% |
$14.3K - $16.4K
|
2.47K
$0
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
43New |
$12.3K - $14.1K
|
43
$0
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
40+ 0.45% |
$11.4K - $13.1K
|
8.9K
$0
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
29+ 0.81% |
$8.29K - $9.5K
|
3.6K
$0
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
27+ 1.54% |
$7.72K - $8.84K
|
1.79K
$0
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19+ 1.27% |
$5.43K - $6.22K
|
1.51K
$0
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
17New |
$4.86K - $5.57K
|
17
$0
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
13New |
$3.72K - $4.26K
|
13
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 1.4% |
$2.86K - $3.28K
|
726
$0
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6+ 0.24% |
$1.72K - $1.97K
|
2.46K
$0
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
2+ 0.2% |
$572 - $655
|
1.02K
$0
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2+ 0.11% |
$572 - $655
|
1.83K
$0
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.1% |
$572 - $655
|
2.05K
$0
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$286 - $328
|
1.07K
$0
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2- 0.34% |
$572 - $655
|
585
$0
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4Closed |
$1.14K - $1.31K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-7- 0.1% |
$2K - $2.29K
|
6.77K
$0
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-10- 1.1% |
$2.86K - $3.28K
|
900
$0
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-13- 1.31% |
$3.72K - $4.26K
|
981
$0
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-18- 0.37% |
$5.15K - $5.9K
|
4.91K
$0
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-20- 0.58% |
$5.72K - $6.55K
|
3.45K
$0
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23- 0.16% |
$6.58K - $7.53K
|
14.7K
$0
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-24- 3.1% |
$6.86K - $7.86K
|
751
$0
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-25- 0.59% |
$7.15K - $8.19K
|
4.21K
$0
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
SELL
|
- |
-28- 0.32% |
$8.01K - $9.17K
|
8.72K
$0
|
|
Feb 07, 2022
Q4 2021
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-28- 0.98% |
$8.01K - $9.17K
|
2.82K
$0
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-30- 0.32% |
$8.58K - $9.83K
|
9.37K
$0
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-31- 0.12% |
$8.86K - $10.2K
|
25K
$0
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-35- 5.01% |
$10K - $11.5K
|
664
$0
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-38- 0.77% |
$10.9K - $12.4K
|
4.91K
$0
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-45- 1.94% |
$12.9K - $14.7K
|
2.27K
$0
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-48- 2.74% |
$13.7K - $15.7K
|
1.71K
$0
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-68Closed |
$19.4K - $22.3K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-70- 0.47% |
$20K - $22.9K
|
14.9K
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-71- 0.28% |
$20.3K - $23.3K
|
25.2K
$0
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-100Closed |
$28.6K - $32.8K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-105- 43.75% |
$30K - $34.4K
|
135
$0
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-109Closed |
$31.2K - $35.7K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
SELL
|
- |
-111- 11.06% |
$31.7K - $36.4K
|
893
$0
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-112- 1.76% |
$32K - $36.7K
|
6.26K
$0
|
|
Jan 26, 2022
Q4 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-112- 49.78% |
$32K - $36.7K
|
113
$0
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-115- 0.55% |
$32.9K - $37.7K
|
20.9K
$0
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-117- 9.44% |
$33.5K - $38.3K
|
1.12K
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-123- 2.17% |
$35.2K - $40.3K
|
5.54K
$0
|