Purchases and Sales Made in Q4 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
939KNew |
$217M - $248M
|
939K
$0
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
217KNew |
$50.2M - $57.3M
|
217K
$0
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
194KNew |
$44.8M - $51.2M
|
194K
$0
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
175K+ 3959.65% |
$40.4M - $46.1M
|
179K
$0
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
79.1KNew |
$18.3M - $20.9M
|
79.1K
$0
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
50KNew |
$11.6M - $13.2M
|
50K
$0
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
43.7K+ 75.02% |
$10.1M - $11.5M
|
102K
$0
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35.8K+ 9.4% |
$8.27M - $9.45M
|
417K
$0
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.4K+ 27.31% |
$7.49M - $8.55M
|
151K
$0
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
26.4KNew |
$6.09M - $6.96M
|
26.4K
$0
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.3K+ 28.51% |
$5.61M - $6.41M
|
110K
$0
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
21.6KNew |
$4.99M - $5.69M
|
21.6K
$0
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19.7K+ 63.85% |
$4.56M - $5.2M
|
50.6K
$0
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.2K+ 58.97% |
$4.22M - $4.81M
|
49.2K
$0
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.7K+ 11.63% |
$3.63M - $4.14M
|
151K
$0
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
13.6KNew |
$3.14M - $3.59M
|
13.6K
$0
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10K+ 18551.85% |
$2.31M - $2.64M
|
10.1K
$0
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.79KNew |
$2.03M - $2.32M
|
8.79K
$0
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.24K+ 17.05% |
$1.9M - $2.17M
|
56.5K
$0
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.09K+ 11.38% |
$1.87M - $2.14M
|
79.2K
$0
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.69K+ 11.99% |
$1.78M - $2.03M
|
71.9K
$0
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
7KNew |
$1.62M - $1.85M
|
7K
$0
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.94K+ 97.3% |
$1.6M - $1.83M
|
14.1K
$0
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.15K+ 127.65% |
$1.42M - $1.62M
|
11K
$0
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.99KNew |
$1.38M - $1.58M
|
5.99K
$0
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.86K+ 9.89% |
$1.35M - $1.55M
|
65.2K
$0
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.86K+ 9.89% |
$1.35M - $1.55M
|
65.2K
$0
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
5.05K+ 568.92% |
$1.17M - $1.33M
|
5.94K
$0
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.68KNew |
$1.08M - $1.23M
|
4.68K
$0
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.8K+ 55.8% |
$879K - $1M
|
10.6K
$0
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.66K+ 153.1% |
$845K - $964K
|
6.04K
$0
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.22KNew |
$744K - $850K
|
3.22K
$0
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.16KNew |
$729K - $833K
|
3.16K
$0
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.11KNew |
$720K - $822K
|
3.11K
$0
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.65K+ 218.29% |
$612K - $699K
|
3.86K
$0
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.63KNew |
$608K - $694K
|
2.63K
$0
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.45K+ 238.75% |
$567K - $647K
|
3.48K
$0
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.41KNew |
$556K - $635K
|
2.41K
$0
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.38KNew |
$549K - $627K
|
2.38K
$0
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.32K+ 4.07% |
$535K - $611K
|
59.2K
$0
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.29K+ 69.73% |
$528K - $603K
|
5.57K
$0
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.18KNew |
$505K - $576K
|
2.18K
$0
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
2.15K+ 23.39% |
$496K - $567K
|
11.3K
$0
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.11K+ 20.04% |
$488K - $557K
|
12.7K
$0
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.87KNew |
$432K - $493K
|
1.87K
$0
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.8KNew |
$415K - $474K
|
1.8K
$0
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.56K+ 15.89% |
$360K - $412K
|
11.4K
$0
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.28K+ 18.5% |
$296K - $338K
|
8.22K
$0
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.19K+ 45.1% |
$275K - $314K
|
3.84K
$0
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
1.18KNew |
$272K - $310K
|
1.18K
$0
|