Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.6M+ 931.52% |
$305M - $381M
|
12.8M
$0
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
411KNew |
$10.8M - $13.5M
|
411K
$0
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
397K+ 39.05% |
$10.4M - $13M
|
1.41M
$0
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
292K+ 31.29% |
$7.68M - $9.59M
|
1.23M
$0
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
263K+ 72.61% |
$6.92M - $8.64M
|
626K
$0
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
257K+ 159.3% |
$6.74M - $8.43M
|
418K
$0
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
244K+ 13.29% |
$6.42M - $8.02M
|
2.08M
$0
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
146K+ 12.13% |
$3.83M - $4.78M
|
1.35M
$0
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
136KNew |
$3.58M - $4.48M
|
136K
$0
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
111KNew |
$2.91M - $3.64M
|
111K
$0
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
106K+ 45.48% |
$2.78M - $3.47M
|
338K
$0
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
96.7K+ 85.56% |
$2.54M - $3.17M
|
210K
$0
|
|
Feb 09, 2024
Q4 2023
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
96.6KNew |
$2.54M - $3.17M
|
96.6K
$0
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
95KNew |
$2.5M - $3.12M
|
95K
$0
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
91.8K+ 59.6% |
$2.41M - $3.01M
|
246K
$0
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
89.5KNew |
$2.35M - $2.94M
|
89.5K
$0
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
75.1KNew |
$1.97M - $2.46M
|
75.1K
$0
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
72KNew |
$1.89M - $2.36M
|
72K
$0
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
69.4KNew |
$1.82M - $2.28M
|
69.4K
$0
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
64K+ 71.88% |
$1.68M - $2.1M
|
153K
$0
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
59.3K+ 57.15% |
$1.56M - $1.95M
|
163K
$0
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55.5KNew |
$1.46M - $1.82M
|
55.5K
$0
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55.2K+ 20.93% |
$1.45M - $1.81M
|
319K
$0
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
53.4KNew |
$1.4M - $1.75M
|
53.4K
$0
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.3K+ 2.7% |
$1.3M - $1.62M
|
1.88M
$0
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
40.9KNew |
$1.07M - $1.34M
|
40.9K
$0
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
39.7K+ 3.27% |
$1.04M - $1.3M
|
1.25M
$0
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.6KNew |
$1.04M - $1.3M
|
39.6K
$0
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.6K+ 2.08% |
$1.04M - $1.3M
|
1.94M
$0
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.4KNew |
$877K - $1.1M
|
33.4K
$0
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
29.7K+ 3.38% |
$781K - $975K
|
910K
$0
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
28.1K+ 46.68% |
$739K - $923K
|
88.4K
$0
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
27.8K+ 22.85% |
$731K - $913K
|
150K
$0
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
25.9KNew |
$681K - $851K
|
25.9K
$0
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.1K+ 13.41% |
$660K - $825K
|
212K
$0
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
23.2K+ 13.33% |
$610K - $762K
|
197K
$0
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
22.9KNew |
$602K - $752K
|
22.9K
$0
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.4K+ 37.73% |
$564K - $704K
|
78.3K
$0
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
21KNew |
$552K - $689K
|
21K
$0
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18.7KNew |
$491K - $613K
|
18.7K
$0
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18.1K+ 3.57% |
$477K - $595K
|
526K
$0
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17.7KNew |
$465K - $581K
|
17.7K
$0
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
17.3K+ 7.16% |
$455K - $568K
|
259K
$0
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
15.1K+ 4.37% |
$396K - $494K
|
360K
$0
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
14.6K+ 29.84% |
$384K - $480K
|
63.6K
$0
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.4KNew |
$351K - $439K
|
13.4K
$0
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.7K+ 4.85% |
$335K - $419K
|
276K
$0
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
12.6K+ 90.78% |
$331K - $413K
|
26.5K
$0
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.2K+ 57.68% |
$322K - $402K
|
33.5K
$0
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
12.2K+ 158.56% |
$320K - $399K
|
19.8K
$0
|