Purchases and Sales Made in Q2 2024 in Invesco S&P 500 Equal Weight M (RTM)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight M (RTM) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
122KNew |
N/A
|
122K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
119K+ 322.41% |
N/A
|
156K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.4K+ 252.71% |
N/A
|
43.8K
$0
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.2K+ 169.89% |
N/A
|
17.8K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.23K+ 86.7% |
N/A
|
17.7K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.13KNew |
N/A
|
8.13K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.01K+ 76.26% |
N/A
|
16.2K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
5.86K+ 4.91% |
N/A
|
125K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.53K+ 411.15% |
N/A
|
6.88K
$0
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.16K+ 8.58% |
N/A
|
65.3K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.16K+ 8.58% |
N/A
|
65.3K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.59K+ 8.76% |
N/A
|
57K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.75KNew |
N/A
|
3.75K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.34K+ 10.18% |
N/A
|
25.4K
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.06K+ 13.27% |
N/A
|
17.6K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.66K+ 2.13% |
N/A
|
79.3K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.48K+ 7.59% |
N/A
|
21K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
1.27K+ 1.28% |
N/A
|
100K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.15K+ 0.35% |
N/A
|
330K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
865+ 4.13% |
N/A
|
21.8K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
716+ 8.09% |
N/A
|
9.56K
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
542+ 3.03% |
N/A
|
18.4K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
534+ 1.09% |
N/A
|
49.7K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
475New |
N/A
|
475
$0
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
391+ 4.89% |
N/A
|
8.38K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
304+ 1013.33% |
N/A
|
334
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
265New |
N/A
|
265
$0
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
111New |
N/A
|
111
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
46+ 0.42% |
N/A
|
11K
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
45+ 0.32% |
N/A
|
13.9K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
22+ 0.24% |
N/A
|
9.03K
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
10New |
N/A
|
10
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
9+ 0.22% |
N/A
|
4.16K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
4+ 0.04% |
N/A
|
11.1K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-12- 0.13% |
N/A
|
9.36K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-35- 6.54% |
N/A
|
500
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-50- 0.83% |
N/A
|
5.96K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-76- 47.8% |
N/A
|
83
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-114- 0.82% |
N/A
|
13.7K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-134- 2.17% |
N/A
|
6.04K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-150- 0.86% |
N/A
|
17.3K
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-184- 0.66% |
N/A
|
27.6K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-210- 2.79% |
N/A
|
7.31K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-232- 3.23% |
N/A
|
6.96K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-455- 7.19% |
N/A
|
5.87K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-480- 1.31% |
N/A
|
36.1K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-650- 14.61% |
N/A
|
3.8K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-674- 2.75% |
N/A
|
23.8K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-700- 1.12% |
N/A
|
61.6K
$0
|