Purchases and Sales Made in Q1 2021 in Invesco S&P 500 Equal Weight F (RYF)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight F (RYF) during Q1 2021. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT F.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
1.01MNew |
$47.8M - $57.5M
|
1.01M
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
125K+ 500.29% |
$5.92M - $7.13M
|
150K
$0
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
57.9K+ 141.83% |
$2.74M - $3.3M
|
98.7K
$0
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
43.8KNew |
$2.07M - $2.5M
|
43.8K
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.2K+ 97.44% |
$1.81M - $2.18M
|
77.5K
$0
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
37.8K+ 60.57% |
$1.79M - $2.15M
|
100K
$0
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.8K+ 107.15% |
$1.74M - $2.1M
|
71.1K
$0
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34.6K+ 2719.35% |
$1.64M - $1.97M
|
35.8K
$0
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.9K+ 82.65% |
$1.13M - $1.36M
|
52.7K
$0
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.9K+ 42.48% |
$848K - $1.02M
|
60.1K
$0
|
|
Apr 08, 2021
Q1 2021
|
Lvz, Inc.
|
BUY
|
- |
16KNew |
$756K - $910K
|
16K
$0
|
|
May 10, 2021
Q1 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$727K - $876K
|
15.4K
$0
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.1K+ 13.64% |
$573K - $690K
|
101K
$0
|
|
May 27, 2021
Q1 2021
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
11.7KNew |
$552K - $666K
|
11.7K
$0
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.8KNew |
$513K - $618K
|
10.8K
$0
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.3KNew |
$487K - $587K
|
10.3K
$0
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.27KNew |
$344K - $414K
|
7.27K
$0
|
|
May 18, 2021
Q1 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6.2KNew |
$293K - $353K
|
6.2K
$0
|
|
May 13, 2021
Q1 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.35KNew |
$253K - $305K
|
5.35K
$0
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.96KNew |
$187K - $226K
|
3.96K
$0
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
2.36K+ 773.11% |
$112K - $134K
|
2.66K
$0
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.79KNew |
$84.7K - $102K
|
1.79K
$0
|
|
May 17, 2021
Q1 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.69K+ 15.95% |
$79.7K - $96K
|
12.3K
$0
|
|
Apr 23, 2021
Q1 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.62K+ 2.19% |
$76.6K - $92.3K
|
75.6K
$0
|
|
Apr 09, 2021
Q1 2021
|
Financial Services Advisory Inc
|
BUY
|
- |
1.46K+ 15.42% |
$69.1K - $83.2K
|
10.9K
$0
|
|
May 17, 2021
Q1 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.36K+ 19.09% |
$64.4K - $77.6K
|
8.5K
$0
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.27KNew |
$60.1K - $72.4K
|
1.27K
$0
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
900New |
$42.6K - $51.3K
|
900
$0
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
878New |
$41.5K - $50K
|
878
$0
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
799+ 5.63% |
$37.8K - $45.5K
|
15K
$0
|
|
May 13, 2021
Q1 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
750New |
$35.5K - $42.7K
|
750
$0
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
588New |
$27.8K - $33.5K
|
588
$0
|
|
Apr 22, 2021
Q1 2021
|
James Investment Research Inc
|
BUY
|
- |
530+ 5.4% |
$25.1K - $30.2K
|
10.4K
$0
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
BUY
|
- |
426New |
$20.2K - $24.3K
|
426
$0
|
|
May 03, 2021
Q1 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
366+ 2.96% |
$17.3K - $20.9K
|
12.7K
$0
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
354+ 74.37% |
$16.7K - $20.2K
|
830
$0
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
289+ 1.75% |
$13.7K - $16.5K
|
16.8K
$0
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
139+ 2.55% |
$6.58K - $7.92K
|
5.59K
$0
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
114+ 14.88% |
$5.39K - $6.5K
|
880
$0
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
81New |
$3.83K - $4.62K
|
81
$0
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
50New |
$2.37K - $2.85K
|
50
$0
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
25New |
$1.18K - $1.42K
|
25
$0
|
|
Apr 21, 2021
Q1 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$47.3 - $57
|
4.79K
$0
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-6Closed |
$284 - $342
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-18- 0.23% |
$852 - $1.03K
|
7.69K
$0
|
|
May 07, 2021
Q1 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-21Closed |
$994 - $1.2K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-60- 75.0% |
$2.84K - $3.42K
|
20
$0
|
|
May 24, 2021
Q1 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-88- 6.52% |
$4.16K - $5.02K
|
1.26K
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-176Closed |
$8.33K - $10K
|
0
$0
|