Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-631- 14.88% |
$30.4K - $37.1K
|
3.61K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-799- 1.35% |
$38.4K - $47K
|
58.5K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-855- 2.17% |
$41.1K - $50.3K
|
38.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-858- 8.02% |
$41.3K - $50.5K
|
9.84K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-920- 98.92% |
$44.3K - $54.1K
|
10
$0
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-924- 4.25% |
$44.4K - $54.4K
|
20.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-973- 9.17% |
$46.8K - $57.2K
|
9.63K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.06K- 8.57% |
$51.1K - $62.5K
|
11.3K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.08K- 11.8% |
$51.7K - $63.2K
|
8.03K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.09K- 7.37% |
$52.2K - $63.8K
|
13.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.24K- 6.9% |
$59.8K - $73.1K
|
16.8K
$0
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.4K- 95.5% |
$67.4K - $82.4K
|
66
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.29K- 2.37% |
$110K - $135K
|
94.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.93K- 15.06% |
$189K - $231K
|
22.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.02K- 23.58% |
$194K - $237K
|
13K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-4.2K- 11.01% |
$202K - $247K
|
33.9K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.5K- 18.88% |
$216K - $265K
|
19.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4.75K- 6.82% |
$229K - $280K
|
65K
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-4.77K- 41.35% |
$230K - $281K
|
6.77K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-5.26K- 5.98% |
$253K - $309K
|
82.7K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.83K- 11.18% |
$280K - $343K
|
46.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.4K- 8.8% |
$595K - $728K
|
128K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.4K- 8.2% |
$597K - $731K
|
139K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.1K- 26.35% |
$629K - $770K
|
36.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.2K- 67.63% |
$780K - $954K
|
7.76K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-19K- 71.8% |
$913K - $1.12M
|
7.45K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-28.7K- 65.27% |
$1.38M - $1.69M
|
15.3K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-34.3K- 80.34% |
$1.65M - $2.02M
|
8.39K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-66.9K- 94.4% |
$3.22M - $3.94M
|
3.97K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-124K- 28.87% |
$5.96M - $7.29M
|
305K
$0
|