Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
58K+ 13.92% |
$14M - $16.2M
|
475K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.5K+ 48.83% |
$12.9M - $15M
|
163K
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.7K+ 18.39% |
$6.68M - $7.75M
|
178K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
22.4K+ 198.07% |
$5.41M - $6.28M
|
33.8K
$0
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
22.1KNew |
$5.34M - $6.19M
|
22.1K
$0
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
13.5KNew |
$3.26M - $3.78M
|
13.5K
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.2K+ 22.35% |
$3.19M - $3.7M
|
72.4K
$0
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.6K+ 11.35% |
$2.79M - $3.23M
|
113K
$0
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.4K+ 447.43% |
$2.75M - $3.19M
|
13.9K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11K+ 43.13% |
$2.66M - $3.09M
|
36.6K
$0
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
10.8K+ 235.58% |
$2.61M - $3.02M
|
15.4K
$0
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.77K+ 90.12% |
$2.35M - $2.73M
|
20.6K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.18K+ 11.59% |
$2.21M - $2.57M
|
88.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.17K+ 136.35% |
$1.97M - $2.29M
|
14.2K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
7.72KNew |
$1.86M - $2.16M
|
7.72K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.44K+ 86.55% |
$1.79M - $2.08M
|
16K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
7.42KNew |
$1.79M - $2.07M
|
7.42K
$0
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.22KNew |
$1.74M - $2.02M
|
7.22K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
5.84KNew |
$1.41M - $1.63M
|
5.84K
$0
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.78KNew |
$1.39M - $1.62M
|
5.78K
$0
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.04KNew |
$1.22M - $1.41M
|
5.04K
$0
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
3.87K+ 35.94% |
$934K - $1.08M
|
14.7K
$0
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.69KNew |
$890K - $1.03M
|
3.69K
$0
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
3.55K+ 4.48% |
$855K - $992K
|
82.7K
$0
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.52K+ 19.89% |
$848K - $984K
|
21.2K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.12K+ 80.53% |
$753K - $873K
|
7K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.08K+ 1602.6% |
$742K - $861K
|
3.27K
$0
|
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
2.94K+ 4.86% |
$710K - $823K
|
63.5K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.93K+ 6.42% |
$706K - $819K
|
48.6K
$0
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.7K+ 26.83% |
$652K - $756K
|
12.8K
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.69K+ 25.34% |
$649K - $753K
|
13.3K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
2.2KNew |
$531K - $616K
|
2.2K
$0
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.16KNew |
$520K - $603K
|
2.16K
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2K+ 33.65% |
$482K - $559K
|
7.94K
$0
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
1.94K+ 6.15% |
$468K - $542K
|
33.5K
$0
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.91K+ 34.43% |
$462K - $535K
|
7.47K
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.86K+ 12.59% |
$449K - $520K
|
16.6K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.77KNew |
$428K - $496K
|
1.77K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.47K+ 2.98% |
$353K - $410K
|
50.6K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.4K+ 8.34% |
$338K - $392K
|
18.2K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.4KNew |
$338K - $392K
|
1.4K
$0
|
|
|
May 10, 2023
Q1 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.18K+ 235.0% |
$283K - $329K
|
1.68K
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.13K+ 20.32% |
$273K - $316K
|
6.7K
$0
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.13KNew |
$272K - $315K
|
1.13K
$0
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.1K+ 18.17% |
$265K - $307K
|
7.14K
$0
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.09KNew |
$263K - $305K
|
1.09K
$0
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.07K+ 99.17% |
$259K - $300K
|
2.16K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
997New |
$240K - $279K
|
997
$0
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
996New |
$240K - $279K
|
996
$0
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
927+ 1685.45% |
$224K - $259K
|
982
$0
|