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 |
---|---|---|---|---|---|---|---|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
921New |
$222K - $258K
|
921
$0
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
879New |
$212K - $246K
|
879
$0
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
875New |
$211K - $245K
|
875
$0
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
864New |
$208K - $242K
|
864
$0
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
801New |
$193K - $224K
|
801
$0
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
801New |
$193K - $224K
|
801
$0
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
779New |
$188K - $218K
|
779
$0
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
777New |
$187K - $217K
|
777
$0
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
764+ 21.08% |
$184K - $214K
|
4.39K
$0
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
735New |
$177K - $206K
|
735
$0
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
726+ 7.05% |
$175K - $203K
|
11K
$0
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
725New |
$175K - $203K
|
725
$0
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
684+ 6.24% |
$165K - $191K
|
11.7K
$0
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
615+ 0.74% |
$148K - $172K
|
83.5K
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
570+ 11.17% |
$137K - $159K
|
5.67K
$0
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
564+ 2.9% |
$136K - $158K
|
20K
$0
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
560+ 4.43% |
$135K - $157K
|
13.2K
$0
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
558+ 16.4% |
$135K - $156K
|
3.96K
$0
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
472+ 1.8% |
$114K - $132K
|
26.7K
$0
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
402New |
$96.9K - $112K
|
402
$0
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
345+ 13.32% |
$83.2K - $96.5K
|
2.94K
$0
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
304New |
$73.3K - $85K
|
304
$0
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
300New |
$72.3K - $83.9K
|
300
$0
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
296+ 34.74% |
$71.4K - $82.8K
|
1.15K
$0
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
285+ 3.47% |
$68.7K - $79.7K
|
8.5K
$0
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
285+ 6.14% |
$68.7K - $79.7K
|
4.93K
$0
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
281+ 23.32% |
$67.8K - $78.6K
|
1.49K
$0
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
255+ 6.6% |
$61.5K - $71.3K
|
4.12K
$0
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
255+ 0.5% |
$61.5K - $71.3K
|
50.9K
$0
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
252+ 50.6% |
$60.8K - $70.5K
|
750
$0
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
236+ 3.08% |
$56.9K - $66K
|
7.89K
$0
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
225+ 6.82% |
$54.3K - $62.9K
|
3.52K
$0
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
213New |
$51.4K - $59.6K
|
213
$0
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
200New |
$48.2K - $55.9K
|
200
$0
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
200+ 22.1% |
$48.2K - $55.9K
|
1.11K
$0
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
155New |
$37.4K - $43.4K
|
155
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
133+ 3.82% |
$32.1K - $37.2K
|
3.61K
$0
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
126+ 1.11% |
$30.4K - $35.2K
|
11.5K
$0
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
124New |
$29.9K - $34.7K
|
124
$0
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
123+ 1.69% |
$29.7K - $34.4K
|
7.41K
$0
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
118New |
$28.5K - $33K
|
118
$0
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
117+ 6.81% |
$28.2K - $32.7K
|
1.83K
$0
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
102+ 6.57% |
$24.6K - $28.5K
|
1.65K
$0
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
100+ 11.14% |
$24.1K - $28K
|
998
$0
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
89+ 6.67% |
$21.5K - $24.9K
|
1.42K
$0
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
83+ 1.18% |
$20K - $23.2K
|
7.14K
$0
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
75+ 6.79% |
$18.1K - $21K
|
1.18K
$0
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
74+ 3.68% |
$17.8K - $20.7K
|
2.09K
$0
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
65+ 260.0% |
$15.7K - $18.2K
|
90
$0
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
60+ 5.0% |
$14.5K - $16.8K
|
1.26K
$0
|