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 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-25- 0.79% |
$6.03K - $6.99K
|
3.13K
$0
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-31- 2.81% |
$7.47K - $8.67K
|
1.07K
$0
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-32- 0.25% |
$7.72K - $8.95K
|
12.8K
$0
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-42- 0.9% |
$10.1K - $11.7K
|
4.64K
$0
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-43- 21.29% |
$10.4K - $12K
|
159
$0
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-47- 1.19% |
$11.3K - $13.1K
|
3.89K
$0
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-48- 2.72% |
$11.6K - $13.4K
|
1.72K
$0
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-53- 2.61% |
$12.8K - $14.8K
|
1.98K
$0
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-56- 3.51% |
$13.5K - $15.7K
|
1.54K
$0
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56- 50.91% |
$13.5K - $15.7K
|
54
$0
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-64- 5.91% |
$15.4K - $17.9K
|
1.02K
$0
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-65- 72.22% |
$15.7K - $18.2K
|
25
$0
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-75- 6.36% |
$18.1K - $21K
|
1.1K
$0
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-75- 13.46% |
$18.1K - $21K
|
482
$0
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-76- 3.48% |
$18.3K - $21.3K
|
2.11K
$0
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-79- 3.09% |
$19K - $22.1K
|
2.48K
$0
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-79- 4.78% |
$19K - $22.1K
|
1.58K
$0
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-99- 2.09% |
$23.9K - $27.7K
|
4.63K
$0
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-102- 10.67% |
$24.6K - $28.5K
|
854
$0
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-103- 7.05% |
$24.8K - $28.8K
|
1.36K
$0
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-120- 3.83% |
$28.9K - $33.6K
|
3.01K
$0
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-136- 56.9% |
$32.8K - $38K
|
103
$0
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-144- 21.75% |
$34.7K - $40.3K
|
518
$0
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-144- 9.0% |
$34.7K - $40.3K
|
1.46K
$0
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-145- 16.13% |
$35K - $40.6K
|
754
$0
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-148- 15.38% |
$35.7K - $41.4K
|
814
$0
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-155- 4.81% |
$37.4K - $43.4K
|
3.07K
$0
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-161- 6.12% |
$38.8K - $45K
|
2.47K
$0
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-162- 0.8% |
$39.1K - $45.3K
|
20K
$0
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-163- 2.69% |
$39.3K - $45.6K
|
5.9K
$0
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-170- 14.46% |
$41K - $47.5K
|
1.01K
$0
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-175- 9.19% |
$42.2K - $48.9K
|
1.73K
$0
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-175- 7.37% |
$42.2K - $48.9K
|
2.2K
$0
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-178- 3.15% |
$42.9K - $49.8K
|
5.47K
$0
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-180- 10.84% |
$43.4K - $50.3K
|
1.48K
$0
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-185- 10.29% |
$44.6K - $51.7K
|
1.61K
$0
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-200- 1.61% |
$48.2K - $55.9K
|
12.2K
$0
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-202- 2.24% |
$48.7K - $56.5K
|
8.82K
$0
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-205- 27.37% |
$49.4K - $57.3K
|
544
$0
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-212- 8.8% |
$51.1K - $59.3K
|
2.2K
$0
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-214- 1.25% |
$51.6K - $59.9K
|
16.8K
$0
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-225- 90.0% |
$54.3K - $62.9K
|
25
$0
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-251- 4.15% |
$60.5K - $70.2K
|
5.8K
$0
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-265- 25.58% |
$63.9K - $74.1K
|
771
$0
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-275- 2.56% |
$66.3K - $76.9K
|
10.5K
$0
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-299- 1.68% |
$72.1K - $83.6K
|
17.5K
$0
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-306- 15.95% |
$73.8K - $85.6K
|
1.61K
$0
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-321- 25.08% |
$77.4K - $89.8K
|
959
$0
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-322- 6.23% |
$77.6K - $90.1K
|
4.85K
$0
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-339- 4.06% |
$81.7K - $94.8K
|
8K
$0
|