Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.4K+ 3.27% |
$0 - $443K
|
425K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.1K+ 19.15% |
$0 - $431K
|
81.4K
$0
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12K+ 35.98% |
$0 - $397K
|
45.5K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
11.3K+ 63.82% |
$0 - $374K
|
29.1K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
11.2K+ 43.29% |
$0 - $370K
|
37.1K
$0
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
11.2K+ 1.23% |
$0 - $368K
|
921K
$0
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
10.5KNew |
$0 - $346K
|
10.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
10.1KNew |
$0 - $332K
|
10.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.74K+ 6.09% |
$0 - $288K
|
152K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.62KNew |
$0 - $284K
|
8.62K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.6KNew |
$0 - $283K
|
8.6K
$0
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.53K+ 82.34% |
$0 - $281K
|
18.9K
$0
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.36KNew |
$0 - $276K
|
8.36K
$0
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.54KNew |
$0 - $249K
|
7.54K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.5K+ 1.69% |
$0 - $247K
|
451K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.33KNew |
$0 - $242K
|
7.33K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
7.27K+ 6.8% |
$0 - $240K
|
114K
$0
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7.24KNew |
$0 - $239K
|
7.24K
$0
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.83KNew |
$0 - $225K
|
6.83K
$0
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
6.81K+ 7.68% |
$0 - $225K
|
95.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.77KNew |
$0 - $223K
|
6.77K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.24KNew |
$0 - $206K
|
6.24K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.18KNew |
$0 - $204K
|
6.18K
$0
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.83K+ 6.52% |
$0 - $192K
|
95.4K
$0
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.8KNew |
$0 - $191K
|
5.8K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.45K+ 5.34% |
$0 - $180K
|
108K
$0
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.3K+ 17.31% |
$0 - $175K
|
35.9K
$0
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.5K+ 12.2% |
$0 - $149K
|
41.4K
$0
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.16K+ 2.08% |
$0 - $137K
|
204K
$0
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.07K+ 9.4% |
$0 - $134K
|
47.3K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
3.77K+ 4.39% |
$0 - $124K
|
89.4K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.71KNew |
$0 - $122K
|
3.71K
$0
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.62K+ 738.98% |
$0 - $119K
|
4.11K
$0
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.5K+ 0.41% |
$0 - $115K
|
854K
$0
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.49K+ 28.05% |
$0 - $115K
|
15.9K
$0
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.29K+ 0.25% |
$0 - $109K
|
1.32M
$0
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.21K+ 24.02% |
$0 - $106K
|
16.6K
$0
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
3K+ 40.0% |
$0 - $98.9K
|
10.5K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.85K+ 5.24% |
$0 - $93.9K
|
57.2K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.72K+ 5.61% |
$0 - $89.6K
|
51.2K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.15K+ 2.8% |
$0 - $70.8K
|
78.7K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.13K+ 4.44% |
$0 - $70.1K
|
50K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2KNew |
$0 - $66K
|
2K
$0
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.96K+ 2.41% |
$0 - $64.5K
|
83.3K
$0
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.91K+ 0.74% |
$0 - $62.9K
|
259K
$0
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.78K+ 14.77% |
$0 - $58.8K
|
13.9K
$0
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.55K+ 7.28% |
$0 - $51.1K
|
22.8K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.48K+ 3.45% |
$0 - $48.9K
|
44.5K
$0
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.3KNew |
$0 - $42.9K
|
1.3K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.19K+ 5.19% |
$0 - $39.2K
|
24.1K
$0
|