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 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 1.19% |
$0 - $38.1K
|
98K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 4.58% |
$0 - $37K
|
25.6K
$0
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.04K+ 16.81% |
$0 - $34.4K
|
7.24K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.01K+ 1.51% |
$0 - $33.2K
|
67.6K
$0
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
949+ 0.18% |
$0 - $31.3K
|
527K
$0
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
868+ 1.36% |
$0 - $28.6K
|
64.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
850+ 2.16% |
$0 - $28K
|
40.1K
$0
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
833+ 0.4% |
$0 - $27.5K
|
209K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
790New |
$0 - $26.1K
|
790
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
711+ 142.2% |
$0 - $23.4K
|
1.21K
$0
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
709+ 0.98% |
$0 - $23.4K
|
72.8K
$0
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
550+ 7.67% |
$0 - $18.1K
|
7.72K
$0
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
542+ 20.27% |
$0 - $17.9K
|
3.22K
$0
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
505New |
$0 - $16.7K
|
505
$0
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
493+ 6.0% |
$0 - $16.3K
|
8.71K
$0
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
468+ 2.66% |
$0 - $15.4K
|
18.1K
$0
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
440+ 6.07% |
$0 - $14.5K
|
7.69K
$0
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
405+ 5.79% |
$0 - $13.4K
|
7.41K
$0
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
381+ 5.68% |
$0 - $12.6K
|
7.09K
$0
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
349+ 4.12% |
$0 - $11.5K
|
8.83K
$0
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
344+ 1.0% |
$0 - $11.3K
|
34.9K
$0
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
300+ 0.97% |
$0 - $9.89K
|
31.2K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
298+ 334.83% |
$0 - $9.83K
|
387
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
286New |
$0 - $9.43K
|
286
$0
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
260New |
$0 - $8.57K
|
260
$0
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
258+ 2.54% |
$0 - $8.51K
|
10.4K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
211New |
$0 - $6.96K
|
211
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
159+ 1.79% |
$0 - $5.24K
|
9.05K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
145New |
$0 - $4.78K
|
145
$0
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
141+ 0.63% |
$0 - $4.65K
|
22.4K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
124+ 0.28% |
$0 - $4.09K
|
44.9K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
119+ 0.27% |
$0 - $3.92K
|
45K
$0
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
116+ 1.5% |
$0 - $3.83K
|
7.87K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
110New |
$0 - $3.63K
|
110
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
108New |
$0 - $3.56K
|
108
$0
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
99+ 900.0% |
$0 - $3.27K
|
110
$0
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
94New |
$0 - $3.1K
|
94
$0
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
83+ 0.43% |
$0 - $2.74K
|
19.5K
$0
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
74+ 0.14% |
$0 - $2.44K
|
54.3K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
70New |
$0 - $2.31K
|
70
$0
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
45+ 0.13% |
$0 - $1.48K
|
35.5K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
39New |
$0 - $1.29K
|
39
$0
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
37+ 0.34% |
$0 - $1.22K
|
11K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
36New |
$0 - $1.19K
|
36
$0
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
31+ 0.06% |
$0 - $1.02K
|
48.6K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
29+ 0.09% |
$0 - $956
|
31.3K
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
17+ 0.12% |
$0 - $561
|
14K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
15+ 0.2% |
$0 - $495
|
7.47K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 0.12% |
$0 - $429
|
10.9K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
10+ 0.11% |
$0 - $330
|
8.86K
$0
|