Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
115K+ 919.39% |
$0 - $34.8M
|
128K
$0
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
113K+ 1208.19% |
$0 - $34.1M
|
122K
$0
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
110K+ 897.95% |
$0 - $33.1M
|
122K
$0
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
106K+ 788.36% |
$0 - $32.1M
|
120K
$0
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
103K+ 862.45% |
$0 - $31.2M
|
115K
$0
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
103K+ 177.04% |
$0 - $31.1M
|
161K
$0
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
101K+ 841.42% |
$0 - $30.5M
|
113K
$0
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
99.3K+ 4195.05% |
$0 - $30M
|
102K
$0
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
93.3K+ 2499.97% |
$0 - $28.2M
|
97.1K
$0
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
93K+ 862.68% |
$0 - $28.1M
|
104K
$0
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
92.6KNew |
$0 - $27.9M
|
92.6K
$0
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
89.1K+ 1067.33% |
$0 - $26.9M
|
97.5K
$0
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
89.1K+ 935.29% |
$0 - $26.9M
|
98.6K
$0
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
87.4K+ 1083.9% |
$0 - $26.4M
|
95.5K
$0
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
87.1K+ 894.32% |
$0 - $26.3M
|
96.8K
$0
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
87K+ 899.79% |
$0 - $26.3M
|
96.6K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
85.4K+ 1126.33% |
$0 - $25.8M
|
93K
$0
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
83.9KNew |
$0 - $25.4M
|
83.9K
$0
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
81.4K+ 1116.75% |
$0 - $24.6M
|
88.6K
$0
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
80.7K+ 915.12% |
$0 - $24.4M
|
89.5K
$0
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
77.9K+ 4794.46% |
$0 - $23.5M
|
79.5K
$0
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
77.1KNew |
$0 - $23.3M
|
77.1K
$0
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
75.9K+ 888.3% |
$0 - $22.9M
|
84.5K
$0
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
75.4K+ 555.44% |
$0 - $22.8M
|
89K
$0
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
73.8K+ 1031.87% |
$0 - $22.3M
|
80.9K
$0
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
71.3K+ 897.48% |
$0 - $21.5M
|
79.3K
$0
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
69.2K+ 897.53% |
$0 - $20.9M
|
76.9K
$0
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
69.2K+ 919.91% |
$0 - $20.9M
|
76.7K
$0
|
|
Oct 12, 2023
Q3 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
66.8K+ 900.0% |
$0 - $20.2M
|
74.2K
$0
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
64.9K+ 907.49% |
$0 - $19.6M
|
72.1K
$0
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
64.2K+ 880.77% |
$0 - $19.4M
|
71.5K
$0
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
64.2K+ 905.9% |
$0 - $19.4M
|
71.3K
$0
|
|
Oct 24, 2023
Q3 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
63.8K+ 818.43% |
$0 - $19.3M
|
71.5K
$0
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
63K+ 900.0% |
$0 - $19M
|
70K
$0
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
61.9K+ 540.66% |
$0 - $18.7M
|
73.3K
$0
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
61.8K+ 956.2% |
$0 - $18.7M
|
68.3K
$0
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
59.5K+ 7684.37% |
$0 - $18M
|
60.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
56.4K+ 813.29% |
$0 - $17M
|
63.3K
$0
|
|
Oct 26, 2023
Q3 2023
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
53.1K+ 900.0% |
$0 - $16M
|
59K
$0
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
52.3K+ 221.56% |
$0 - $15.8M
|
75.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
52.2K+ 833.34% |
$0 - $15.8M
|
58.5K
$0
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
51.9KNew |
$0 - $15.7M
|
51.9K
$0
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
50.2K+ 1025.41% |
$0 - $15.2M
|
55.1K
$0
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
49.1K+ 904.0% |
$0 - $14.8M
|
54.5K
$0
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
49K+ 852.89% |
$0 - $14.8M
|
54.7K
$0
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
48K+ 757.29% |
$0 - $14.5M
|
54.4K
$0
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
47.9K+ 901.22% |
$0 - $14.5M
|
53.2K
$0
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
47.8K+ 2042.41% |
$0 - $14.4M
|
50.1K
$0
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
46K+ 1570.5% |
$0 - $13.9M
|
49K
$0
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
45K+ 797.34% |
$0 - $13.6M
|
50.7K
$0
|