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 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
17.7K+ 551.42% |
$0 - $5.35M
|
20.9K
$0
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
17.6K+ 983.66% |
$0 - $5.33M
|
19.4K
$0
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
17.1K+ 955.27% |
$0 - $5.17M
|
18.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
16.5K+ 939.6% |
$0 - $4.99M
|
18.3K
$0
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
16.5K+ 891.9% |
$0 - $4.99M
|
18.4K
$0
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
15.8K+ 827.46% |
$0 - $4.78M
|
17.7K
$0
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
15.7K+ 1083.72% |
$0 - $4.75M
|
17.2K
$0
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
15.7K+ 996.25% |
$0 - $4.74M
|
17.3K
$0
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
15.6K+ 900.0% |
$0 - $4.7M
|
17.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.5K+ 817.32% |
$0 - $4.69M
|
17.4K
$0
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
15.4K+ 1324.81% |
$0 - $4.66M
|
16.6K
$0
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.3K+ 853.62% |
$0 - $4.63M
|
17.1K
$0
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
15.3K+ 900.0% |
$0 - $4.63M
|
17.1K
$0
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
15.3K+ 914.93% |
$0 - $4.63M
|
17K
$0
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.3K+ 892.98% |
$0 - $4.61M
|
17K
$0
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
15.1KNew |
$0 - $4.54M
|
15.1K
$0
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
14.9K+ 900.0% |
$0 - $4.51M
|
16.6K
$0
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
14.8K+ 934.07% |
$0 - $4.46M
|
16.4K
$0
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
14.5K+ 900.0% |
$0 - $4.38M
|
16.1K
$0
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
14.4K+ 900.56% |
$0 - $4.36M
|
16K
$0
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
14.1K+ 899.81% |
$0 - $4.26M
|
15.7K
$0
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
13.3K+ 900.0% |
$0 - $4.03M
|
14.8K
$0
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
13.3K+ 900.0% |
$0 - $4.02M
|
14.8K
$0
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
13.1K+ 900.0% |
$0 - $3.94M
|
14.5K
$0
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
12.6K+ 900.0% |
$0 - $3.8M
|
14K
$0
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
11.9K+ 900.0% |
$0 - $3.61M
|
13.3K
$0
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11.6K+ 876.89% |
$0 - $3.5M
|
12.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.5KNew |
$0 - $3.46M
|
11.5K
$0
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
11.3K+ 900.0% |
$0 - $3.42M
|
12.6K
$0
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
11.3K+ 441.97% |
$0 - $3.42M
|
13.9K
$0
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.3KNew |
$0 - $3.41M
|
11.3K
$0
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
10.8K+ 1119.46% |
$0 - $3.25M
|
11.7K
$0
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
10.7K+ 10041.12% |
$0 - $3.24M
|
10.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.5K+ 766.45% |
$0 - $3.17M
|
11.9K
$0
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
10.3K+ 863.42% |
$0 - $3.11M
|
11.5K
$0
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
10.1K+ 719.15% |
$0 - $3.06M
|
11.6K
$0
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.97K+ 908.11% |
$0 - $3.01M
|
11.1K
$0
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.91K+ 900.0% |
$0 - $2.99M
|
11K
$0
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
9.9K+ 900.0% |
$0 - $2.99M
|
11K
$0
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
9.85K+ 901.28% |
$0 - $2.97M
|
10.9K
$0
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.77K+ 948.93% |
$0 - $2.95M
|
10.8K
$0
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
9.76K+ 900.0% |
$0 - $2.95M
|
10.8K
$0
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
9.61K+ 900.0% |
$0 - $2.9M
|
10.7K
$0
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.6K+ 900.0% |
$0 - $2.9M
|
10.7K
$0
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
9.59K+ 882.69% |
$0 - $2.89M
|
10.7K
$0
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.3K+ 1009.88% |
$0 - $2.81M
|
10.2K
$0
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
9.26K+ 886.51% |
$0 - $2.8M
|
10.3K
$0
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
9.19K+ 746.39% |
$0 - $2.77M
|
10.4K
$0
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
9K+ 900.0% |
$0 - $2.72M
|
10K
$0
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9K+ 1034.37% |
$0 - $2.72M
|
9.87K
$0
|