Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
12.2K+ 158.56% |
$320K - $399K
|
19.8K
$0
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
12.2KNew |
$320K - $399K
|
12.2K
$0
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.5K+ 6.07% |
$303K - $378K
|
201K
$0
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.9K+ 95.34% |
$287K - $359K
|
22.4K
$0
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
10.8KNew |
$284K - $355K
|
10.8K
$0
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10.6KNew |
$279K - $348K
|
10.6K
$0
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
10.4KNew |
$273K - $342K
|
10.4K
$0
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
10.4K+ 8.67% |
$273K - $341K
|
130K
$0
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$272K - $340K
|
10.4K
$0
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10.1KNew |
$264K - $330K
|
10.1K
$0
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
10KNew |
$263K - $328K
|
10K
$0
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.59KNew |
$252K - $315K
|
9.59K
$0
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.55K+ 10.32% |
$251K - $314K
|
102K
$0
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.33KNew |
$245K - $306K
|
9.33K
$0
|
|
Feb 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
8.96KNew |
$235K - $294K
|
8.96K
$0
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
8.88K+ 10.05% |
$233K - $291K
|
97.3K
$0
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
8.24K+ 8.35% |
$216K - $270K
|
107K
$0
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.1K+ 13.85% |
$213K - $266K
|
66.6K
$0
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
7.87K+ 119.82% |
$207K - $258K
|
14.4K
$0
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.75KNew |
$204K - $254K
|
7.75K
$0
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.54K+ 25.68% |
$198K - $248K
|
36.9K
$0
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
7.51K+ 2.04% |
$197K - $246K
|
375K
$0
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.45KNew |
$196K - $245K
|
7.45K
$0
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.38K+ 43.04% |
$194K - $242K
|
24.5K
$0
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.21K+ 26.34% |
$189K - $237K
|
34.6K
$0
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
7.02KNew |
$184K - $230K
|
7.02K
$0
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
7KNew |
$184K - $230K
|
7K
$0
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.9KNew |
$181K - $227K
|
6.9K
$0
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.88KNew |
$181K - $226K
|
6.88K
$0
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.71KNew |
$176K - $220K
|
6.71K
$0
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
6.68KNew |
$176K - $219K
|
6.68K
$0
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
6.55KNew |
$172K - $215K
|
6.55K
$0
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.5KNew |
$171K - $213K
|
6.5K
$0
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
6.37KNew |
$167K - $209K
|
6.37K
$0
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
6.32KNew |
$166K - $208K
|
6.32K
$0
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
6.3KNew |
$166K - $207K
|
6.3K
$0
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
6.25KNew |
$164K - $205K
|
6.25K
$0
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.2KNew |
$163K - $204K
|
6.2K
$0
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
6.2KNew |
$163K - $204K
|
6.2K
$0
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.14K+ 16.67% |
$161K - $202K
|
43K
$0
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.72K+ 33.13% |
$150K - $188K
|
23K
$0
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5.45KNew |
$143K - $179K
|
5.45K
$0
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.27KNew |
$138K - $173K
|
5.27K
$0
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.03K+ 7.94% |
$132K - $165K
|
68.3K
$0
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.66K+ 2319.9% |
$123K - $153K
|
4.86K
$0
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.1K+ 20.11% |
$108K - $135K
|
24.5K
$0
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.89K+ 16.17% |
$102K - $128K
|
28K
$0
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
3.68K+ 11.26% |
$96.7K - $121K
|
36.4K
$0
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.63K+ 8.82% |
$95.5K - $119K
|
44.8K
$0
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.94K+ 6.02% |
$77.3K - $96.6K
|
51.8K
$0
|