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 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.89K+ 6.42% |
$75.9K - $94.9K
|
47.9K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.77K+ 10.63% |
$72.7K - $90.8K
|
28.8K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.71K+ 22.77% |
$71.1K - $88.8K
|
14.6K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.45K+ 1.61% |
$64.3K - $80.3K
|
154K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.4KNew |
$63.1K - $78.8K
|
2.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.35K+ 6.35% |
$61.7K - $77K
|
39.3K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.33K+ 12.31% |
$61.2K - $76.5K
|
21.3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.28K+ 3.1% |
$59.8K - $74.7K
|
75.6K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
2.27K+ 25.31% |
$59.6K - $74.5K
|
11.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2.18KNew |
$57.3K - $71.5K
|
2.18K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.89K+ 100.85% |
$49.7K - $62K
|
3.76K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.76KNew |
$46.2K - $57.7K
|
1.76K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.4K+ 8.56% |
$36.8K - $46K
|
17.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 1.42% |
$35.5K - $44.4K
|
96.8K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.22K+ 11.39% |
$31.9K - $39.9K
|
11.9K
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
1.19K+ 1.41% |
$31.2K - $39K
|
85.7K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.18K+ 7.98% |
$31.1K - $38.8K
|
16K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.16K+ 10.29% |
$30.5K - $38.1K
|
12.4K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
967+ 0.39% |
$25.4K - $31.7K
|
252K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
859+ 1.19% |
$22.6K - $28.2K
|
72.9K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
845+ 1.19% |
$22.2K - $27.7K
|
72.1K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
771+ 1.52% |
$20.3K - $25.3K
|
51.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
745+ 0.29% |
$19.6K - $24.5K
|
257K
$0
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
648New |
$17K - $21.3K
|
648
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
640+ 3.77% |
$16.8K - $21K
|
17.6K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
524+ 0.25% |
$13.8K - $17.2K
|
208K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
500+ 7.69% |
$13.1K - $16.4K
|
7K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
500New |
$13.1K - $16.4K
|
500
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
490New |
$12.9K - $16.1K
|
490
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
460+ 6.34% |
$12.1K - $15.1K
|
7.71K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
419+ 0.21% |
$11K - $13.8K
|
200K
$0
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
407+ 17.39% |
$10.7K - $13.4K
|
2.75K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
379+ 0.47% |
$9.96K - $12.4K
|
81.3K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
352+ 4.48% |
$9.25K - $11.6K
|
8.22K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
237New |
$6.23K - $7.78K
|
237
$0
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
225+ 7.14% |
$5.91K - $7.39K
|
3.38K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
224New |
$5.89K - $7.35K
|
224
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
207+ 0.59% |
$5.44K - $6.8K
|
35.4K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
188New |
$4.94K - $6.17K
|
188
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
177New |
$4.65K - $5.81K
|
177
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
154+ 1.43% |
$4.05K - $5.06K
|
11K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
124+ 1.68% |
$3.26K - $4.07K
|
7.49K
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
119+ 0.38% |
$3.13K - $3.91K
|
31.2K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
114+ 1.3% |
$3K - $3.74K
|
8.89K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100+ 1.41% |
$2.63K - $3.28K
|
7.17K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
89New |
$2.34K - $2.92K
|
89
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
60New |
$1.58K - $1.97K
|
60
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
56+ 0.25% |
$1.47K - $1.84K
|
22.3K
$0
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
48New |
$1.26K - $1.58K
|
48
$0
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
38+ 0.08% |
$999 - $1.25K
|
48.6K
$0
|