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 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-550- 35.48% |
$14.5K - $18.1K
|
1K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-592- 2.06% |
$15.6K - $19.4K
|
28.1K
$0
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-598- 92.28% |
$15.7K - $19.6K
|
50
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-610- 8.13% |
$16K - $20K
|
6.9K
$0
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-620- 6.46% |
$16.3K - $20.4K
|
8.98K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-633- 5.51% |
$16.6K - $20.8K
|
10.9K
$0
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-681- 61.35% |
$17.9K - $22.4K
|
429
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-710- 2.27% |
$18.7K - $23.3K
|
30.6K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-719- 3.56% |
$18.9K - $23.6K
|
19.5K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-781- 1.02% |
$20.5K - $25.6K
|
76.1K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-813- 0.91% |
$21.4K - $26.7K
|
88.7K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-820- 8.45% |
$21.5K - $26.9K
|
8.88K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-845- 1.88% |
$22.2K - $27.7K
|
44K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-850- 7.72% |
$22.3K - $27.9K
|
10.2K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-965- 2.48% |
$25.4K - $31.7K
|
38K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.06K- 6.06% |
$27.8K - $34.7K
|
16.4K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.1K- 6.47% |
$28.9K - $36.1K
|
15.9K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-1.36K- 9.17% |
$35.7K - $44.6K
|
13.5K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.42K- 7.59% |
$37.3K - $46.6K
|
17.3K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.47K- 4.17% |
$38.5K - $48.1K
|
33.7K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.74K- 11.09% |
$45.7K - $57.1K
|
13.9K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.75K- 6.38% |
$46K - $57.4K
|
25.7K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-2.1K- 3.07% |
$55.2K - $68.9K
|
66.2K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.18K- 12.3% |
$57.3K - $71.6K
|
15.6K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-2.32K- 3.24% |
$60.9K - $76.1K
|
69.2K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.44K- 11.3% |
$64K - $80K
|
19.1K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.62K- 15.41% |
$68.7K - $85.9K
|
14.4K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-2.85K- 2.23% |
$74.8K - $93.5K
|
125K
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-2.88K- 2.97% |
$75.7K - $94.6K
|
93.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.01K- 1.95% |
$79.1K - $98.9K
|
152K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-3.12K- 5.87% |
$82.1K - $103K
|
50.1K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.27K- 1.7% |
$85.9K - $107K
|
189K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-3.31K- 8.77% |
$87K - $109K
|
34.4K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3.56K- 2.26% |
$93.5K - $117K
|
154K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-3.6K- 13.68% |
$94.6K - $118K
|
22.7K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.69K- 11.68% |
$96.9K - $121K
|
27.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.97K- 8.4% |
$104K - $130K
|
43.3K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4.04K- 26.81% |
$106K - $132K
|
11K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-4.04K- 31.34% |
$106K - $133K
|
8.85K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.09K- 60.25% |
$107K - $134K
|
2.7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-4.13K- 7.49% |
$109K - $136K
|
51K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-4.7K- 21.36% |
$124K - $154K
|
17.3K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.8K- 22.93% |
$126K - $158K
|
16.1K
$0
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.06K- 2.83% |
$133K - $166K
|
173K
$0
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.27K- 9.74% |
$138K - $173K
|
48.8K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.59K- 0.42% |
$147K - $184K
|
1.31M
$0
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.15K- 31.66% |
$162K - $202K
|
13.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.22K- 33.98% |
$163K - $204K
|
12.1K
$0
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-6.31K- 24.67% |
$166K - $207K
|
19.3K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.51K- 11.96% |
$171K - $214K
|
47.9K
$0
|