Purchases and Sales Made in Q3 2023 in Invesco S&P 500 Equal Weight U (RYU)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight U (RYU) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
227K+ 83.41% |
$0 - $25.9M
|
500K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
221K+ 124.55% |
$0 - $25.1M
|
398K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
95.1KNew |
$0 - $10.8M
|
95.1K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91.3K+ 51.19% |
$0 - $10.4M
|
270K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
80.6K+ 114.0% |
$0 - $9.17M
|
151K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
66.9K+ 117.69% |
$0 - $7.61M
|
124K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.4K+ 56.83% |
$0 - $5.96M
|
145K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
48.7K+ 113.21% |
$0 - $5.54M
|
91.7K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
45.6K+ 92.59% |
$0 - $5.18M
|
94.8K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
43.2K+ 95.64% |
$0 - $4.91M
|
88.3K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42.8K+ 94.61% |
$0 - $4.87M
|
88K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.7KNew |
$0 - $3.84M
|
33.7K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
29.7KNew |
$0 - $3.38M
|
29.7K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
20.3K+ 96.05% |
$0 - $2.31M
|
41.4K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
19.5K+ 111.44% |
$0 - $2.22M
|
37.1K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
18.4K+ 108.38% |
$0 - $2.09M
|
35.4K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.6KNew |
$0 - $1.77M
|
15.6K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.3K+ 43.48% |
$0 - $1.62M
|
47.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
13.7K+ 122.01% |
$0 - $1.56M
|
24.9K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13K+ 103.37% |
$0 - $1.48M
|
25.6K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
12KNew |
$0 - $1.37M
|
12K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
11.1K+ 100.0% |
$0 - $1.26M
|
22.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.9K+ 233.86% |
$0 - $1.24M
|
15.6K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
10.4K+ 103.78% |
$0 - $1.19M
|
20.5K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.1K+ 107.84% |
$0 - $1.15M
|
19.5K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.05K+ 77.03% |
$0 - $1.03M
|
20.8K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.91K+ 104.49% |
$0 - $1.01M
|
17.4K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.9K+ 79.28% |
$0 - $1.01M
|
20.1K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.56KNew |
$0 - $973K
|
8.56K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.36K+ 105.84% |
$0 - $951K
|
16.3K
$0
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
6.94K+ 92.53% |
$0 - $789K
|
14.4K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.71K+ 98.26% |
$0 - $764K
|
13.5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.31K+ 102.17% |
$0 - $717K
|
12.5K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
6.13K+ 86.37% |
$0 - $697K
|
13.2K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.03K+ 217.5% |
$0 - $686K
|
8.8K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.57KNew |
$0 - $633K
|
5.57K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.32K+ 154.56% |
$0 - $605K
|
8.76K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.28K+ 100.0% |
$0 - $600K
|
10.6K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.79K+ 55.73% |
$0 - $545K
|
13.4K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
4.77K+ 97.83% |
$0 - $543K
|
9.65K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.55K+ 101.61% |
$0 - $517K
|
9.02K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3.91K+ 100.36% |
$0 - $445K
|
7.81K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
3.65K+ 96.41% |
$0 - $415K
|
7.43K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
3.43K+ 96.92% |
$0 - $390K
|
6.97K
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.42KNew |
$0 - $389K
|
3.42K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
3.07K+ 108.24% |
$0 - $350K
|
5.91K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2.82K+ 101.04% |
$0 - $321K
|
5.61K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
2.59K+ 79.14% |
$0 - $295K
|
5.87K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.56K+ 97.67% |
$0 - $291K
|
5.18K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.3K+ 41.4% |
$0 - $262K
|
7.86K
$0
|