Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
183K+ 73.21% |
$8.82M - $10.4M
|
433K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
62.2K+ 93.6% |
$3M - $3.52M
|
129K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
62.2KNew |
$3M - $3.52M
|
62.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$768K - $902K
|
15.9K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
13.3K+ 76.05% |
$639K - $750K
|
30.7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
9.34K+ 273.0% |
$450K - $529K
|
12.8K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
8.65KNew |
$417K - $489K
|
8.65K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.95KNew |
$383K - $450K
|
7.95K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6.8KNew |
$328K - $385K
|
6.8K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.24KNew |
$252K - $296K
|
5.24K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.11K+ 1.9% |
$246K - $289K
|
275K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.74K+ 15.94% |
$228K - $268K
|
34.5K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.72K+ 37.82% |
$227K - $267K
|
17.2K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
1.99K+ 5.37% |
$95.9K - $113K
|
39K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.88KNew |
$90.6K - $106K
|
1.88K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.49K+ 67.18% |
$71.6K - $84.1K
|
3.7K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
797+ 44.75% |
$38.4K - $45.1K
|
2.58K
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
787+ 3.84% |
$37.9K - $44.5K
|
21.3K
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
630New |
$30.4K - $35.6K
|
630
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
589+ 12.8% |
$28.4K - $33.3K
|
5.19K
$0
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
400New |
$19.3K - $22.6K
|
400
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
278New |
$13.4K - $15.7K
|
278
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
273+ 3.92% |
$13.2K - $15.4K
|
7.24K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
250New |
$12K - $14.1K
|
250
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
186+ 10.64% |
$8.96K - $10.5K
|
1.93K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
128+ 1.26% |
$6.17K - $7.24K
|
10.3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
108+ 1.23% |
$5.2K - $6.11K
|
8.87K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
100+ 3.9% |
$4.82K - $5.66K
|
2.66K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
90+ 1.15% |
$4.34K - $5.09K
|
7.9K
$0
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50+ 1.19% |
$2.41K - $2.83K
|
4.25K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
31+ 5.65% |
$1.49K - $1.75K
|
580
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
14+ 0.88% |
$675 - $792
|
1.6K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6New |
$289 - $339
|
6
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.96% |
$289 - $339
|
629
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1New |
$48.2 - $56.6
|
1
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-34- 0.24% |
$1.64K - $1.92K
|
14.4K
$0
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-55- 67.9% |
$2.65K - $3.11K
|
26
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-66- 0.49% |
$3.18K - $3.73K
|
13.5K
$0
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-81- 1.14% |
$3.9K - $4.58K
|
7.03K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-147- 3.21% |
$7.08K - $8.32K
|
4.43K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-166- 0.19% |
$8K - $9.39K
|
87.8K
$0
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-174Closed |
$8.39K - $9.84K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-196- 3.52% |
$9.45K - $11.1K
|
5.37K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-305- 32.8% |
$14.7K - $17.3K
|
625
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-353- 1.81% |
$17K - $20K
|
19.2K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-390- 4.96% |
$18.8K - $22.1K
|
7.47K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-633- 10.71% |
$30.5K - $35.8K
|
5.28K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-665- 8.95% |
$32K - $37.6K
|
6.77K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-805- 36.94% |
$38.8K - $45.5K
|
1.37K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-887- 9.84% |
$42.7K - $50.2K
|
8.13K
$0
|