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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-911- 2.2% |
$43.9K - $51.5K
|
40.5K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.29K- 1.36% |
$62.3K - $73.2K
|
93.8K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.38K- 14.25% |
$66.3K - $77.8K
|
8.28K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.45K- 4.11% |
$70K - $82.2K
|
33.9K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.81K- 8.68% |
$87.1K - $102K
|
19K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.97K- 9.81% |
$95.1K - $112K
|
18.1K
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.04K- 16.96% |
$98.5K - $116K
|
10K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.5K- 1.65% |
$120K - $141K
|
149K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-2.63K- 10.57% |
$127K - $149K
|
22.3K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4.04K- 38.25% |
$194K - $228K
|
6.52K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-4.09K- 30.9% |
$197K - $231K
|
9.14K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.79K- 14.2% |
$231K - $271K
|
28.9K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.15K- 13.05% |
$296K - $348K
|
41K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.04K- 52.61% |
$339K - $398K
|
6.34K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.37K- 21.49% |
$403K - $473K
|
30.6K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9.04K- 54.0% |
$436K - $511K
|
7.7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.4K- 66.71% |
$501K - $589K
|
5.19K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-10.8K- 48.83% |
$522K - $612K
|
11.3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11K- 67.81% |
$531K - $624K
|
5.23K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-14.4K- 15.17% |
$693K - $814K
|
80.4K
$0
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19.9K- 77.57% |
$958K - $1.12M
|
5.75K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-35.5K- 28.65% |
$1.71M - $2.01M
|
88.3K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.2K- 26.38% |
$1.84M - $2.16M
|
107K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-66.9K- 13.39% |
$3.23M - $3.79M
|
433K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-84.9K- 92.65% |
$4.09M - $4.81M
|
6.74K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-372K- 93.45% |
$17.9M - $21M
|
26.1K
$0
|