Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-346- 74.89% |
$83.4K - $96.8K
|
116
$0
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-369- 11.73% |
$89K - $103K
|
2.78K
$0
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-375- 8.0% |
$90.4K - $105K
|
4.31K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-375- 12.17% |
$90.4K - $105K
|
2.71K
$0
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-400- 8.73% |
$96.4K - $112K
|
4.18K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-409- 5.57% |
$98.6K - $114K
|
6.94K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-490- 3.46% |
$118K - $137K
|
13.7K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-497- 28.76% |
$120K - $139K
|
1.23K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-503- 14.18% |
$121K - $141K
|
3.04K
$0
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-517- 6.22% |
$125K - $145K
|
7.79K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-576- 0.3% |
$139K - $161K
|
193K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-691- 12.73% |
$167K - $193K
|
4.74K
$0
|
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-703- 8.2% |
$170K - $197K
|
7.87K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-705- 12.64% |
$170K - $197K
|
4.87K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-762- 3.07% |
$184K - $213K
|
24.1K
$0
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-795- 3.08% |
$192K - $222K
|
25K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-841- 14.16% |
$203K - $235K
|
5.1K
$0
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-943- 44.44% |
$227K - $264K
|
1.18K
$0
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-965- 4.86% |
$233K - $270K
|
18.9K
$0
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1.01K- 4.69% |
$244K - $283K
|
20.6K
$0
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-1.03K- 21.22% |
$248K - $288K
|
3.82K
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.05K- 7.01% |
$252K - $293K
|
13.9K
$0
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 26.77% |
$292K - $339K
|
3.32K
$0
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.29K- 9.46% |
$310K - $360K
|
12.3K
$0
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.67K- 11.88% |
$403K - $468K
|
12.4K
$0
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.72K- 1.44% |
$415K - $482K
|
118K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.89K- 36.81% |
$455K - $527K
|
3.24K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.17K- 3.03% |
$524K - $608K
|
69.7K
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.3K- 36.85% |
$555K - $644K
|
3.95K
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.32K- 6.57% |
$560K - $649K
|
33K
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.01K- 3.97% |
$1.45M - $1.68M
|
145K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.65K- 11.76% |
$1.6M - $1.86M
|
49.9K
$0
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.76K- 91.22% |
$1.63M - $1.89M
|
650
$0
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-7.03K- 26.66% |
$1.7M - $1.97M
|
19.3K
$0
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7.13K- 89.06% |
$1.72M - $1.99M
|
875
$0
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-8.41K- 37.08% |
$2.03M - $2.35M
|
14.3K
$0
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.46K- 12.98% |
$2.04M - $2.37M
|
56.7K
$0
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.46K- 12.98% |
$2.04M - $2.37M
|
56.7K
$0
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10.5K- 88.01% |
$2.52M - $2.92M
|
1.42K
$0
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-12.8K- 79.88% |
$3.09M - $3.59M
|
3.23K
$0
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 7.67% |
$4.01M - $4.66M
|
200K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-17.7K- 15.66% |
$4.26M - $4.94M
|
95.1K
$0
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-21.2K- 11.83% |
$5.12M - $5.93M
|
158K
$0
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-22K- 46.15% |
$5.3M - $6.14M
|
25.6K
$0
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-57.3K- 79.25% |
$13.8M - $16M
|
15K
$0
|