Purchases and Sales Made in Q1 2023 in Invesco S&P 500 Equal Weight E (RSP)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight E (RSP) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
335+ 159.52% |
$46K - $51.9K
|
545
$101K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
335New |
$46K - $51.9K
|
335
$62.2K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
331+ 0.34% |
$45.5K - $51.3K
|
98.7K
$18.3M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
325+ 2.8% |
$44.6K - $50.4K
|
11.9K
$2.21M
|
|
|
May 09, 2023
Q1 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
314+ 5.08% |
$43.1K - $48.7K
|
6.5K
$1.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
310+ 1.29% |
$42.6K - $48K
|
24.4K
$4.53M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
308+ 102.67% |
$42.3K - $47.7K
|
608
$113K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
301+ 6.74% |
$41.3K - $46.6K
|
4.77K
$885K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
301+ 1.7% |
$41.3K - $46.6K
|
18K
$3.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
299+ 3.18% |
$41.1K - $46.3K
|
9.69K
$1.8M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
293+ 7.73% |
$40.2K - $45.4K
|
4.08K
$758K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
287+ 8.1% |
$39.4K - $44.5K
|
3.83K
$711K
|
|
|
May 23, 2023
Q1 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
282+ 6.75% |
$38.7K - $43.7K
|
4.46K
$828K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
270+ 2.12% |
$37.1K - $41.8K
|
13K
$2.41M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
269+ 1.25% |
$36.9K - $41.7K
|
21.7K
$4.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
259+ 8.24% |
$35.6K - $40.1K
|
3.4K
$632K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
256+ 6.33% |
$35.2K - $39.7K
|
4.3K
$798K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
250+ 1.44% |
$34.3K - $38.7K
|
17.6K
$3.27M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
250+ 1.68% |
$34.3K - $38.7K
|
15.1K
$2.81M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
246+ 6.11% |
$33.8K - $38.1K
|
4.27K
$792K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
244+ 14.7% |
$33.5K - $37.8K
|
1.9K
$353K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
244+ 3.34% |
$33.5K - $37.8K
|
7.54K
$1.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
240+ 1.34% |
$33K - $37.2K
|
18.1K
$3.36M
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
240+ 2.79% |
$33K - $37.2K
|
8.84K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
234+ 3.11% |
$32.1K - $36.3K
|
7.76K
$1.44M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
233+ 16.19% |
$32K - $36.1K
|
1.67K
$310K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
217+ 3.48% |
$29.8K - $33.6K
|
6.45K
$1.2M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
209New |
$28.7K - $32.4K
|
209
$38.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
202+ 7.3% |
$27.7K - $31.3K
|
2.97K
$551K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
200+ 5.79% |
$27.5K - $31K
|
3.66K
$678K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
200+ 12.31% |
$27.5K - $31K
|
1.83K
$339K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
200+ 11.76% |
$27.5K - $31K
|
1.9K
$353K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
200New |
$27.5K - $31K
|
200
$37.1K
|
|
|
May 15, 2023
Q1 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
199+ 9.69% |
$27.3K - $30.8K
|
2.25K
$418K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
198New |
$27.2K - $30.7K
|
198
$36.7K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
195+ 4.44% |
$26.8K - $30.2K
|
4.59K
$851K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
195+ 45.99% |
$26.8K - $30.2K
|
619
$115K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
194+ 1940.0% |
$26.6K - $30.1K
|
204
$37.8K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
193+ 2.94% |
$26.5K - $29.9K
|
6.76K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
191New |
$26.2K - $29.6K
|
191
$35.4K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
188+ 0.89% |
$25.8K - $29.1K
|
21.3K
$3.94M
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
187+ 8.95% |
$25.7K - $29K
|
2.28K
$422K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
179+ 1.02% |
$24.6K - $27.7K
|
17.7K
$3.29M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
174+ 2.06% |
$23.9K - $27K
|
8.62K
$1.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
171+ 9.26% |
$23.5K - $26.5K
|
2.02K
$374K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
168+ 0.95% |
$23.1K - $26K
|
17.9K
$3.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
166+ 4.33% |
$22.8K - $25.7K
|
4K
$743K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
166+ 8.32% |
$22.8K - $25.7K
|
2.16K
$401K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
166+ 5.63% |
$22.8K - $25.7K
|
3.11K
$577K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
165+ 0.87% |
$22.7K - $25.6K
|
19.1K
$3.54M
|