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 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8+ 0.46% |
$1.1K - $1.24K
|
1.73K
$321K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
8+ 0.35% |
$1.1K - $1.24K
|
2.31K
$429K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
8+ 0.48% |
$1.1K - $1.24K
|
1.67K
$310K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
7+ 0.06% |
$961 - $1.08K
|
11.5K
$2.13M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
7+ 0.25% |
$961 - $1.08K
|
2.79K
$518K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
6+ 0.29% |
$824 - $930
|
2.08K
$386K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6+ 0.2% |
$824 - $930
|
3.05K
$566K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
6+ 0.17% |
$824 - $930
|
3.46K
$642K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
6+ 0.17% |
$824 - $930
|
3.64K
$676K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$687 - $775
|
3.22K
$597K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.28% |
$687 - $775
|
1.81K
$336K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4+ 0.13% |
$549 - $620
|
3K
$557K
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
4+ 0.11% |
$549 - $620
|
3.77K
$699K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
3+ 0.11% |
$412 - $465
|
2.68K
$496K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3+ 0.18% |
$412 - $465
|
1.69K
$314K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
3+ 0.04% |
$412 - $465
|
6.87K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3+ 0.14% |
$412 - $465
|
2.19K
$407K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3+ 0.38% |
$412 - $465
|
792
$147K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.24% |
$275 - $310
|
853
$158K
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
2+ 0.22% |
$275 - $310
|
928
$172K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
2+ 0.06% |
$275 - $310
|
3.47K
$643K
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2+ 0.1% |
$275 - $310
|
1.98K
$368K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1+ 0.02% |
$137 - $155
|
4.29K
$797K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.29% |
$137 - $155
|
350
$64.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
1+ 0.01% |
$137 - $155
|
7.51K
$1.39M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 2.27% |
$137 - $155
|
45
$8.35K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.46% |
$137 - $155
|
220
$40.8K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.77% |
$137 - $155
|
131
$24.3K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.02% |
$137 - $155
|
4.88K
$906K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
1+ 0.07% |
$137 - $155
|
1.42K
$263K
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.68% |
$137 - $155
|
148
$27.5K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 1.89% |
$137 - $155
|
54
$10K
|
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1- 0.01% |
$137 - $155
|
12.6K
$2.34M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- 2.86% |
$137 - $155
|
34
$6.31K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 1.82% |
$137 - $155
|
54
$10K
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-4- 0.15% |
$549 - $620
|
2.68K
$498K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4- 1.54% |
$549 - $620
|
256
$47.5K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7- 0.11% |
$961 - $1.08K
|
6.33K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-8- 0.46% |
$1.1K - $1.24K
|
1.73K
$321K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-9- 0.53% |
$1.24K - $1.39K
|
1.68K
$311K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-10- 0.05% |
$1.37K - $1.55K
|
20.3K
$3.77M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14- 35.0% |
$1.92K - $2.17K
|
26
$4.82K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-15- 83.33% |
$2.06K - $2.32K
|
3
$557
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-16- 0.35% |
$2.2K - $2.48K
|
4.53K
$840K
|
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-18- 0.6% |
$2.47K - $2.79K
|
2.99K
$555K
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-19- 0.33% |
$2.61K - $2.94K
|
5.75K
$1.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-20- 0.34% |
$2.75K - $3.1K
|
5.8K
$1.08M
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-20- 1.02% |
$2.75K - $3.1K
|
1.93K
$359K
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-23- 0.11% |
$3.16K - $3.56K
|
20.1K
$3.73M
|