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 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.05K- 10.06% |
$144K - $163K
|
9.39K
$1.74M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.05K- 1.2% |
$144K - $163K
|
86.6K
$16.1M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.07K- 12.03% |
$146K - $165K
|
7.79K
$1.44M
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.08K- 13.13% |
$148K - $168K
|
7.15K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.08K- 2.94% |
$149K - $168K
|
35.8K
$6.64M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.09K- 2.2% |
$149K - $169K
|
48.4K
$8.98M
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.1K- 0.58% |
$151K - $171K
|
188K
$34.8M
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-1.11K- 32.2% |
$152K - $172K
|
2.33K
$433K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.12K- 5.85% |
$153K - $173K
|
17.9K
$3.33M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.12K- 5.25% |
$154K - $174K
|
20.3K
$3.76M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.13K- 43.04% |
$155K - $175K
|
1.5K
$278K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.14K- 1.49% |
$157K - $177K
|
75.8K
$14.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.16K- 20.08% |
$160K - $180K
|
4.63K
$859K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.19K- 5.98% |
$163K - $184K
|
18.6K
$3.46M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.3K- 28.93% |
$178K - $201K
|
3.18K
$590K
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.31K- 24.14% |
$180K - $203K
|
4.11K
$763K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-1.35K- 3.98% |
$185K - $209K
|
32.6K
$6.04M
|
|
|
May 15, 2023
Q1 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.35K- 37.51% |
$186K - $209K
|
2.25K
$418K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.36K- 6.17% |
$187K - $211K
|
20.7K
$3.83M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.37K- 12.99% |
$188K - $213K
|
9.19K
$1.71M
|
|
|
May 02, 2023
Q1 2023
|
Ltg Capital LLC
|
SELL
|
- |
-1.4K- 1.36% |
$193K - $217K
|
102K
$18.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.42K- 3.89% |
$195K - $220K
|
35.1K
$6.51M
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.42K- 40.14% |
$196K - $221K
|
2.12K
$394K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.43K- 5.16% |
$196K - $221K
|
26.2K
$4.85M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.51K- 7.12% |
$207K - $234K
|
19.7K
$3.65M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.53K- 22.49% |
$210K - $237K
|
5.27K
$978K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.55K- 10.11% |
$212K - $240K
|
13.7K
$2.55M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.56K- 98.36% |
$215K - $242K
|
26
$4.82K
|
|
|
Apr 26, 2023
Q1 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.61K- 47.53% |
$222K - $250K
|
1.78K
$331K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.64K- 4.62% |
$225K - $254K
|
33.8K
$6.28M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.68K- 9.13% |
$230K - $260K
|
16.7K
$3.1M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.73K- 8.9% |
$238K - $268K
|
17.7K
$3.29M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.77K- 1.51% |
$243K - $274K
|
116K
$21.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-1.88K- 7.13% |
$258K - $291K
|
24.5K
$4.54M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2K- 11.17% |
$275K - $310K
|
15.9K
$2.95M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.01K- 24.98% |
$276K - $312K
|
6.05K
$1.12M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.02K- 1.21% |
$277K - $313K
|
164K
$30.5M
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.04K- 1.05% |
$280K - $316K
|
192K
$35.6M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.05K- 10.21% |
$282K - $318K
|
18K
$3.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-2.08K- 9.45% |
$286K - $322K
|
19.9K
$3.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2.12K- 3.07% |
$291K - $328K
|
67K
$12.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.12K- 6.6% |
$292K - $329K
|
30K
$5.57M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.13K- 0.42% |
$293K - $330K
|
502K
$93.2M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.16K- 1.76% |
$297K - $335K
|
120K
$22.3M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.2K- 2.62% |
$302K - $341K
|
81.7K
$15.2M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.22K- 15.02% |
$304K - $343K
|
12.5K
$2.33M
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.25K- 18.16% |
$308K - $348K
|
10.1K
$1.88M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.25K- 1.18% |
$309K - $349K
|
188K
$34.9M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.26K- 8.68% |
$311K - $351K
|
23.8K
$4.42M
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.26K- 22.47% |
$311K - $351K
|
7.81K
$1.45M
|