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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.27K- 11.17% |
$312K - $351K
|
18K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.3K- 7.23% |
$315K - $356K
|
29.4K
$5.46M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.33K- 12.81% |
$320K - $361K
|
15.9K
$2.94M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.45K- 14.01% |
$337K - $380K
|
15K
$2.79M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.53K- 32.24% |
$347K - $391K
|
5.31K
$985K
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.54K- 14.21% |
$349K - $394K
|
15.4K
$2.85M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.58K- 12.59% |
$354K - $400K
|
17.9K
$3.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.61K- 1.46% |
$358K - $404K
|
176K
$32.7M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2.63K- 23.14% |
$361K - $407K
|
8.73K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.64K- 4.76% |
$362K - $409K
|
52.8K
$9.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.66K- 8.2% |
$365K - $412K
|
29.8K
$5.52M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.74K- 2.03% |
$376K - $424K
|
132K
$24.5M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.82K- 49.81% |
$388K - $437K
|
2.84K
$528K
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-2.88K- 9.02% |
$396K - $447K
|
29.1K
$5.39M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.89K- 15.48% |
$397K - $447K
|
15.8K
$2.93M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.9K- 37.46% |
$398K - $449K
|
4.84K
$897K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.98K- 0.84% |
$410K - $462K
|
352K
$65.3M
|
|
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-3K- 13.64% |
$412K - $465K
|
19K
$3.53M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.31K- 55.55% |
$455K - $513K
|
2.65K
$491K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.38K- 2.03% |
$465K - $524K
|
164K
$30.4M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.38K- 16.6% |
$465K - $524K
|
17K
$3.15M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-3.51K- 50.53% |
$482K - $544K
|
3.44K
$638K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3.51K- 97.37% |
$483K - $545K
|
95
$17.6K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-3.55K- 2.81% |
$488K - $550K
|
123K
$22.8M
|
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-3.6K- 21.9% |
$495K - $558K
|
12.8K
$2.38M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-3.71K- 27.88% |
$510K - $575K
|
9.6K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-3.77K- 48.33% |
$518K - $585K
|
4.03K
$748K
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-3.79K- 53.72% |
$520K - $587K
|
3.26K
$605K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-4.21K- 7.77% |
$579K - $653K
|
50K
$9.28M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.36K- 14.7% |
$598K - $675K
|
25.3K
$4.69M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.41K- 15.69% |
$606K - $684K
|
23.7K
$4.4M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4.43K- 6.01% |
$609K - $687K
|
69.3K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-4.5K- 22.02% |
$618K - $697K
|
15.9K
$2.95M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.53K- 93.63% |
$622K - $702K
|
308
$57.1K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.72K- 0.19% |
$649K - $732K
|
2.52M
$468M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.08K- 17.47% |
$698K - $788K
|
24K
$4.46M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-5.26K- 33.39% |
$722K - $814K
|
10.5K
$1.95M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5.43K- 92.93% |
$746K - $841K
|
413
$76.6K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-5.45K- 9.58% |
$748K - $844K
|
51.4K
$9.54M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.63K- 4.09% |
$773K - $872K
|
132K
$24.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-5.7K- 61.65% |
$783K - $883K
|
3.54K
$658K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-5.72K- 29.83% |
$786K - $886K
|
13.5K
$2.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.93K- 77.87% |
$815K - $920K
|
1.69K
$313K
|
|
|
May 10, 2023
Q1 2023
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-6.17K- 8.67% |
$848K - $957K
|
65K
$12.1M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6.17K- 4.83% |
$848K - $957K
|
122K
$22.5M
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-6.44K- 9.83% |
$885K - $999K
|
59.1K
$11M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.56K- 32.44% |
$900K - $1.02M
|
13.7K
$2.53M
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-7.27K- 31.35% |
$998K - $1.13M
|
15.9K
$2.95M
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-7.41K- 1.26% |
$1.02M - $1.15M
|
581K
$108M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-7.49K- 33.22% |
$1.03M - $1.16M
|
15.1K
$2.79M
|