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
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.49K- 3.6% |
$1.03M - $1.16M
|
201K
$37.3M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-7.51K- 4.27% |
$1.03M - $1.16M
|
168K
$31.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-7.78K- 52.64% |
$1.07M - $1.21M
|
7K
$1.3M
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-7.89K- 18.5% |
$1.08M - $1.22M
|
34.7K
$6.44M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-8.21K- 98.75% |
$1.13M - $1.27M
|
104
$19.3K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.42K- 10.31% |
$1.16M - $1.3M
|
73.2K
$13.6M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-8.53K- 45.47% |
$1.17M - $1.32M
|
10.2K
$1.9M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.74K- 33.53% |
$1.2M - $1.35M
|
17.3K
$3.21M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.8K- 10.19% |
$1.21M - $1.36M
|
77.6K
$14.4M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-8.95K- 7.18% |
$1.23M - $1.39M
|
116K
$21.5M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-9.23K- 42.4% |
$1.27M - $1.43M
|
12.5K
$2.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-9.31K- 39.85% |
$1.28M - $1.44M
|
14K
$2.61M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-9.41K- 25.83% |
$1.29M - $1.46M
|
27K
$5.01M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-9.45K- 38.7% |
$1.3M - $1.46M
|
15K
$2.78M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-9.53K- 43.02% |
$1.31M - $1.48M
|
12.6K
$2.34M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9.87K- 1.9% |
$1.36M - $1.53M
|
511K
$94.7M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-9.9K- 6.67% |
$1.36M - $1.53M
|
139K
$25.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-10.4K- 68.85% |
$1.43M - $1.61M
|
4.69K
$871K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-10.6K- 7.17% |
$1.46M - $1.65M
|
138K
$25.5M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-10.6K- 45.04% |
$1.46M - $1.65M
|
13K
$2.41M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-11K- 73.71% |
$1.51M - $1.7M
|
3.91K
$726K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-11K- 2.94% |
$1.52M - $1.71M
|
365K
$67.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-11.3K- 29.62% |
$1.56M - $1.75M
|
26.9K
$4.99M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-11.3K- 57.85% |
$1.56M - $1.76M
|
8.26K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-11.3K- 15.52% |
$1.56M - $1.76M
|
61.7K
$11.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-11.5K- 18.68% |
$1.58M - $1.78M
|
49.9K
$9.26M
|
|
|
May 15, 2023
Q1 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-12.3K- 11.6% |
$1.69M - $1.9M
|
93.6K
$17.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
SELL
|
- |
-12.6K- 9.48% |
$1.73M - $1.95M
|
120K
$22.3M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-13K- 3.69% |
$1.79M - $2.01M
|
340K
$63M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-13.8K- 98.96% |
$1.9M - $2.14M
|
145
$26.9K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.3K- 12.32% |
$1.96M - $2.21M
|
101K
$18.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-14.6K- 28.58% |
$2M - $2.25M
|
36.4K
$6.74M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-14.6K- 47.59% |
$2M - $2.26M
|
16K
$2.98M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-15.5K- 34.3% |
$2.13M - $2.4M
|
29.6K
$5.5M
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
SELL
|
- |
-15.6K- 65.48% |
$2.15M - $2.42M
|
8.24K
$1.53M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15.7K- 9.52% |
$2.16M - $2.44M
|
150K
$27.7M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-15.8K- 21.41% |
$2.17M - $2.45M
|
57.9K
$10.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-15.8K- 1.15% |
$2.18M - $2.46M
|
1.37M
$254M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-16.4K- 77.34% |
$2.25M - $2.54M
|
4.81K
$891K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-16.9K- 86.68% |
$2.32M - $2.62M
|
2.6K
$483K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-18.2K- 10.07% |
$2.5M - $2.82M
|
163K
$30.2M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.4K- 10.13% |
$2.52M - $2.85M
|
163K
$30.2M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-20.2K- 10.35% |
$2.78M - $3.14M
|
175K
$32.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-21.2K- 42.93% |
$2.91M - $3.29M
|
28.2K
$5.23M
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-21.5K- 62.55% |
$2.95M - $3.33M
|
12.8K
$2.38M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-21.6K- 85.86% |
$2.96M - $3.34M
|
3.56K
$660K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.3K- 8.24% |
$3.06M - $3.45M
|
248K
$46M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-22.3K- 41.27% |
$3.06M - $3.46M
|
31.7K
$5.89M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-22.4K- 49.11% |
$3.08M - $3.47M
|
23.2K
$4.31M
|
|
|
May 10, 2023
Q1 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-22.8K- 15.57% |
$3.12M - $3.53M
|
123K
$22.9M
|