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 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.5K+ 565.26% |
$3.23M - $3.65M
|
27.7K
$5.14M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
22.4KNew |
$3.08M - $3.47M
|
22.4K
$4.16M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.2K+ 2.41% |
$3.05M - $3.44M
|
945K
$175M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
22.2K+ 41.07% |
$3.04M - $3.43M
|
76.1K
$14.1M
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
21.6KNew |
$2.96M - $3.34M
|
21.6K
$4M
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
20.8KNew |
$2.86M - $3.22M
|
20.8K
$3.86M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
20.6K+ 6.47% |
$2.83M - $3.2M
|
340K
$63M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20.6K+ 79.6% |
$2.83M - $3.19M
|
46.4K
$8.61M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20.2K+ 523.59% |
$2.77M - $3.13M
|
24.1K
$4.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
20.1K+ 101.79% |
$2.76M - $3.12M
|
39.9K
$7.39M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
19.5K+ 25.82% |
$2.68M - $3.02M
|
95.1K
$17.6M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.4KNew |
$2.67M - $3.01M
|
19.4K
$3.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
19.1K+ 6.94% |
$2.62M - $2.95M
|
294K
$54.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
18.9K+ 31.1% |
$2.6M - $2.93M
|
79.7K
$14.8M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.7K+ 14.24% |
$2.57M - $2.9M
|
150K
$27.8M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
18.4K+ 32.23% |
$2.53M - $2.85M
|
75.5K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
17.8KNew |
$2.44M - $2.75M
|
17.8K
$3.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
17.3K+ 32.35% |
$2.37M - $2.68M
|
70.7K
$13.1M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.9K+ 142.19% |
$2.32M - $2.62M
|
28.8K
$5.35M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.1K+ 1.43% |
$2.21M - $2.49M
|
1.14M
$211M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
16KNew |
$2.2M - $2.49M
|
16K
$2.98M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
15.2K+ 7.54% |
$2.09M - $2.36M
|
217K
$40.2M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
14.9KNew |
$2.05M - $2.32M
|
14.9K
$2.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
14.8K+ 21.59% |
$2.03M - $2.29M
|
83.3K
$15.5M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
14.7K+ 10119.31% |
$2.02M - $2.27M
|
14.8K
$2.75M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
14.6KNew |
$2M - $2.26M
|
14.6K
$2.7M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.5K+ 49.55% |
$2M - $2.25M
|
43.9K
$8.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
14.1K+ 644.68% |
$1.94M - $2.19M
|
16.3K
$3.02M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
13.9KNew |
$1.9M - $2.15M
|
13.9K
$2.57M
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
13.9KNew |
$1.9M - $2.15M
|
13.9K
$2.57M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
13.7K+ 357.94% |
$1.89M - $2.13M
|
17.6K
$3.26M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.3K+ 36.48% |
$1.83M - $2.06M
|
49.8K
$9.24M
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
13.2K+ 59.74% |
$1.82M - $2.05M
|
35.4K
$6.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
13.1KNew |
$1.8M - $2.03M
|
13.1K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
13.1K+ 1.11% |
$1.79M - $2.02M
|
1.19M
$221M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13KNew |
$1.78M - $2.01M
|
13K
$2.4M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$1.71M - $1.93M
|
12.5K
$2.31M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
12.1K+ 116.57% |
$1.67M - $1.88M
|
22.6K
$4.19M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
11.7KNew |
$1.61M - $1.81M
|
11.7K
$2.17M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
11.5K+ 19.57% |
$1.58M - $1.78M
|
70.3K
$13M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
11.4KNew |
$1.57M - $1.77M
|
11.4K
$2.12M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
11.4K+ 14.02% |
$1.57M - $1.77M
|
92.9K
$17.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11.4KNew |
$1.56M - $1.77M
|
11.4K
$2.11M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.3K+ 13.95% |
$1.56M - $1.76M
|
92.6K
$17.2M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11.3K+ 91.6% |
$1.55M - $1.75M
|
23.6K
$4.38M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.2K+ 163.46% |
$1.54M - $1.74M
|
18.1K
$3.35M
|
|
|
May 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
10.9K+ 13.63% |
$1.5M - $1.69M
|
91.1K
$16.9M
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
10.9K+ 166.69% |
$1.5M - $1.69M
|
17.5K
$3.24M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.8K+ 25.32% |
$1.49M - $1.68M
|
53.7K
$9.96M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.7KNew |
$1.46M - $1.65M
|
10.7K
$1.98M
|