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 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
3.05K+ 27.03% |
$419K - $472K
|
14.3K
$2.66M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
3.03KNew |
$416K - $469K
|
3.03K
$562K
|
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3.03K+ 24.91% |
$415K - $469K
|
15.2K
$2.81M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3KNew |
$412K - $465K
|
3K
$557K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.98KNew |
$409K - $461K
|
2.98K
$552K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.86K+ 28.73% |
$392K - $443K
|
12.8K
$2.37M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.8K+ 80.41% |
$384K - $433K
|
6.27K
$1.16M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.74K+ 8.9% |
$376K - $424K
|
33.5K
$6.22M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.73KNew |
$375K - $423K
|
2.73K
$506K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
2.72K+ 19.64% |
$373K - $421K
|
16.6K
$3.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.72K+ 5.38% |
$373K - $421K
|
53.2K
$9.87M
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.68KNew |
$369K - $416K
|
2.68K
$498K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.65K+ 4.69% |
$364K - $411K
|
59.2K
$11M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.63K+ 4.74% |
$361K - $407K
|
58.1K
$10.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
2.56K+ 9.61% |
$351K - $396K
|
29.2K
$5.41M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.5K+ 4.75% |
$343K - $387K
|
55K
$10.2M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.48KNew |
$341K - $384K
|
2.48K
$460K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.43K+ 8.7% |
$333K - $376K
|
30.3K
$5.63M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.41K+ 4.66% |
$331K - $374K
|
54.2K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.41K+ 34.41% |
$331K - $373K
|
9.41K
$1.75M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
2.4K+ 2.25% |
$329K - $371K
|
109K
$20.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
2.37K+ 89.81% |
$326K - $368K
|
5.01K
$930K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
2.34K+ 13.87% |
$321K - $362K
|
19.2K
$3.56M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.33K+ 1.37% |
$319K - $360K
|
172K
$31.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
2.32K+ 21.6% |
$319K - $360K
|
13.1K
$2.42M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.29K+ 6.44% |
$315K - $355K
|
37.9K
$7.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.28KNew |
$313K - $353K
|
2.28K
$422K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
2.25K+ 2.5% |
$310K - $349K
|
92.4K
$17.1M
|
|
|
May 12, 2023
Q1 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.25K+ 17.9% |
$309K - $349K
|
14.8K
$2.75M
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.25K+ 3.89% |
$309K - $348K
|
60K
$11.1M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.24K+ 11.93% |
$308K - $347K
|
21K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.22KNew |
$305K - $344K
|
2.22K
$412K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.22K+ 21.56% |
$305K - $344K
|
12.5K
$2.32M
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.21KNew |
$303K - $342K
|
2.21K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
2.19K+ 4.31% |
$300K - $339K
|
53K
$9.82M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.17K+ 10.06% |
$299K - $337K
|
23.8K
$4.41M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.13KNew |
$292K - $330K
|
2.13K
$395K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.1K+ 8.19% |
$288K - $325K
|
27.7K
$5.15M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.08K+ 1.54% |
$285K - $322K
|
137K
$25.4M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.06K+ 4.07% |
$283K - $319K
|
52.7K
$9.78M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.05K+ 5.18% |
$282K - $318K
|
41.6K
$7.73M
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2.04K+ 4.92% |
$280K - $316K
|
43.4K
$8.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2KNew |
$275K - $310K
|
2K
$371K
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
2K+ 71.81% |
$275K - $310K
|
4.79K
$888K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.98K+ 340.86% |
$272K - $306K
|
2.56K
$474K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.95K+ 26.17% |
$267K - $302K
|
9.38K
$1.74M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
1.94K+ 4.3% |
$266K - $300K
|
47K
$8.73M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.94K+ 4.85% |
$266K - $300K
|
41.9K
$7.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
1.93K+ 5.19% |
$265K - $299K
|
39.1K
$7.25M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.92KNew |
$264K - $297K
|
1.92K
$356K
|