Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-348- 12.72% |
$53.5K - $58.9K
|
2.39K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-360- 1.34% |
$55.4K - $61K
|
26.4K
$4.7M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-361- 12.25% |
$55.5K - $61.1K
|
2.59K
$459K
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-363- 19.24% |
$55.8K - $61.5K
|
1.52K
$271K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-378- 2.03% |
$58.2K - $64K
|
18.2K
$3.24M
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-379- 10.01% |
$58.3K - $64.2K
|
3.41K
$605K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-385- 74.32% |
$59.2K - $65.2K
|
133
$23.6K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-393- 0.11% |
$60.5K - $66.6K
|
355K
$63M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-405- 1.74% |
$62.3K - $68.6K
|
22.9K
$4.06M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-406- 1.16% |
$62.5K - $68.8K
|
34.6K
$6.15M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-407- 19.75% |
$62.6K - $68.9K
|
1.65K
$294K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-414- 7.1% |
$63.7K - $70.1K
|
5.42K
$963K
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-416- 19.48% |
$64K - $70.5K
|
1.72K
$306K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-420- 4.64% |
$64.6K - $71.1K
|
8.64K
$1.53M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-420- 0.82% |
$64.6K - $71.1K
|
51.1K
$9.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-421- 1.13% |
$64.8K - $71.3K
|
36.8K
$6.53M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-428- 2.51% |
$65.8K - $72.5K
|
16.6K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-434- 3.21% |
$66.8K - $73.5K
|
13.1K
$2.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-435- 21.3% |
$66.9K - $73.7K
|
1.61K
$285K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-439- 6.03% |
$67.5K - $74.4K
|
6.84K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-443- 0.64% |
$68.2K - $75K
|
69.2K
$12.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-444- 40.92% |
$68.3K - $75.2K
|
641
$114K
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-445- 16.11% |
$68.5K - $75.4K
|
2.32K
$412K
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-449- 17.31% |
$69.1K - $76K
|
2.15K
$381K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-456- 4.39% |
$70.2K - $77.2K
|
9.93K
$1.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-463- 6.28% |
$71.2K - $78.4K
|
6.91K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-466- 18.18% |
$71.7K - $78.9K
|
2.1K
$373K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-473- 28.15% |
$72.8K - $80.1K
|
1.21K
$214K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-473- 1.73% |
$72.8K - $80.1K
|
26.9K
$4.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-482- 0.77% |
$74.2K - $81.6K
|
62.2K
$11.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-489- 10.24% |
$75.2K - $82.8K
|
4.29K
$761K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-490- 9.25% |
$75.4K - $83K
|
4.81K
$854K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-500- 15.6% |
$76.9K - $84.7K
|
2.71K
$481K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-505- 1.64% |
$77.7K - $85.5K
|
30.3K
$5.38M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-511- 27.89% |
$78.6K - $86.5K
|
1.32K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-518- 17.82% |
$79.7K - $87.7K
|
2.39K
$424K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-520- 28.03% |
$80K - $88.1K
|
1.34K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-528- 4.7% |
$81.2K - $89.4K
|
10.7K
$1.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-551- 2.31% |
$84.8K - $93.3K
|
23.3K
$4.13M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
SELL
|
- |
-554- 4.3% |
$85.2K - $93.8K
|
12.3K
$2.19M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-560- 11.05% |
$86.2K - $94.8K
|
4.51K
$801K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-562- 13.12% |
$86.5K - $95.2K
|
3.72K
$661K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-567- 9.66% |
$87.2K - $96K
|
5.3K
$942K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-570- 93.44% |
$87.7K - $96.5K
|
40
$7.11K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-578- 6.94% |
$88.9K - $97.9K
|
7.75K
$1.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-586- 5.76% |
$90.2K - $99.3K
|
9.59K
$1.7M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-588- 4.11% |
$90.5K - $99.6K
|
13.7K
$2.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
SELL
|
- |
-600- 23.08% |
$92.3K - $102K
|
2K
$355K
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-600- 10.74% |
$92.3K - $102K
|
4.99K
$886K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-601- 1.74% |
$92.5K - $102K
|
33.9K
$6.02M
|