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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
4.69K+ 35.01% |
$721K - $793K
|
18.1K
$3.28M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.63K+ 6.26% |
$712K - $784K
|
78.6K
$14.2M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.59K+ 11.48% |
$706K - $777K
|
44.5K
$8.08M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.59KNew |
$705K - $777K
|
4.59K
$831K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.58K+ 271.39% |
$705K - $776K
|
6.27K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.58KNew |
$704K - $775K
|
4.58K
$830K
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
4.46K+ 92.37% |
$685K - $755K
|
9.28K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.45KNew |
$685K - $754K
|
4.45K
$807K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.4K+ 68.23% |
$677K - $745K
|
10.8K
$1.97M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.35K+ 1062.35% |
$668K - $736K
|
4.75K
$862K
|
|
|
May 13, 2024
Q1 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
4.34K+ 8.89% |
$668K - $736K
|
53.2K
$9.65M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.34K+ 119.64% |
$668K - $736K
|
7.97K
$1.45M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.3K+ 48.39% |
$662K - $729K
|
13.2K
$2.39M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4.29K+ 1.22% |
$660K - $727K
|
356K
$64.5M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.27K+ 2.92% |
$657K - $724K
|
151K
$27.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.25KNew |
$654K - $720K
|
4.25K
$771K
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
4.24KNew |
$653K - $718K
|
4.24K
$769K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
4.2K+ 9.07% |
$647K - $712K
|
50.6K
$9.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.18K+ 32.37% |
$643K - $708K
|
17.1K
$3.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
4.16KNew |
$640K - $705K
|
4.16K
$755K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.14KNew |
$637K - $701K
|
4.14K
$751K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.12K+ 5.19% |
$634K - $697K
|
83.5K
$15.1M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.11K+ 23.61% |
$632K - $696K
|
21.5K
$3.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.09KNew |
$630K - $693K
|
4.09K
$742K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.09K+ 10.65% |
$629K - $693K
|
42.5K
$7.71M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.08K+ 302.52% |
$628K - $691K
|
5.43K
$985K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.08K+ 103.22% |
$627K - $690K
|
8.03K
$1.46M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.05KNew |
$624K - $687K
|
4.05K
$735K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.04K+ 60.68% |
$622K - $684K
|
10.7K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.02K+ 7.54% |
$618K - $681K
|
57.3K
$10.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
4.01K+ 26.52% |
$616K - $679K
|
19.1K
$3.47M
|
|
|
May 13, 2024
Q1 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
4K+ 17.39% |
$615K - $677K
|
27K
$4.9M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.98K+ 17.18% |
$612K - $673K
|
27.1K
$4.92M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.97KNew |
$610K - $672K
|
3.97K
$719K
|
|
|
May 13, 2024
Q1 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
3.94KNew |
$607K - $668K
|
3.94K
$715K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.93K+ 11.68% |
$604K - $665K
|
37.6K
$6.81M
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
3.86K+ 23.24% |
$594K - $654K
|
20.5K
$3.71M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.82K+ 26.51% |
$587K - $646K
|
18.2K
$3.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.8K+ 43.6% |
$584K - $643K
|
12.5K
$2.27M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.79K+ 2280.72% |
$582K - $641K
|
3.95K
$717K
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.71KNew |
$570K - $628K
|
3.71K
$672K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
3.67K+ 32.68% |
$565K - $622K
|
14.9K
$2.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
3.66K+ 11.1% |
$563K - $620K
|
36.6K
$6.64M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
3.65K+ 36.67% |
$562K - $618K
|
13.6K
$2.47M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.65K+ 17.31% |
$561K - $618K
|
24.7K
$4.48M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.63K+ 40.19% |
$559K - $615K
|
12.7K
$2.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
3.56KNew |
$547K - $602K
|
3.56K
$645K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.54K+ 24.93% |
$545K - $600K
|
17.7K
$3.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.51K+ 18.99% |
$539K - $594K
|
22K
$3.98M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3.49KNew |
$536K - $591K
|
3.49K
$632K
|