Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
90+ 5.59% |
$12.6K - $13.5K
|
1.7K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
89+ 0.77% |
$12.4K - $13.3K
|
11.7K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
87+ 0.93% |
$12.1K - $13K
|
9.48K
$1.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
85+ 1.83% |
$11.9K - $12.7K
|
4.72K
$865K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
81+ 0.14% |
$11.3K - $12.1K
|
59.3K
$10.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
81+ 0.17% |
$11.3K - $12.1K
|
47.1K
$8.64M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
81+ 0.76% |
$11.3K - $12.1K
|
10.7K
$1.96M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
76+ 3.06% |
$10.6K - $11.4K
|
2.56K
$469K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
75+ 0.83% |
$10.5K - $11.2K
|
9.11K
$1.67M
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
75+ 0.44% |
$10.5K - $11.2K
|
17.2K
$3.15M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
75+ 1.74% |
$10.5K - $11.2K
|
4.38K
$802K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
74New |
$10.3K - $11.1K
|
74
$13.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
71+ 1.39% |
$9.91K - $10.6K
|
5.17K
$948K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
67+ 42.41% |
$9.35K - $10K
|
225
$41.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
60+ 0.94% |
$8.38K - $8.98K
|
6.41K
$1.17M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
59+ 0.56% |
$8.24K - $8.83K
|
10.6K
$1.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
56New |
$7.82K - $8.38K
|
56
$10.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
55+ 0.44% |
$7.68K - $8.23K
|
12.5K
$2.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
55+ 0.23% |
$7.68K - $8.23K
|
23.9K
$4.37M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
53+ 0.44% |
$7.4K - $7.93K
|
12.2K
$2.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
51New |
$7.12K - $7.63K
|
51
$9.35K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
49+ 2.32% |
$6.84K - $7.33K
|
2.16K
$396K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
45+ 2.84% |
$6.28K - $6.73K
|
1.63K
$299K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
45+ 2.62% |
$6.28K - $6.73K
|
1.76K
$323K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
45+ 0.8% |
$6.28K - $6.73K
|
5.67K
$1.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
43+ 0.21% |
$6K - $6.43K
|
20.9K
$3.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
BUY
|
- |
43+ 0.81% |
$6K - $6.43K
|
5.33K
$977K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
42+ 1.69% |
$5.86K - $6.28K
|
2.53K
$464K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
42+ 0.31% |
$5.86K - $6.28K
|
13.5K
$2.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
40+ 0.88% |
$5.58K - $5.99K
|
4.57K
$837K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
40+ 11.59% |
$5.58K - $5.99K
|
385
$70.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
40New |
$5.58K - $5.99K
|
40
$7.33K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
38New |
$5.31K - $5.69K
|
38
$6.97K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
37+ 1.65% |
$5.17K - $5.54K
|
2.28K
$417K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
36+ 1.4% |
$5.03K - $5.39K
|
2.61K
$478K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
35+ 13.78% |
$4.89K - $5.24K
|
289
$53K
|
|
|
Aug 02, 2023
Q2 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
34+ 1.59% |
$4.75K - $5.09K
|
2.17K
$398K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
30+ 0.44% |
$4.19K - $4.49K
|
6.78K
$1.24M
|
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
26+ 0.43% |
$3.63K - $3.89K
|
6.01K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
26+ 0.4% |
$3.63K - $3.89K
|
6.53K
$1.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
23+ 0.45% |
$3.21K - $3.44K
|
5.15K
$943K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
22+ 0.39% |
$3.07K - $3.29K
|
5.6K
$1.03M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
20New |
$2.79K - $2.99K
|
20
$3.67K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
20+ 0.45% |
$2.79K - $2.99K
|
4.43K
$812K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
20+ 4.84% |
$2.79K - $2.99K
|
433
$79.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.45% |
$2.65K - $2.84K
|
4.2K
$770K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
19+ 0.23% |
$2.65K - $2.84K
|
8.26K
$1.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18+ 0.3% |
$2.51K - $2.69K
|
6.06K
$1.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
17+ 0.36% |
$2.37K - $2.54K
|
4.79K
$878K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
16+ 0.92% |
$2.23K - $2.39K
|
1.75K
$321K
|