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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.66K- 10.02% |
$651K - $697K
|
41.9K
$7.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.74K- 16.12% |
$662K - $710K
|
24.7K
$4.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.78K- 35.74% |
$667K - $715K
|
8.59K
$1.57M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.9K- 2.5% |
$684K - $733K
|
191K
$35M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.96K- 21.0% |
$693K - $743K
|
18.7K
$3.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.18K- 20.5% |
$723K - $775K
|
20.1K
$3.68M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5.64K- 2.94% |
$788K - $845K
|
186K
$34.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5.99K- 13.47% |
$836K - $896K
|
38.5K
$7.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6.18K- 16.84% |
$863K - $925K
|
30.5K
$5.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.44K- 3.75% |
$899K - $964K
|
165K
$30.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-7.1K- 83.77% |
$991K - $1.06M
|
1.38K
$252K
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-7.11K- 21.31% |
$993K - $1.06M
|
26.3K
$4.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.18K- 8.35% |
$1M - $1.07M
|
78.8K
$14.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-7.3K- 21.63% |
$1.02M - $1.09M
|
26.4K
$4.84M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.31K- 48.56% |
$1.02M - $1.09M
|
7.74K
$1.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-7.48K- 2.41% |
$1.04M - $1.12M
|
303K
$55.5M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-7.65K- 3.53% |
$1.07M - $1.14M
|
209K
$38.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.67K- 25.76% |
$1.07M - $1.15M
|
22.1K
$4.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-7.75K- 48.72% |
$1.08M - $1.16M
|
8.16K
$1.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.77K- 7.52% |
$1.09M - $1.16M
|
95.6K
$17.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-7.98K- 33.67% |
$1.11M - $1.19M
|
15.7K
$2.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.62K- 14.89% |
$1.2M - $1.29M
|
49.3K
$9.04M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-8.88K- 51.01% |
$1.24M - $1.33M
|
8.53K
$1.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-9.01K- 47.03% |
$1.26M - $1.35M
|
10.2K
$1.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-9.03K- 12.01% |
$1.26M - $1.35M
|
66.1K
$12.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-9.06K- 21.39% |
$1.26M - $1.35M
|
33.3K
$6.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-9.21K- 13.75% |
$1.29M - $1.38M
|
57.8K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-9.31K- 91.1% |
$1.3M - $1.39M
|
910
$167K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-9.44K- 31.43% |
$1.32M - $1.41M
|
20.6K
$3.77M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.46K- 20.08% |
$1.32M - $1.42M
|
37.7K
$6.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-10.3K- 66.97% |
$1.44M - $1.54M
|
5.07K
$930K
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-10.4K- 75.74% |
$1.46M - $1.56M
|
3.34K
$612K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-11.1K- 37.25% |
$1.55M - $1.66M
|
18.7K
$3.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-12.5K- 7.65% |
$1.74M - $1.86M
|
150K
$27.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-13.5K- 7.75% |
$1.88M - $2.01M
|
160K
$29.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-14K- 25.03% |
$1.96M - $2.1M
|
42.1K
$7.71M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-14.2K- 28.48% |
$1.98M - $2.12M
|
35.6K
$6.53M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-14.3K- 28.59% |
$2M - $2.14M
|
35.7K
$6.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-14.5K- 39.16% |
$2.03M - $2.17M
|
22.6K
$4.14M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-15.9K- 5.25% |
$2.22M - $2.38M
|
287K
$52.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-16K- 59.28% |
$2.24M - $2.4M
|
11K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-16.3K- 22.21% |
$2.27M - $2.43M
|
56.9K
$10.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-16.5K- 10.05% |
$2.3M - $2.46M
|
147K
$27M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-16.7K- 9.47% |
$2.33M - $2.5M
|
160K
$29.2M
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-17.1K- 71.21% |
$2.39M - $2.56M
|
6.91K
$1.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-17.6K- 14.65% |
$2.45M - $2.63M
|
102K
$18.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-18K- 19.79% |
$2.52M - $2.7M
|
73.1K
$13.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-18.7K- 22.07% |
$2.61M - $2.79M
|
65.9K
$12.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-18.8K- 32.39% |
$2.63M - $2.81M
|
39.3K
$7.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19K- 12.69% |
$2.66M - $2.85M
|
131K
$24M
|