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 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
3.18K+ 3.83% |
$444K - $476K
|
86.4K
$15M
|
|
Aug 10, 2023
Q2 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.17K+ 20.98% |
$443K - $475K
|
18.3K
$3.18M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.17K+ 4.08% |
$443K - $474K
|
80.9K
$14.1M
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.17KNew |
$442K - $474K
|
3.17K
$550K
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.16K+ 37.51% |
$442K - $473K
|
11.6K
$2.02M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.15K+ 6.87% |
$439K - $471K
|
49K
$8.51M
|
|
Jul 17, 2023
Q2 2023
|
Capitol Family Office, Inc.
|
BUY
|
- |
3.09KNew |
$432K - $463K
|
3.09K
$538K
|
|
Aug 14, 2023
Q2 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
3.09K+ 7.51% |
$431K - $462K
|
44.2K
$7.69M
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.07K+ 20.75% |
$429K - $460K
|
17.9K
$3.11M
|
|
Jul 20, 2023
Q2 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3.06K+ 6.13% |
$427K - $458K
|
53K
$9.21M
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3.06K+ 2.56% |
$427K - $457K
|
122K
$21.3M
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.04K+ 8.97% |
$424K - $455K
|
36.9K
$6.42M
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3K+ 7500.0% |
$419K - $449K
|
3.04K
$528K
|
|
Jul 31, 2023
Q2 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
3KNew |
$419K - $449K
|
3K
$522K
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
BUY
|
- |
2.93K+ 3.89% |
$410K - $439K
|
78.4K
$13.6M
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
2.93K+ 3.52% |
$409K - $439K
|
86.3K
$15M
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.87KNew |
$401K - $430K
|
2.87K
$499K
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
2.79K+ 42.78% |
$389K - $417K
|
9.31K
$1.62M
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.76K+ 176.84% |
$385K - $413K
|
4.32K
$750K
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.75K+ 123.8% |
$384K - $412K
|
4.98K
$865K
|
|
Aug 08, 2023
Q2 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
2.74K+ 4.22% |
$383K - $411K
|
67.8K
$11.8M
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
2.73KNew |
$380K - $408K
|
2.73K
$474K
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
2.67K+ 2.64% |
$373K - $400K
|
104K
$18.1M
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.67KNew |
$373K - $400K
|
2.67K
$464K
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.67K+ 7.06% |
$372K - $399K
|
40.4K
$7.03M
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.64KNew |
$368K - $394K
|
2.64K
$458K
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
2.63KNew |
$367K - $394K
|
2.63K
$457K
|
|
Aug 09, 2023
Q2 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.62K+ 17.67% |
$365K - $392K
|
17.4K
$3.03M
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.61K+ 17.26% |
$364K - $391K
|
17.7K
$3.08M
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.59K+ 8.2% |
$361K - $387K
|
34.2K
$5.94M
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.57KNew |
$358K - $384K
|
2.57K
$446K
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.53K+ 19.36% |
$353K - $379K
|
15.6K
$2.71M
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.52K+ 15.73% |
$352K - $378K
|
18.6K
$3.23M
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.52K+ 14.44% |
$352K - $377K
|
20K
$3.47M
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2.51K+ 2.42% |
$350K - $375K
|
106K
$18.5M
|
|
Aug 14, 2023
Q2 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
2.5KNew |
$349K - $374K
|
2.5K
$435K
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.49K+ 11.33% |
$347K - $372K
|
24.5K
$4.25M
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.48KNew |
$346K - $370K
|
2.48K
$430K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.47K+ 5.57% |
$345K - $370K
|
46.9K
$8.15M
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.46K+ 12.58% |
$343K - $368K
|
22K
$3.82M
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.42KNew |
$337K - $362K
|
2.42K
$420K
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.41K+ 9.34% |
$336K - $360K
|
28.2K
$4.89M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.39K+ 3.08% |
$334K - $358K
|
80K
$13.9M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.39K+ 7.53% |
$334K - $358K
|
34.1K
$5.93M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.38K+ 2.98% |
$332K - $356K
|
82.1K
$14.3M
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.38KNew |
$332K - $356K
|
2.38K
$413K
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.38KNew |
$332K - $356K
|
2.38K
$413K
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.38KNew |
$332K - $356K
|
2.38K
$413K
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.35KNew |
$328K - $352K
|
2.35K
$409K
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.33KNew |
$326K - $349K
|
2.33K
$405K
|