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 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.32K+ 6.68% |
$324K - $347K
|
37K
$6.9M
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2.32KNew |
$324K - $347K
|
2.32K
$432K
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.28KNew |
$319K - $342K
|
2.28K
$426K
|
|
Aug 03, 2023
Q2 2023
|
Mad River Investors
|
BUY
|
- |
2.27KNew |
$317K - $340K
|
2.27K
$423K
|
|
Jul 28, 2023
Q2 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2.25KNew |
$314K - $337K
|
2.25K
$419K
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2.25KNew |
$313K - $336K
|
2.25K
$418K
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2.24KNew |
$313K - $336K
|
2.24K
$418K
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.22K+ 5.95% |
$309K - $331K
|
39.5K
$7.35M
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.19K+ 20.19% |
$305K - $327K
|
13K
$2.42M
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.17KNew |
$303K - $325K
|
2.17K
$404K
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2.13KNew |
$297K - $319K
|
2.13K
$397K
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.13K+ 4.62% |
$297K - $319K
|
48.2K
$8.98M
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.12KNew |
$296K - $317K
|
2.12K
$394K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.06K+ 63.63% |
$288K - $308K
|
5.3K
$987K
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.05KNew |
$286K - $306K
|
2.05K
$381K
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.04KNew |
$284K - $305K
|
2.04K
$379K
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
2.03KNew |
$284K - $304K
|
2.03K
$379K
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.95K+ 12.62% |
$272K - $291K
|
17.4K
$3.23M
|
|
Jul 20, 2023
Q2 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
1.94KNew |
$271K - $290K
|
1.94K
$361K
|
|
Jul 14, 2023
Q2 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
1.93K+ 2.37% |
$269K - $288K
|
83.3K
$15.5M
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.85K+ 1.33% |
$258K - $277K
|
141K
$26.3M
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.84K+ 10.16% |
$256K - $275K
|
19.9K
$3.71M
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
1.83KNew |
$256K - $274K
|
1.83K
$341K
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.82K+ 4.06% |
$254K - $272K
|
46.6K
$8.68M
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.8KNew |
$251K - $269K
|
1.8K
$335K
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.8KNew |
$251K - $269K
|
1.8K
$334K
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
1.79K+ 15.72% |
$250K - $268K
|
13.2K
$2.46M
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.79KNew |
$250K - $268K
|
1.79K
$334K
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.78KNew |
$249K - $266K
|
1.78K
$332K
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.77KNew |
$247K - $265K
|
1.77K
$330K
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
1.77KNew |
$247K - $264K
|
1.77K
$329K
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.75K+ 3.99% |
$244K - $262K
|
45.6K
$8.5M
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.74K+ 16.72% |
$243K - $261K
|
12.2K
$2.27M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.74KNew |
$243K - $260K
|
1.74K
$324K
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.69KNew |
$236K - $253K
|
1.69K
$315K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 3.39% |
$234K - $251K
|
51.2K
$9.55M
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.68K+ 12.31% |
$234K - $251K
|
15.3K
$2.85M
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.67KNew |
$233K - $250K
|
1.67K
$311K
|
|
Aug 14, 2023
Q2 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
1.66KNew |
$232K - $249K
|
1.66K
$310K
|
|
Nov 14, 2024
Q2 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
1.66KNew |
$231K - $248K
|
1.66K
$309K
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.58KNew |
$221K - $236K
|
1.58K
$294K
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.57K+ 58.61% |
$220K - $235K
|
4.26K
$793K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.55K+ 20.92% |
$217K - $232K
|
8.97K
$1.67M
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.55K+ 12.07% |
$216K - $232K
|
14.4K
$2.68M
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.54K+ 1.48% |
$215K - $231K
|
106K
$19.8M
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.52K+ 4.98% |
$212K - $227K
|
32K
$5.96M
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.48KNew |
$207K - $222K
|
1.48K
$276K
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.48KNew |
$206K - $221K
|
1.48K
$276K
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
1.45K+ 7.16% |
$203K - $217K
|
21.8K
$4.05M
|
|
Jul 20, 2023
Q2 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
1.45KNew |
$202K - $217K
|
1.45K
$270K
|