Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
48.2K+ 359.19% |
$7.67M - $8.11M
|
61.6K
$11.2M
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
47.8K+ 1166.15% |
$7.61M - $8.05M
|
51.9K
$9.4M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
45.4K+ 9.2% |
$7.24M - $7.65M
|
539K
$97.7M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45.4K+ 4.45% |
$7.22M - $7.64M
|
1.06M
$193M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
44.9K+ 322.74% |
$7.15M - $7.56M
|
58.8K
$10.7M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
44.8K+ 53.33% |
$7.13M - $7.54M
|
129K
$23.3M
|
|
Jul 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
44.5KNew |
$7.08M - $7.49M
|
44.5K
$8.06M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.3K+ 5.06% |
$6.9M - $7.3M
|
899K
$163M
|
|
Jul 22, 2024
Q2 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
43K+ 14.89% |
$6.85M - $7.24M
|
332K
$60.1M
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
40K+ 119.94% |
$6.36M - $6.73M
|
73.3K
$13.3M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
37.9K+ 18.47% |
$6.04M - $6.38M
|
243K
$44M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
36.4K+ 523.92% |
$5.79M - $6.13M
|
43.3K
$7.85M
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
36.2K+ 22370.37% |
$5.77M - $6.1M
|
36.4K
$6.59M
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
35.7KNew |
$5.69M - $6.02M
|
35.7K
$6.47M
|
|
Aug 14, 2024
Q2 2024
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
35.4K+ 1.98% |
$5.63M - $5.95M
|
1.82M
$329M
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
35.4K+ 117.44% |
$5.63M - $5.95M
|
65.5K
$11.9M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.8K+ 0.94% |
$5.54M - $5.86M
|
3.74M
$677M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.4K+ 5.47% |
$5.15M - $5.45M
|
623K
$113M
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
30.6K+ 7.48% |
$4.88M - $5.16M
|
440K
$79.8M
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
30.6K+ 18.5% |
$4.87M - $5.15M
|
196K
$35.5M
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
29.1K+ 33.72% |
$4.63M - $4.89M
|
115K
$20.9M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
28.6KNew |
$4.55M - $4.81M
|
28.6K
$5.18M
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
28.5KNew |
$4.54M - $4.8M
|
28.5K
$5.16M
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
28.2K+ 254.51% |
$4.49M - $4.75M
|
39.3K
$7.11M
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
27.1K+ 206.16% |
$4.32M - $4.57M
|
40.3K
$7.3M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
27K+ 61.36% |
$4.3M - $4.54M
|
70.9K
$12.8M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.9K+ 670.85% |
$4.28M - $4.53M
|
30.9K
$5.6M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.4K+ 58.76% |
$4.2M - $4.44M
|
71.3K
$12.9M
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
BUY
|
- |
25.8K+ 296.33% |
$4.12M - $4.35M
|
34.6K
$6.26M
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
25.5K+ 11.93% |
$4.06M - $4.29M
|
239K
$43.3M
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
25.4K+ 396.56% |
$4.04M - $4.27M
|
31.8K
$5.76M
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
24.9K+ 20.62% |
$3.96M - $4.19M
|
146K
$26.4M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
24.7K+ 6.23% |
$3.94M - $4.16M
|
422K
$76.3M
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
24.7K+ 5.42% |
$3.93M - $4.16M
|
480K
$87M
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
23.9K+ 89.58% |
$3.8M - $4.02M
|
50.5K
$9.15M
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
23.6KNew |
$3.75M - $3.97M
|
23.6K
$4.27M
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
23.2KNew |
$3.7M - $3.91M
|
23.2K
$4.21M
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
22.6KNew |
$3.61M - $3.81M
|
22.6K
$4.1M
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
22.1KNew |
$3.52M - $3.72M
|
22.1K
$4M
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
21.6K+ 8.35% |
$3.43M - $3.63M
|
280K
$50.7M
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
BUY
|
- |
21.6K+ 356.05% |
$3.43M - $3.63M
|
27.6K
$5M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
21.2KNew |
$3.37M - $3.56M
|
21.2K
$3.83M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
21K+ 11.78% |
$3.34M - $3.53M
|
199K
$36.1M
|
|
Aug 02, 2024
Q2 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
20.9K+ 11.55% |
$3.33M - $3.52M
|
202K
$36.6M
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
20K+ 3.46% |
$3.19M - $3.37M
|
598K
$108M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20K+ 40.84% |
$3.18M - $3.37M
|
68.9K
$12.5M
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
19.6KNew |
$3.13M - $3.31M
|
19.6K
$3.56M
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
18.8K+ 21.52% |
$2.99M - $3.16M
|
106K
$19.2M
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
18.5K+ 193.1% |
$2.95M - $3.12M
|
28.1K
$5.09M
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
18.5KNew |
$2.94M - $3.11M
|
18.5K
$3.35M
|