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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-403- 0.92% |
$64.2K - $67.9K
|
43.3K
$8.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-404- 3.37% |
$64.3K - $68K
|
11.6K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-405- 1.59% |
$64.5K - $68.2K
|
25K
$4.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-410- 3.18% |
$65.3K - $69K
|
12.5K
$2.33M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-410- 3.85% |
$65.3K - $69K
|
10.2K
$1.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-411- 2.2% |
$65.4K - $69.2K
|
18.3K
$3.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-411- 2.67% |
$65.4K - $69.2K
|
15K
$2.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-423- 7.55% |
$67.3K - $71.2K
|
5.18K
$969K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-423- 45.34% |
$67.3K - $71.2K
|
510
$95.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-425- 1.42% |
$67.7K - $71.6K
|
29.5K
$5.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-426- 12.02% |
$67.8K - $71.7K
|
3.12K
$583K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-428- 13.41% |
$68.1K - $72.1K
|
2.76K
$517K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-430- 72.27% |
$68.5K - $72.4K
|
165
$30.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-433- 14.84% |
$68.9K - $72.9K
|
2.49K
$465K
|
|
|
Jul 22, 2024
Q2 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-440- 20.09% |
$70.1K - $74.1K
|
1.75K
$327K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-448- 2.86% |
$71.3K - $75.4K
|
15.2K
$2.85M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-448- 0.94% |
$71.3K - $75.4K
|
47.1K
$8.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-458- 2.4% |
$72.9K - $77.1K
|
18.6K
$3.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-461- 8.05% |
$73.4K - $77.6K
|
5.27K
$986K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-462- 27.73% |
$73.6K - $77.8K
|
1.2K
$225K
|
|
|
Aug 06, 2025
Q2 2024
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-464- 2.98% |
$73.9K - $78.1K
|
15.1K
$2.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-468- 8.82% |
$74.5K - $78.8K
|
4.84K
$905K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-480- 6.63% |
$76.4K - $80.8K
|
6.76K
$1.27M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-480- 15.12% |
$76.4K - $80.8K
|
2.69K
$504K
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-495- 1.53% |
$78.8K - $83.3K
|
31.8K
$5.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-495- 5.81% |
$78.8K - $83.3K
|
8.03K
$1.5M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-500- 10.4% |
$79.6K - $84.2K
|
4.31K
$806K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-502- 0.57% |
$79.9K - $84.5K
|
86.9K
$16.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-518- 7.17% |
$82.5K - $87.2K
|
6.71K
$1.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-519- 6.71% |
$82.6K - $87.4K
|
7.22K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-534- 4.12% |
$85K - $89.9K
|
12.4K
$2.33M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-535- 22.4% |
$85.2K - $90.1K
|
1.85K
$347K
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-553- 10.88% |
$88K - $93.1K
|
4.53K
$848K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-557- 24.92% |
$88.7K - $93.8K
|
1.68K
$314K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-583- 2.17% |
$92.8K - $98.2K
|
26.3K
$4.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-591- 14.61% |
$94.1K - $99.5K
|
3.45K
$646K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-594- 14.76% |
$94.6K - $100K
|
3.43K
$642K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-594- 14.76% |
$94.6K - $100K
|
3.43K
$642K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-609- 1.48% |
$97K - $103K
|
40.5K
$7.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-611- 2.03% |
$97.3K - $103K
|
29.5K
$5.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-611- 9.73% |
$97.3K - $103K
|
5.67K
$1.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-613- 1.64% |
$97.6K - $103K
|
36.8K
$6.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-615- 3.63% |
$97.9K - $104K
|
16.3K
$3.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-625- 2.14% |
$99.5K - $105K
|
28.6K
$5.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-633- 4.95% |
$101K - $107K
|
12.2K
$2.28M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-636- 4.05% |
$101K - $107K
|
15.1K
$2.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-636- 7.36% |
$101K - $107K
|
8.01K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-637- 5.48% |
$101K - $107K
|
11K
$2.06M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-642- 2.56% |
$102K - $108K
|
24.5K
$4.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-643- 4.15% |
$102K - $108K
|
14.9K
$2.78M
|