Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
148K+ 101.54% |
$20.9M - $23M
|
294K
$54.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
138K+ 47.06% |
$19.4M - $21.3M
|
430K
$79.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
136K+ 23.81% |
$19.2M - $21.1M
|
708K
$131M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
133K+ 244.82% |
$18.8M - $20.6M
|
187K
$34.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
127KNew |
$17.9M - $19.7M
|
127K
$23.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
125K+ 72.69% |
$17.6M - $19.4M
|
297K
$55.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
123KNew |
$17.3M - $19M
|
123K
$22.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
118K+ 14.14% |
$16.6M - $18.3M
|
952K
$177M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
113K+ 1.46% |
$15.9M - $17.4M
|
7.81M
$1.45B
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
110K+ 89.39% |
$15.5M - $17.1M
|
233K
$43.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
109KNew |
$15.4M - $17M
|
109K
$20.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
107KNew |
$15.2M - $16.7M
|
107K
$19.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
105K+ 215.3% |
$14.9M - $16.3M
|
154K
$28.6M
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
100KNew |
$14.1M - $15.5M
|
100K
$18.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
90.6K+ 442.98% |
$12.8M - $14M
|
111K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
87.1K+ 96.03% |
$12.3M - $13.5M
|
178K
$33M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
85.2K+ 20.64% |
$12M - $13.2M
|
498K
$92.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
84.6KNew |
$11.9M - $13.1M
|
84.6K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
84.1K+ 3487.8% |
$11.9M - $13M
|
86.5K
$16M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
81K+ 154.64% |
$11.4M - $12.6M
|
133K
$24.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
79.2K+ 77.79% |
$11.2M - $12.3M
|
181K
$33.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
79.1K+ 15.5% |
$11.2M - $12.3M
|
590K
$109M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
78.8KNew |
$11.1M - $12.2M
|
78.8K
$14.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
BUY
|
- |
77.9KNew |
$11M - $12.1M
|
77.9K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
73.7KNew |
$10.4M - $11.4M
|
73.7K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
72.8K+ 27.86% |
$10.3M - $11.3M
|
334K
$62M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
72.3K+ 37.88% |
$10.2M - $11.2M
|
263K
$48.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
71.2K+ 1195.47% |
$10M - $11M
|
77.2K
$14.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
67.8K+ 78.64% |
$9.57M - $10.5M
|
154K
$28.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
67.5K+ 708.4% |
$9.52M - $10.5M
|
77K
$14.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
67KNew |
$9.45M - $10.4M
|
67K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
66.5K+ 6.58% |
$9.38M - $10.3M
|
1.08M
$200M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
65.4KNew |
$9.22M - $10.1M
|
65.4K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
65.1K+ 2214.11% |
$9.18M - $10.1M
|
68.1K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
60K+ 1200.0% |
$8.46M - $9.3M
|
65K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
56.9KNew |
$8.03M - $8.82M
|
56.9K
$10.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
56.8K+ 52.81% |
$8.02M - $8.81M
|
164K
$30.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
56.3KNew |
$7.94M - $8.73M
|
56.3K
$10.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
53.8KNew |
$7.59M - $8.34M
|
53.8K
$9.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
52.7K+ 10.09% |
$7.44M - $8.17M
|
575K
$107M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
50.9K+ 378.83% |
$7.18M - $7.89M
|
64.4K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50.6KNew |
$7.13M - $7.84M
|
50.6K
$9.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
50KNew |
$7.05M - $7.75M
|
50K
$9.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
48.5KNew |
$6.84M - $7.52M
|
48.5K
$9M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.4K+ 6.25% |
$6.55M - $7.2M
|
789K
$146M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
43.8K+ 31.69% |
$6.18M - $6.79M
|
182K
$33.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
43KNew |
$6.06M - $6.66M
|
43K
$7.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
42KNew |
$5.92M - $6.51M
|
42K
$7.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
39.9K+ 41.37% |
$5.63M - $6.19M
|
136K
$25.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39.4K+ 50.0% |
$5.56M - $6.11M
|
118K
$21.9M
|