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 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.36K- 33.85% |
$1.18M - $1.3M
|
16.3K
$3.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-8.7K- 79.09% |
$1.23M - $1.35M
|
2.3K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.96K- 31.43% |
$1.26M - $1.39M
|
19.6K
$3.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-9.28K- 24.59% |
$1.31M - $1.44M
|
28.5K
$5.28M
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-9.46K- 8.25% |
$1.33M - $1.47M
|
105K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.79K- 28.68% |
$1.38M - $1.52M
|
24.3K
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.2K- 99.4% |
$1.44M - $1.59M
|
62
$11.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-10.6K- 98.52% |
$1.5M - $1.65M
|
160
$29.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.8K- 8.86% |
$1.52M - $1.67M
|
111K
$20.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-10.9K- 10.66% |
$1.53M - $1.69M
|
91.2K
$16.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-11.1K- 0.82% |
$1.56M - $1.72M
|
1.33M
$247M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-11.2K- 36.62% |
$1.58M - $1.73M
|
19.3K
$3.59M
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-11.2K- 65.03% |
$1.58M - $1.73M
|
6.02K
$1.12M
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
SELL
|
- |
-11.3K- 45.05% |
$1.59M - $1.75M
|
13.8K
$2.55M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-11.4K- 10.97% |
$1.6M - $1.76M
|
92.3K
$17.1M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-12.2K- 24.37% |
$1.72M - $1.89M
|
37.8K
$7.01M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-12.4K- 8.06% |
$1.75M - $1.93M
|
142K
$26.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-12.5K- 4.44% |
$1.76M - $1.93M
|
268K
$49.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-12.8K- 9.11% |
$1.81M - $1.99M
|
128K
$23.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-13.1K- 11.4% |
$1.85M - $2.03M
|
102K
$18.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-13.2K- 23.2% |
$1.86M - $2.05M
|
43.7K
$8.11M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-13.9K- 13.58% |
$1.96M - $2.16M
|
88.5K
$16.4M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-14.1K- 3.32% |
$1.99M - $2.19M
|
410K
$76.1M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-14.1K- 3.32% |
$1.99M - $2.19M
|
410K
$76.1M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-14.2K- 58.83% |
$2M - $2.2M
|
9.92K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-14.2K- 33.75% |
$2M - $2.2M
|
27.9K
$5.17M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-14.4K- 62.07% |
$2.03M - $2.23M
|
8.8K
$1.63M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-14.4K- 26.92% |
$2.03M - $2.24M
|
39.2K
$7.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-14.5K- 45.73% |
$2.05M - $2.25M
|
17.2K
$3.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-14.5K- 56.45% |
$2.05M - $2.25M
|
11.2K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-14.9K- 24.41% |
$2.1M - $2.3M
|
46K
$8.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-15K- 16.67% |
$2.12M - $2.33M
|
75K
$13.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-15.1K- 67.38% |
$2.13M - $2.34M
|
7.3K
$1.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15.2K- 53.81% |
$2.15M - $2.36M
|
13.1K
$2.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-15.8K- 40.04% |
$2.23M - $2.45M
|
23.6K
$4.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-17.5K- 0.87% |
$2.47M - $2.71M
|
1.99M
$370M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-18.1K- 24.41% |
$2.56M - $2.81M
|
56.2K
$10.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-18.3K- 10.27% |
$2.58M - $2.84M
|
160K
$29.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-19.1K- 6.33% |
$2.7M - $2.96M
|
283K
$52.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-21.3K- 84.36% |
$3M - $3.3M
|
3.95K
$732K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-21.5K- 30.41% |
$3.03M - $3.33M
|
49.2K
$9.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-21.7K- 18.53% |
$3.07M - $3.37M
|
95.6K
$17.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-23.6K- 57.7% |
$3.33M - $3.66M
|
17.3K
$3.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-25.7K- 66.67% |
$3.62M - $3.98M
|
12.8K
$2.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-27.1K- 26.36% |
$3.82M - $4.2M
|
75.7K
$14.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-27.2K- 74.32% |
$3.83M - $4.21M
|
9.38K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-29K- 44.43% |
$4.09M - $4.5M
|
36.3K
$6.73M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-29K- 44.43% |
$4.09M - $4.5M
|
36.3K
$6.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-29.3K- 66.66% |
$4.13M - $4.54M
|
14.7K
$2.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-29.9K- 6.56% |
$4.22M - $4.63M
|
426K
$79M
|