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 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.65KNew |
$797K - $875K
|
5.65K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
5.55K+ 34.47% |
$783K - $860K
|
21.7K
$4.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.38K+ 17.53% |
$759K - $834K
|
36.1K
$6.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
5.34KNew |
$753K - $828K
|
5.34K
$991K
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
5.31K+ 375.78% |
$748K - $822K
|
6.72K
$1.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.22KNew |
$736K - $809K
|
5.22K
$968K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.14KNew |
$725K - $797K
|
5.14K
$953K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.13K+ 13.5% |
$724K - $796K
|
43.1K
$8.01M
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
5.09K+ 5.05% |
$718K - $789K
|
106K
$19.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
5.09K+ 21.28% |
$718K - $789K
|
29K
$5.39M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
5.09KNew |
$718K - $789K
|
5.09K
$944K
|
|
|
Nov 07, 2023
Q3 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
4.98K+ 343.59% |
$703K - $772K
|
6.43K
$1.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.9K+ 42.82% |
$691K - $760K
|
16.3K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.84K+ 206.13% |
$683K - $751K
|
7.19K
$1.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.83K+ 40.79% |
$681K - $748K
|
16.7K
$3.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.77K+ 41.12% |
$672K - $739K
|
16.4K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.73K+ 36.99% |
$668K - $734K
|
17.5K
$3.25M
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
4.67K+ 67.53% |
$658K - $723K
|
11.6K
$2.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
4.52K+ 79.12% |
$638K - $701K
|
10.2K
$1.9M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.46K+ 33.32% |
$629K - $691K
|
17.8K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
4.3K+ 29.9% |
$607K - $667K
|
18.7K
$3.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.24K+ 4.36% |
$598K - $658K
|
102K
$18.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.17K+ 18.98% |
$589K - $647K
|
26.2K
$4.85M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.16K+ 96.55% |
$587K - $645K
|
8.48K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.16K+ 26.6% |
$587K - $645K
|
19.8K
$3.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
4.16K+ 9.04% |
$586K - $644K
|
50.1K
$9.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4.15KNew |
$585K - $643K
|
4.15K
$769K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
4.11K+ 11.11% |
$580K - $637K
|
41.1K
$7.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.11K+ 3.78% |
$580K - $637K
|
113K
$21M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.07K+ 3.62% |
$574K - $631K
|
117K
$21.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.05K+ 1055.21% |
$571K - $628K
|
4.44K
$823K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
4.01K+ 3.3% |
$565K - $621K
|
125K
$23.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
3.98K+ 3.7% |
$561K - $616K
|
111K
$20.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.95KNew |
$557K - $613K
|
3.95K
$733K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.9K+ 34.65% |
$550K - $605K
|
15.2K
$2.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
3.85K+ 64.22% |
$543K - $597K
|
9.85K
$1.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.84KNew |
$541K - $595K
|
3.84K
$712K
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.83K+ 68.83% |
$540K - $593K
|
9.39K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.76K+ 4.15% |
$530K - $582K
|
94.3K
$17.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
3.69K+ 47.65% |
$521K - $573K
|
11.4K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.69K+ 11.52% |
$520K - $571K
|
35.7K
$6.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
3.68K+ 3.84% |
$519K - $571K
|
99.6K
$18.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.66K+ 74.27% |
$517K - $568K
|
8.6K
$1.59M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
BUY
|
- |
3.66K+ 20.7% |
$516K - $567K
|
21.3K
$3.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.6K+ 18.79% |
$507K - $557K
|
22.7K
$4.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.53K+ 12.52% |
$497K - $546K
|
31.7K
$5.88M
|
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
3.52KNew |
$496K - $545K
|
3.52K
$652K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
3.45K+ 22.58% |
$486K - $534K
|
18.7K
$3.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
3.4K+ 136.0% |
$480K - $527K
|
5.9K
$1.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.39K+ 12.7% |
$478K - $525K
|
30K
$5.57M
|