Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.64K- 16.04% |
$756K - $831K
|
24.3K
$4.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.92K- 8.78% |
$800K - $881K
|
51K
$9.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.92K- 6.94% |
$802K - $882K
|
66K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.95K- 40.34% |
$806K - $886K
|
7.32K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-5K- 15.34% |
$813K - $895K
|
27.6K
$4.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.02K- 1.39% |
$818K - $900K
|
356K
$63.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.1K- 30.33% |
$830K - $913K
|
11.7K
$2.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.23K- 22.63% |
$852K - $937K
|
17.9K
$3.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.35K- 2.52% |
$871K - $959K
|
207K
$36.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-5.43K- 7.33% |
$884K - $973K
|
68.6K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-5.5K- 55.0% |
$896K - $985K
|
4.5K
$799K
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-5.55K- 29.75% |
$904K - $995K
|
13.1K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.6K- 35.22% |
$912K - $1M
|
10.3K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-5.71K- 41.78% |
$930K - $1.02M
|
7.96K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.07K- 32.37% |
$988K - $1.09M
|
12.7K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.12K- 71.26% |
$996K - $1.1M
|
2.47K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.16K- 0.63% |
$1M - $1.1M
|
966K
$172M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.41K- 6.76% |
$1.04M - $1.15M
|
88.3K
$15.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.6K- 1.63% |
$1.07M - $1.18M
|
398K
$70.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-6.71K- 11.1% |
$1.09M - $1.2M
|
53.8K
$9.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-6.76K- 74.35% |
$1.1M - $1.21M
|
2.33K
$414K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.33K- 4.54% |
$1.19M - $1.31M
|
154K
$27.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-7.4K- 5.88% |
$1.2M - $1.33M
|
118K
$21M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.76K- 44.85% |
$1.26M - $1.39M
|
9.54K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-8.03K- 13.72% |
$1.31M - $1.44M
|
50.5K
$8.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-8.15K- 20.94% |
$1.33M - $1.46M
|
30.8K
$5.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-8.35K- 32.64% |
$1.36M - $1.5M
|
17.2K
$3.06M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-8.52K- 63.17% |
$1.39M - $1.53M
|
4.97K
$883K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-8.56K- 21.36% |
$1.39M - $1.53M
|
31.5K
$5.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-8.75K- 7.59% |
$1.42M - $1.57M
|
107K
$18.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-9.09K- 32.4% |
$1.48M - $1.63M
|
19K
$3.37M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-9.25K- 39.9% |
$1.51M - $1.66M
|
13.9K
$2.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-9.83K- 46.83% |
$1.6M - $1.76M
|
11.2K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-9.95K- 63.89% |
$1.62M - $1.78M
|
5.62K
$999K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-10K- 27.53% |
$1.63M - $1.8M
|
26.4K
$4.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-10.1K- 35.85% |
$1.64M - $1.8M
|
18K
$3.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.2K- 75.98% |
$1.65M - $1.82M
|
3.21K
$570K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.5K- 1.95% |
$1.71M - $1.88M
|
529K
$94M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-11.1K- 66.19% |
$1.81M - $1.99M
|
5.68K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-11.4K- 99.57% |
$1.86M - $2.05M
|
49
$8.7K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.8K- 30.01% |
$1.92M - $2.11M
|
27.5K
$4.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-12.5K- 2.9% |
$2.04M - $2.24M
|
419K
$74.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.3K- 8.21% |
$2.16M - $2.38M
|
148K
$26.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-13.5K- 4.28% |
$2.19M - $2.41M
|
301K
$53.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-13.7K- 49.55% |
$2.23M - $2.45M
|
13.9K
$2.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14K- 39.42% |
$2.28M - $2.51M
|
21.5K
$3.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-14.7K- 52.37% |
$2.4M - $2.64M
|
13.4K
$2.38M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-15.3K- 7.54% |
$2.5M - $2.75M
|
188K
$33.4M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-15.5K- 4.66% |
$2.52M - $2.77M
|
317K
$56.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-15.7K- 72.29% |
$2.56M - $2.81M
|
6.02K
$1.07M
|