Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.56M+ 16146.28% |
$387M - $418M
|
2.58M
$478M
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.42M+ 34947.15% |
$214M - $231M
|
1.42M
$263M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.18M+ 10.91% |
$178M - $192M
|
12M
$2.23B
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
619K+ 7.33% |
$93.4M - $101M
|
9.07M
$1.68B
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
393KNew |
$59.4M - $64.1M
|
393K
$73M
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
371K+ 136.18% |
$55.9M - $60.4M
|
643K
$119M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
326K+ 7.72% |
$49.2M - $53.2M
|
4.55M
$844M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
318K+ 10.89% |
$47.9M - $51.8M
|
3.23M
$600M
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
299K+ 66.97% |
$45M - $48.7M
|
744K
$138M
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
298K+ 17.82% |
$45M - $48.6M
|
1.97M
$366M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
263K+ 48.14% |
$39.7M - $42.9M
|
810K
$150M
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
262KNew |
$39.5M - $42.7M
|
262K
$48.6M
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
242K+ 6.27% |
$36.5M - $39.4M
|
4.1M
$760M
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
208KNew |
$31.5M - $34M
|
208K
$38.7M
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
188K+ 24.29% |
$28.4M - $30.7M
|
964K
$179M
|
|
Mar 08, 2022
Q4 2021
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
169KNew |
$25.5M - $27.5M
|
169K
$31.3M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
158K+ 8.13% |
$23.9M - $25.8M
|
2.11M
$391M
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
147KNew |
$22.2M - $24M
|
147K
$27.3M
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
145KNew |
$21.9M - $23.7M
|
145K
$27M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
145K+ 8.65% |
$21.9M - $23.7M
|
1.82M
$338M
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
142KNew |
$21.4M - $23.1M
|
142K
$26.3M
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
142KNew |
$21.4M - $23.1M
|
142K
$26.3M
|
|
Feb 09, 2022
Q4 2021
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
133KNew |
$20.1M - $21.7M
|
133K
$24.7M
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
131KNew |
$19.8M - $21.3M
|
131K
$24.3M
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
123K+ 29781.8% |
$18.5M - $20M
|
123K
$22.8M
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
122KNew |
$18.4M - $19.9M
|
122K
$22.6M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
117K+ 2.74% |
$17.7M - $19.1M
|
4.39M
$814M
|
|
Feb 02, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
116K+ 1582.55% |
$17.6M - $19M
|
124K
$23M
|
|
Feb 14, 2022
Q4 2021
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
113KNew |
$17M - $18.3M
|
113K
$20.9M
|
|
Jul 22, 2022
Q4 2021
|
Ltg Capital LLC
|
BUY
|
- |
104KNew |
$15.8M - $17M
|
104K
$19.4M
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
BUY
|
- |
102K+ 15.0% |
$15.4M - $16.6M
|
780K
$145M
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
98.3K+ 4.33% |
$14.8M - $16M
|
2.37M
$439M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
90.5K+ 6.92% |
$13.7M - $14.7M
|
1.4M
$259M
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
87.2K+ 5604.5% |
$13.2M - $14.2M
|
88.8K
$16.5M
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
72.9K+ 1094.79% |
$11M - $11.9M
|
79.5K
$14.8M
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
69.9KNew |
$10.6M - $11.4M
|
69.9K
$13M
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
69KNew |
$10.4M - $11.2M
|
69K
$12.8M
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
62.9KNew |
$9.49M - $10.3M
|
62.9K
$11.7M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
62.6K+ 174.93% |
$9.45M - $10.2M
|
98.4K
$18.3M
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
61.3K+ 15.6% |
$9.24M - $9.99M
|
454K
$84.2M
|
|
Feb 11, 2022
Q4 2021
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
60.5KNew |
$9.12M - $9.86M
|
60.5K
$11.2M
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
57.1K+ 191.7% |
$8.61M - $9.31M
|
86.9K
$16.1M
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
56.4K+ 12.7% |
$8.51M - $9.2M
|
501K
$92.9M
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
BUY
|
- |
54.4K+ 3590.75% |
$8.2M - $8.86M
|
55.9K
$10.4M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.1K+ 3.42% |
$8.17M - $8.82M
|
1.63M
$303M
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
54.1KNew |
$8.16M - $8.82M
|
54.1K
$10M
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
53.1KNew |
$8.01M - $8.65M
|
53.1K
$9.85M
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
50KNew |
$7.54M - $8.15M
|
50K
$9.28M
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
49.5KNew |
$7.48M - $8.08M
|
49.5K
$9.19M
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
48.8K+ 198.08% |
$7.36M - $7.95M
|
73.4K
$13.6M
|