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 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-880- 1.56% |
$133K - $143K
|
55.4K
$10.3M
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
SELL
|
- |
-901- 3.33% |
$136K - $147K
|
26.1K
$4.85M
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-931- 9.82% |
$140K - $152K
|
8.55K
$1.59M
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-939- 2.76% |
$142K - $153K
|
33.1K
$6.13M
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-959- 7.92% |
$145K - $156K
|
11.2K
$2.07M
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-961- 1.05% |
$145K - $157K
|
90.7K
$16.8M
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-964- 1.05% |
$145K - $157K
|
90.7K
$16.8M
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-985- 4.09% |
$149K - $161K
|
23.1K
$4.28M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-992- 4.17% |
$150K - $162K
|
22.8K
$4.23M
|
|
Feb 15, 2022
Q4 2021
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-995- 5.84% |
$150K - $162K
|
16K
$2.98M
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1K- 26.61% |
$151K - $163K
|
2.76K
$513K
|
|
Feb 14, 2022
Q4 2021
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-1.01K- 1.1% |
$152K - $164K
|
90.2K
$16.7M
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-1.01K- 22.13% |
$152K - $164K
|
3.55K
$659K
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.01K- 10.35% |
$152K - $165K
|
8.75K
$1.62M
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.08K- 4.91% |
$163K - $176K
|
20.9K
$3.87M
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.09K- 5.05% |
$164K - $178K
|
20.5K
$3.8M
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-1.13K- 40.69% |
$170K - $184K
|
1.64K
$305K
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-1.14K- 6.57% |
$173K - $186K
|
16.3K
$3.02M
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.15K- 1.07% |
$174K - $187K
|
107K
$19.8M
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.18K- 21.95% |
$178K - $192K
|
4.2K
$778K
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.18K- 32.11% |
$179K - $193K
|
2.5K
$464K
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-1.19KClosed |
$180K - $194K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.2K- 12.71% |
$181K - $195K
|
8.23K
$1.53M
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.2K- 44.57% |
$181K - $195K
|
1.49K
$277K
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 10.62% |
$181K - $196K
|
10.1K
$1.87M
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.23K- 88.59% |
$186K - $201K
|
159
$29.5K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.32K- 5.41% |
$199K - $215K
|
23.1K
$4.29M
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.35KClosed |
$204K - $221K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-1.4K- 50.0% |
$211K - $228K
|
1.4K
$260K
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.42KClosed |
$214K - $231K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.43KClosed |
$216K - $233K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
SELL
|
- |
-1.45K- 0.17% |
$218K - $236K
|
872K
$162M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.46K- 0.68% |
$221K - $238K
|
212K
$39.4M
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.5K- 13.72% |
$226K - $245K
|
9.43K
$1.75M
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.54K- 26.61% |
$232K - $251K
|
4.24K
$787K
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-1.55K- 6.89% |
$234K - $253K
|
21K
$3.89M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.56K- 5.78% |
$235K - $253K
|
25.3K
$4.7M
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.61K- 50.0% |
$242K - $262K
|
1.61K
$298K
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-1.62K- 9.86% |
$244K - $263K
|
14.8K
$2.74M
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.62K- 18.13% |
$244K - $264K
|
7.3K
$1.35M
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.66KClosed |
$250K - $270K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.8K- 1.91% |
$271K - $293K
|
92.3K
$17.1M
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.8KClosed |
$271K - $293K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.81KClosed |
$272K - $294K
|
0
$0
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-1.81K- 6.28% |
$273K - $295K
|
27K
$5.01M
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.83K- 0.73% |
$276K - $298K
|
247K
$45.8M
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.95K- 9.81% |
$294K - $318K
|
17.9K
$3.32M
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.95K- 29.64% |
$294K - $318K
|
4.63K
$859K
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.97K- 29.35% |
$296K - $320K
|
4.73K
$878K
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
SELL
|
- |
-2K- 14.29% |
$302K - $326K
|
12K
$2.23M
|