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 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
18K+ 16.53% |
$2.72M - $2.93M
|
127K
$23.5M
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
17.9K+ 6.92% |
$2.7M - $2.92M
|
277K
$51.4M
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
17.1K+ 6.94% |
$2.57M - $2.78M
|
263K
$48.8M
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
16.6K+ 50.33% |
$2.5M - $2.71M
|
49.6K
$9.2M
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
16.2K+ 16.91% |
$2.44M - $2.64M
|
112K
$20.7M
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
16K+ 18.74% |
$2.41M - $2.6M
|
101K
$18.8M
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
15.8K+ 556.86% |
$2.39M - $2.58M
|
18.7K
$3.46M
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
15.7KNew |
$2.36M - $2.55M
|
15.7K
$2.91M
|
|
Feb 15, 2022
Q4 2021
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
14.9KNew |
$2.25M - $2.43M
|
14.9K
$2.77M
|
|
Feb 14, 2022
Q4 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
14.8K+ 91.38% |
$2.23M - $2.41M
|
31K
$5.75M
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
14.6KNew |
$2.21M - $2.39M
|
14.6K
$2.72M
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
14.6KNew |
$2.21M - $2.38M
|
14.6K
$2.71M
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14.5K+ 157.79% |
$2.19M - $2.37M
|
23.8K
$4.41M
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
14.4KNew |
$2.17M - $2.34M
|
14.4K
$2.67M
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
14.3KNew |
$2.16M - $2.34M
|
14.3K
$2.66M
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
14.3K+ 9.26% |
$2.15M - $2.33M
|
168K
$31.2M
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
14.2K+ 25.59% |
$2.14M - $2.31M
|
69.6K
$12.9M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.9K+ 9.32% |
$2.09M - $2.26M
|
163K
$30.2M
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
BUY
|
- |
13.8KNew |
$2.08M - $2.24M
|
13.8K
$2.55M
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
13.7K+ 32.95% |
$2.07M - $2.23M
|
55.3K
$10.3M
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
13.4KNew |
$2.03M - $2.19M
|
13.4K
$2.49M
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
13.2K+ 11.25% |
$2M - $2.16M
|
131K
$24.3M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.1KNew |
$1.98M - $2.14M
|
13.1K
$2.44M
|
|
Feb 14, 2022
Q4 2021
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
13K+ 12.92% |
$1.96M - $2.12M
|
114K
$21.1M
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
12.8KNew |
$1.94M - $2.09M
|
12.8K
$2.38M
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.7K+ 594.12% |
$1.92M - $2.08M
|
14.9K
$2.76M
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
12.7KNew |
$1.92M - $2.07M
|
12.7K
$2.36M
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.7K+ 0.89% |
$1.91M - $2.07M
|
1.44M
$267M
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
12.4K+ 3.97% |
$1.87M - $2.02M
|
324K
$60.2M
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
12.1KNew |
$1.82M - $1.97M
|
12.1K
$2.24M
|
|
Feb 11, 2022
Q4 2021
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
11.7KNew |
$1.76M - $1.9M
|
11.7K
$2.16M
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.6KNew |
$1.76M - $1.9M
|
11.6K
$2.16M
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
11.1KNew |
$1.68M - $1.81M
|
11.1K
$2.07M
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
11KNew |
$1.66M - $1.8M
|
11K
$2.04M
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
11K+ 12.13% |
$1.66M - $1.79M
|
102K
$18.8M
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11K+ 20.76% |
$1.65M - $1.79M
|
63.8K
$11.8M
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
11K+ 6.32% |
$1.65M - $1.79M
|
184K
$34.2M
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.8K+ 313.32% |
$1.63M - $1.76M
|
14.3K
$2.65M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$1.6M - $1.72M
|
10.6K
$1.96M
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10.4K+ 8.9% |
$1.57M - $1.7M
|
128K
$23.7M
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.2K+ 48.44% |
$1.55M - $1.67M
|
31.4K
$5.83M
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.1K+ 210.74% |
$1.53M - $1.65M
|
15K
$2.78M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.98K+ 13.22% |
$1.51M - $1.63M
|
85.5K
$15.9M
|
|
Feb 07, 2022
Q4 2021
|
St. Louis Trust CO
|
BUY
|
- |
9.55K+ 230.68% |
$1.44M - $1.56M
|
13.7K
$2.54M
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
9.38K+ 36.22% |
$1.41M - $1.53M
|
35.3K
$6.54M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.07K+ 8.59% |
$1.37M - $1.48M
|
115K
$21.3M
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.03KNew |
$1.36M - $1.47M
|
9.03K
$1.68M
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
8.88K+ 11.9% |
$1.34M - $1.45M
|
83.5K
$15.5M
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
8.81K+ 7.08% |
$1.33M - $1.44M
|
133K
$24.7M
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.71KNew |
$1.31M - $1.42M
|
8.71K
$1.62M
|