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
|
Firestone Capital Management
|
BUY
|
- |
8.68K+ 43.76% |
$1.31M - $1.41M
|
28.5K
$5.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
8.6KNew |
$1.3M - $1.4M
|
8.6K
$1.59M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.59KNew |
$1.3M - $1.4M
|
8.59K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.31K+ 11.39% |
$1.25M - $1.35M
|
81.2K
$15.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Governors Lane LP
New York, NY |
BUY
|
- |
7.96KNew |
$1.2M - $1.3M
|
7.96K
$1.48M
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
7.65KNew |
$1.15M - $1.25M
|
7.65K
$1.42M
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
7.58KNew |
$1.14M - $1.24M
|
7.58K
$1.41M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
7.44K+ 3.63% |
$1.12M - $1.21M
|
212K
$39.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
7.3KNew |
$1.1M - $1.19M
|
7.3K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
6.95K+ 5.83% |
$1.05M - $1.13M
|
126K
$23.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
6.91K+ 27.04% |
$1.04M - $1.13M
|
32.5K
$6.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
6.9K+ 9.21% |
$1.04M - $1.13M
|
81.9K
$15.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.84K+ 7.29% |
$1.03M - $1.12M
|
101K
$18.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.78K+ 11.99% |
$1.02M - $1.11M
|
63.3K
$11.8M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6.41KNew |
$968K - $1.05M
|
6.41K
$1.19M
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.37K+ 111.6% |
$961K - $1.04M
|
12.1K
$2.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
6.32K+ 44.79% |
$954K - $1.03M
|
20.4K
$3.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.3K+ 8.34% |
$951K - $1.03M
|
81.9K
$15.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
6.08K+ 25.21% |
$918K - $992K
|
30.2K
$5.61M
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
6.08KNew |
$918K - $992K
|
6.08K
$1.13M
|
|
|
Apr 13, 2022
Q4 2021
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
5.97KNew |
$901K - $973K
|
5.97K
$1.11M
|
|
|
Jan 25, 2022
Q4 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
5.82K+ 184.93% |
$878K - $948K
|
8.96K
$1.66M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.78KNew |
$871K - $941K
|
5.78K
$1.07M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5.71KNew |
$861K - $930K
|
5.71K
$1.06M
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
5.67K+ 18.7% |
$856K - $924K
|
36K
$6.68M
|
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
5.55KNew |
$837K - $904K
|
5.55K
$1.03M
|
|
|
Jan 25, 2022
Q4 2021
|
Deltec Asset Management LLC
|
BUY
|
- |
5.49KNew |
$828K - $895K
|
5.49K
$1.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.46K+ 1.53% |
$824K - $890K
|
363K
$67.3M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
5.42KNew |
$818K - $884K
|
5.42K
$1.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
5.37KNew |
$810K - $875K
|
5.37K
$996K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5.36K+ 40.47% |
$809K - $874K
|
18.6K
$3.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
5.3K+ 3.7% |
$800K - $864K
|
148K
$27.5M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.29KNew |
$798K - $862K
|
5.29K
$981K
|
|
|
Feb 16, 2022
Q4 2021
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.28KNew |
$797K - $861K
|
5.28K
$980K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
5.23KNew |
$789K - $853K
|
5.23K
$971K
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.23KNew |
$788K - $852K
|
5.23K
$969K
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5.23KNew |
$788K - $852K
|
5.23K
$969K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.18K+ 6.32% |
$782K - $845K
|
87.1K
$16.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
5.12K+ 2.29% |
$772K - $834K
|
229K
$42.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.1K+ 30.43% |
$769K - $831K
|
21.8K
$4.05M
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
5.08K+ 162.4% |
$766K - $827K
|
8.2K
$1.52M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.01KNew |
$757K - $817K
|
5.01K
$930K
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
4.84K+ 194.73% |
$731K - $789K
|
7.33K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
4.66K+ 22.21% |
$702K - $759K
|
25.6K
$4.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.63KNew |
$699K - $755K
|
4.63K
$860K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.58K+ 15.74% |
$691K - $747K
|
33.7K
$6.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.58K+ 15.74% |
$691K - $747K
|
33.7K
$6.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.57K+ 72.2% |
$690K - $745K
|
10.9K
$2.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Gator Capital Management, LLC
|
BUY
|
- |
4.56K+ 48.31% |
$687K - $743K
|
14K
$2.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.47K+ 21.77% |
$675K - $729K
|
25K
$4.64M
|