Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.35KNew |
$314K - $372K
|
2.35K
$430K
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.33K+ 8.2% |
$312K - $370K
|
30.8K
$5.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
2.31KNew |
$309K - $367K
|
2.31K
$424K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.3KNew |
$307K - $364K
|
2.3K
$422K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.27KNew |
$303K - $359K
|
2.27K
$415K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.26K+ 10.71% |
$302K - $358K
|
23.3K
$4.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.26KNew |
$302K - $358K
|
2.26K
$414K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.23K+ 93.58% |
$298K - $354K
|
4.62K
$846K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.23K+ 2.22% |
$297K - $352K
|
103K
$18.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.21K+ 36.62% |
$295K - $350K
|
8.24K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.2K+ 13.2% |
$294K - $348K
|
18.9K
$3.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.2KNew |
$294K - $348K
|
2.2K
$403K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
2.15KNew |
$287K - $341K
|
2.15K
$394K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.15K+ 2.79% |
$287K - $340K
|
79.2K
$14.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.14KNew |
$286K - $339K
|
2.14K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2.14KNew |
$286K - $339K
|
2.14K
$392K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.12K+ 1.5% |
$284K - $336K
|
144K
$26.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
2.11K+ 7.55% |
$282K - $335K
|
30.1K
$5.52M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.11KNew |
$281K - $333K
|
2.11K
$386K
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.1K+ 14.28% |
$281K - $333K
|
16.8K
$3.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.1K+ 4.23% |
$280K - $332K
|
51.6K
$9.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2.09K+ 3.85% |
$280K - $332K
|
56.5K
$10.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
2.09K+ 12.74% |
$279K - $330K
|
18.5K
$3.38M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
2.08KNew |
$278K - $329K
|
2.08K
$381K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.06KNew |
$275K - $326K
|
2.06K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.06KNew |
$275K - $326K
|
2.06K
$378K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
2.05KNew |
$274K - $324K
|
2.05K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.03K+ 28.27% |
$272K - $322K
|
9.23K
$1.69M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
2.03K+ 1.2% |
$271K - $321K
|
170K
$31.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.02K+ 8.6% |
$271K - $321K
|
25.6K
$4.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2K+ 0.56% |
$268K - $317K
|
358K
$65.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2K+ 6.42% |
$268K - $317K
|
33.2K
$6.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
2K+ 35.75% |
$267K - $317K
|
7.6K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
1.96KNew |
$262K - $310K
|
1.96K
$359K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.96KNew |
$261K - $310K
|
1.96K
$359K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.94KNew |
$259K - $307K
|
1.94K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.94K+ 111.91% |
$259K - $307K
|
3.66K
$672K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.93KNew |
$258K - $306K
|
1.93K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.92KNew |
$256K - $304K
|
1.92K
$351K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.92K+ 62.68% |
$256K - $304K
|
4.97K
$912K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.91K+ 3.64% |
$255K - $302K
|
54.2K
$9.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.9KNew |
$254K - $301K
|
1.9K
$348K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.9K+ 8.94% |
$254K - $301K
|
23.1K
$4.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.88KNew |
$251K - $298K
|
1.88K
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.87KNew |
$250K - $297K
|
1.87K
$343K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.86K+ 1.14% |
$248K - $294K
|
164K
$30.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.85K+ 0.34% |
$247K - $293K
|
542K
$99.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.85K+ 26.61% |
$247K - $292K
|
8.78K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.83KNew |
$245K - $290K
|
1.83K
$336K
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.83KNew |
$245K - $290K
|
1.83K
$336K
|