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 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.88K- 13.43% |
$785K - $931K
|
37.9K
$6.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.92K- 10.38% |
$791K - $937K
|
51.1K
$9.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.92K- 7.69% |
$791K - $937K
|
71K
$12.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-5.92K- 10.67% |
$791K - $938K
|
49.5K
$8.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-6.02K- 11.25% |
$804K - $953K
|
47.5K
$8.43M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-6.1K- 40.7% |
$816K - $967K
|
8.9K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.2K- 9.17% |
$829K - $983K
|
61.5K
$10.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-6.29K- 45.49% |
$841K - $997K
|
7.54K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-6.3K- 65.89% |
$842K - $998K
|
3.26K
$579K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-6.39K- 22.93% |
$854K - $1.01M
|
21.5K
$3.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-6.44K- 11.32% |
$861K - $1.02M
|
50.5K
$8.97M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-6.61K- 8.52% |
$884K - $1.05M
|
71K
$12.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-6.7K- 6.54% |
$896K - $1.06M
|
95.7K
$17M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-6.77K- 50.78% |
$904K - $1.07M
|
6.56K
$1.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-6.79K- 17.58% |
$907K - $1.08M
|
31.8K
$5.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.8K- 3.37% |
$909K - $1.08M
|
195K
$34.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-6.8K- 14.78% |
$909K - $1.08M
|
39.2K
$6.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-6.94K- 50.69% |
$928K - $1.1M
|
6.75K
$1.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-7.23K- 36.46% |
$966K - $1.15M
|
12.6K
$2.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-7.35K- 4.65% |
$982K - $1.16M
|
151K
$26.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-7.59K- 5.94% |
$1.01M - $1.2M
|
120K
$21.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-7.61K- 0.57% |
$1.02M - $1.21M
|
1.33M
$235M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.68K- 36.26% |
$1.03M - $1.22M
|
13.5K
$2.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-7.97K- 39.48% |
$1.07M - $1.26M
|
12.2K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-8.03K- 36.78% |
$1.07M - $1.27M
|
13.8K
$2.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8.05K- 73.69% |
$1.08M - $1.27M
|
2.87K
$510K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.08K- 12.91% |
$1.08M - $1.28M
|
54.5K
$9.68M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-8.08K- 20.64% |
$1.08M - $1.28M
|
31.1K
$5.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-9.17K- 71.58% |
$1.23M - $1.45M
|
3.64K
$647K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9.99K- 9.39% |
$1.33M - $1.58M
|
96.3K
$17.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
SELL
|
- |
-10K- 31.6% |
$1.34M - $1.59M
|
21.7K
$3.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10K- 2.34% |
$1.34M - $1.59M
|
420K
$74.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-10.1K- 54.16% |
$1.35M - $1.6M
|
8.57K
$1.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.2K- 42.23% |
$1.36M - $1.62M
|
13.9K
$2.48M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-10.9K- 11.86% |
$1.46M - $1.73M
|
81.2K
$14.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-11.1K- 32.49% |
$1.48M - $1.76M
|
23.1K
$4.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-11.1K- 6.26% |
$1.49M - $1.77M
|
167K
$29.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-11.4K- 56.02% |
$1.52M - $1.8M
|
8.92K
$1.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-11.7K- 18.83% |
$1.56M - $1.85M
|
50.4K
$8.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.8K- 25.28% |
$1.58M - $1.87M
|
34.9K
$6.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-12.1K- 4.82% |
$1.61M - $1.91M
|
238K
$42.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-12.2K- 56.79% |
$1.63M - $1.93M
|
9.25K
$1.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12.4K- 12.3% |
$1.66M - $1.97M
|
88.7K
$15.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-12.7K- 11.17% |
$1.7M - $2.01M
|
101K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-12.9K- 8.91% |
$1.72M - $2.04M
|
132K
$23.4M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-13.1K- 53.79% |
$1.75M - $2.07M
|
11.2K
$2M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-13.6K- 62.7% |
$1.81M - $2.15M
|
8.08K
$1.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-13.6K- 83.97% |
$1.82M - $2.15M
|
2.59K
$461K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.9K- 1.65% |
$1.85M - $2.2M
|
826K
$147M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-14.1K- 6.72% |
$1.89M - $2.23M
|
196K
$34.8M
|