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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 6.99% |
$1.51M - $1.79M
|
173K
$31.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
11.2K+ 30.87% |
$1.5M - $1.78M
|
47.6K
$8.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
11.1K+ 83.44% |
$1.48M - $1.76M
|
24.4K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
11.1KNew |
$1.48M - $1.75M
|
11.1K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
11KNew |
$1.47M - $1.74M
|
11K
$2.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11K+ 22.21% |
$1.47M - $1.74M
|
60.5K
$11.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
11KNew |
$1.47M - $1.74M
|
11K
$2.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.6K+ 138.38% |
$1.42M - $1.69M
|
18.3K
$3.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.5K+ 35.83% |
$1.41M - $1.67M
|
40K
$7.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10.5K+ 1.97% |
$1.4M - $1.66M
|
541K
$99.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
10.4K+ 13.46% |
$1.39M - $1.65M
|
87.8K
$16.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
10.4KNew |
$1.39M - $1.64M
|
10.4K
$1.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.3K+ 30.34% |
$1.38M - $1.64M
|
44.4K
$8.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
10.1K+ 62.8% |
$1.36M - $1.61M
|
26.3K
$4.82M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
10KNew |
$1.34M - $1.59M
|
10K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
9.96KNew |
$1.33M - $1.58M
|
9.96K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
9.96KNew |
$1.33M - $1.58M
|
9.96K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
9.95KNew |
$1.33M - $1.58M
|
9.95K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
9.93K+ 192.08% |
$1.33M - $1.57M
|
15.1K
$2.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.92K+ 29.72% |
$1.33M - $1.57M
|
43.3K
$7.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
9.85KNew |
$1.32M - $1.56M
|
9.85K
$1.8M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.72K+ 44.94% |
$1.3M - $1.54M
|
31.3K
$5.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
9.65K+ 148.27% |
$1.29M - $1.53M
|
16.2K
$2.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.49K+ 14.72% |
$1.27M - $1.5M
|
73.9K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
9.37K+ 18.06% |
$1.25M - $1.48M
|
61.3K
$11.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9.31K+ 71.08% |
$1.24M - $1.47M
|
22.4K
$4.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
9.23K+ 2.92% |
$1.23M - $1.46M
|
325K
$59.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
9.2K+ 7.26% |
$1.23M - $1.46M
|
136K
$24.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
9.18K+ 133.24% |
$1.23M - $1.45M
|
16.1K
$2.95M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
9.14K+ 47.6% |
$1.22M - $1.45M
|
28.3K
$5.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.96K+ 2539.09% |
$1.2M - $1.42M
|
9.32K
$1.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
8.91KNew |
$1.19M - $1.41M
|
8.91K
$1.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
8.57K+ 47.89% |
$1.15M - $1.36M
|
26.5K
$4.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.53K+ 12.24% |
$1.14M - $1.35M
|
78.2K
$14.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.53K+ 33.83% |
$1.14M - $1.35M
|
33.7K
$6.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.4K+ 1.81% |
$1.12M - $1.33M
|
473K
$86.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
8.23KNew |
$1.1M - $1.3M
|
8.23K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
8.13K+ 16.78% |
$1.09M - $1.29M
|
56.6K
$10.4M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
8K+ 8.03% |
$1.07M - $1.27M
|
108K
$19.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.97KNew |
$1.07M - $1.26M
|
7.97K
$1.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.87KNew |
$1.05M - $1.25M
|
7.87K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.87K+ 233.55% |
$1.05M - $1.25M
|
11.2K
$2.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
7.86K+ 111.64% |
$1.05M - $1.25M
|
14.9K
$2.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.64K+ 24.81% |
$1.02M - $1.21M
|
38.4K
$7.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
7.59KNew |
$1.01M - $1.2M
|
7.59K
$1.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.51K+ 56.43% |
$1M - $1.19M
|
20.8K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.46K+ 88.88% |
$997K - $1.18M
|
15.8K
$2.91M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
7.43KNew |
$993K - $1.18M
|
7.43K
$1.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.38K+ 238.83% |
$986K - $1.17M
|
10.5K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
7.3K+ 103.34% |
$976K - $1.16M
|
14.4K
$2.63M
|