Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
89.7K+ 499.66% |
$12.5M - $13.4M
|
108K
$19.3M
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
88.7K+ 39.34% |
$12.4M - $13.3M
|
314K
$56.5M
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
86.3K+ 23.57% |
$12M - $12.9M
|
452K
$81.3M
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
84K+ 11.21% |
$11.7M - $12.6M
|
834K
$150M
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
81.5KNew |
$11.4M - $12.2M
|
81.5K
$14.6M
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
76.8K+ 127.76% |
$10.7M - $11.5M
|
137K
$24.6M
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
73K+ 175.31% |
$10.2M - $10.9M
|
115K
$20.6M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
71.7K+ 173.94% |
$10M - $10.7M
|
113K
$20.3M
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
70.7K+ 6.76% |
$9.87M - $10.6M
|
1.12M
$201M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
69.4K+ 27.98% |
$9.68M - $10.4M
|
317K
$57M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
69.3K+ 13.81% |
$9.68M - $10.4M
|
572K
$103M
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
63KNew |
$8.79M - $9.42M
|
63K
$11.3M
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
62.2KNew |
$8.69M - $9.31M
|
62.2K
$11.2M
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
58.7KNew |
$8.19M - $8.78M
|
58.7K
$10.6M
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
58.1KNew |
$8.11M - $8.69M
|
58.1K
$10.4M
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
57.8K+ 11528.74% |
$8.06M - $8.64M
|
58.3K
$10.5M
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
56.4K+ 408.03% |
$7.87M - $8.44M
|
70.2K
$12.6M
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
55.7K+ 78.04% |
$7.78M - $8.34M
|
127K
$22.9M
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
55KNew |
$7.68M - $8.23M
|
55K
$9.89M
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
54.8K+ 312.05% |
$7.65M - $8.2M
|
72.4K
$13M
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
54.4KNew |
$7.59M - $8.13M
|
54.4K
$9.77M
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
53.4KNew |
$7.46M - $8M
|
53.4K
$9.61M
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
53.1K+ 112.31% |
$7.42M - $7.95M
|
100K
$18.1M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
52.3K+ 5.45% |
$7.3M - $7.82M
|
1.01M
$182M
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
51K+ 53.62% |
$7.12M - $7.63M
|
146K
$26.3M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
49.1K+ 69.81% |
$6.86M - $7.35M
|
120K
$21.5M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
44.5K+ 8.45% |
$6.21M - $6.66M
|
571K
$103M
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
44KNew |
$6.14M - $6.58M
|
44K
$7.9M
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42K+ 375.09% |
$5.86M - $6.28M
|
53.2K
$9.56M
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
42K+ 603.9% |
$5.86M - $6.28M
|
48.9K
$8.8M
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
41.9K+ 145.28% |
$5.85M - $6.27M
|
70.7K
$12.7M
|
|
Aug 14, 2023
Q2 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
40.9KNew |
$5.71M - $6.12M
|
40.9K
$7.35M
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
40.8KNew |
$5.7M - $6.11M
|
40.8K
$7.33M
|
|
Aug 14, 2023
Q2 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
40K+ 80.0% |
$5.58M - $5.99M
|
90K
$16.2M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.8K+ 5.52% |
$5.42M - $5.81M
|
743K
$134M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
36.9K+ 606.27% |
$5.15M - $5.53M
|
43K
$7.73M
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
34.4KNew |
$4.8M - $5.14M
|
34.4K
$6.18M
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
33.4KNew |
$4.66M - $4.99M
|
33.4K
$6M
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
33.4KNew |
$4.66M - $4.99M
|
33.4K
$6M
|
|
Aug 14, 2023
Q2 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
32.6K+ 308.01% |
$4.55M - $4.88M
|
43.2K
$7.76M
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
32.3KNew |
$4.51M - $4.83M
|
32.3K
$5.81M
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
29.7K+ 313.9% |
$4.14M - $4.44M
|
39.1K
$7.03M
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
29.2K+ 7.61% |
$4.08M - $4.37M
|
413K
$74.2M
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
29KNew |
$4.04M - $4.34M
|
29K
$5.21M
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
28.7K+ 40.53% |
$4M - $4.29M
|
99.4K
$17.9M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
28.4K+ 27.95% |
$3.97M - $4.26M
|
130K
$23.4M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
27.6K+ 300.28% |
$3.85M - $4.13M
|
36.8K
$6.62M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.3K+ 1.81% |
$3.82M - $4.09M
|
1.54M
$276M
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
26.7K+ 11.62% |
$3.73M - $4M
|
257K
$46.1M
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
26.4K+ 1097.18% |
$3.69M - $3.96M
|
28.9K
$5.19M
|