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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26.4K+ 15.05% |
$3.68M - $3.95M
|
202K
$36.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26.1K+ 57.32% |
$3.64M - $3.9M
|
71.5K
$13M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.1K+ 9.1% |
$3.64M - $3.9M
|
312K
$56.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
25.7K+ 200.0% |
$3.59M - $3.84M
|
38.5K
$6.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
25.4K+ 1015.79% |
$3.55M - $3.8M
|
27.9K
$5.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
25.4KNew |
$3.54M - $3.8M
|
25.4K
$4.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
24.9K+ 18335.29% |
$3.48M - $3.73M
|
25.1K
$4.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
24.7KNew |
$3.45M - $3.7M
|
24.7K
$4.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
24.5K+ 518.26% |
$3.42M - $3.67M
|
29.2K
$5.3M
|
|
|
Aug 08, 2023
Q2 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
24.3KNew |
$3.39M - $3.63M
|
24.3K
$4.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.8K+ 30.81% |
$3.33M - $3.57M
|
101K
$18.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
23.7K+ 184.44% |
$3.31M - $3.55M
|
36.5K
$6.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
22.3K+ 7.63% |
$3.11M - $3.33M
|
314K
$57M
|
|
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
21.8KNew |
$3.05M - $3.27M
|
21.8K
$3.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
21.6K+ 96.28% |
$3.01M - $3.23M
|
44K
$7.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
20.5KNew |
$2.86M - $3.06M
|
20.5K
$3.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20.5K+ 20.15% |
$2.86M - $3.06M
|
122K
$22.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
20.2K+ 16.37% |
$2.82M - $3.02M
|
144K
$26M
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
18.8K+ 37.36% |
$2.62M - $2.81M
|
69.1K
$12.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
18.4KNew |
$2.57M - $2.75M
|
18.4K
$3.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
18.2K+ 19.25% |
$2.53M - $2.72M
|
112K
$20.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17.8K+ 5780.84% |
$2.49M - $2.66M
|
18.1K
$3.28M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
17.3KNew |
$2.42M - $2.6M
|
17.3K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
17K+ 21.37% |
$2.37M - $2.54M
|
96.5K
$17.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
16.8K+ 51.56% |
$2.34M - $2.51M
|
49.4K
$8.95M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
16.7K+ 13.7% |
$2.33M - $2.49M
|
138K
$25.1M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.6K+ 193.72% |
$2.32M - $2.49M
|
25.2K
$4.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
16.3KNew |
$2.27M - $2.44M
|
16.3K
$2.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.2KNew |
$2.26M - $2.42M
|
16.2K
$2.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
16.1K+ 69.34% |
$2.25M - $2.42M
|
39.4K
$7.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
16.1KNew |
$2.25M - $2.41M
|
16.1K
$2.92M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15.8KNew |
$2.21M - $2.36M
|
15.8K
$2.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15.6KNew |
$2.18M - $2.33M
|
15.6K
$2.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
14.5K+ 46.25% |
$2.03M - $2.18M
|
46K
$8.34M
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
14.4K+ 16.65% |
$2.01M - $2.16M
|
101K
$18.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
14.4KNew |
$2.01M - $2.15M
|
14.4K
$2.61M
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
14.3K+ 3.97% |
$1.99M - $2.14M
|
373K
$67.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
14.2KNew |
$1.99M - $2.13M
|
14.2K
$2.58M
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
13.8K+ 16.71% |
$1.93M - $2.07M
|
96.4K
$17.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
13.5K+ 420.61% |
$1.89M - $2.02M
|
16.7K
$3.04M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
13.4K+ 84.56% |
$1.87M - $2.01M
|
29.3K
$5.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
13.1KNew |
$1.83M - $1.96M
|
13.1K
$2.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
12.8K+ 265.73% |
$1.79M - $1.92M
|
17.6K
$3.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.7K+ 13.17% |
$1.77M - $1.9M
|
109K
$19.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.7KNew |
$1.77M - $1.9M
|
12.7K
$2.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
12.7K+ 50.66% |
$1.77M - $1.9M
|
37.7K
$6.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
12.6KNew |
$1.76M - $1.89M
|
12.6K
$2.29M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
12.5KNew |
$1.75M - $1.87M
|
12.5K
$2.27M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12K+ 128.05% |
$1.68M - $1.8M
|
21.5K
$3.89M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
12KNew |
$1.68M - $1.8M
|
12K
$2.18M
|