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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
11.3K+ 12.2% |
$1.57M - $1.69M
|
104K
$18.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.3KNew |
$1.44M - $1.54M
|
10.3K
$1.87M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
10.2KNew |
$1.42M - $1.52M
|
10.2K
$1.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1K+ 2.87% |
$1.41M - $1.51M
|
362K
$65.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
9.58KNew |
$1.34M - $1.43M
|
9.58K
$1.74M
|
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
9.49KNew |
$1.32M - $1.42M
|
9.49K
$1.72M
|
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
9.49K+ 406.6% |
$1.32M - $1.42M
|
11.8K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.46K+ 30.13% |
$1.32M - $1.42M
|
40.9K
$7.41M
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
9.44K+ 27.18% |
$1.32M - $1.41M
|
44.2K
$8.01M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
9.15K+ 61.21% |
$1.28M - $1.37M
|
24.1K
$4.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
9.03K+ 4.47% |
$1.26M - $1.35M
|
211K
$38.3M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.97K+ 438.7% |
$1.25M - $1.34M
|
11K
$2M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.75K+ 2.98% |
$1.22M - $1.31M
|
302K
$54.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
8.7K+ 9.87% |
$1.21M - $1.3M
|
96.9K
$17.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
8.69KNew |
$1.21M - $1.3M
|
8.69K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.66K+ 76.33% |
$1.21M - $1.3M
|
20K
$3.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
8.54KNew |
$1.19M - $1.28M
|
8.54K
$1.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.47K+ 48.91% |
$1.18M - $1.27M
|
25.8K
$4.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
8.47KNew |
$1.18M - $1.27M
|
8.47K
$1.54M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
8.27KNew |
$1.15M - $1.24M
|
8.27K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
8.25K+ 16.04% |
$1.15M - $1.23M
|
59.7K
$10.8M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.97KNew |
$1.11M - $1.19M
|
7.97K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
7.93K+ 14.97% |
$1.11M - $1.19M
|
60.9K
$11M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.92K+ 5.22% |
$1.11M - $1.18M
|
160K
$28.9M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.88KNew |
$1.1M - $1.18M
|
7.88K
$1.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
7.75KNew |
$1.08M - $1.16M
|
7.75K
$1.41M
|
|
|
Aug 16, 2023
Q2 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
7.63KNew |
$1.07M - $1.14M
|
7.63K
$1.38M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.58K+ 4.61% |
$1.06M - $1.13M
|
172K
$31.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Factorial Partners, LLC
|
BUY
|
- |
7.5KNew |
$1.05M - $1.12M
|
7.5K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.45K+ 154.02% |
$1.04M - $1.11M
|
12.3K
$2.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
7.45K+ 6.11% |
$1.04M - $1.11M
|
129K
$23.5M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
7.34KNew |
$1.03M - $1.1M
|
7.34K
$1.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7.2KNew |
$1M - $1.08M
|
7.2K
$1.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.03K+ 55.68% |
$982K - $1.05M
|
19.7K
$3.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
7KNew |
$978K - $1.05M
|
7K
$1.27M
|
|
|
Jul 14, 2023
Q2 2023
|
Consolidated Investment Group LLC
|
BUY
|
- |
7K+ 2.56% |
$977K - $1.05M
|
281K
$50.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
7K+ 0.75% |
$977K - $1.05M
|
938K
$170M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
6.65K+ 1.93% |
$928K - $995K
|
351K
$63.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6.65K+ 4.29% |
$928K - $995K
|
162K
$29.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
6.56KNew |
$916K - $982K
|
6.56K
$1.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
6.55K+ 15.64% |
$915K - $980K
|
48.4K
$8.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.52K+ 14.05% |
$910K - $976K
|
52.9K
$9.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.44K+ 27.62% |
$900K - $964K
|
29.8K
$5.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
6.43K+ 4.79% |
$897K - $962K
|
141K
$25.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
6.38K+ 7.13% |
$891K - $955K
|
95.9K
$17.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
6.36K+ 65.1% |
$888K - $951K
|
16.1K
$2.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
6.3K+ 193.19% |
$880K - $943K
|
9.56K
$1.73M
|
|
|
Jul 19, 2023
Q2 2023
|
Darrow Company, Inc.
|
BUY
|
- |
6.23K+ 19.83% |
$870K - $933K
|
37.7K
$6.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.12K+ 11.0% |
$855K - $916K
|
61.8K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
6.05K+ 43.62% |
$845K - $905K
|
19.9K
$3.61M
|