Purchases and Sales Made in Q2 2024 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 2024. 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 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.44K+ 59.3% |
$1.5M - $1.59M
|
25.4K
$4.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
9.42K+ 6.53% |
$1.5M - $1.59M
|
154K
$27.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
9.42K+ 25.71% |
$1.5M - $1.59M
|
46K
$8.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
9.35K+ 24.71% |
$1.49M - $1.57M
|
47.2K
$8.56M
|
|
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
9.21K+ 131.93% |
$1.47M - $1.55M
|
16.2K
$2.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.2K+ 161.17% |
$1.47M - $1.55M
|
14.9K
$2.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.18K+ 46.24% |
$1.46M - $1.55M
|
29K
$5.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
8.9KNew |
$1.42M - $1.5M
|
8.9K
$1.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
8.78K+ 72.18% |
$1.4M - $1.48M
|
20.9K
$3.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.5K+ 45.49% |
$1.35M - $1.43M
|
27.2K
$4.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.49K+ 14.82% |
$1.35M - $1.43M
|
65.8K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
8.39K+ 78.94% |
$1.33M - $1.41M
|
19K
$3.45M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
8.35K+ 93.22% |
$1.33M - $1.41M
|
17.3K
$3.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
8.24K+ 37.47% |
$1.31M - $1.39M
|
30.2K
$5.48M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8.05K+ 19.02% |
$1.28M - $1.36M
|
50.4K
$9.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.9KNew |
$1.26M - $1.33M
|
7.9K
$1.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
7.86K+ 637.79% |
$1.25M - $1.32M
|
9.1K
$1.65M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.85K+ 11.49% |
$1.25M - $1.32M
|
76.1K
$13.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.79KNew |
$1.24M - $1.31M
|
7.79K
$1.41M
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
7.78K+ 40.11% |
$1.24M - $1.31M
|
27.2K
$4.93M
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
7.68K+ 3.88% |
$1.22M - $1.29M
|
205K
$37.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
7.65K+ 53.24% |
$1.22M - $1.29M
|
22K
$3.99M
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
7.57K+ 22.59% |
$1.2M - $1.27M
|
41.1K
$7.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.53K+ 5.27% |
$1.2M - $1.27M
|
150K
$27.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.5K+ 80.67% |
$1.19M - $1.26M
|
16.8K
$3.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.49K+ 34.83% |
$1.19M - $1.26M
|
29K
$5.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.49K+ 5.8% |
$1.19M - $1.26M
|
137K
$24.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
7.41K+ 106.15% |
$1.18M - $1.25M
|
14.4K
$2.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.39K+ 16.17% |
$1.18M - $1.24M
|
53.1K
$9.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
7.24K+ 349.76% |
$1.15M - $1.22M
|
9.31K
$1.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.18K+ 30.77% |
$1.14M - $1.21M
|
30.5K
$5.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
7.17K+ 23.54% |
$1.14M - $1.21M
|
37.6K
$6.82M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.93K+ 253.29% |
$1.1M - $1.17M
|
9.66K
$1.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.88K+ 2.05% |
$1.1M - $1.16M
|
342K
$62.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
6.85KNew |
$1.09M - $1.15M
|
6.85K
$1.24M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.81K+ 20.33% |
$1.08M - $1.15M
|
40.3K
$7.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
6.78K+ 32.85% |
$1.08M - $1.14M
|
27.4K
$4.97M
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
BUY
|
- |
6.68K+ 11.88% |
$1.06M - $1.13M
|
62.9K
$11.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
6.52KNew |
$1.04M - $1.1M
|
6.52K
$1.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.49K+ 28.6% |
$1.03M - $1.09M
|
29.2K
$5.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
6.44KNew |
$1.03M - $1.08M
|
6.44K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.43KNew |
$1.02M - $1.08M
|
6.43K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
6.4K+ 22.78% |
$1.02M - $1.08M
|
34.5K
$6.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
6.36K+ 9.64% |
$1.01M - $1.07M
|
72.3K
$13.1M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
6.34K+ 17.27% |
$1.01M - $1.07M
|
43.1K
$7.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
6.31K+ 1.22% |
$1M - $1.06M
|
522K
$94.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.16K+ 8.91% |
$981K - $1.04M
|
75.3K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.12K+ 5.52% |
$975K - $1.03M
|
117K
$21.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6.08K+ 4.67% |
$969K - $1.02M
|
136K
$24.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
6.05K+ 48.4% |
$963K - $1.02M
|
18.6K
$3.36M
|