Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
888+ 6.23% |
$114K - $132K
|
15.1K
$2.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
885+ 3.81% |
$113K - $132K
|
24.1K
$4.41M
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
881+ 33.03% |
$113K - $131K
|
3.55K
$648K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
879New |
$113K - $131K
|
879
$161K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
875+ 8.1% |
$112K - $130K
|
11.7K
$2.13M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
870+ 0.56% |
$111K - $130K
|
156K
$28.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
862+ 2.37% |
$110K - $128K
|
37.2K
$6.79M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
849+ 23.96% |
$109K - $127K
|
4.39K
$803K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
833+ 3.03% |
$107K - $124K
|
28.3K
$5.18M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
824+ 25.59% |
$105K - $123K
|
4.04K
$739K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
BUY
|
- |
810+ 3.98% |
$104K - $121K
|
21.2K
$3.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
804+ 321.6% |
$103K - $120K
|
1.05K
$193K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
794+ 3.36% |
$102K - $118K
|
24.4K
$4.46M
|
|
|
Feb 06, 2023
Q4 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
786+ 3.46% |
$101K - $117K
|
23.5K
$4.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
782+ 0.62% |
$100K - $117K
|
128K
$23.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
764+ 3.65% |
$97.8K - $114K
|
21.7K
$3.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
764+ 6.39% |
$97.8K - $114K
|
12.7K
$2.33M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
761+ 8.97% |
$97.4K - $113K
|
9.24K
$1.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
756+ 4.96% |
$96.8K - $113K
|
16K
$2.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
753+ 24.79% |
$96.4K - $112K
|
3.79K
$693K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
746+ 1.98% |
$95.5K - $111K
|
38.4K
$7.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
740New |
$94.7K - $110K
|
740
$135K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
728+ 20.69% |
$93.2K - $108K
|
4.25K
$776K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
728+ 1.49% |
$93.2K - $108K
|
49.5K
$9.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
712+ 2.35% |
$91.2K - $106K
|
31K
$5.67M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
691+ 75.03% |
$88.5K - $103K
|
1.61K
$295K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
681+ 6.23% |
$87.2K - $101K
|
11.6K
$2.12M
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
678New |
$86.8K - $101K
|
678
$124K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
648New |
$83K - $96.6K
|
648
$118K
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
645+ 14.66% |
$82.6K - $96.1K
|
5.05K
$922K
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
639+ 1.98% |
$81.8K - $95.2K
|
32.9K
$6.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
627+ 4.4% |
$80.3K - $93.4K
|
14.9K
$2.72M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
625+ 0.69% |
$80K - $93.1K
|
91.3K
$16.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
610+ 1.18% |
$78.1K - $90.9K
|
52.2K
$9.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
609+ 2.12% |
$78K - $90.8K
|
29.3K
$5.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
606+ 0.18% |
$77.6K - $90.3K
|
342K
$62.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
600+ 15.25% |
$76.8K - $89.4K
|
4.54K
$829K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
588New |
$75.3K - $87.6K
|
588
$107K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
580+ 5.89% |
$74.3K - $86.4K
|
10.4K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
580+ 3.56% |
$74.3K - $86.4K
|
16.9K
$3.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
579+ 2.31% |
$74.1K - $86.3K
|
25.6K
$4.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
575New |
$73.6K - $85.7K
|
575
$105K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
573+ 2.34% |
$73.4K - $85.4K
|
25.1K
$4.59M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
569+ 2.78% |
$72.8K - $84.8K
|
21.1K
$3.85M
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
554+ 3.29% |
$70.9K - $82.6K
|
17.4K
$3.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
544+ 4.63% |
$69.6K - $81.1K
|
12.3K
$2.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
539+ 1.85% |
$69K - $80.3K
|
29.6K
$5.41M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
526+ 200.0% |
$67.3K - $78.4K
|
789
$144K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
514+ 114.22% |
$65.8K - $76.6K
|
964
$176K
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
513+ 14.18% |
$65.7K - $76.5K
|
4.13K
$755K
|