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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
71.2KNew |
$9.12M - $10.6M
|
71.2K
$13M
|
|
|
Jan 20, 2023
Q4 2022
|
Ltg Capital LLC
|
BUY
|
- |
68.1K+ 195.72% |
$8.72M - $10.2M
|
103K
$18.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
66.6K+ 47.56% |
$8.53M - $9.93M
|
207K
$37.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
66.2K+ 50.93% |
$8.47M - $9.87M
|
196K
$35.8M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
65.1KNew |
$8.34M - $9.71M
|
65.1K
$11.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
63.3K+ 7.53% |
$8.1M - $9.43M
|
904K
$165M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
61.8KNew |
$7.92M - $9.21M
|
61.8K
$11.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
58.7KNew |
$7.52M - $8.75M
|
58.7K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
58.1K+ 95.14% |
$7.44M - $8.66M
|
119K
$21.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
57.8KNew |
$7.39M - $8.61M
|
57.8K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
56.9KNew |
$7.28M - $8.47M
|
56.9K
$10.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
52.7KNew |
$6.74M - $7.85M
|
52.7K
$9.62M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
51.8K+ 15.99% |
$6.63M - $7.72M
|
376K
$68.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
50.9KNew |
$6.52M - $7.59M
|
50.9K
$9.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50.8K+ 1.34% |
$6.51M - $7.58M
|
3.84M
$701M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50.8K+ 1.34% |
$6.51M - $7.58M
|
3.84M
$701M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
50.2K+ 18.66% |
$6.42M - $7.48M
|
319K
$58.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
49.7KNew |
$6.36M - $7.4M
|
49.7K
$9.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
48.6KNew |
$6.23M - $7.25M
|
48.6K
$8.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
48.2K+ 86.24% |
$6.18M - $7.19M
|
104K
$19M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.3KNew |
$5.54M - $6.45M
|
43.3K
$7.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
42.5K+ 136.43% |
$5.44M - $6.34M
|
73.7K
$13.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
41.4K+ 189.46% |
$5.31M - $6.18M
|
63.3K
$11.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
41.2KNew |
$5.27M - $6.13M
|
41.2K
$7.52M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
39.7K+ 14.7% |
$5.09M - $5.92M
|
310K
$56.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
38.3K+ 17.7% |
$4.9M - $5.71M
|
255K
$46.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
38.2KNew |
$4.89M - $5.7M
|
38.2K
$6.98M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
37.9KNew |
$4.85M - $5.64M
|
37.9K
$6.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
37.7KNew |
$4.83M - $5.62M
|
37.7K
$6.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
37.5KNew |
$4.8M - $5.59M
|
37.5K
$6.85M
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
BUY
|
- |
34.9KNew |
$4.47M - $5.21M
|
34.9K
$6.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
34.6K+ 84.34% |
$4.43M - $5.15M
|
75.6K
$13.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
33.9KNew |
$4.34M - $5.06M
|
33.9K
$6.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
33.8KNew |
$4.33M - $5.04M
|
33.8K
$6.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
33.5K+ 29.1% |
$4.28M - $4.99M
|
148K
$27.1M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
32.7K+ 52.44% |
$4.19M - $4.88M
|
95.1K
$17.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
32.6K+ 8.45% |
$4.18M - $4.86M
|
419K
$76.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
BUY
|
- |
32.3K+ 130.52% |
$4.14M - $4.82M
|
57.1K
$10.4M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
31.2KNew |
$3.99M - $4.65M
|
31.2K
$5.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
31K+ 1067.38% |
$3.97M - $4.62M
|
33.9K
$6.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
29.9K+ 22.48% |
$3.83M - $4.46M
|
163K
$29.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
29.8KNew |
$3.81M - $4.44M
|
29.8K
$5.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
29.2K+ 17.38% |
$3.74M - $4.35M
|
197K
$36M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.8K+ 61.12% |
$3.69M - $4.3M
|
76K
$13.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
28.6K+ 206.98% |
$3.66M - $4.26M
|
42.4K
$7.75M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
28.3K+ 24.51% |
$3.63M - $4.22M
|
144K
$26.3M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
28K+ 1120.71% |
$3.59M - $4.18M
|
30.5K
$5.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
27.6K+ 113.67% |
$3.53M - $4.11M
|
51.8K
$9.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.4K+ 48.33% |
$3.51M - $4.08M
|
84.1K
$15.4M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
26.9KNew |
$3.45M - $4.01M
|
26.9K
$4.92M
|