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 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
26.8KNew |
$3.43M - $4M
|
26.8K
$4.9M
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
26.8K+ 10.8% |
$3.43M - $3.99M
|
275K
$50.2M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.5K+ 16.35% |
$3.26M - $3.8M
|
181K
$33.1M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.5K+ 14.98% |
$3.26M - $3.79M
|
195K
$35.7M
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
25.1KNew |
$3.22M - $3.75M
|
25.1K
$4.59M
|
|
Jan 20, 2023
Q4 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
24.6K+ 363.37% |
$3.15M - $3.67M
|
31.4K
$5.74M
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
23.6K+ 220.23% |
$3.02M - $3.52M
|
34.3K
$6.27M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23.3K+ 149.97% |
$2.98M - $3.47M
|
38.8K
$7.09M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
23K+ 294.23% |
$2.94M - $3.43M
|
30.8K
$5.63M
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
22.5KNew |
$2.89M - $3.36M
|
22.5K
$4.12M
|
|
Feb 14, 2023
Q4 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
22.2KNew |
$2.84M - $3.3M
|
22.2K
$4.05M
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
22.1KNew |
$2.83M - $3.29M
|
22.1K
$4.04M
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
22KNew |
$2.81M - $3.28M
|
22K
$4.02M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
21.9K+ 19.35% |
$2.8M - $3.26M
|
135K
$24.7M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
21.4K+ 32.03% |
$2.74M - $3.18M
|
88.1K
$16.1M
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
20.4K+ 67.15% |
$2.61M - $3.04M
|
50.8K
$9.28M
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
20.3K+ 27.27% |
$2.6M - $3.02M
|
94.7K
$17.3M
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
20.2K+ 175.41% |
$2.59M - $3.01M
|
31.7K
$5.8M
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
20.1KNew |
$2.58M - $3M
|
20.1K
$3.68M
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
20.1KNew |
$2.57M - $2.99M
|
20.1K
$3.67M
|
|
Feb 15, 2023
Q4 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
19.5KNew |
$2.5M - $2.91M
|
19.5K
$3.57M
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
19.4K+ 13.31% |
$2.48M - $2.89M
|
165K
$30.2M
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19.2K+ 2256.15% |
$2.46M - $2.87M
|
20.1K
$3.67M
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
19.2KNew |
$2.45M - $2.86M
|
19.2K
$3.5M
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
18.8K+ 7.03% |
$2.4M - $2.8M
|
286K
$52.2M
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
18.8KNew |
$2.4M - $2.8M
|
18.8K
$3.43M
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
18.6K+ 115.13% |
$2.38M - $2.78M
|
34.8K
$6.36M
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
18.5K+ 19.46% |
$2.37M - $2.75M
|
113K
$20.7M
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
18.5K+ 540.94% |
$2.36M - $2.75M
|
21.9K
$4M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.5K+ 2.61% |
$2.24M - $2.6M
|
685K
$125M
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
17.4KNew |
$2.23M - $2.6M
|
17.4K
$3.18M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
17.4K+ 32.58% |
$2.22M - $2.59M
|
70.6K
$12.9M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
17.1K+ 82.09% |
$2.19M - $2.55M
|
37.9K
$6.93M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17K+ 5.04% |
$2.18M - $2.54M
|
355K
$64.8M
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
17KNew |
$2.18M - $2.54M
|
17K
$3.11M
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
16.9K+ 58.76% |
$2.16M - $2.52M
|
45.6K
$8.33M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.4K+ 6.12% |
$2.1M - $2.45M
|
285K
$52.1M
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
15.8KNew |
$2.03M - $2.36M
|
15.8K
$2.9M
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
15.8KNew |
$2.03M - $2.36M
|
15.8K
$2.9M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.7K+ 15.04% |
$2.01M - $2.34M
|
120K
$21.9M
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
15.5K+ 34.05% |
$1.98M - $2.3M
|
60.9K
$11.1M
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
15.2KNew |
$1.95M - $2.27M
|
15.2K
$2.78M
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15.1KNew |
$1.94M - $2.25M
|
15.1K
$2.76M
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
15.1KNew |
$1.93M - $2.25M
|
15.1K
$2.75M
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
15KNew |
$1.93M - $2.24M
|
15K
$2.75M
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
14.9K+ 318.22% |
$1.91M - $2.22M
|
19.6K
$3.58M
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
14.9KNew |
$1.9M - $2.22M
|
14.9K
$2.72M
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
14.8K+ 16.12% |
$1.89M - $2.2M
|
106K
$19.4M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.7K+ 25.17% |
$1.88M - $2.18M
|
72.9K
$13.3M
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
14.5K+ 108.13% |
$1.85M - $2.16M
|
27.8K
$5.09M
|