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 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
14K+ 412.68% |
$1.79M - $2.08M
|
17.4K
$3.18M
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
13.6K+ 79.85% |
$1.74M - $2.03M
|
30.6K
$5.6M
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13.6KNew |
$1.74M - $2.02M
|
13.6K
$2.48M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.5K+ 107.69% |
$1.73M - $2.01M
|
26.1K
$4.76M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
13.5K+ 26.33% |
$1.72M - $2.01M
|
64.6K
$11.8M
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.4K+ 6.25% |
$1.71M - $1.99M
|
227K
$41.6M
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
13.2K+ 27.24% |
$1.69M - $1.97M
|
61.8K
$11.3M
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
13.1K+ 68.89% |
$1.68M - $1.95M
|
32.1K
$5.87M
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
13.1K+ 34.82% |
$1.68M - $1.95M
|
50.7K
$9.27M
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
13K+ 4.21% |
$1.67M - $1.94M
|
322K
$58.9M
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.8KNew |
$1.64M - $1.91M
|
12.8K
$2.34M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
12.7K+ 19.44% |
$1.63M - $1.89M
|
78.1K
$14.3M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.7K+ 0.51% |
$1.62M - $1.89M
|
2.53M
$462M
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
12.6K+ 114.12% |
$1.61M - $1.88M
|
23.6K
$4.31M
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
12.6KNew |
$1.61M - $1.87M
|
12.6K
$2.3M
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.4K+ 134.25% |
$1.59M - $1.85M
|
21.6K
$3.95M
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12KNew |
$1.54M - $1.79M
|
12K
$2.19M
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11.9K+ 13.02% |
$1.53M - $1.78M
|
104K
$18.9M
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
11.8K+ 583.89% |
$1.51M - $1.76M
|
13.8K
$2.53M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.8K+ 37.81% |
$1.5M - $1.75M
|
42.8K
$7.83M
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 7.42% |
$1.5M - $1.75M
|
170K
$31M
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.3K+ 16.21% |
$1.45M - $1.69M
|
81.2K
$14.8M
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
11.3KNew |
$1.44M - $1.68M
|
11.3K
$2.06M
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
11K+ 2.57% |
$1.41M - $1.65M
|
441K
$80.6M
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
11K+ 27.85% |
$1.41M - $1.64M
|
50.5K
$9.23M
|
|
Feb 13, 2023
Q4 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
10.9KNew |
$1.4M - $1.63M
|
10.9K
$2M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.9K+ 4.2% |
$1.39M - $1.62M
|
270K
$49.4M
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
10.6K+ 60.09% |
$1.35M - $1.57M
|
28.1K
$5.14M
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.4K+ 6.2% |
$1.34M - $1.56M
|
179K
$32.7M
|
|
Feb 15, 2023
Q4 2022
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
10.4K+ 2936.62% |
$1.33M - $1.55M
|
10.8K
$1.97M
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
10.2K+ 8.9% |
$1.3M - $1.52M
|
125K
$22.8M
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
10.1K+ 554.54% |
$1.3M - $1.51M
|
12K
$2.19M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.1K+ 126550.0% |
$1.3M - $1.51M
|
10.1K
$1.85M
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
10K+ 196.17% |
$1.29M - $1.5M
|
15.2K
$2.77M
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.94KNew |
$1.27M - $1.48M
|
9.94K
$1.82M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
9.94K+ 112.73% |
$1.27M - $1.48M
|
18.7K
$3.43M
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9.85K+ 23.47% |
$1.26M - $1.47M
|
51.8K
$9.47M
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
9.56KNew |
$1.22M - $1.42M
|
9.56K
$1.75M
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
9.54K+ 11.29% |
$1.22M - $1.42M
|
94.1K
$17.2M
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9.25K+ 2575.49% |
$1.18M - $1.38M
|
9.61K
$1.76M
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.94KNew |
$1.14M - $1.33M
|
8.94K
$1.63M
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.86K+ 66.02% |
$1.13M - $1.32M
|
22.3K
$4.07M
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8.72K+ 12.61% |
$1.12M - $1.3M
|
77.8K
$14.2M
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.67KNew |
$1.11M - $1.29M
|
8.67K
$1.58M
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.47K+ 93.93% |
$1.08M - $1.26M
|
17.5K
$3.2M
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
8.32KNew |
$1.06M - $1.24M
|
8.32K
$1.52M
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
8.26K+ 1290.0% |
$1.06M - $1.23M
|
8.9K
$1.63M
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.1KNew |
$1.04M - $1.21M
|
8.1K
$1.48M
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
8.05KNew |
$1.03M - $1.2M
|
8.05K
$1.47M
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
7.91K+ 24.67% |
$1.01M - $1.18M
|
40K
$7.3M
|