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 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
5.24K+ 79.97% |
$671K - $781K
|
11.8K
$2.16M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.2K+ 50.14% |
$665K - $774K
|
15.6K
$2.84M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
5.07K+ 43.72% |
$649K - $755K
|
16.7K
$3.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
5.02K+ 6.95% |
$642K - $747K
|
77.1K
$14.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
4.98K+ 35.05% |
$637K - $742K
|
19.2K
$3.5M
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
4.98K+ 35.05% |
$637K - $742K
|
19.2K
$3.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
4.97K+ 3.2% |
$636K - $740K
|
160K
$29.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
4.93KNew |
$631K - $735K
|
4.93K
$901K
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.91KNew |
$628K - $732K
|
4.91K
$897K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
4.9K+ 2.49% |
$628K - $731K
|
202K
$36.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.9K+ 19.8% |
$627K - $730K
|
29.6K
$5.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.84KNew |
$619K - $721K
|
4.84K
$884K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.79K+ 0.52% |
$614K - $714K
|
923K
$169M
|
|
|
Jan 25, 2023
Q4 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
4.75KNew |
$609K - $708K
|
4.75K
$869K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.73K+ 27.16% |
$606K - $705K
|
22.2K
$4.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Gator Capital Management, LLC
|
BUY
|
- |
4.67K+ 31.95% |
$597K - $696K
|
19.3K
$3.52M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.64K+ 15.03% |
$594K - $691K
|
35.5K
$6.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.62KNew |
$592K - $689K
|
4.62K
$844K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.58K+ 16.29% |
$586K - $683K
|
32.7K
$5.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.52K+ 9.01% |
$578K - $673K
|
54.7K
$9.99M
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
4.4K+ 17.02% |
$563K - $656K
|
30.3K
$5.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.39KNew |
$562K - $655K
|
4.39K
$803K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4.32K+ 275.4% |
$553K - $644K
|
5.89K
$1.08M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.31K+ 10.96% |
$552K - $642K
|
43.7K
$7.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.19K+ 130.97% |
$537K - $625K
|
7.39K
$1.35M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.14K+ 6.12% |
$530K - $617K
|
71.7K
$13.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
4.11K+ 2.09% |
$526K - $612K
|
201K
$36.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
4.05K+ 107.74% |
$518K - $603K
|
7.81K
$1.43M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.01KNew |
$513K - $597K
|
4.01K
$732K
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
3.94KNew |
$504K - $587K
|
3.94K
$720K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.93K+ 85.56% |
$503K - $586K
|
8.52K
$1.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.9K+ 79.69% |
$500K - $582K
|
8.8K
$1.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.8K+ 4.26% |
$486K - $566K
|
93K
$17M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.78K+ 14.14% |
$484K - $564K
|
30.5K
$5.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.7K+ 1.92% |
$473K - $551K
|
197K
$35.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.58K+ 38.09% |
$458K - $533K
|
13K
$2.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
3.55KNew |
$454K - $528K
|
3.55K
$648K
|
|
|
Jan 19, 2023
Q4 2022
|
Roth Financial Partners LLC
|
BUY
|
- |
3.4K+ 4.43% |
$436K - $507K
|
80.2K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.39K+ 2.12% |
$434K - $505K
|
163K
$29.8M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.34KNew |
$428K - $498K
|
3.34K
$611K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.32KNew |
$426K - $495K
|
3.32K
$607K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
3.29K+ 21.19% |
$421K - $490K
|
18.8K
$3.44M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.22K+ 4.83% |
$412K - $479K
|
69.8K
$12.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.22KNew |
$412K - $479K
|
3.22K
$588K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.21KNew |
$411K - $478K
|
3.21K
$586K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.17KNew |
$406K - $473K
|
3.17K
$579K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.17K+ 140.15% |
$405K - $472K
|
5.43K
$991K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.11K+ 10.99% |
$399K - $464K
|
31.5K
$5.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.06K+ 42.25% |
$392K - $456K
|
10.3K
$1.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3.06K+ 84.77% |
$391K - $455K
|
6.66K
$1.22M
|