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 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.45K+ 11.75% |
$186K - $216K
|
13.8K
$2.52M
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.45KNew |
$186K - $216K
|
1.45K
$265K
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.45KNew |
$186K - $216K
|
1.45K
$265K
|
|
Feb 13, 2023
Q4 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.45KNew |
$186K - $216K
|
1.45K
$265K
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.45KNew |
$185K - $215K
|
1.45K
$264K
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.44KNew |
$184K - $215K
|
1.44K
$263K
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.44KNew |
$184K - $215K
|
1.44K
$263K
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
1.44KNew |
$184K - $214K
|
1.44K
$263K
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
1.44KNew |
$184K - $214K
|
1.44K
$263K
|
|
Feb 02, 2023
Q4 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
1.43KNew |
$183K - $213K
|
1.43K
$261K
|
|
Feb 07, 2023
Q4 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.42KNew |
$182K - $212K
|
1.42K
$260K
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
1.42KNew |
$182K - $211K
|
1.42K
$259K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.41K+ 57.82% |
$181K - $211K
|
3.86K
$705K
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.41KNew |
$180K - $210K
|
1.41K
$257K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 38.24% |
$175K - $204K
|
4.95K
$905K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.36KNew |
$174K - $203K
|
1.36K
$248K
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
1.34K+ 15.07% |
$171K - $199K
|
10.2K
$1.87M
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.33K+ 1548.84% |
$171K - $199K
|
1.42K
$259K
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.32K+ 0.37% |
$169K - $197K
|
355K
$64.8M
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.31K+ 3.9% |
$168K - $196K
|
35K
$6.4M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.3K+ 2.4% |
$166K - $194K
|
55.4K
$10.1M
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.28K+ 10.68% |
$164K - $191K
|
13.3K
$2.43M
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
1.27K+ 80.98% |
$163K - $190K
|
2.85K
$520K
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.24K+ 151.59% |
$159K - $185K
|
2.06K
$377K
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.22K+ 9.11% |
$156K - $181K
|
14.6K
$2.66M
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.2K+ 12.83% |
$154K - $179K
|
10.6K
$1.93M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.2K+ 1.57% |
$154K - $179K
|
77.9K
$14.2M
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.18K+ 0.62% |
$151K - $175K
|
190K
$34.8M
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.15K+ 2.47% |
$148K - $172K
|
48K
$8.77M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.15K+ 17.47% |
$147K - $171K
|
7.7K
$1.41M
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.14K+ 2.84% |
$146K - $170K
|
41.4K
$7.56M
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.13K+ 3.2% |
$145K - $168K
|
36.4K
$6.65M
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.12KNew |
$144K - $167K
|
1.12K
$205K
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.12K+ 1.3% |
$144K - $167K
|
87.6K
$16M
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.08K+ 67.36% |
$138K - $160K
|
2.67K
$488K
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.06K+ 2.14% |
$136K - $158K
|
50.5K
$9.22M
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.05K+ 8.26% |
$134K - $156K
|
13.7K
$2.5M
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1K+ 19.12% |
$128K - $149K
|
6.23K
$1.14M
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1KNew |
$128K - $149K
|
1K
$183K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
990New |
$127K - $148K
|
990
$181K
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
985+ 8.05% |
$126K - $147K
|
13.2K
$2.42M
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
965+ 4.14% |
$124K - $144K
|
24.3K
$4.44M
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
929+ 44.97% |
$119K - $138K
|
3K
$547K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
925+ 1.13% |
$118K - $138K
|
83K
$15.2M
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
923+ 4.98% |
$118K - $138K
|
19.5K
$3.56M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
923+ 13.18% |
$118K - $138K
|
7.93K
$1.45M
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
915+ 16.19% |
$117K - $136K
|
6.57K
$1.2M
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
907+ 50.47% |
$116K - $135K
|
2.7K
$494K
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
905+ 13.85% |
$116K - $135K
|
7.44K
$1.36M
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
891+ 11.21% |
$114K - $133K
|
8.84K
$1.61M
|