Purchases and Sales Made in Q4 2023 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 2023. 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, 2024
Q4 2023
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
BUY
|
- |
117KNew |
$15.7M - $18.6M
|
117K
$21.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
117K+ 40.5% |
$15.6M - $18.5M
|
405K
$73.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
113KNew |
$15.1M - $17.9M
|
113K
$20.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
109KNew |
$14.6M - $17.3M
|
109K
$19.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
107KNew |
$14.3M - $16.9M
|
107K
$19.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
106K+ 37.4% |
$14.1M - $16.8M
|
389K
$70.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
106K+ 115.96% |
$14.1M - $16.7M
|
197K
$35.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
105KNew |
$14M - $16.6M
|
105K
$19M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
96.2K+ 62.33% |
$12.9M - $15.2M
|
250K
$45.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
96.2K+ 4.76% |
$12.9M - $15.2M
|
2.12M
$384M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
93.6K+ 80.73% |
$12.5M - $14.8M
|
210K
$38M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
91.2KNew |
$12.2M - $14.4M
|
91.2K
$16.5M
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
91.2KNew |
$12.2M - $14.4M
|
91.2K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
91K+ 525.87% |
$12.2M - $14.4M
|
108K
$19.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
90.8K+ 1.53% |
$12.1M - $14.4M
|
6.04M
$1.1B
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
88.7K+ 34.07% |
$11.8M - $14M
|
349K
$63.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
86K+ 41.08% |
$11.5M - $13.6M
|
295K
$53.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Broadmark Asset Management LLC
|
BUY
|
- |
84.2K+ 19.78% |
$11.3M - $13.3M
|
510K
$92.4M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
79.4KNew |
$10.6M - $12.6M
|
79.4K
$14.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
78.6K+ 1567.35% |
$10.5M - $12.4M
|
83.6K
$15.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
77.5K+ 129.61% |
$10.4M - $12.3M
|
137K
$24.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
77.3K+ 4426.92% |
$10.3M - $12.2M
|
79K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
77.1KNew |
$10.3M - $12.2M
|
77.1K
$14M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
71.7KNew |
$9.58M - $11.4M
|
71.7K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
69.9K+ 33.44% |
$9.34M - $11.1M
|
279K
$50.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
69.6KNew |
$9.3M - $11M
|
69.6K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.6K+ 1.97% |
$8.76M - $10.4M
|
3.39M
$615M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
65.5K+ 56.62% |
$8.76M - $10.4M
|
181K
$32.9M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
63.1K+ 43.99% |
$8.44M - $10M
|
207K
$37.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
62.5KNew |
$8.35M - $9.89M
|
62.5K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
62KNew |
$8.28M - $9.82M
|
62K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
60.1K+ 390.03% |
$8.03M - $9.52M
|
75.5K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59.2K+ 14.64% |
$7.91M - $9.37M
|
463K
$84M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
58.5K+ 170.11% |
$7.82M - $9.27M
|
92.9K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
57.2K+ 76.67% |
$7.65M - $9.06M
|
132K
$23.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
55.7K+ 31.58% |
$7.44M - $8.82M
|
232K
$42.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
54.4KNew |
$7.26M - $8.61M
|
54.4K
$9.86M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
53.5KNew |
$7.16M - $8.48M
|
53.5K
$9.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
52.9K+ 516.89% |
$7.07M - $8.38M
|
63.1K
$11.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
52.3K+ 373492.88% |
$6.99M - $8.28M
|
52.3K
$9.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
52.2K+ 81.05% |
$6.97M - $8.26M
|
117K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
51.7K+ 18.55% |
$6.91M - $8.19M
|
331K
$59.9M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
51.4KNew |
$6.87M - $8.15M
|
51.4K
$9.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
BUY
|
- |
50.3K+ 68.65% |
$6.72M - $7.96M
|
123K
$22.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
50.2K+ 307.2% |
$6.71M - $7.95M
|
66.5K
$12.1M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
50KNew |
$6.68M - $7.92M
|
50K
$9.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
49.4KNew |
$6.61M - $7.83M
|
49.4K
$8.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
47.5K+ 14.22% |
$6.35M - $7.52M
|
382K
$69.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
47.3K+ 9.5% |
$6.33M - $7.5M
|
546K
$98.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
46.7K+ 525.84% |
$6.24M - $7.4M
|
55.6K
$10.1M
|