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 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-6.7K- 6.54% |
$896K - $1.06M
|
95.7K
$17.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-6.77K- 50.78% |
$904K - $1.07M
|
6.56K
$1.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-6.79K- 17.58% |
$907K - $1.08M
|
31.8K
$5.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.8K- 3.37% |
$909K - $1.08M
|
195K
$35.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-6.8K- 14.78% |
$909K - $1.08M
|
39.2K
$7.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-6.94K- 50.69% |
$928K - $1.1M
|
6.75K
$1.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-7.23K- 36.46% |
$966K - $1.15M
|
12.6K
$2.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-7.35K- 4.65% |
$982K - $1.16M
|
151K
$27.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-7.59K- 5.94% |
$1.01M - $1.2M
|
120K
$22M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-7.61K- 0.57% |
$1.02M - $1.21M
|
1.33M
$242M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.68K- 36.26% |
$1.03M - $1.22M
|
13.5K
$2.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-7.97K- 39.48% |
$1.07M - $1.26M
|
12.2K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-8.03K- 36.78% |
$1.07M - $1.27M
|
13.8K
$2.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8.05K- 73.69% |
$1.08M - $1.27M
|
2.87K
$525K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.08K- 12.91% |
$1.08M - $1.28M
|
54.5K
$9.96M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-8.08K- 20.64% |
$1.08M - $1.28M
|
31.1K
$5.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-9.17K- 71.58% |
$1.23M - $1.45M
|
3.64K
$665K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9.99K- 9.39% |
$1.33M - $1.58M
|
96.3K
$17.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
SELL
|
- |
-10K- 31.6% |
$1.34M - $1.59M
|
21.7K
$3.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10K- 2.34% |
$1.34M - $1.59M
|
420K
$76.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-10.1K- 54.16% |
$1.35M - $1.6M
|
8.57K
$1.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.2K- 42.23% |
$1.36M - $1.62M
|
13.9K
$2.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-10.9K- 11.86% |
$1.46M - $1.73M
|
81.2K
$14.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-11.1K- 32.49% |
$1.48M - $1.76M
|
23.1K
$4.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-11.1K- 6.26% |
$1.49M - $1.77M
|
167K
$30.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-11.4K- 56.02% |
$1.52M - $1.8M
|
8.92K
$1.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-11.7K- 18.83% |
$1.56M - $1.85M
|
50.4K
$9.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.8K- 25.28% |
$1.58M - $1.87M
|
34.9K
$6.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-12.1K- 4.82% |
$1.61M - $1.91M
|
238K
$43.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-12.2K- 56.79% |
$1.63M - $1.93M
|
9.25K
$1.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12.4K- 12.3% |
$1.66M - $1.97M
|
88.7K
$16.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-12.7K- 11.17% |
$1.7M - $2.01M
|
101K
$18.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-12.9K- 8.91% |
$1.72M - $2.04M
|
132K
$24.1M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-13.1K- 53.79% |
$1.75M - $2.07M
|
11.2K
$2.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-13.6K- 62.7% |
$1.81M - $2.15M
|
8.08K
$1.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-13.6K- 83.97% |
$1.82M - $2.15M
|
2.59K
$474K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.9K- 1.65% |
$1.85M - $2.2M
|
826K
$151M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-14.1K- 6.72% |
$1.89M - $2.23M
|
196K
$35.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-14.7K- 30.71% |
$1.97M - $2.34M
|
33.3K
$6.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-15K- 68.72% |
$2.01M - $2.38M
|
6.85K
$1.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-15.2K- 46.7% |
$2.03M - $2.41M
|
17.4K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.3K- 53.0% |
$2.04M - $2.42M
|
13.6K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-15.3K- 27.18% |
$2.05M - $2.42M
|
41K
$7.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.3K- 38.12% |
$2.05M - $2.43M
|
24.9K
$4.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-15.4K- 98.25% |
$2.06M - $2.44M
|
274
$50.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-15.5K- 98.99% |
$2.07M - $2.45M
|
158
$28.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Kadensa Capital LTD
Central, K3 |
SELL
|
- |
-16.2K- 14.59% |
$2.17M - $2.57M
|
94.9K
$17.3M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.5K- 9.73% |
$2.33M - $2.77M
|
162K
$29.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-19.2K- 81.27% |
$2.57M - $3.05M
|
4.44K
$810K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.4K- 30.0% |
$2.72M - $3.23M
|
47.5K
$8.69M
|