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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.38K+ 238.83% |
$986K - $1.17M
|
10.5K
$1.88M
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
7.3K+ 103.34% |
$976K - $1.16M
|
14.4K
$2.58M
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
7.29K+ 5.12% |
$975K - $1.16M
|
150K
$26.9M
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
7.28KNew |
$973K - $1.15M
|
7.28K
$1.31M
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
7.26K+ 483.93% |
$970K - $1.15M
|
8.76K
$1.57M
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.11K+ 5.1% |
$950K - $1.13M
|
146K
$26.3M
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
7.01K+ 477.52% |
$937K - $1.11M
|
8.48K
$1.52M
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6.98KNew |
$933K - $1.11M
|
6.98K
$1.25M
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
6.93K+ 38.06% |
$927K - $1.1M
|
25.2K
$4.52M
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.89K+ 1.98% |
$921K - $1.09M
|
356K
$63.9M
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
6.89KNew |
$920K - $1.09M
|
6.89K
$1.24M
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.75K+ 198.3% |
$902K - $1.07M
|
10.1K
$1.82M
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.58K+ 16.9% |
$879K - $1.04M
|
45.5K
$8.18M
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
6.51K+ 1367.02% |
$870K - $1.03M
|
6.98K
$1.26M
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
6.46K+ 97.51% |
$864K - $1.02M
|
13.1K
$2.35M
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6.4K+ 9.32% |
$856K - $1.01M
|
75.1K
$13.5M
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
6.29KNew |
$841K - $997K
|
6.29K
$1.13M
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
6.28KNew |
$839K - $994K
|
6.28K
$1.13M
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
6.15K+ 120.77% |
$822K - $974K
|
11.2K
$2.02M
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.14KNew |
$821K - $973K
|
6.14K
$1.1M
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
6.13KNew |
$820K - $971K
|
6.13K
$1.1M
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.06K+ 12.55% |
$809K - $959K
|
54.3K
$9.76M
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
6K+ 64.64% |
$802K - $951K
|
15.3K
$2.75M
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
5.97KNew |
$798K - $946K
|
5.97K
$1.07M
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
5.89KNew |
$788K - $934K
|
5.89K
$1.06M
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
5.89KNew |
$787K - $933K
|
5.89K
$1.06M
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.89K+ 22.07% |
$787K - $932K
|
32.6K
$5.85M
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.87K+ 148.67% |
$784K - $929K
|
9.81K
$1.76M
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
5.83KNew |
$780K - $924K
|
5.83K
$1.05M
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.81K+ 5.67% |
$776K - $920K
|
108K
$19.4M
|
|
Feb 13, 2024
Q4 2023
|
Factorial Partners, LLC
|
BUY
|
- |
5.7K+ 69.51% |
$762K - $903K
|
13.9K
$2.5M
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.66K+ 19.7% |
$757K - $897K
|
34.4K
$6.19M
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
5.59KNew |
$747K - $886K
|
5.59K
$1.01M
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.56KNew |
$743K - $881K
|
5.56K
$1M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.53K+ 28.48% |
$739K - $876K
|
25K
$4.49M
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
5.52K+ 70.12% |
$737K - $874K
|
13.4K
$2.41M
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.41K+ 203.27% |
$722K - $856K
|
8.06K
$1.45M
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.36K+ 9.51% |
$716K - $849K
|
61.7K
$11.1M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.33K+ 31.38% |
$712K - $844K
|
22.3K
$4.01M
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.28K+ 156.32% |
$706K - $837K
|
8.66K
$1.56M
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.17K+ 10.07% |
$691K - $819K
|
56.5K
$10.2M
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
5.15KNew |
$689K - $816K
|
5.15K
$926K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.04K+ 20.1% |
$674K - $798K
|
30.1K
$5.41M
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.02KNew |
$670K - $794K
|
5.02K
$902K
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.01K+ 20.24% |
$670K - $793K
|
29.8K
$5.35M
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
5KNew |
$668K - $792K
|
5K
$899K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.98K+ 25.17% |
$666K - $790K
|
24.8K
$4.46M
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
4.96KNew |
$662K - $785K
|
4.96K
$891K
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
4.94K+ 42.29% |
$660K - $783K
|
16.6K
$2.99M
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.86K+ 29.75% |
$650K - $771K
|
21.2K
$3.81M
|