Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
13.7M+ 9007.8% |
$1.88B - $2.12B
|
13.8M
$2.51B
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
936K+ 13794.68% |
$129M - $145M
|
943K
$171M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
709K+ 640.31% |
$97.4M - $110M
|
820K
$148M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
642K+ 26.81% |
$88.2M - $99.5M
|
3.04M
$550M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
606K+ 21.49% |
$83.2M - $93.9M
|
3.43M
$620M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
579K+ 3.92% |
$79.5M - $89.7M
|
15.4M
$2.78B
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
483K+ 85.66% |
$66.3M - $74.8M
|
1.05M
$189M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
467KNew |
$64.1M - $72.4M
|
467K
$84.5M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
431K+ 20.33% |
$59.1M - $66.7M
|
2.55M
$461M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
408K+ 342.15% |
$56M - $63.2M
|
527K
$95.4M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
397K+ 21.71% |
$54.5M - $61.5M
|
2.23M
$403M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
352K+ 49.94% |
$48.3M - $54.5M
|
1.06M
$191M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
310K+ 2.59% |
$42.5M - $48M
|
12.2M
$2.22B
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
280K+ 2273.47% |
$38.4M - $43.3M
|
292K
$52.8M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
264KNew |
$36.3M - $40.9M
|
264K
$47.8M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
230K+ 1488.25% |
$31.7M - $35.7M
|
246K
$44.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
225K+ 67.37% |
$30.9M - $34.9M
|
559K
$101M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
219K+ 7.3% |
$30.1M - $34M
|
3.22M
$583M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
198K+ 5.16% |
$27.2M - $30.6M
|
4.03M
$730M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
198K+ 5.16% |
$27.2M - $30.6M
|
4.03M
$730M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
196K+ 3.1% |
$26.9M - $30.3M
|
6.5M
$1.18B
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
192K+ 37.57% |
$26.4M - $29.8M
|
704K
$127M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
147K+ 51.45% |
$20.2M - $22.7M
|
432K
$78.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
136KNew |
$18.7M - $21.1M
|
136K
$24.7M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
133K+ 609.5% |
$18.3M - $20.7M
|
155K
$28.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
126K+ 18.39% |
$17.3M - $19.5M
|
811K
$147M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
119KNew |
$16.4M - $18.5M
|
119K
$21.6M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
119K+ 106.47% |
$16.3M - $18.4M
|
230K
$41.6M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
104K+ 129732.5% |
$14.3M - $16.1M
|
104K
$18.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
100K+ 5906.07% |
$13.8M - $15.5M
|
102K
$18.5M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
96.8KNew |
$13.3M - $15M
|
96.8K
$17.5M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
92.9K+ 64.48% |
$12.8M - $14.4M
|
237K
$42.9M
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
88.2KNew |
$12.1M - $13.7M
|
88.2K
$16M
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
88.1K+ 260.15% |
$12.1M - $13.6M
|
122K
$22.1M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
87.2K+ 36.4% |
$12M - $13.5M
|
327K
$59.2M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84.7K+ 8.69% |
$11.6M - $13.1M
|
1.06M
$192M
|
|
|
Apr 19, 2023
Q1 2023
|
Astor Investment Management LLC
|
BUY
|
- |
83.8KNew |
$11.5M - $13M
|
83.8K
$15.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
83.6K+ 220.65% |
$11.5M - $13M
|
122K
$22M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
83.2K+ 4.11% |
$11.4M - $12.9M
|
2.11M
$382M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
83KNew |
$11.4M - $12.9M
|
83K
$15M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
83K+ 5.01% |
$11.4M - $12.9M
|
1.74M
$315M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
79.7K+ 38.57% |
$10.9M - $12.4M
|
286K
$51.9M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
78.1K+ 984.7% |
$10.7M - $12.1M
|
86K
$15.6M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
73.3K+ 372.66% |
$10.1M - $11.4M
|
93K
$16.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
72.9K+ 10.78% |
$10M - $11.3M
|
750K
$136M
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
BUY
|
- |
71.6K+ 28.99% |
$9.84M - $11.1M
|
319K
$57.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
71.1KNew |
$9.76M - $11M
|
71.1K
$12.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
67.5K+ 583.71% |
$9.27M - $10.5M
|
79.1K
$14.3M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
62.5KNew |
$8.59M - $9.69M
|
62.5K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
62.4K+ 14.91% |
$8.57M - $9.67M
|
481K
$87.1M
|