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 |
---|---|---|---|---|---|---|---|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-24- 0.33% |
$3.3K - $3.72K
|
7.31K
$1.36M
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-25- 0.2% |
$3.43K - $3.87K
|
12.6K
$2.33M
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-25- 1.74% |
$3.43K - $3.87K
|
1.42K
$263K
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-25- 0.11% |
$3.43K - $3.87K
|
23.3K
$4.32M
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-25- 0.54% |
$3.43K - $3.87K
|
4.59K
$851K
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-25- 39.06% |
$3.43K - $3.87K
|
39
$7.24K
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-26- 0.5% |
$3.57K - $4.03K
|
5.22K
$969K
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-28- 0.42% |
$3.85K - $4.34K
|
6.58K
$1.22M
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-29- 0.07% |
$3.98K - $4.49K
|
39K
$7.23M
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-33- 0.02% |
$4.53K - $5.11K
|
155K
$28.8M
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
SELL
|
- |
-34- 1.45% |
$4.67K - $5.27K
|
2.32K
$430K
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-35- 0.77% |
$4.81K - $5.42K
|
4.5K
$835K
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-36- 1.39% |
$4.94K - $5.58K
|
2.55K
$473K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-37- 0.84% |
$5.08K - $5.73K
|
4.36K
$808K
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-37- 0.49% |
$5.08K - $5.73K
|
7.51K
$1.39M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-42- 3.3% |
$5.77K - $6.51K
|
1.23K
$228K
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-45- 7.65% |
$6.18K - $6.97K
|
543
$101K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-46- 0.64% |
$6.32K - $7.13K
|
7.16K
$1.33M
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-46- 0.18% |
$6.32K - $7.13K
|
25.7K
$4.77M
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-51- 1.54% |
$7K - $7.9K
|
3.27K
$607K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-52- 0.17% |
$7.14K - $8.06K
|
31.4K
$5.83M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-56- 2.16% |
$7.69K - $8.68K
|
2.53K
$470K
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-59- 1.07% |
$8.1K - $9.14K
|
5.47K
$1.01M
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-60- 0.35% |
$8.24K - $9.3K
|
17.1K
$3.17M
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-60- 2.61% |
$8.24K - $9.3K
|
2.24K
$415K
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-61- 3.55% |
$8.38K - $9.45K
|
1.66K
$308K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-65- 20.38% |
$8.93K - $10.1K
|
254
$47.1K
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-68- 0.26% |
$9.34K - $10.5K
|
25.8K
$4.79M
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-70- 0.6% |
$9.61K - $10.8K
|
11.6K
$2.15M
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-73- 3.07% |
$10K - $11.3K
|
2.3K
$427K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-75- 1.33% |
$10.3K - $11.6K
|
5.56K
$1.03M
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-85- 2.58% |
$11.7K - $13.2K
|
3.21K
$595K
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-85- 1.5% |
$11.7K - $13.2K
|
5.58K
$1.04M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-87- 0.2% |
$11.9K - $13.5K
|
43.6K
$8.08M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-88- 7.84% |
$12.1K - $13.6K
|
1.03K
$192K
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-89- 4.66% |
$12.2K - $13.8K
|
1.82K
$338K
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-90- 15.31% |
$12.4K - $13.9K
|
498
$92.4K
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-91- 2.09% |
$12.5K - $14.1K
|
4.25K
$789K
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-91- 5.32% |
$12.5K - $14.1K
|
1.62K
$300K
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-94- 2.39% |
$12.9K - $14.6K
|
3.85K
$713K
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-95- 0.36% |
$13K - $14.7K
|
26K
$4.83M
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-97- 0.91% |
$13.3K - $15K
|
10.6K
$1.96M
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-98- 5.22% |
$13.5K - $15.2K
|
1.78K
$330K
|
|
May 01, 2023
Q1 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-98- 3.02% |
$13.5K - $15.2K
|
3.15K
$584K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-99- 3.08% |
$13.6K - $15.3K
|
3.12K
$578K
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-100- 1.85% |
$13.7K - $15.5K
|
5.31K
$985K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-100- 1.98% |
$13.7K - $15.5K
|
4.96K
$920K
|
|
May 11, 2023
Q1 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-101- 1.88% |
$13.9K - $15.7K
|
5.28K
$979K
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-103- 31.6% |
$14.1K - $16K
|
223
$41.4K
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-105- 1.56% |
$14.4K - $16.3K
|
6.62K
$1.23M
|