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 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-275- 0.3% |
$37.8K - $42.6K
|
91K
$16.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-283- 0.26% |
$38.9K - $43.9K
|
109K
$19.6M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-287- 14.25% |
$39.4K - $44.5K
|
1.73K
$313K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-294- 11.33% |
$40.4K - $45.6K
|
2.3K
$417K
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-297- 3.66% |
$40.8K - $46K
|
7.81K
$1.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-299- 0.29% |
$41.1K - $46.3K
|
104K
$18.9M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-300- 4.51% |
$41.2K - $46.5K
|
6.35K
$1.15M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-300- 2.19% |
$41.2K - $46.5K
|
13.4K
$2.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-307- 17.77% |
$42.2K - $47.6K
|
1.42K
$257K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-312- 2.68% |
$42.9K - $48.3K
|
11.3K
$2.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-314- 7.46% |
$43.1K - $48.7K
|
3.89K
$705K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-315- 13.73% |
$43.3K - $48.8K
|
1.98K
$358K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-318- 5.52% |
$43.7K - $49.3K
|
5.44K
$985K
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-319- 0.09% |
$43.8K - $49.4K
|
345K
$62.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-322- 7.11% |
$44.2K - $49.9K
|
4.21K
$762K
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-332- 1.31% |
$45.6K - $51.4K
|
25K
$4.53M
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-339- 1.15% |
$46.6K - $52.5K
|
29K
$5.25M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-345Closed |
$47.4K - $53.5K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-347- 1.4% |
$47.7K - $53.8K
|
24.5K
$4.44M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-349- 10.27% |
$47.9K - $54.1K
|
3.05K
$552K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-353Closed |
$48.5K - $54.7K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-362- 2.26% |
$49.7K - $56.1K
|
15.6K
$2.83M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-371- 5.57% |
$51K - $57.5K
|
6.29K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Gator Capital Management, LLC
|
SELL
|
- |
-375- 1.95% |
$51.5K - $58.1K
|
18.9K
$3.42M
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-377- 2.17% |
$51.8K - $58.4K
|
17K
$3.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-405- 13.6% |
$55.6K - $62.8K
|
2.57K
$466K
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-406- 21.96% |
$55.8K - $62.9K
|
1.44K
$261K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-415- 6.15% |
$57K - $64.3K
|
6.33K
$1.15M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-419- 17.01% |
$57.5K - $64.9K
|
2.04K
$370K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-423- 0.81% |
$58.1K - $65.5K
|
51.7K
$9.37M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-424- 8.96% |
$58.2K - $65.7K
|
4.31K
$780K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-434- 2.0% |
$59.6K - $67.3K
|
21.3K
$3.85M
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-438- 12.8% |
$60.2K - $67.9K
|
2.99K
$540K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-447- 14.15% |
$61.4K - $69.3K
|
2.71K
$491K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-459- 6.61% |
$63K - $71.1K
|
6.48K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-459- 2.02% |
$63K - $71.1K
|
22.2K
$4.02M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-460- 2.44% |
$63.2K - $71.3K
|
18.4K
$3.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-473- 1.52% |
$65K - $73.3K
|
30.6K
$5.54M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-478- 17.61% |
$65.7K - $74.1K
|
2.24K
$405K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-485- 17.1% |
$66.6K - $75.2K
|
2.35K
$426K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-492- 2.45% |
$67.6K - $76.2K
|
19.6K
$3.54M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-493- 5.7% |
$67.7K - $76.4K
|
8.16K
$1.48M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-514- 53.32% |
$70.6K - $79.6K
|
450
$81.5K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-552- 1.03% |
$75.8K - $85.5K
|
53.3K
$9.65M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-562- 0.47% |
$77.2K - $87.1K
|
119K
$21.6M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-597- 17.66% |
$82K - $92.5K
|
2.78K
$504K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-605- 0.31% |
$83.1K - $93.8K
|
197K
$35.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-612- 3.52% |
$84.1K - $94.8K
|
16.8K
$3.04M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-612- 5.35% |
$84.1K - $94.8K
|
10.8K
$1.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-637- 0.68% |
$87.5K - $98.7K
|
92.6K
$16.8M
|