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 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
61.7K+ 636.43% |
$8.48M - $9.57M
|
71.4K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
61.2K+ 196.29% |
$8.41M - $9.49M
|
92.4K
$16.7M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
59.3K+ 1.28% |
$8.15M - $9.2M
|
4.68M
$848M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
58.7KNew |
$8.07M - $9.1M
|
58.7K
$10.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
58.4K+ 35.84% |
$8.03M - $9.05M
|
221K
$40.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
57.8K+ 194.16% |
$7.94M - $8.96M
|
87.6K
$15.9M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
57.3K+ 12.99% |
$7.87M - $8.88M
|
499K
$90.3M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
56.7K+ 9.63% |
$7.79M - $8.79M
|
646K
$117M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
56KNew |
$7.68M - $8.67M
|
56K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
54.2K+ 6.0% |
$7.45M - $8.41M
|
959K
$174M
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
52.1K+ 74.59% |
$7.15M - $8.07M
|
122K
$22.1M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
50.4KNew |
$6.92M - $7.81M
|
50.4K
$9.13M
|
|
|
May 15, 2023
Q1 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
50KNew |
$6.87M - $7.75M
|
50K
$9.05M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
49.8K+ 178.7% |
$6.84M - $7.72M
|
77.7K
$14.1M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
49.7K+ 40.03% |
$6.82M - $7.7M
|
174K
$31.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
48.1K+ 239.96% |
$6.61M - $7.46M
|
68.2K
$12.4M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
47.8K+ 63.49% |
$6.57M - $7.41M
|
123K
$22.3M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
47.6K+ 314.83% |
$6.54M - $7.38M
|
62.7K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
46.1KNew |
$6.33M - $7.14M
|
46.1K
$8.35M
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
45.9K+ 447.84% |
$6.3M - $7.11M
|
56.1K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
45.8K+ 70.3% |
$6.29M - $7.09M
|
111K
$20.1M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
44.6K+ 43.1% |
$6.13M - $6.91M
|
148K
$26.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
40.3K+ 66.2% |
$5.54M - $6.24M
|
101K
$18.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
40.3K+ 93.93% |
$5.53M - $6.24M
|
83.2K
$15.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
38.1K+ 757.45% |
$5.24M - $5.91M
|
43.2K
$7.82M
|
|
|
Jul 07, 2023
Q1 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
37.3K+ 478.77% |
$5.12M - $5.78M
|
45.1K
$8.16M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
37.1K+ 57.45% |
$5.1M - $5.75M
|
102K
$18.4M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
35.8KNew |
$4.92M - $5.55M
|
35.8K
$6.48M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
34.9K+ 362.98% |
$4.79M - $5.4M
|
44.5K
$8.05M
|
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
33.9K+ 33.82% |
$4.66M - $5.26M
|
134K
$24.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
33.7K+ 20.05% |
$4.63M - $5.23M
|
202K
$36.6M
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
BUY
|
- |
32.9KNew |
$4.53M - $5.11M
|
32.9K
$5.97M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
32.2KNew |
$4.42M - $4.99M
|
32.2K
$5.83M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.9KNew |
$4.38M - $4.94M
|
31.9K
$5.78M
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
31.4K+ 398.96% |
$4.32M - $4.87M
|
39.3K
$7.12M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.9K+ 1410.06% |
$4.1M - $4.63M
|
32K
$5.79M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
28.3K+ 14.35% |
$3.89M - $4.39M
|
226K
$40.8M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
27.2KNew |
$3.74M - $4.22M
|
27.2K
$4.93M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27K+ 266.7% |
$3.71M - $4.19M
|
37.2K
$6.73M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
26.9KNew |
$3.69M - $4.17M
|
26.9K
$4.87M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.5K+ 0.47% |
$3.63M - $4.1M
|
5.68M
$1.03B
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
26.3KNew |
$3.61M - $4.08M
|
26.3K
$4.76M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
25.8K+ 7.2% |
$3.54M - $3.99M
|
384K
$69.5M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.6K+ 15.68% |
$3.51M - $3.96M
|
189K
$34.2M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
25.2K+ 341.08% |
$3.46M - $3.91M
|
32.6K
$5.9M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
25.1K+ 19.18% |
$3.45M - $3.89M
|
156K
$28.2M
|
|
|
May 04, 2023
Q1 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
24.7K+ 1127.75% |
$3.39M - $3.83M
|
26.9K
$4.87M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
24.6K+ 108.67% |
$3.38M - $3.82M
|
47.3K
$8.56M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
24.1K+ 7.04% |
$3.31M - $3.73M
|
366K
$66.3M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.6K+ 32.3% |
$3.23M - $3.65M
|
96.5K
$17.5M
|