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 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 33.45% |
$1.46M - $1.64M
|
42.3K
$7.66M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10.6K+ 1068.59% |
$1.45M - $1.64M
|
11.6K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10.5K+ 6.71% |
$1.44M - $1.63M
|
167K
$30.3M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.2KNew |
$1.4M - $1.58M
|
10.2K
$1.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
9.69K+ 30.85% |
$1.33M - $1.5M
|
41.1K
$7.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
9.66K+ 203.5% |
$1.33M - $1.5M
|
14.4K
$2.61M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.39KNew |
$1.29M - $1.45M
|
9.39K
$1.7M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
9.18K+ 39.5% |
$1.26M - $1.42M
|
32.4K
$5.87M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.15KNew |
$1.26M - $1.42M
|
9.15K
$1.66M
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
9K+ 35.04% |
$1.24M - $1.4M
|
34.7K
$6.28M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.63K+ 337.0% |
$1.19M - $1.34M
|
11.2K
$2.03M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
8.57KNew |
$1.18M - $1.33M
|
8.57K
$1.55M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.56K+ 194.39% |
$1.18M - $1.33M
|
13K
$2.35M
|
|
|
May 12, 2023
Q1 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
8.5KNew |
$1.17M - $1.32M
|
8.5K
$1.54M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.45K+ 10.84% |
$1.16M - $1.31M
|
86.4K
$15.6M
|
|
|
May 11, 2023
Q1 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
8.3KNew |
$1.14M - $1.29M
|
8.3K
$1.5M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.27K+ 3.37% |
$1.14M - $1.28M
|
254K
$46M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.16K+ 11.38% |
$1.12M - $1.27M
|
79.9K
$14.5M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.16K+ 3.59% |
$1.12M - $1.26M
|
236K
$42.7M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
8.01KNew |
$1.1M - $1.24M
|
8.01K
$1.45M
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
7.99K+ 3.98% |
$1.1M - $1.24M
|
209K
$37.8M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.98K+ 21.07% |
$1.1M - $1.24M
|
45.8K
$8.3M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.96K+ 23.92% |
$1.09M - $1.23M
|
41.2K
$7.47M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7.71K+ 8.2% |
$1.06M - $1.2M
|
102K
$18.4M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.49K+ 127.41% |
$1.03M - $1.16M
|
13.4K
$2.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
7.45KNew |
$1.02M - $1.15M
|
7.45K
$1.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
7.45K+ 49.1% |
$1.02M - $1.15M
|
22.6K
$4.09M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
BUY
|
- |
7.38K+ 43.23% |
$1.01M - $1.14M
|
24.5K
$4.43M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.28K+ 2.55% |
$1M - $1.13M
|
293K
$53.1M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.19KNew |
$988K - $1.11M
|
7.19K
$1.3M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6.87KNew |
$944K - $1.07M
|
6.87K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.87KNew |
$944K - $1.07M
|
6.87K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.85K+ 39.31% |
$941K - $1.06M
|
24.3K
$4.4M
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
6.81K+ 108.92% |
$936K - $1.06M
|
13.1K
$2.37M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.5KNew |
$893K - $1.01M
|
6.5K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
6.47K+ 96.6% |
$889K - $1M
|
13.2K
$2.38M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.41K+ 8.02% |
$881K - $993K
|
86.4K
$15.6M
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
6.38K+ 38.65% |
$876K - $989K
|
22.9K
$4.14M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
6.22KNew |
$855K - $964K
|
6.22K
$1.13M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6.13KNew |
$842K - $950K
|
6.13K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.12K+ 8.33% |
$840K - $948K
|
79.5K
$14.4M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
6KNew |
$823K - $929K
|
6K
$1.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.97KNew |
$819K - $924K
|
5.97K
$1.08M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.88K+ 10.01% |
$808K - $911K
|
64.6K
$11.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.54K+ 14.27% |
$761K - $859K
|
44.4K
$8.03M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.46K+ 1400.26% |
$750K - $846K
|
5.85K
$1.06M
|
|
|
Apr 13, 2023
Q1 2023
|
Clarity Financial LLC
|
BUY
|
- |
5.32KNew |
$731K - $824K
|
5.32K
$963K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.29KNew |
$727K - $820K
|
5.29K
$958K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.11K+ 41.51% |
$701K - $791K
|
17.4K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
5.06KNew |
$695K - $784K
|
5.06K
$916K
|