Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.38M+ 21.45% |
$520M - $573M
|
19.1M
$3.38B
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.12M+ 64.97% |
$480M - $528M
|
7.92M
$1.4B
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.33M+ 48.86% |
$358M - $394M
|
7.09M
$1.25B
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.19M+ 9.74% |
$337M - $371M
|
24.7M
$4.36B
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.19M+ 9.74% |
$337M - $371M
|
24.7M
$4.36B
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.68MNew |
$258M - $284M
|
1.68M
$297M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
944K+ 17.53% |
$145M - $160M
|
6.33M
$1.12B
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
677K+ 347.92% |
$104M - $115M
|
871K
$154M
|
|
Apr 29, 2024
Q1 2024
|
Spider Management Company, LLC
Richmond, VA |
BUY
|
- |
570KNew |
$87.7M - $96.6M
|
570K
$101M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
473K+ 958.37% |
$72.8M - $80.1M
|
522K
$92.3M
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
471K+ 69.26% |
$72.4M - $79.7M
|
1.15M
$203M
|
|
Apr 17, 2024
Q1 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
454KNew |
$69.8M - $76.9M
|
454K
$80.2M
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
452K+ 113.0% |
$69.5M - $76.6M
|
852K
$151M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
449K+ 7.25% |
$69.1M - $76.1M
|
6.64M
$1.17B
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
443K+ 177.92% |
$68.1M - $75M
|
692K
$122M
|
|
May 10, 2024
Q1 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
391KNew |
$60.1M - $66.2M
|
391K
$69.1M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
387K+ 6.41% |
$59.6M - $65.6M
|
6.43M
$1.14B
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
370K+ 34.11% |
$57M - $62.7M
|
1.46M
$257M
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
370K+ 269.46% |
$57M - $62.7M
|
508K
$89.7M
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
315K+ 849.24% |
$48.5M - $53.4M
|
353K
$62.3M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
309K+ 9.09% |
$47.5M - $52.3M
|
3.7M
$654M
|
|
May 15, 2024
Q1 2024
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
285KNew |
$43.9M - $48.3M
|
285K
$50.4M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
278K+ 9.65% |
$42.8M - $47.1M
|
3.16M
$558M
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
267K+ 131.31% |
$41M - $45.1M
|
469K
$82.9M
|
|
May 13, 2024
Q1 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
250KNew |
$38.5M - $42.3M
|
250K
$44.2M
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
246KNew |
$37.8M - $41.6M
|
246K
$43.4M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
237K+ 18.09% |
$36.5M - $40.2M
|
1.55M
$274M
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
235K+ 202.03% |
$36.2M - $39.9M
|
352K
$62.2M
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
221KNew |
$34.1M - $37.5M
|
221K
$39.1M
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
198KNew |
$30.4M - $33.5M
|
198K
$34.9M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
196K+ 236.53% |
$30.1M - $33.1M
|
278K
$49.2M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
183K+ 7.06% |
$28.2M - $31.1M
|
2.78M
$491M
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
157K+ 655.8% |
$24.2M - $26.6M
|
181K
$32M
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
154K+ 1729.42% |
$23.7M - $26.1M
|
163K
$28.8M
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
143KNew |
$22M - $24.2M
|
143K
$25.2M
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
143KNew |
$22M - $24.2M
|
143K
$25.2M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
137K+ 4.86% |
$21.1M - $23.2M
|
2.95M
$522M
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
133K+ 44.99% |
$20.5M - $22.6M
|
430K
$75.9M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
126KNew |
$19.4M - $21.4M
|
126K
$22.3M
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
123K+ 22.53% |
$18.9M - $20.8M
|
668K
$118M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
119K+ 16.1% |
$18.3M - $20.1M
|
856K
$151M
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
118KNew |
$18.1M - $19.9M
|
118K
$20.8M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
114K+ 5.59% |
$17.5M - $19.3M
|
2.15M
$380M
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
111KNew |
$17M - $18.7M
|
111K
$19.6M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
108K+ 2426.99% |
$16.6M - $18.2M
|
112K
$19.8M
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
102K+ 91.86% |
$15.7M - $17.3M
|
213K
$37.6M
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
100KNew |
$15.4M - $16.9M
|
100K
$17.7M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
99.7K+ 37.43% |
$15.3M - $16.9M
|
366K
$64.7M
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
BUY
|
- |
96.3K+ 6828.51% |
$14.8M - $16.3M
|
97.7K
$17.3M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
96.1K+ 4.54% |
$14.8M - $16.3M
|
2.21M
$391M
|