Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.92KNew |
$826K - $886K
|
5.92K
$1.05M
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.87KNew |
$819K - $878K
|
5.87K
$1.04M
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
5.79K+ 14.81% |
$808K - $867K
|
44.9K
$7.93M
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
5.71KNew |
$797K - $855K
|
5.71K
$1.01M
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
5.7KNew |
$795K - $852K
|
5.7K
$1.01M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.68K+ 345.89% |
$793K - $850K
|
7.33K
$1.29M
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.64KNew |
$787K - $844K
|
5.64K
$996K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.62KNew |
$784K - $840K
|
5.62K
$992K
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5.37K+ 5.8% |
$750K - $804K
|
98K
$17.3M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5.21K+ 14.62% |
$727K - $779K
|
40.8K
$7.21M
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
5.15KNew |
$719K - $771K
|
5.15K
$910K
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.07K+ 99.47% |
$708K - $759K
|
10.2K
$1.8M
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.01K+ 3.0% |
$699K - $750K
|
172K
$30.4M
|
|
Aug 11, 2023
Q2 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
5KNew |
$698K - $748K
|
5K
$883K
|
|
Aug 11, 2023
Q2 2023
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
5KNew |
$698K - $748K
|
5K
$883K
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
4.96KNew |
$692K - $742K
|
4.96K
$876K
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.93KNew |
$689K - $738K
|
4.93K
$871K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.91K+ 11.06% |
$685K - $734K
|
49.3K
$8.7M
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
4.9K+ 59.25% |
$683K - $732K
|
13.2K
$2.32M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4.79K+ 6.81% |
$669K - $717K
|
75.1K
$13.3M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.74K+ 14.8% |
$662K - $709K
|
36.8K
$6.5M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.63K+ 130.64% |
$646K - $693K
|
8.17K
$1.44M
|
|
Jul 14, 2023
Q2 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4.52K+ 2.6% |
$631K - $676K
|
178K
$31.5M
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
4.44K+ 10.81% |
$620K - $665K
|
45.5K
$8.05M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.39KNew |
$613K - $657K
|
4.39K
$776K
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.29K+ 1.69% |
$598K - $641K
|
258K
$45.6M
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
4.27K+ 31.37% |
$596K - $639K
|
17.9K
$3.16M
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
BUY
|
- |
4.18KNew |
$584K - $625K
|
4.18K
$738K
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
4.05K+ 22.87% |
$566K - $607K
|
21.8K
$3.85M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4K+ 8.27% |
$559K - $599K
|
52.4K
$9.25M
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.93K+ 9.87% |
$549K - $589K
|
43.8K
$7.74M
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.92K+ 35.93% |
$547K - $586K
|
14.8K
$2.62M
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.86KNew |
$539K - $578K
|
3.86K
$682K
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
3.83K+ 213.5% |
$534K - $573K
|
5.62K
$992K
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.76K+ 22.1% |
$525K - $562K
|
20.8K
$3.67M
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.7K+ 0.18% |
$516K - $553K
|
2.01M
$355M
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.55K+ 185.2% |
$496K - $532K
|
5.47K
$967K
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.54KNew |
$494K - $530K
|
3.54K
$626K
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.52KNew |
$491K - $526K
|
3.52K
$621K
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.5K+ 12.87% |
$489K - $524K
|
30.7K
$5.42M
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
BUY
|
- |
3.49K+ 1.1% |
$488K - $523K
|
322K
$56.9M
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
3.48KNew |
$486K - $521K
|
3.48K
$615K
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
3.44K+ 39.1% |
$481K - $515K
|
12.2K
$2.16M
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.41K+ 5.27% |
$475K - $510K
|
68K
$12M
|
|
Aug 11, 2023
Q2 2023
|
Point Break Capital Management, LLC
Miami, FL |
BUY
|
- |
3.4KNew |
$475K - $509K
|
3.4K
$601K
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
3.39KNew |
$473K - $507K
|
3.39K
$599K
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.26K+ 3.08% |
$454K - $487K
|
109K
$19.2M
|
|
Jul 07, 2023
Q2 2023
|
Reliant Wealth Planning
|
BUY
|
- |
3.25KNew |
$454K - $486K
|
3.25K
$574K
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.23K+ 5.88% |
$451K - $484K
|
58.3K
$10.3M
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3.23KNew |
$450K - $483K
|
3.23K
$570K
|