Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
18.5KNew |
$2.94M - $3.11M
|
18.5K
$3.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.4K+ 219.39% |
$2.94M - $3.11M
|
26.9K
$4.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
18.2K+ 36.16% |
$2.9M - $3.07M
|
68.6K
$12M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.1K+ 7.52% |
$2.88M - $3.05M
|
259K
$45.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
BUY
|
- |
18K+ 18.42% |
$2.87M - $3.03M
|
116K
$20.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.9K+ 793.71% |
$2.85M - $3.02M
|
20.2K
$3.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
17.6K+ 9.65% |
$2.8M - $2.96M
|
200K
$34.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
17.6K+ 231.38% |
$2.8M - $2.96M
|
25.2K
$4.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
17.3K+ 35.67% |
$2.75M - $2.91M
|
65.8K
$11.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
17.3KNew |
$2.75M - $2.91M
|
17.3K
$3.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
16.5K+ 20.32% |
$2.62M - $2.77M
|
97.5K
$17M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15KNew |
$2.39M - $2.53M
|
15K
$2.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
14.7K+ 2.89% |
$2.34M - $2.48M
|
523K
$91.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.7K+ 18.62% |
$2.34M - $2.47M
|
93.6K
$16.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
14K+ 30.24% |
$2.23M - $2.36M
|
60.3K
$10.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
13.9KNew |
$2.21M - $2.34M
|
13.9K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13.7K+ 669.18% |
$2.18M - $2.3M
|
15.7K
$2.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
13.7KNew |
$2.18M - $2.3M
|
13.7K
$2.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
13.6KNew |
$2.17M - $2.29M
|
13.6K
$2.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
13.6K+ 15.48% |
$2.16M - $2.28M
|
101K
$17.7M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
13.3KNew |
$2.11M - $2.23M
|
13.3K
$2.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$2.09M - $2.22M
|
13.2K
$2.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
12.8K+ 11.61% |
$2.04M - $2.16M
|
123K
$21.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12.8K+ 88.27% |
$2.03M - $2.15M
|
27.2K
$4.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
12.7K+ 439.16% |
$2.02M - $2.14M
|
15.6K
$2.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
12.6K+ 12.06% |
$2.01M - $2.13M
|
118K
$20.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.5K+ 149.34% |
$1.99M - $2.11M
|
20.9K
$3.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
12.5KNew |
$1.99M - $2.1M
|
12.5K
$2.18M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
12.2KNew |
$1.93M - $2.05M
|
12.2K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.6K+ 161.27% |
$1.85M - $1.96M
|
18.8K
$3.29M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
11.3KNew |
$1.79M - $1.9M
|
11.3K
$1.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
11.3K+ 9.59% |
$1.79M - $1.9M
|
129K
$22.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
11.3K+ 104.01% |
$1.79M - $1.9M
|
22.1K
$3.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.3K+ 0.38% |
$1.79M - $1.9M
|
3.01M
$526M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
11.2K+ 10.38% |
$1.79M - $1.89M
|
119K
$20.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
11.1K+ 7.67% |
$1.77M - $1.87M
|
156K
$27.2M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
11KNew |
$1.75M - $1.85M
|
11K
$1.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.6K+ 2.73% |
$1.69M - $1.79M
|
399K
$69.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
10.6K+ 14.08% |
$1.69M - $1.78M
|
85.9K
$15M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.5K+ 88.99% |
$1.67M - $1.77M
|
22.3K
$3.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
10.3K+ 249.13% |
$1.64M - $1.74M
|
14.5K
$2.53M
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
10.3KNew |
$1.64M - $1.73M
|
10.3K
$1.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.3K+ 8.62% |
$1.64M - $1.73M
|
129K
$22.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
10KNew |
$1.59M - $1.68M
|
10K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
10KNew |
$1.59M - $1.68M
|
10K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.91K+ 0.04% |
$1.58M - $1.67M
|
24.7M
$4.31B
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.91K+ 0.04% |
$1.58M - $1.67M
|
24.7M
$4.31B
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
9.89K+ 1229.6% |
$1.57M - $1.66M
|
10.7K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.57K+ 261.34% |
$1.52M - $1.61M
|
13.2K
$2.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
9.53K+ 5.85% |
$1.52M - $1.61M
|
173K
$30.1M
|