Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 17, 2021
Q3 2021
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
10.6KNew |
$1.55M - $1.67M
|
10.6K
$1.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 2.64% |
$1.51M - $1.62M
|
401K
$70.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
10.3KNew |
$1.5M - $1.62M
|
10.3K
$1.81M
|
|
|
Nov 09, 2021
Q3 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
10.1K+ 67.6% |
$1.48M - $1.59M
|
25K
$4.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
9.8K+ 7.35% |
$1.44M - $1.54M
|
143K
$25.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.68K+ 13.23% |
$1.42M - $1.52M
|
82.8K
$14.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
9.12K+ 55.54% |
$1.34M - $1.44M
|
25.6K
$4.51M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.96K+ 2.34% |
$1.31M - $1.41M
|
393K
$69.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
8.45K+ 4.29% |
$1.24M - $1.33M
|
206K
$36.3M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
8.28K+ 9.26% |
$1.21M - $1.3M
|
97.7K
$17.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
8.26K+ 7.58% |
$1.21M - $1.3M
|
117K
$20.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
8.09KNew |
$1.19M - $1.27M
|
8.09K
$1.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.06K+ 0.19% |
$1.18M - $1.27M
|
4.22M
$746M
|
|
|
Nov 08, 2021
Q3 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
7.87KNew |
$1.15M - $1.24M
|
7.87K
$1.39M
|
|
|
Nov 18, 2021
Q3 2021
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
7.68K+ 50.96% |
$1.13M - $1.21M
|
22.8K
$4.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.68K+ 147.0% |
$1.13M - $1.21M
|
12.9K
$2.28M
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
7.67KNew |
$1.12M - $1.21M
|
7.67K
$1.35M
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
7.67KNew |
$1.12M - $1.21M
|
7.67K
$1.35M
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
7.63K+ 6.53% |
$1.12M - $1.2M
|
124K
$22M
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
7.49K+ 5.11% |
$1.1M - $1.18M
|
154K
$27.2M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
7.23K+ 8.67% |
$1.06M - $1.14M
|
90.6K
$16M
|
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.12K+ 10.4% |
$1.04M - $1.12M
|
75.6K
$13.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.83K+ 14.18% |
$1M - $1.07M
|
55K
$9.71M
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
6.6K+ 8.31% |
$967K - $1.04M
|
86K
$15.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
6.57K+ 9.64% |
$963K - $1.03M
|
74.6K
$13.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.56K+ 6.5% |
$962K - $1.03M
|
107K
$19M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.48K+ 24.15% |
$949K - $1.02M
|
33.3K
$5.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
6.36K+ 1.96% |
$932K - $1M
|
331K
$58.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.26K+ 18.56% |
$918K - $986K
|
40K
$7.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
6.24K+ 108.81% |
$914K - $981K
|
12K
$2.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
6.19K+ 15.73% |
$908K - $974K
|
45.6K
$8.05M
|
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
6.05K+ 1.77% |
$887K - $952K
|
348K
$61.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6.02KNew |
$882K - $947K
|
6.02K
$1.06M
|
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
5.96K+ 24.94% |
$874K - $939K
|
29.9K
$5.28M
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5.87K+ 8.3% |
$860K - $923K
|
76.6K
$13.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.55K+ 3.31% |
$814K - $874K
|
173K
$30.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.27KNew |
$772K - $829K
|
5.27K
$931K
|
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
BUY
|
- |
5.26K+ 1.71% |
$770K - $827K
|
312K
$55.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
5.13K+ 5.29% |
$751K - $807K
|
102K
$18M
|
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.99K+ 16.63% |
$732K - $785K
|
35K
$6.18M
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.96K+ 38.26% |
$727K - $780K
|
17.9K
$3.17M
|
|
|
Oct 19, 2021
Q3 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
4.94KNew |
$724K - $778K
|
4.94K
$873K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.82KNew |
$706K - $758K
|
4.82K
$851K
|
|
|
Oct 12, 2021
Q3 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
4.81KNew |
$704K - $756K
|
4.81K
$849K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.78K+ 3.27% |
$700K - $752K
|
151K
$26.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.63K+ 3.9% |
$678K - $728K
|
123K
$21.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.62K+ 29.0% |
$677K - $727K
|
20.5K
$3.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
4.56K+ 270.62% |
$669K - $718K
|
6.25K
$1.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.51K+ 206.27% |
$661K - $710K
|
6.7K
$1.18M
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.28KNew |
$628K - $674K
|
4.28K
$757K
|