Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Gator Capital Management, LLC
|
BUY
|
- |
20+ 0.11% |
$2.82K - $3.1K
|
19K
$3.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
19+ 33.93% |
$2.68K - $2.95K
|
75
$13.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.17% |
$2.54K - $2.79K
|
10.7K
$1.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
18+ 0.38% |
$2.54K - $2.79K
|
4.81K
$848K
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
18+ 1.14% |
$2.54K - $2.79K
|
1.6K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
17+ 0.42% |
$2.4K - $2.64K
|
4.09K
$722K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
16+ 5.82% |
$2.26K - $2.48K
|
291
$51.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
16+ 0.45% |
$2.26K - $2.48K
|
3.57K
$630K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
16+ 0.31% |
$2.26K - $2.48K
|
5.2K
$918K
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
15+ 0.11% |
$2.12K - $2.33K
|
14.3K
$2.51M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
15+ 5.19% |
$2.12K - $2.33K
|
304
$53.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
14+ 0.33% |
$1.97K - $2.17K
|
4.3K
$758K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
13+ 0.43% |
$1.83K - $2.02K
|
3.06K
$539K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13+ 0.12% |
$1.83K - $2.02K
|
10.9K
$1.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.93% |
$1.83K - $2.02K
|
1.41K
$249K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 7.47% |
$1.83K - $2.02K
|
187
$33K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
13+ 0.37% |
$1.83K - $2.02K
|
3.54K
$624K
|
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
12+ 0.46% |
$1.69K - $1.86K
|
2.62K
$462K
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.26% |
$1.55K - $1.71K
|
4.21K
$743K
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
11+ 0.29% |
$1.55K - $1.71K
|
3.82K
$674K
|
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
BUY
|
- |
10+ 0.43% |
$1.41K - $1.55K
|
2.33K
$410K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
10+ 0.23% |
$1.41K - $1.55K
|
4.44K
$783K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
10+ 2.31% |
$1.41K - $1.55K
|
443
$78.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
10+ 333.33% |
$1.41K - $1.55K
|
13
$2.29K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10New |
$1.41K - $1.55K
|
10
$1.76K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
9+ 0.28% |
$1.27K - $1.4K
|
3.18K
$561K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.22% |
$1.27K - $1.4K
|
4.09K
$722K
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.47% |
$1.27K - $1.4K
|
1.94K
$343K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
8+ 0.09% |
$1.13K - $1.24K
|
9.12K
$1.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
8+ 0.54% |
$1.13K - $1.24K
|
1.49K
$262K
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
8+ 0.39% |
$1.13K - $1.24K
|
2.04K
$359K
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
8+ 0.35% |
$1.13K - $1.24K
|
2.33K
$410K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8+ 0.46% |
$1.13K - $1.24K
|
1.75K
$308K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7+ 0.11% |
$987 - $1.09K
|
6.51K
$1.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.37% |
$987 - $1.09K
|
1.92K
$338K
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
7+ 0.25% |
$987 - $1.09K
|
2.81K
$495K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6+ 0.13% |
$846 - $930
|
4.52K
$797K
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
6+ 0.23% |
$846 - $930
|
2.64K
$465K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
6+ 0.35% |
$846 - $930
|
1.74K
$306K
|
|
|
Nov 03, 2023
Q3 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
6+ 0.28% |
$846 - $930
|
2.18K
$384K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
5+ 0.19% |
$705 - $775
|
2.64K
$465K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5+ 0.16% |
$705 - $775
|
3.06K
$540K
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.28% |
$705 - $775
|
1.82K
$321K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
5+ 0.14% |
$705 - $775
|
3.47K
$612K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5+ 0.31% |
$705 - $775
|
1.64K
$289K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
5New |
$705 - $775
|
5
$882
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4+ 0.13% |
$564 - $620
|
3.12K
$549K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$564 - $620
|
3.54K
$624K
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.4% |
$564 - $620
|
1.02K
$179K
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
4+ 0.11% |
$564 - $620
|
3.78K
$666K
|