Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.52M+ 10.2% |
$410M - $451M
|
27.2M
$4.9B
|
|
|
Nov 14, 2024
Q3 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
2.06MNew |
$335M - $368M
|
2.06M
$370M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.95MNew |
$318M - $349M
|
1.95M
$351M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.81M+ 8.81% |
$295M - $324M
|
22.3M
$4.02B
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
1.19M+ 305.16% |
$194M - $214M
|
1.58M
$285M
|
|
|
Nov 13, 2024
Q3 2024
|
Nwi Management LP
New York, NY |
BUY
|
- |
1MNew |
$163M - $179M
|
1M
$180M
|
|
|
Dec 12, 2024
Q3 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
839K+ 1502.51% |
$137M - $150M
|
895K
$161M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
777KNew |
$126M - $139M
|
777K
$140M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
691K+ 360.27% |
$113M - $124M
|
883K
$159M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
663K+ 15904.41% |
$108M - $119M
|
668K
$120M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
466K+ 2274.44% |
$75.8M - $83.4M
|
486K
$87.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
374K+ 1.99% |
$60.9M - $67M
|
19.1M
$3.45B
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
364K+ 2324.64% |
$59.3M - $65.2M
|
380K
$68.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
355K+ 1116.07% |
$57.8M - $63.6M
|
387K
$69.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
354K+ 9.48% |
$57.7M - $63.5M
|
4.09M
$736M
|
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
325K+ 1523.39% |
$52.9M - $58.2M
|
346K
$62.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Rock Creek Group, LP
|
BUY
|
- |
315KNew |
$51.3M - $56.5M
|
315K
$56.7M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
266KNew |
$43.3M - $47.7M
|
266K
$47.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
250K+ 1081.51% |
$40.8M - $44.9M
|
274K
$49.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
250KNew |
$40.6M - $44.7M
|
250K
$44.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
246KNew |
$40.1M - $44.1M
|
246K
$44.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
237KNew |
$38.7M - $42.5M
|
237K
$42.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
228K+ 95.42% |
$37.2M - $40.9M
|
467K
$84.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
216K+ 9629.79% |
$35.1M - $38.6M
|
218K
$39.2M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
214K+ 6097.07% |
$34.9M - $38.4M
|
218K
$39.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
214K+ 16812.34% |
$34.8M - $38.3M
|
215K
$38.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
204K+ 6.07% |
$33.3M - $36.6M
|
3.57M
$643M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
199K+ 10.55% |
$32.4M - $35.6M
|
2.08M
$375M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
192K+ 5.76% |
$31.2M - $34.4M
|
3.52M
$634M
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
180KNew |
$29.3M - $32.3M
|
180K
$32.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
171KNew |
$27.8M - $30.6M
|
171K
$30.7M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
169KNew |
$27.5M - $30.3M
|
169K
$30.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
155K+ 39.94% |
$25.2M - $27.7M
|
542K
$97.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
144K+ 136.01% |
$23.5M - $25.9M
|
251K
$45.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
141KNew |
$22.9M - $25.2M
|
141K
$25.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
128K+ 55.38% |
$20.9M - $23M
|
360K
$64.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
128KNew |
$20.8M - $22.9M
|
128K
$23M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
125K+ 16.26% |
$20.3M - $22.3M
|
891K
$160M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
120K+ 954.85% |
$19.5M - $21.5M
|
132K
$23.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
110K+ 24.23% |
$17.9M - $19.7M
|
564K
$102M
|
|
|
Nov 13, 2024
Q3 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
110KNew |
$17.9M - $19.7M
|
110K
$19.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
98K+ 4.19% |
$16M - $17.6M
|
2.44M
$439M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
93.9K+ 179.94% |
$15.3M - $16.8M
|
146K
$26.3M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
92.6K+ 31.78% |
$15.1M - $16.6M
|
384K
$69.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
92KNew |
$15M - $16.5M
|
92K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
88.7K+ 1.38% |
$14.4M - $15.9M
|
6.53M
$1.18B
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
88K+ 46.12% |
$14.3M - $15.8M
|
279K
$50.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
87.9K+ 4.18% |
$14.3M - $15.7M
|
2.19M
$394M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
86.9K+ 64.83% |
$14.2M - $15.6M
|
221K
$39.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
83.4K+ 41.33% |
$13.6M - $14.9M
|
285K
$51.4M
|