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 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
17.1K+ 2871.6% |
$2.78M - $3.06M
|
17.7K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16.9K+ 188.9% |
$2.75M - $3.03M
|
25.9K
$4.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.9K+ 152.95% |
$2.75M - $3.03M
|
28K
$5.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.4K+ 74.23% |
$2.66M - $2.93M
|
38.4K
$6.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
16.2KNew |
$2.65M - $2.91M
|
16.2K
$2.93M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
16.2KNew |
$2.64M - $2.91M
|
16.2K
$2.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.1KNew |
$2.63M - $2.89M
|
16.1K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
16K+ 26.53% |
$2.61M - $2.87M
|
76.3K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
15.9K+ 758.19% |
$2.59M - $2.85M
|
18K
$3.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
15.8KNew |
$2.58M - $2.84M
|
15.8K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.7K+ 4.33% |
$2.56M - $2.82M
|
378K
$68.1M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.5K+ 44.83% |
$2.52M - $2.78M
|
50.1K
$9.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.4K+ 428.43% |
$2.51M - $2.76M
|
19K
$3.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
15.4K+ 61.06% |
$2.5M - $2.75M
|
40.5K
$7.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
15.2KNew |
$2.48M - $2.73M
|
15.2K
$2.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15KNew |
$2.45M - $2.69M
|
15K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
14.9K+ 6.48% |
$2.43M - $2.67M
|
245K
$44.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
14.6K+ 27.84% |
$2.37M - $2.61M
|
66.9K
$12.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.2KNew |
$2.3M - $2.54M
|
14.2K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
14.1KNew |
$2.3M - $2.53M
|
14.1K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14.1K+ 204.62% |
$2.3M - $2.53M
|
21K
$3.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
14K+ 4.08% |
$2.28M - $2.51M
|
358K
$64.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
13.9KNew |
$2.26M - $2.48M
|
13.9K
$2.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
13.8K+ 44.83% |
$2.24M - $2.47M
|
44.5K
$8.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
13.7K+ 32.56% |
$2.23M - $2.45M
|
55.8K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
13.5K+ 27.0% |
$2.2M - $2.43M
|
63.7K
$11.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
13.5K+ 90.0% |
$2.2M - $2.42M
|
28.5K
$5.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
13.4K+ 26.78% |
$2.18M - $2.4M
|
63.5K
$11.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
12.9K+ 63.27% |
$2.1M - $2.31M
|
33.2K
$5.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.8K+ 43.47% |
$2.09M - $2.3M
|
42.3K
$7.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
12.7K+ 106.03% |
$2.07M - $2.27M
|
24.7K
$4.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$2.04M - $2.24M
|
12.5K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
12.4K+ 779.31% |
$2.02M - $2.23M
|
14K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.2KNew |
$1.99M - $2.19M
|
12.2K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12K+ 18.31% |
$1.96M - $2.16M
|
77.9K
$14M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.9K+ 29.47% |
$1.93M - $2.13M
|
52.2K
$9.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
11.8K+ 29.68% |
$1.92M - $2.12M
|
51.6K
$9.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
11.5K+ 12.71% |
$1.87M - $2.05M
|
102K
$18.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
11.1K+ 70.56% |
$1.81M - $2M
|
26.9K
$4.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
11K+ 22.28% |
$1.79M - $1.97M
|
60.4K
$10.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.9K+ 27.15% |
$1.78M - $1.96M
|
51.3K
$9.23M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
10.7K+ 43.76% |
$1.75M - $1.92M
|
35.3K
$6.35M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.6K+ 4.09% |
$1.72M - $1.9M
|
269K
$48.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 41.66% |
$1.72M - $1.89M
|
35.9K
$6.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10.5K+ 366.15% |
$1.71M - $1.88M
|
13.4K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
10.4KNew |
$1.7M - $1.87M
|
10.4K
$1.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
10.3KNew |
$1.68M - $1.85M
|
10.3K
$1.86M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
10.2KNew |
$1.67M - $1.83M
|
10.2K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10.2KNew |
$1.66M - $1.83M
|
10.2K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
10K+ 11.65% |
$1.63M - $1.79M
|
95.9K
$17.3M
|