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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.25K+ 13.4% |
$530K - $583K
|
27.5K
$4.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.22KNew |
$525K - $577K
|
3.22K
$580K
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
3.18K+ 7.15% |
$518K - $570K
|
47.7K
$8.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
3.1K+ 33.95% |
$505K - $556K
|
12.2K
$2.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.09K+ 20.5% |
$503K - $554K
|
18.2K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
3.08K+ 2.09% |
$501K - $551K
|
150K
$27.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3.07K+ 36.27% |
$500K - $551K
|
11.5K
$2.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.07K+ 3.92% |
$500K - $550K
|
81.4K
$14.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
3.07K+ 93.05% |
$499K - $549K
|
6.36K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.05KNew |
$497K - $546K
|
3.05K
$549K
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
3K+ 704.23% |
$488K - $537K
|
3.43K
$617K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.98K+ 7.78% |
$485K - $533K
|
41.2K
$7.42M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.96K+ 123.89% |
$481K - $530K
|
5.34K
$962K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.95KNew |
$481K - $529K
|
2.95K
$532K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.95KNew |
$481K - $529K
|
2.95K
$532K
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
2.95K+ 11.12% |
$480K - $528K
|
29.4K
$5.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.93K+ 5.16% |
$478K - $526K
|
59.8K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.93KNew |
$476K - $524K
|
2.93K
$527K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.92K+ 4.23% |
$476K - $523K
|
72K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.91K+ 31.06% |
$474K - $522K
|
12.3K
$2.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.9K+ 9.93% |
$472K - $519K
|
32.1K
$5.78M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
2.89K+ 1.66% |
$470K - $517K
|
177K
$31.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.89K+ 85.91% |
$470K - $517K
|
6.24K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.87K+ 83.43% |
$468K - $515K
|
6.32K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.87K+ 786.03% |
$467K - $514K
|
3.23K
$582K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.87K+ 41.68% |
$467K - $513K
|
9.74K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.86K+ 23.8% |
$465K - $512K
|
14.9K
$2.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.85K+ 7.52% |
$464K - $510K
|
40.8K
$7.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.84K+ 18.3% |
$462K - $508K
|
18.3K
$3.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.84K+ 46.87% |
$462K - $508K
|
8.88K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.77K+ 3.43% |
$452K - $497K
|
83.7K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.77KNew |
$451K - $496K
|
2.77K
$499K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.76K+ 4.31% |
$449K - $494K
|
66.8K
$12M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.75K+ 37.92% |
$448K - $493K
|
10K
$1.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
2.72K+ 43.62% |
$443K - $487K
|
8.96K
$1.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.72K+ 6.7% |
$443K - $487K
|
43.3K
$7.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.7K+ 11.57% |
$439K - $483K
|
26K
$4.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.7K+ 9.92% |
$439K - $483K
|
29.9K
$5.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.63K+ 9.58% |
$427K - $470K
|
30K
$5.41M
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
2.62KNew |
$426K - $469K
|
2.62K
$471K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
2.61KNew |
$425K - $468K
|
2.61K
$470K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.59K+ 173.51% |
$422K - $465K
|
4.09K
$736K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.58KNew |
$420K - $462K
|
2.58K
$464K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.56K+ 2.16% |
$417K - $459K
|
121K
$21.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.53K+ 3.49% |
$412K - $454K
|
75.2K
$13.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
2.51KNew |
$409K - $450K
|
2.51K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.5K+ 19.01% |
$407K - $448K
|
15.7K
$2.82M
|
|
|
Oct 31, 2024
Q3 2024
|
General American Investors CO Inc
|
BUY
|
- |
2.5K+ 8.89% |
$407K - $448K
|
30.6K
$5.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
2.5K+ 50.0% |
$407K - $448K
|
7.5K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
2.5K+ 7.25% |
$407K - $448K
|
37K
$6.66M
|