Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48.8K+ 27.18% |
$7.36M - $7.95M
|
228K
$39.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
48.6K+ 115.34% |
$7.33M - $7.92M
|
90.7K
$15.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Services Advisory Inc
|
BUY
|
- |
45.3KNew |
$6.84M - $7.39M
|
45.3K
$7.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
45KNew |
$6.79M - $7.33M
|
45K
$7.86M
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
BUY
|
- |
43.3KNew |
$6.53M - $7.05M
|
43.3K
$7.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
38.3K+ 29.29% |
$5.78M - $6.25M
|
169K
$29.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
38K+ 34.99% |
$5.73M - $6.19M
|
147K
$25.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
36.2K+ 10.47% |
$5.47M - $5.91M
|
382K
$66.8M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
35.3KNew |
$5.33M - $5.76M
|
35.3K
$6.17M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.6K+ 1.75% |
$5.22M - $5.64M
|
2.01M
$351M
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
34.2KNew |
$5.16M - $5.57M
|
34.2K
$5.97M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
32.7K+ 663.96% |
$4.93M - $5.33M
|
37.6K
$6.57M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
32.2K+ 169.63% |
$4.86M - $5.25M
|
51.2K
$8.94M
|
|
|
Feb 02, 2022
Q4 2021
|
Darrow Company, Inc.
|
BUY
|
- |
31.4KNew |
$4.74M - $5.13M
|
31.4K
$5.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
30.1K+ 488.89% |
$4.54M - $4.9M
|
36.2K
$6.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
BUY
|
- |
29.4K+ 44.02% |
$4.44M - $4.8M
|
96.3K
$16.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
29.4KNew |
$4.44M - $4.79M
|
29.4K
$5.14M
|
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
29KNew |
$4.38M - $4.73M
|
29K
$5.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
28.7K+ 25.32% |
$4.34M - $4.68M
|
142K
$24.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.1K+ 6.88% |
$4.24M - $4.58M
|
436K
$76.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
28K+ 335.01% |
$4.22M - $4.56M
|
36.3K
$6.35M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
27.9KNew |
$4.21M - $4.55M
|
27.9K
$4.88M
|
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
27K+ 22.02% |
$4.07M - $4.4M
|
149K
$26.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
26.5K+ 551.95% |
$4M - $4.32M
|
31.3K
$5.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
26.3K+ 16.1% |
$3.97M - $4.29M
|
190K
$33.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
26K+ 310.85% |
$3.92M - $4.24M
|
34.4K
$6M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26K+ 75.62% |
$3.92M - $4.23M
|
60.3K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.9K+ 7.42% |
$3.91M - $4.22M
|
375K
$65.4M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
25.5KNew |
$3.85M - $4.16M
|
25.5K
$4.46M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.6KNew |
$3.71M - $4.01M
|
24.6K
$4.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
24.4K+ 77.07% |
$3.68M - $3.98M
|
56.1K
$9.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
23.9KNew |
$3.6M - $3.89M
|
23.9K
$4.17M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
23.8KNew |
$3.6M - $3.89M
|
23.8K
$4.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
23.6K+ 11.55% |
$3.57M - $3.85M
|
228K
$39.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.5K+ 20.24% |
$3.55M - $3.83M
|
140K
$24.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
23.2KNew |
$3.49M - $3.77M
|
23.2K
$4.04M
|
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
BUY
|
- |
22.7KNew |
$3.43M - $3.71M
|
22.7K
$3.97M
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
22.5KNew |
$3.39M - $3.66M
|
22.5K
$3.92M
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
21.7K+ 721.67% |
$3.27M - $3.53M
|
24.7K
$4.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21.5K+ 23.95% |
$3.25M - $3.51M
|
111K
$19.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21.3KNew |
$3.21M - $3.47M
|
21.3K
$3.72M
|
|
|
Apr 01, 2022
Q4 2021
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
20.9KNew |
$3.15M - $3.4M
|
20.9K
$3.65M
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
20.2K+ 486.67% |
$3.05M - $3.29M
|
24.3K
$4.25M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
19.5K+ 6.1% |
$2.94M - $3.18M
|
340K
$59.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
19.2K+ 2.48% |
$2.9M - $3.14M
|
795K
$139M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
18.6KNew |
$2.81M - $3.04M
|
18.6K
$3.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.6K+ 20.37% |
$2.8M - $3.03M
|
110K
$19.2M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
18.3KNew |
$2.76M - $2.99M
|
18.3K
$3.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18K+ 11.59% |
$2.72M - $2.94M
|
174K
$30.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
18KNew |
$2.72M - $2.94M
|
18K
$3.15M
|