Purchases and Sales Made in Q4 2022 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 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.95M+ 104839.65% |
$1.02B - $1.18B
|
7.96M
$1.41B
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.33M+ 24.2% |
$298M - $347M
|
11.9M
$2.11B
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.47M+ 11.09% |
$189M - $220M
|
14.8M
$2.61B
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.06M+ 50.88% |
$136M - $158M
|
3.15M
$556M
|
|
Feb 14, 2023
Q4 2022
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
825KNew |
$106M - $123M
|
825K
$146M
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
741K+ 1680.16% |
$94.9M - $110M
|
786K
$139M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
632K+ 12.6% |
$80.9M - $94.2M
|
5.65M
$998M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
622K+ 44.28% |
$79.6M - $92.6M
|
2.03M
$358M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
557K+ 11.18% |
$71.3M - $83M
|
5.54M
$978M
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
477K+ 20.38% |
$61.1M - $71.2M
|
2.82M
$498M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
439K+ 7.48% |
$56.2M - $65.4M
|
6.31M
$1.11B
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
386K+ 14.76% |
$49.4M - $57.5M
|
3M
$530M
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
323K+ 65.9% |
$41.4M - $48.2M
|
814K
$144M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
287K+ 20.99% |
$36.8M - $42.8M
|
1.66M
$292M
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
278K+ 97.37% |
$35.6M - $41.4M
|
563K
$99.5M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
267K+ 12.57% |
$34.2M - $39.8M
|
2.39M
$423M
|
|
Feb 14, 2023
Q4 2022
|
Luxor Capital Group, LP
New York, NY |
BUY
|
- |
231KNew |
$29.6M - $34.4M
|
231K
$40.8M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
199K+ 64.91% |
$25.4M - $29.6M
|
504K
$89.1M
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
189KNew |
$24.2M - $28.1M
|
189K
$33.4M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
188K+ 20.12% |
$24M - $28M
|
1.12M
$198M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
183K+ 13.59% |
$23.5M - $27.3M
|
1.53M
$271M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
165K+ 84.79% |
$21.1M - $24.5M
|
359K
$63.3M
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
155KNew |
$19.9M - $23.2M
|
155K
$27.4M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
150K+ 18.22% |
$19.2M - $22.4M
|
974K
$172M
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
150K+ 852.16% |
$19.2M - $22.3M
|
167K
$29.6M
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
149KNew |
$19M - $22.2M
|
149K
$26.3M
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
148K+ 3370.35% |
$18.9M - $22M
|
152K
$26.8M
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
138K+ 66.32% |
$17.6M - $20.5M
|
345K
$60.9M
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
137K+ 28.75% |
$17.6M - $20.5M
|
615K
$109M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
136K+ 8.02% |
$17.4M - $20.2M
|
1.83M
$323M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
121KNew |
$15.4M - $18M
|
121K
$21.3M
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
116K+ 17.36% |
$14.9M - $17.3M
|
785K
$139M
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
111KNew |
$14.2M - $16.6M
|
111K
$19.7M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
107K+ 47.44% |
$13.8M - $16M
|
334K
$59M
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
104K+ 380.18% |
$13.3M - $15.4M
|
131K
$23.1M
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
103K+ 40.62% |
$13.2M - $15.4M
|
358K
$63.2M
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
103K+ 24.01% |
$13.2M - $15.4M
|
534K
$94.3M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
103K+ 25.12% |
$13.1M - $15.3M
|
512K
$90.4M
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
100KNew |
$12.8M - $14.9M
|
100K
$17.7M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
98.3K+ 69.66% |
$12.6M - $14.7M
|
240K
$42.3M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
92.5K+ 17.13% |
$11.8M - $13.8M
|
632K
$112M
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
91.3KNew |
$11.7M - $13.6M
|
91.3K
$16.1M
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
88.8KNew |
$11.4M - $13.2M
|
88.8K
$15.7M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
84.5KNew |
$10.8M - $12.6M
|
84.5K
$14.9M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
82.5K+ 4.05% |
$10.6M - $12.3M
|
2.12M
$374M
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
82.2KNew |
$10.5M - $12.3M
|
82.2K
$14.5M
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
81.5KNew |
$10.4M - $12.1M
|
81.5K
$14.4M
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
74.3KNew |
$9.51M - $11.1M
|
74.3K
$13.1M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
73.8K+ 196.65% |
$9.45M - $11M
|
111K
$19.7M
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
73.1K+ 3370.05% |
$9.36M - $10.9M
|
75.3K
$13.3M
|