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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
192+ 1.58% |
$24.6K - $28.6K
|
12.3K
$2.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
188New |
$24.1K - $28K
|
188
$33.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
187+ 1.36% |
$23.9K - $27.9K
|
13.9K
$2.46M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
187+ 6.08% |
$23.9K - $27.9K
|
3.27K
$577K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
185+ 3.12% |
$23.7K - $27.6K
|
6.12K
$1.08M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
184+ 19.87% |
$23.6K - $27.4K
|
1.11K
$196K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
180+ 5.93% |
$23K - $26.8K
|
3.21K
$568K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
178+ 6.43% |
$22.8K - $26.5K
|
2.95K
$520K
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
173+ 2.42% |
$22.1K - $25.8K
|
7.31K
$1.29M
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
166New |
$21.3K - $24.7K
|
166
$29.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
165New |
$21.1K - $24.6K
|
165
$29.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
165+ 0.88% |
$21.1K - $24.6K
|
19K
$3.35M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
165+ 1.9% |
$21.1K - $24.6K
|
8.85K
$1.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
160+ 6.1% |
$20.5K - $23.8K
|
2.79K
$492K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
156+ 0.2% |
$20K - $23.2K
|
79.1K
$14M
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
155+ 5.89% |
$19.8K - $23.1K
|
2.79K
$492K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
155+ 1.74% |
$19.8K - $23.1K
|
9.05K
$1.6M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
155+ 1.09% |
$19.8K - $23.1K
|
14.4K
$2.55M
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
147+ 4.42% |
$18.8K - $21.9K
|
3.48K
$614K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
147+ 0.87% |
$18.8K - $21.9K
|
17.1K
$3.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
143+ 6.98% |
$18.3K - $21.3K
|
2.19K
$387K
|
|
|
Feb 13, 2023
Q4 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
140+ 0.86% |
$17.9K - $20.9K
|
16.4K
$2.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
138+ 3.43% |
$17.7K - $20.6K
|
4.17K
$736K
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
137+ 1.72% |
$17.5K - $20.4K
|
8.1K
$1.43M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
128New |
$16.4K - $19.1K
|
128
$22.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
125+ 3.39% |
$16K - $18.6K
|
3.82K
$674K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
125+ 1.81% |
$16K - $18.6K
|
7.02K
$1.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
123+ 0.16% |
$15.7K - $18.3K
|
76.9K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
122New |
$15.6K - $18.2K
|
122
$21.6K
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
122+ 1.87% |
$15.6K - $18.2K
|
6.65K
$1.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
121+ 2.07% |
$15.5K - $18K
|
5.96K
$1.05M
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
116+ 0.23% |
$14.9K - $17.3K
|
49.6K
$8.76M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
111+ 2.51% |
$14.2K - $16.5K
|
4.54K
$802K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
110+ 0.51% |
$14.1K - $16.4K
|
21.6K
$3.82M
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
106+ 0.08% |
$13.6K - $15.8K
|
126K
$22.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
103+ 3.31% |
$13.2K - $15.4K
|
3.22K
$568K
|
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
100+ 1.19% |
$12.8K - $14.9K
|
8.53K
$1.51M
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
97+ 0.22% |
$12.4K - $14.5K
|
45.1K
$7.97M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
95+ 1.37% |
$12.2K - $14.2K
|
7.02K
$1.24M
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
94+ 0.82% |
$12K - $14K
|
11.5K
$2.03M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
87New |
$11.1K - $13K
|
87
$15.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
86+ 2.99% |
$11K - $12.8K
|
2.97K
$524K
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
84+ 1.99% |
$10.8K - $12.5K
|
4.31K
$762K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
80New |
$10.2K - $11.9K
|
80
$14.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
79+ 9.96% |
$10.1K - $11.8K
|
872
$154K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
76+ 0.67% |
$9.73K - $11.3K
|
11.4K
$2.02M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
76New |
$9.73K - $11.3K
|
76
$13.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
75+ 1.66% |
$9.6K - $11.2K
|
4.58K
$809K
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
66+ 4.02% |
$8.45K - $9.84K
|
1.71K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
61+ 2.44% |
$7.81K - $9.09K
|
2.56K
$453K
|