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 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.46K- 8.84% |
$315K - $367K
|
25.4K
$4.48M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.47K- 14.33% |
$316K - $368K
|
14.8K
$2.61M
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.47K- 6.34% |
$316K - $368K
|
36.5K
$6.45M
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.52K- 8.73% |
$323K - $376K
|
26.4K
$4.66M
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.52K- 2.7% |
$323K - $376K
|
90.9K
$16.1M
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.53K- 9.85% |
$324K - $377K
|
23.2K
$4.1M
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-2.7K- 17.31% |
$346K - $403K
|
12.9K
$2.28M
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.71K- 17.69% |
$347K - $404K
|
12.6K
$2.23M
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.77K- 1.11% |
$355K - $413K
|
246K
$43.4M
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.77K- 11.57% |
$355K - $413K
|
21.2K
$3.75M
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.78K- 27.18% |
$355K - $414K
|
7.44K
$1.31M
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
SELL
|
- |
-2.81K- 14.13% |
$360K - $419K
|
17.1K
$3.02M
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.87K- 19.58% |
$367K - $427K
|
11.8K
$2.08M
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.88K- 11.56% |
$369K - $429K
|
22K
$3.89M
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-2.91K- 1.8% |
$373K - $434K
|
159K
$28M
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-2.92KClosed |
$374K - $435K
|
0
$0
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.93K- 9.61% |
$376K - $437K
|
27.6K
$4.88M
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-3.09K- 38.3% |
$395K - $460K
|
4.97K
$878K
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.09K- 3.74% |
$395K - $460K
|
79.4K
$14M
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.22K- 8.33% |
$413K - $480K
|
35.5K
$6.27M
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.23K- 4.5% |
$414K - $482K
|
68.6K
$12.1M
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.24K- 14.6% |
$415K - $483K
|
18.9K
$3.35M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-3.34K- 24.02% |
$428K - $498K
|
10.6K
$1.87M
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-3.38K- 3.01% |
$433K - $504K
|
109K
$19.2M
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.51K- 17.48% |
$449K - $523K
|
16.6K
$2.92M
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-3.75K- 2.09% |
$480K - $558K
|
176K
$31.1M
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.85K- 4.96% |
$492K - $573K
|
73.7K
$13M
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-3.92K- 19.43% |
$502K - $584K
|
16.3K
$2.87M
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-3.92K- 7.42% |
$502K - $585K
|
49K
$8.65M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-3.93K- 3.4% |
$504K - $586K
|
112K
$19.8M
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-4.05K- 39.28% |
$518K - $603K
|
6.25K
$1.11M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.08K- 41.21% |
$523K - $608K
|
5.82K
$1.03M
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.16K- 18.47% |
$533K - $620K
|
18.4K
$3.25M
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.23K- 4.66% |
$541K - $630K
|
86.6K
$15.3M
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-4.39K- 17.68% |
$562K - $654K
|
20.4K
$3.61M
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-4.6K- 2.32% |
$589K - $685K
|
194K
$34.2M
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-4.66K- 9.28% |
$597K - $695K
|
45.6K
$8.05M
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.17K- 75.27% |
$662K - $770K
|
1.7K
$300K
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5.4K- 99.36% |
$691K - $804K
|
35
$6.18K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-5.4K- 14.87% |
$691K - $805K
|
30.9K
$5.46M
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.51K- 21.27% |
$705K - $821K
|
20.4K
$3.6M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-5.62K- 23.15% |
$720K - $838K
|
18.7K
$3.3M
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.82K- 12.97% |
$744K - $867K
|
39K
$6.89M
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-5.86K- 9.88% |
$750K - $873K
|
53.4K
$9.44M
|
|
Feb 14, 2023
Q4 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-5.86K- 0.99% |
$750K - $873K
|
589K
$104M
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-5.88K- 3.82% |
$753K - $877K
|
148K
$26.2M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-6.04K- 10.85% |
$773K - $900K
|
49.6K
$8.77M
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.14K- 23.31% |
$786K - $915K
|
20.2K
$3.57M
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-6.15K- 14.77% |
$787K - $916K
|
35.5K
$6.27M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-6.15K- 44.4% |
$787K - $917K
|
7.7K
$1.36M
|