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 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.01K+ 24.36% |
$258K - $300K
|
10.3K
$1.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.01KNew |
$257K - $299K
|
2.01K
$355K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.98KNew |
$253K - $295K
|
1.98K
$350K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.98K+ 2.17% |
$253K - $295K
|
93.4K
$16.5M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.97K+ 16.44% |
$252K - $293K
|
13.9K
$2.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 4.8% |
$250K - $291K
|
42.6K
$7.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.93K+ 5.23% |
$247K - $288K
|
38.8K
$6.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.91K+ 61.35% |
$245K - $285K
|
5.03K
$889K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.89K+ 30.66% |
$242K - $282K
|
8.06K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.86K+ 36.49% |
$237K - $276K
|
6.94K
$1.23M
|
|
|
Jan 03, 2023
Q4 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.85KNew |
$237K - $276K
|
1.85K
$327K
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.85KNew |
$237K - $276K
|
1.85K
$327K
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
BUY
|
- |
1.85KNew |
$236K - $275K
|
1.85K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.83K+ 23.22% |
$234K - $272K
|
9.7K
$1.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.8K+ 1.2% |
$230K - $268K
|
151K
$26.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.79KNew |
$230K - $267K
|
1.79K
$317K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.78K+ 95.18% |
$228K - $265K
|
3.65K
$644K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.77KNew |
$227K - $264K
|
1.77K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.75K+ 20.8% |
$224K - $261K
|
10.2K
$1.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.74K+ 42.78% |
$222K - $259K
|
5.79K
$1.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.73K+ 21.02% |
$221K - $258K
|
9.96K
$1.76M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.73KNew |
$221K - $258K
|
1.73K
$305K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.7K+ 10.71% |
$217K - $253K
|
17.5K
$3.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.69K+ 3.08% |
$217K - $252K
|
56.6K
$10M
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.66KNew |
$213K - $248K
|
1.66K
$294K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
1.66K+ 9.01% |
$212K - $247K
|
20K
$3.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.64KNew |
$210K - $244K
|
1.64K
$289K
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
1.64KNew |
$210K - $244K
|
1.64K
$289K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.63KNew |
$209K - $243K
|
1.63K
$288K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.63KNew |
$209K - $243K
|
1.63K
$288K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.63KNew |
$209K - $243K
|
1.63K
$288K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.63KNew |
$208K - $242K
|
1.63K
$287K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.61KNew |
$206K - $240K
|
1.61K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.61K+ 27.42% |
$206K - $240K
|
7.48K
$1.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.6KNew |
$204K - $238K
|
1.6K
$282K
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.57KNew |
$201K - $234K
|
1.57K
$278K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
1.56K+ 6.69% |
$199K - $232K
|
24.8K
$4.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.55KNew |
$198K - $231K
|
1.55K
$274K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.55K+ 30.39% |
$198K - $231K
|
6.65K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.54K+ 5.28% |
$197K - $230K
|
30.8K
$5.43M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.52KNew |
$194K - $226K
|
1.52K
$268K
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.51KNew |
$193K - $225K
|
1.51K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1.5KNew |
$192K - $224K
|
1.5K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.5KNew |
$192K - $224K
|
1.5K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.49KNew |
$191K - $222K
|
1.49K
$263K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.48KNew |
$189K - $220K
|
1.48K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
1.48K+ 31.33% |
$189K - $220K
|
6.18K
$1.09M
|
|
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.47KNew |
$188K - $218K
|
1.47K
$259K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.46K+ 5.03% |
$187K - $218K
|
30.5K
$5.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.45KNew |
$186K - $217K
|
1.45K
$257K
|