Purchases and Sales Made in Q4 2023 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 2023. 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 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-2.8K- 24.44% |
$374K - $443K
|
8.65K
$1.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-2.84K- 23.22% |
$380K - $451K
|
9.4K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.85K- 43.42% |
$381K - $452K
|
3.72K
$656K
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.94K- 55.01% |
$393K - $465K
|
2.4K
$424K
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-2.95K- 60.08% |
$394K - $467K
|
1.96K
$346K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-2.96K- 4.54% |
$396K - $469K
|
62.2K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.99K- 5.95% |
$400K - $474K
|
47.3K
$8.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.02K- 9.16% |
$404K - $479K
|
30K
$5.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-3.12K- 20.25% |
$417K - $495K
|
12.3K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.13K- 31.63% |
$418K - $496K
|
6.77K
$1.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-3.13K- 20.32% |
$419K - $496K
|
12.3K
$2.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.15K- 54.01% |
$421K - $499K
|
2.68K
$474K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-3.16K- 2.99% |
$422K - $501K
|
103K
$18.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.42K- 20.88% |
$457K - $541K
|
12.9K
$2.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-3.45K- 3.14% |
$460K - $546K
|
106K
$18.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.5K- 3.09% |
$468K - $555K
|
110K
$19.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-3.64K- 4.8% |
$486K - $576K
|
72.1K
$12.7M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.79K- 31.14% |
$507K - $601K
|
8.39K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.81K- 27.58% |
$510K - $604K
|
10K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.9K- 12.5% |
$522K - $618K
|
27.3K
$4.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.9K- 7.71% |
$522K - $618K
|
46.8K
$8.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-3.91K- 4.86% |
$523K - $620K
|
76.7K
$13.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.06K- 4.61% |
$542K - $643K
|
83.9K
$14.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-4.08K- 20.75% |
$545K - $646K
|
15.6K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.09K- 3.25% |
$547K - $648K
|
122K
$21.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.14K- 2.93% |
$553K - $655K
|
137K
$24.2M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.28K- 11.34% |
$572K - $678K
|
33.5K
$5.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-4.33K- 95.9% |
$579K - $686K
|
185
$32.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.42K- 4.68% |
$590K - $700K
|
89.9K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.5K- 10.35% |
$601K - $713K
|
39K
$6.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.59K- 3.88% |
$613K - $727K
|
114K
$20.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.72K- 30.31% |
$631K - $748K
|
10.9K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5.05K- 30.5% |
$675K - $800K
|
11.5K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-5.35K- 19.48% |
$716K - $848K
|
22.1K
$3.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-5.38K- 72.83% |
$718K - $851K
|
2.01K
$354K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.55K- 8.15% |
$742K - $879K
|
62.5K
$11M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-5.75K- 80.99% |
$768K - $911K
|
1.35K
$238K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.88K- 13.43% |
$785K - $931K
|
37.9K
$6.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.92K- 10.38% |
$791K - $937K
|
51.1K
$9.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.92K- 7.69% |
$791K - $937K
|
71K
$12.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-5.92K- 10.67% |
$791K - $938K
|
49.5K
$8.75M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-6.02K- 11.25% |
$804K - $953K
|
47.5K
$8.38M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-6.1K- 40.7% |
$816K - $967K
|
8.9K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.2K- 9.17% |
$829K - $983K
|
61.5K
$10.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-6.29K- 45.49% |
$841K - $997K
|
7.54K
$1.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-6.3K- 65.89% |
$842K - $998K
|
3.26K
$576K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-6.39K- 22.93% |
$854K - $1.01M
|
21.5K
$3.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-6.44K- 11.32% |
$861K - $1.02M
|
50.5K
$8.92M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-6.61K- 8.52% |
$884K - $1.05M
|
71K
$12.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-6.7K- 6.54% |
$896K - $1.06M
|
95.7K
$16.9M
|