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
|
Win Advisors, Inc
|
BUY
|
- |
26.2KNew |
$3.5M - $4.14M
|
26.2K
$4.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
26.1K+ 14.44% |
$3.5M - $4.14M
|
207K
$37M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
26.1K+ 31.92% |
$3.49M - $4.13M
|
108K
$19.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
26KNew |
$3.48M - $4.12M
|
26K
$4.64M
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
25.6KNew |
$3.43M - $4.06M
|
25.6K
$4.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
25.5KNew |
$3.41M - $4.05M
|
25.5K
$4.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
25.2K+ 118.87% |
$3.37M - $3.99M
|
46.4K
$8.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
24.8K+ 412.02% |
$3.31M - $3.92M
|
30.8K
$5.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
24.5K+ 484.51% |
$3.27M - $3.88M
|
29.5K
$5.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
24.4KNew |
$3.26M - $3.86M
|
24.4K
$4.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
24.1KNew |
$3.23M - $3.82M
|
24.1K
$4.31M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
24.1KNew |
$3.23M - $3.82M
|
24.1K
$4.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
24KNew |
$3.21M - $3.81M
|
24K
$4.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
23.9KNew |
$3.2M - $3.79M
|
23.9K
$4.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
23.6K+ 207.23% |
$3.16M - $3.74M
|
35K
$6.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23.4K+ 17.52% |
$3.12M - $3.7M
|
157K
$28M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
23.2KNew |
$3.11M - $3.68M
|
23.2K
$4.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
23K+ 27.24% |
$3.08M - $3.65M
|
108K
$19.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.8K+ 20.81% |
$3.05M - $3.61M
|
132K
$23.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
22.8K+ 465.77% |
$3.05M - $3.61M
|
27.7K
$4.95M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.6K+ 126.77% |
$3.02M - $3.58M
|
40.5K
$7.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
22.5K+ 237.66% |
$3.01M - $3.57M
|
32K
$5.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
22.5K+ 19.89% |
$3.01M - $3.56M
|
136K
$24.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
22.5KNew |
$3M - $3.56M
|
22.5K
$4.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
22.3K+ 9234.44% |
$2.97M - $3.53M
|
22.5K
$4.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22.2KNew |
$2.97M - $3.51M
|
22.2K
$3.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.8K+ 2.06% |
$2.92M - $3.46M
|
1.08M
$193M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
21.8K+ 123.29% |
$2.91M - $3.45M
|
39.5K
$7.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
21.7KNew |
$2.9M - $3.44M
|
21.7K
$3.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
21.6K+ 43.13% |
$2.88M - $3.42M
|
71.6K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
21.3KNew |
$2.85M - $3.37M
|
21.3K
$3.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
21.2KNew |
$2.83M - $3.35M
|
21.2K
$3.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21.1KNew |
$2.82M - $3.35M
|
21.1K
$3.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
20.9KNew |
$2.79M - $3.31M
|
20.9K
$3.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
20.7KNew |
$2.76M - $3.27M
|
20.7K
$3.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
20.6K+ 896.35% |
$2.76M - $3.27M
|
22.9K
$4.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
20.5K+ 12.73% |
$2.74M - $3.24M
|
181K
$32.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20K+ 33.5% |
$2.68M - $3.17M
|
79.8K
$14.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.8K+ 46.85% |
$2.65M - $3.14M
|
62.2K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
19.4K+ 38.71% |
$2.59M - $3.07M
|
69.5K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
19.1K+ 3.24% |
$2.55M - $3.03M
|
609K
$109M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
19.1K+ 46.71% |
$2.55M - $3.02M
|
59.9K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
19K+ 5.19% |
$2.54M - $3.01M
|
385K
$68.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
18.8K+ 222.32% |
$2.52M - $2.99M
|
27.3K
$4.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
18.6K+ 1198.65% |
$2.49M - $2.95M
|
20.2K
$3.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
18.5K+ 1060.51% |
$2.47M - $2.93M
|
20.2K
$3.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
17.8K+ 50.08% |
$2.38M - $2.82M
|
53.3K
$9.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
17.6KNew |
$2.35M - $2.79M
|
17.6K
$3.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
17.4KNew |
$2.33M - $2.76M
|
17.4K
$3.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
17.4KNew |
$2.33M - $2.76M
|
17.4K
$3.11M
|