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 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
17.4KNew |
$2.33M - $2.76M
|
17.4K
$3.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
17.4KNew |
$2.33M - $2.76M
|
17.4K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
17.4K+ 10.83% |
$2.32M - $2.75M
|
178K
$31.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
17.1KNew |
$2.29M - $2.71M
|
17.1K
$3.02M
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
16.9K+ 653.57% |
$2.27M - $2.68M
|
19.5K
$3.45M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
16.8K+ 6.64% |
$2.24M - $2.65M
|
269K
$47.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
16.6K+ 381.3% |
$2.22M - $2.63M
|
21K
$3.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
16.2K+ 37.59% |
$2.17M - $2.57M
|
59.4K
$10.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
16K+ 83.19% |
$2.14M - $2.54M
|
35.3K
$6.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
16KNew |
$2.14M - $2.54M
|
16K
$2.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15.8K+ 11.58% |
$2.11M - $2.5M
|
152K
$26.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
15.8K+ 54.47% |
$2.11M - $2.5M
|
44.8K
$7.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15.7K+ 357.92% |
$2.1M - $2.49M
|
20.1K
$3.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
15.6K+ 64.8% |
$2.08M - $2.47M
|
39.6K
$7M
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
15.5KNew |
$2.08M - $2.46M
|
15.5K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
15.5KNew |
$2.07M - $2.46M
|
15.5K
$2.74M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
15.1KNew |
$2.02M - $2.39M
|
15.1K
$2.67M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
15.1K+ 187.67% |
$2.02M - $2.39M
|
23.2K
$4.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
15.1KNew |
$2.02M - $2.39M
|
15.1K
$2.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
14.9K+ 20.01% |
$1.99M - $2.36M
|
89.2K
$15.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
14.7K+ 563.67% |
$1.97M - $2.33M
|
17.4K
$3.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
14.7K+ 133.16% |
$1.97M - $2.33M
|
25.8K
$4.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
14.7KNew |
$1.97M - $2.33M
|
14.7K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
14.3KNew |
$1.91M - $2.26M
|
14.3K
$2.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
14.3K+ 12.96% |
$1.91M - $2.26M
|
125K
$22M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
14.3K+ 31.29% |
$1.91M - $2.26M
|
59.8K
$10.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
14K+ 20.4% |
$1.87M - $2.22M
|
82.7K
$14.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
14KNew |
$1.87M - $2.21M
|
14K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
13.7KNew |
$1.83M - $2.17M
|
13.7K
$2.42M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
13.7KNew |
$1.83M - $2.16M
|
13.7K
$2.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
13.6K+ 43.07% |
$1.82M - $2.16M
|
45.3K
$8.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
13.4K+ 5.94% |
$1.79M - $2.12M
|
239K
$42.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
13.3KNew |
$1.78M - $2.11M
|
13.3K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
13.1K+ 200.18% |
$1.75M - $2.08M
|
19.7K
$3.47M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
12.9KNew |
$1.72M - $2.04M
|
12.9K
$2.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
12.8KNew |
$1.72M - $2.03M
|
12.8K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
12.7K+ 775.81% |
$1.7M - $2.01M
|
14.3K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.5K+ 3.07% |
$1.67M - $1.98M
|
420K
$74.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
12.5KNew |
$1.67M - $1.98M
|
12.5K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
12.5K+ 119.05% |
$1.67M - $1.98M
|
23K
$4.06M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.4K+ 31.7% |
$1.66M - $1.96M
|
51.5K
$9.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.3K+ 0.84% |
$1.65M - $1.95M
|
1.47M
$260M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12.3K+ 144.87% |
$1.64M - $1.95M
|
20.8K
$3.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
12.3KNew |
$1.64M - $1.94M
|
12.3K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
12.2K+ 2.39% |
$1.63M - $1.93M
|
522K
$92.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.2K+ 67.51% |
$1.63M - $1.93M
|
30.3K
$5.35M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
12.2KNew |
$1.63M - $1.93M
|
12.2K
$2.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12.2KNew |
$1.63M - $1.93M
|
12.2K
$2.15M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
11.9KNew |
$1.58M - $1.88M
|
11.9K
$2.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11.8K+ 72.36% |
$1.57M - $1.86M
|
28K
$4.95M
|