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 |
---|---|---|---|---|---|---|---|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-225K- 52.77% |
$30M - $35.6M
|
201K
$35.6M
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-236K- 48.66% |
$31.5M - $37.4M
|
249K
$44.1M
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-237K- 88.43% |
$31.7M - $37.6M
|
31K
$5.5M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-270K- 8.01% |
$36.1M - $42.8M
|
3.11M
$551M
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-301K- 63.5% |
$40.2M - $47.7M
|
173K
$30.6M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-516K- 31.74% |
$69M - $81.7M
|
1.11M
$197M
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-533K- 11.71% |
$71.3M - $84.5M
|
4.02M
$713M
|
|
Feb 14, 2024
Q4 2023
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-736K- 55.19% |
$98.3M - $117M
|
597K
$106M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-789K- 27.94% |
$106M - $125M
|
2.04M
$361M
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-804K- 40.32% |
$107M - $127M
|
1.19M
$211M
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.04M- 99.37% |
$140M - $165M
|
6.66K
$1.18M
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.15M- 84.94% |
$153M - $181M
|
203K
$36M
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.13M- 91.43% |
$285M - $338M
|
200K
$35.4M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.2M- 8.91% |
$294M - $349M
|
22.5M
$3.99B
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.53M- 34.51% |
$338M - $401M
|
4.8M
$850M
|