Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
545New |
$80.8K - $89.5K
|
545
$94.4K
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
544New |
$80.7K - $89.3K
|
544
$94.2K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
533+ 3.1% |
$79K - $87.5K
|
17.8K
$3.08M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
533+ 9.42% |
$79K - $87.5K
|
6.19K
$1.07M
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
532+ 10.54% |
$78.9K - $87.4K
|
5.58K
$967K
|
|
Apr 19, 2022
Q1 2022
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
528+ 15.4% |
$78.3K - $86.7K
|
3.96K
$686K
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
510+ 7.96% |
$75.6K - $83.7K
|
6.92K
$1.2M
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
507+ 12.29% |
$75.2K - $83.2K
|
4.63K
$803K
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
500+ 1.92% |
$74.1K - $82.1K
|
26.6K
$4.61M
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
495New |
$73.4K - $81.3K
|
495
$85.8K
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
475+ 181.99% |
$70.4K - $78K
|
736
$128K
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
462New |
$68.5K - $75.9K
|
462
$80K
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
461+ 4.61% |
$68.3K - $75.7K
|
10.5K
$1.81M
|
|
Apr 18, 2022
Q1 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
455+ 1.25% |
$67.5K - $74.7K
|
36.9K
$6.38M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
455+ 6.56% |
$67.5K - $74.7K
|
7.39K
$1.28M
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
451+ 7.08% |
$66.9K - $74.1K
|
6.82K
$1.18M
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
450New |
$66.7K - $73.9K
|
450
$78K
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
448+ 59.57% |
$66.4K - $73.6K
|
1.2K
$208K
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
445+ 7.54% |
$66K - $73.1K
|
6.35K
$1.1M
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
445New |
$66K - $73.1K
|
445
$77.1K
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
438+ 11.27% |
$64.9K - $71.9K
|
4.33K
$749K
|
|
May 13, 2022
Q1 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
437+ 1.96% |
$64.8K - $71.8K
|
22.7K
$3.93M
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
409+ 0.82% |
$60.6K - $67.2K
|
50.4K
$8.73M
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
408+ 0.67% |
$60.5K - $67K
|
61.2K
$10.6M
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
404+ 4.59% |
$59.9K - $66.3K
|
9.2K
$1.59M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
404+ 10.75% |
$59.9K - $66.3K
|
4.16K
$721K
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
400+ 1.21% |
$59.3K - $65.7K
|
33.3K
$5.78M
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
396+ 2.65% |
$58.7K - $65K
|
15.3K
$2.66M
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
396+ 0.21% |
$58.7K - $65K
|
185K
$32.1M
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
394+ 8.06% |
$58.4K - $64.7K
|
5.28K
$915K
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
392+ 1.35% |
$58.1K - $64.4K
|
29.4K
$5.1M
|
|
May 06, 2022
Q1 2022
|
Hc Advisors, LLC
|
BUY
|
- |
387+ 27.64% |
$57.4K - $63.5K
|
1.79K
$310K
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
BUY
|
- |
377+ 5.58% |
$55.9K - $61.9K
|
7.14K
$1.24M
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
374+ 7.84% |
$55.4K - $61.4K
|
5.14K
$891K
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
364+ 3.71% |
$54K - $59.8K
|
10.2K
$1.76M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
362+ 0.17% |
$53.7K - $59.4K
|
213K
$36.9M
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
355+ 0.43% |
$52.6K - $58.3K
|
82.8K
$14.3M
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
354+ 4.85% |
$52.5K - $58.1K
|
7.66K
$1.33M
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
341+ 1.86% |
$50.6K - $56K
|
18.7K
$3.23M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
333+ 1.31% |
$49.4K - $54.7K
|
25.7K
$4.45M
|
|
Apr 22, 2022
Q1 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
331+ 11.01% |
$49.1K - $54.4K
|
3.34K
$578K
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
316+ 4.38% |
$46.9K - $51.9K
|
7.53K
$1.3M
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
316+ 5.21% |
$46.9K - $51.9K
|
6.39K
$1.11M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
310+ 17.88% |
$46K - $50.9K
|
2.04K
$354K
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
302+ 0.24% |
$44.8K - $49.6K
|
127K
$22.1M
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
300+ 4.2% |
$44.5K - $49.3K
|
7.45K
$1.29M
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
289+ 19.93% |
$42.8K - $47.5K
|
1.74K
$301K
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
281New |
$41.7K - $46.1K
|
281
$48.7K
|
|
May 11, 2022
Q1 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
277+ 1.02% |
$41.1K - $45.5K
|
27.3K
$4.73M
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
272+ 1.82% |
$40.3K - $44.7K
|
15.2K
$2.64M
|