Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-21.2K- 39.13% |
$3.26M - $3.59M
|
33K
$5.71M
|
|
|
May 09, 2024
Q1 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-22.1K- 40.66% |
$3.4M - $3.74M
|
32.3K
$5.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-22.9K- 99.99% |
$3.53M - $3.88M
|
2
$347
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-23.1K- 11.13% |
$3.56M - $3.91M
|
185K
$32M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-23.7K- 71.29% |
$3.64M - $4.01M
|
9.54K
$1.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-24.9K- 1.69% |
$3.83M - $4.22M
|
1.45M
$251M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-26.2K- 4.83% |
$4.03M - $4.44M
|
516K
$89.4M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-26.6K- 85.77% |
$4.1M - $4.51M
|
4.42K
$765K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-27.5K- 54.2% |
$4.22M - $4.65M
|
23.2K
$4.02M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-27.9K- 26.14% |
$4.3M - $4.73M
|
78.9K
$13.7M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-30K- 22.05% |
$4.61M - $5.08M
|
106K
$18.4M
|
|
|
May 07, 2024
Q1 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-30K- 33.53% |
$4.62M - $5.08M
|
59.5K
$10.3M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-30.5K- 66.95% |
$4.68M - $5.16M
|
15K
$2.6M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-30.7K- 5.05% |
$4.73M - $5.21M
|
578K
$100M
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-31K- 46.3% |
$4.78M - $5.26M
|
36K
$6.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-31.1K- 60.5% |
$4.79M - $5.27M
|
20.3K
$3.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-32.1K- 22.56% |
$4.94M - $5.43M
|
110K
$19.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-33.1K- 6.12% |
$5.09M - $5.6M
|
508K
$88M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-34.4K- 43.39% |
$5.3M - $5.83M
|
44.9K
$7.78M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-35.9K- 65.75% |
$5.52M - $6.07M
|
18.7K
$3.24M
|
|
|
May 15, 2024
Q1 2024
|
Albar Capital LTD
London, X0 |
SELL
|
- |
-36K- 30.46% |
$5.54M - $6.1M
|
82.2K
$14.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-36.4K- 21.96% |
$5.6M - $6.16M
|
129K
$22.4M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-36.8K- 14.7% |
$5.66M - $6.24M
|
214K
$37M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-37.6K- 44.47% |
$5.79M - $6.37M
|
47K
$8.14M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-38.7K- 38.07% |
$5.95M - $6.56M
|
63K
$10.9M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-38.9K- 62.47% |
$5.98M - $6.58M
|
23.3K
$4.05M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-39.2K- 80.78% |
$6.03M - $6.64M
|
9.33K
$1.62M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-40K- 15.9% |
$6.16M - $6.78M
|
212K
$36.7M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-41.6K- 57.75% |
$6.41M - $7.05M
|
30.5K
$5.28M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-42.6K- 11.16% |
$6.55M - $7.21M
|
339K
$58.7M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-42.8K- 64.3% |
$6.58M - $7.24M
|
23.7K
$4.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-44K- 59.49% |
$6.76M - $7.44M
|
29.9K
$5.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-44.5K- 8.7% |
$6.84M - $7.53M
|
467K
$80.8M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-47.2K- 84.87% |
$7.25M - $7.99M
|
8.41K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-47.5K- 22.98% |
$7.3M - $8.04M
|
159K
$27.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-49.7K- 50.17% |
$7.64M - $8.42M
|
49.4K
$8.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-50KClosed |
$7.69M - $8.47M
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-54.6K- 18.58% |
$8.4M - $9.24M
|
239K
$41.4M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-54.8K- 21.88% |
$8.43M - $9.28M
|
196K
$33.9M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-56.1K- 6.79% |
$8.63M - $9.5M
|
770K
$133M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-57.9K- 65.61% |
$8.9M - $9.8M
|
30.3K
$5.26M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-65.9K- 66.47% |
$10.1M - $11.2M
|
33.2K
$5.76M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-70.7K- 53.62% |
$10.9M - $12M
|
61.1K
$10.6M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-75K- 23.38% |
$11.5M - $12.7M
|
246K
$42.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-78.6K- 47.11% |
$12.1M - $13.3M
|
88.2K
$15.3M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-78.6K- 1.95% |
$12.1M - $13.3M
|
3.94M
$683M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
SELL
|
- |
-80.3K- 45.12% |
$12.4M - $13.6M
|
97.7K
$16.9M
|
|
|
May 15, 2024
Q1 2024
|
Kadensa Capital LTD
Central, K3 |
SELL
|
- |
-88.6K- 93.36% |
$13.6M - $15M
|
6.3K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-90.8K- 8.18% |
$14M - $15.4M
|
1.02M
$176M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-91K- 22.47% |
$14M - $15.4M
|
314K
$54.4M
|