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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
10.3K+ 3.17% |
$1.59M - $1.75M
|
336K
$58.1M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
10.2K+ 15.74% |
$1.58M - $1.74M
|
75.3K
$13M
|
|
|
Apr 12, 2024
Q1 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
10.2K+ 11.62% |
$1.56M - $1.72M
|
97.5K
$16.9M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
10.1KNew |
$1.56M - $1.72M
|
10.1K
$1.75M
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
10K+ 22.05% |
$1.54M - $1.7M
|
55.6K
$9.62M
|
|
|
May 09, 2024
Q1 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
10KNew |
$1.54M - $1.69M
|
10K
$1.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.93K+ 183.63% |
$1.53M - $1.68M
|
15.3K
$2.66M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
9.85K+ 2188.67% |
$1.52M - $1.67M
|
10.3K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9.78K+ 36.14% |
$1.5M - $1.66M
|
36.8K
$6.38M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
9.69KNew |
$1.49M - $1.64M
|
9.69K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
9.68K+ 59.88% |
$1.49M - $1.64M
|
25.8K
$4.48M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
9.59K+ 104.39% |
$1.48M - $1.62M
|
18.8K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
9.52K+ 723.33% |
$1.46M - $1.61M
|
10.8K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
9.4K+ 81.4% |
$1.45M - $1.59M
|
21K
$3.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
9.36K+ 15.82% |
$1.44M - $1.59M
|
68.5K
$11.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.34KNew |
$1.44M - $1.58M
|
9.34K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
8.88KNew |
$1.37M - $1.5M
|
8.88K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.86K+ 32.19% |
$1.36M - $1.5M
|
36.4K
$6.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.82K+ 211.18% |
$1.36M - $1.49M
|
13K
$2.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.71K+ 90.3% |
$1.34M - $1.47M
|
18.3K
$3.18M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.69K+ 6.41% |
$1.34M - $1.47M
|
144K
$25M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.52KNew |
$1.31M - $1.44M
|
8.52K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.47K+ 24.62% |
$1.3M - $1.43M
|
42.9K
$7.43M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.38KNew |
$1.29M - $1.42M
|
8.38K
$1.45M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
8.36K+ 10.57% |
$1.29M - $1.42M
|
87.4K
$15.1M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.33K+ 5.47% |
$1.28M - $1.41M
|
161K
$27.8M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
8.29K+ 29.18% |
$1.28M - $1.4M
|
36.7K
$6.36M
|
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
BUY
|
- |
8.2K+ 8.11% |
$1.26M - $1.39M
|
109K
$18.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
8.18KNew |
$1.26M - $1.38M
|
8.18K
$1.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.02KNew |
$1.23M - $1.36M
|
8.02K
$1.39M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
8K+ 941.18% |
$1.23M - $1.35M
|
8.85K
$1.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
7.9KNew |
$1.21M - $1.34M
|
7.9K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
7.8KNew |
$1.2M - $1.32M
|
7.8K
$1.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.71KNew |
$1.19M - $1.31M
|
7.71K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.71KNew |
$1.19M - $1.31M
|
7.71K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.67K+ 14.88% |
$1.18M - $1.3M
|
59.2K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.66K+ 256.05% |
$1.18M - $1.3M
|
10.7K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.4K+ 4.72% |
$1.14M - $1.25M
|
164K
$28.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
7.24K+ 6.77% |
$1.11M - $1.23M
|
114K
$19.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
7.17K+ 31.5% |
$1.1M - $1.21M
|
29.9K
$5.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7.1K+ 81.97% |
$1.09M - $1.2M
|
15.8K
$2.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
7.1KNew |
$1.09M - $1.2M
|
7.1K
$1.23M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.05KNew |
$1.08M - $1.19M
|
7.05K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
6.98KNew |
$1.07M - $1.18M
|
6.98K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
6.97KNew |
$1.07M - $1.18M
|
6.97K
$1.21M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.95KNew |
$1.07M - $1.18M
|
6.95K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
6.95K+ 45.42% |
$1.07M - $1.18M
|
22.2K
$3.85M
|
|
|
Jul 10, 2024
Q1 2024
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
6.86K+ 21.59% |
$1.06M - $1.16M
|
38.6K
$6.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
6.86K+ 2.83% |
$1.05M - $1.16M
|
249K
$43.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
6.84K+ 4.52% |
$1.05M - $1.16M
|
158K
$27.4M
|