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 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
6.83KNew |
$1.05M - $1.16M
|
6.83K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.8K+ 3.04% |
$1.05M - $1.15M
|
231K
$42M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
6.74K+ 120.63% |
$1.04M - $1.14M
|
12.3K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
6.68K+ 3.02% |
$1.03M - $1.13M
|
228K
$41.6M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.5K+ 407.77% |
$1M - $1.1M
|
8.1K
$1.48M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6.44K+ 92.19% |
$990K - $1.09M
|
13.4K
$2.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
6.42K+ 564.41% |
$988K - $1.09M
|
7.56K
$1.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
6.42K+ 50.94% |
$988K - $1.09M
|
19K
$3.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.41K+ 39.38% |
$986K - $1.09M
|
22.7K
$4.13M
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
6.4KNew |
$985K - $1.08M
|
6.4K
$1.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6.39KNew |
$983K - $1.08M
|
6.39K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
6.31K+ 458.21% |
$970K - $1.07M
|
7.68K
$1.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.3KNew |
$969K - $1.07M
|
6.3K
$1.15M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6.21K+ 180.27% |
$956K - $1.05M
|
9.66K
$1.76M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
6.19K+ 213.34% |
$952K - $1.05M
|
9.09K
$1.66M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
6.18K+ 10.34% |
$951K - $1.05M
|
66K
$12M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
6.11K+ 5.33% |
$940K - $1.03M
|
121K
$22M
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6.08K+ 29.45% |
$936K - $1.03M
|
26.7K
$4.87M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.08K+ 18.41% |
$935K - $1.03M
|
39.1K
$7.12M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6K+ 14.83% |
$923K - $1.02M
|
46.5K
$8.46M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.97K+ 1.68% |
$918K - $1.01M
|
362K
$65.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
5.96K+ 215.94% |
$917K - $1.01M
|
8.72K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.92K+ 347.83% |
$911K - $1M
|
7.62K
$1.39M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.88K+ 12.06% |
$904K - $995K
|
54.6K
$9.95M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.82K+ 8.34% |
$895K - $985K
|
75.6K
$13.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
5.77KNew |
$887K - $977K
|
5.77K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.71KNew |
$878K - $967K
|
5.71K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
5.67K+ 39.43% |
$872K - $959K
|
20K
$3.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.61K+ 46.07% |
$863K - $950K
|
17.8K
$3.24M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
5.52K+ 74.09% |
$850K - $935K
|
13K
$2.36M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.48K+ 39.73% |
$844K - $929K
|
19.3K
$3.51M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.44K+ 62.53% |
$837K - $921K
|
14.1K
$2.58M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.41K+ 2.58% |
$832K - $916K
|
215K
$39.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.4K+ 18.24% |
$831K - $915K
|
35K
$6.38M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.37K+ 16.04% |
$826K - $909K
|
38.8K
$7.08M
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
5.35K+ 27.22% |
$823K - $906K
|
25K
$4.55M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.31K+ 11.96% |
$816K - $899K
|
49.7K
$9.05M
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
5.21K+ 63.68% |
$802K - $883K
|
13.4K
$2.44M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.19K+ 51.31% |
$799K - $880K
|
15.3K
$2.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.18K+ 602.44% |
$796K - $876K
|
6.03K
$1.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
5.12K+ 14.02% |
$787K - $866K
|
41.6K
$7.58M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.1K+ 132.42% |
$785K - $864K
|
8.95K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
5.1K+ 7.3% |
$785K - $864K
|
75K
$13.7M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.04K+ 14.43% |
$775K - $853K
|
39.9K
$7.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
4.95K+ 9.66% |
$762K - $839K
|
56.2K
$10.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.86KNew |
$747K - $823K
|
4.86K
$885K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.79K+ 48.87% |
$738K - $812K
|
14.6K
$2.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.77K+ 13.52% |
$734K - $808K
|
40.1K
$7.3M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
4.7K+ 4.3% |
$724K - $797K
|
114K
$20.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
4.69K+ 2.4% |
$722K - $795K
|
200K
$36.5M
|