Purchases and Sales Made in Q1 2025 in Invesco S&P 500 Equal Weight R (EWRE)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight R (EWRE) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT R.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
40.6K+ 209.42% |
N/A
|
60K
$0
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
29.3K+ 10.77% |
N/A
|
302K
$0
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
28.9KNew |
N/A
|
28.9K
$0
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.7KNew |
N/A
|
27.7K
$0
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27.4K+ 428.42% |
N/A
|
33.7K
$0
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
23.5KNew |
N/A
|
23.5K
$0
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.7K+ 9.48% |
N/A
|
263K
$0
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.8K+ 21.57% |
N/A
|
123K
$0
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.5K+ 159.26% |
N/A
|
25.2K
$0
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.74KNew |
N/A
|
7.74K
$0
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.12K+ 6.59% |
N/A
|
98.9K
$0
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
6.09KNew |
N/A
|
6.09K
$0
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.17K+ 69.52% |
N/A
|
10.2K
$0
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
3.4KNew |
N/A
|
3.4K
$0
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
3.35KNew |
N/A
|
3.35K
$0
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.19K+ 17.27% |
N/A
|
21.7K
$0
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.63K+ 10.23% |
N/A
|
17.6K
$0
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.06K+ 9.62% |
N/A
|
12K
$0
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
942+ 6.34% |
N/A
|
15.8K
$0
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
307+ 4.37% |
N/A
|
7.33K
$0
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
150New |
N/A
|
150
$0
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
118+ 1.39% |
N/A
|
8.61K
$0
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
49New |
N/A
|
49
$0
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
45New |
N/A
|
45
$0
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
37+ 0.65% |
N/A
|
5.71K
$0
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7New |
N/A
|
7
$0
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.63% |
N/A
|
318
$0
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-25- 2.0% |
N/A
|
1.23K
$0
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-57- 0.21% |
N/A
|
26.9K
$0
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-65- 0.76% |
N/A
|
8.45K
$0
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-153- 2.57% |
N/A
|
5.79K
$0
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-167- 2.33% |
N/A
|
7K
$0
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-348- 0.89% |
N/A
|
38.6K
$0
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-418- 1.98% |
N/A
|
20.7K
$0
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-614- 5.28% |
N/A
|
11K
$0
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-838- 10.61% |
N/A
|
7.06K
$0
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-893- 4.39% |
N/A
|
19.4K
$0
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.04K- 10.77% |
N/A
|
8.63K
$0
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.89K- 9.07% |
N/A
|
18.9K
$0
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.01K- 6.49% |
N/A
|
28.9K
$0
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.07K- 17.54% |
N/A
|
9.71K
$0
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.09K- 5.37% |
N/A
|
54.4K
$0
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.32K- 13.05% |
N/A
|
22.1K
$0
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.85K- 19.98% |
N/A
|
27.4K
$0
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.2K- 63.74% |
N/A
|
8.64K
$0
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.6K- 65.34% |
N/A
|
8.8K
$0
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59.4K- 81.78% |
N/A
|
13.2K
$0
|