Purchases and Sales Made in Q1 2025 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 2025. 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 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
2.84K+ 33.81% |
$481K - $519K
|
11.2K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.79K+ 3.07% |
$473K - $511K
|
93.7K
$17.2M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.79K+ 44.38% |
$472K - $509K
|
9.06K
$1.66M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.78KNew |
$471K - $509K
|
2.78K
$509K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
2.78K+ 14.42% |
$470K - $507K
|
22K
$4.03M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.77K+ 28.47% |
$469K - $506K
|
12.5K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.76KNew |
$468K - $505K
|
2.76K
$506K
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
2.75K+ 14.86% |
$466K - $503K
|
21.3K
$3.9M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.73K+ 30.51% |
$462K - $499K
|
11.7K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.72K+ 9.22% |
$460K - $496K
|
32.2K
$5.89M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.71K+ 4.52% |
$459K - $496K
|
62.7K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.71K+ 1.71% |
$459K - $495K
|
162K
$29.6M
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.71K+ 1.71% |
$459K - $495K
|
162K
$29.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.65K+ 2.64% |
$449K - $485K
|
103K
$18.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
2.63K+ 223.05% |
$446K - $481K
|
3.81K
$698K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
2.61K+ 3.23% |
$442K - $477K
|
83.5K
$15.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2.61KNew |
$442K - $476K
|
2.61K
$477K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.59KNew |
$439K - $474K
|
2.59K
$475K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2.58KNew |
$437K - $472K
|
2.58K
$472K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.58K+ 0.75% |
$437K - $472K
|
345K
$63.1M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.56K+ 6.72% |
$434K - $469K
|
40.7K
$7.45M
|
|
|
Aug 15, 2025
Q1 2025
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
2.56K+ 41.17% |
$434K - $469K
|
8.79K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.56K+ 19.62% |
$433K - $467K
|
15.6K
$2.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.52K+ 32.52% |
$426K - $460K
|
10.3K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.49K+ 55.48% |
$422K - $455K
|
6.98K
$1.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2.44K+ 6.39% |
$413K - $446K
|
40.6K
$7.43M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.43K+ 55.67% |
$412K - $444K
|
6.8K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
2.43K+ 27.06% |
$412K - $444K
|
11.4K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
2.42K+ 94.67% |
$410K - $442K
|
4.97K
$910K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.4K+ 72.43% |
$407K - $440K
|
5.72K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
2.4K+ 14.16% |
$407K - $439K
|
19.3K
$3.54M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.4KNew |
$406K - $438K
|
2.4K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.38K+ 4.44% |
$404K - $436K
|
56.1K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.38K+ 82.57% |
$404K - $436K
|
5.27K
$965K
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
2.38K+ 18.67% |
$403K - $435K
|
15.1K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.31K+ 3.66% |
$391K - $422K
|
65.3K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.3K+ 13.66% |
$390K - $421K
|
19.2K
$3.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.29K+ 106.47% |
$387K - $418K
|
4.43K
$812K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.28K+ 42.86% |
$386K - $417K
|
7.6K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
2.28K+ 2.38% |
$385K - $416K
|
97.8K
$17.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
2.27K+ 9.26% |
$385K - $416K
|
26.8K
$4.91M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 9.29% |
$385K - $416K
|
26.7K
$4.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.27KNew |
$384K - $414K
|
2.27K
$415K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.24K+ 5.38% |
$379K - $409K
|
43.8K
$8.01M
|
|
|
May 08, 2025
Q1 2025
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
2.22K+ 17.04% |
$375K - $405K
|
15.2K
$2.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
2.21K+ 1.03% |
$374K - $404K
|
217K
$39.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
2.18K+ 0.48% |
$370K - $399K
|
461K
$84.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
2.18KNew |
$369K - $398K
|
2.18K
$399K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.13K+ 38.89% |
$361K - $389K
|
7.6K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.12K+ 7.8% |
$359K - $387K
|
29.3K
$5.36M
|