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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.76KNew |
$468K - $505K
|
2.76K
$491K
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
2.75K+ 14.86% |
$466K - $503K
|
21.3K
$3.78M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.73K+ 30.51% |
$462K - $499K
|
11.7K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.72K+ 9.22% |
$460K - $496K
|
32.2K
$5.71M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.71K+ 4.52% |
$459K - $496K
|
62.7K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.71K+ 1.71% |
$459K - $495K
|
162K
$28.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.65K+ 2.64% |
$449K - $485K
|
103K
$18.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
2.63K+ 223.05% |
$446K - $481K
|
3.81K
$677K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
2.61K+ 3.23% |
$442K - $477K
|
83.5K
$14.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2.61KNew |
$442K - $476K
|
2.61K
$463K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.59KNew |
$439K - $474K
|
2.59K
$460K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2.58KNew |
$437K - $472K
|
2.58K
$458K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.58K+ 0.75% |
$437K - $472K
|
345K
$61.2M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.56K+ 6.72% |
$434K - $469K
|
40.7K
$7.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.56K+ 19.62% |
$433K - $467K
|
15.6K
$2.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.52K+ 32.52% |
$426K - $460K
|
10.3K
$1.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.49K+ 55.48% |
$422K - $455K
|
6.98K
$1.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2.44K+ 6.39% |
$413K - $446K
|
40.6K
$7.21M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.43K+ 55.67% |
$412K - $444K
|
6.8K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
2.43K+ 27.06% |
$412K - $444K
|
11.4K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
2.42K+ 94.67% |
$410K - $442K
|
4.97K
$883K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.4K+ 72.43% |
$407K - $440K
|
5.72K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
2.4K+ 14.16% |
$407K - $439K
|
19.3K
$3.44M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.4KNew |
$406K - $438K
|
2.4K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.38K+ 4.44% |
$404K - $436K
|
56.1K
$9.97M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.38K+ 82.57% |
$404K - $436K
|
5.27K
$936K
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
2.38K+ 18.67% |
$403K - $435K
|
15.1K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.31K+ 3.66% |
$391K - $422K
|
65.3K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.3K+ 13.66% |
$390K - $421K
|
19.2K
$3.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.29K+ 106.47% |
$387K - $418K
|
4.43K
$788K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.28K+ 42.86% |
$386K - $417K
|
7.6K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
2.28K+ 2.38% |
$385K - $416K
|
97.8K
$17.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
2.27K+ 9.26% |
$385K - $416K
|
26.8K
$4.77M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 9.29% |
$385K - $416K
|
26.7K
$4.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.27KNew |
$384K - $414K
|
2.27K
$403K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.24K+ 5.38% |
$379K - $409K
|
43.8K
$7.78M
|
|
|
May 08, 2025
Q1 2025
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
2.22K+ 17.04% |
$375K - $405K
|
15.2K
$2.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
2.21K+ 1.03% |
$374K - $404K
|
217K
$38.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
2.18K+ 0.48% |
$370K - $399K
|
461K
$82M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
2.18KNew |
$369K - $398K
|
2.18K
$387K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.13K+ 38.89% |
$361K - $389K
|
7.6K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.12K+ 7.8% |
$359K - $387K
|
29.3K
$5.2M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.1K+ 1.59% |
$356K - $384K
|
134K
$23.9M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.1K+ 101.3% |
$356K - $384K
|
4.17K
$741K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.09K+ 209000.0% |
$354K - $382K
|
2.09K
$371K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.07K+ 8.44% |
$351K - $378K
|
26.6K
$4.72M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.07K+ 13.7% |
$350K - $378K
|
17.1K
$3.05M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
2.06K+ 11.77% |
$349K - $377K
|
19.6K
$3.48M
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
2.06K+ 1.54% |
$349K - $376K
|
136K
$24.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.05KNew |
$347K - $375K
|
2.05K
$364K
|