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 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
2K+ 131.28% |
$339K - $366K
|
3.53K
$627K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2KNew |
$339K - $366K
|
2K
$355K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.97K+ 137.9% |
$334K - $361K
|
3.4K
$604K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.94K+ 46.59% |
$329K - $355K
|
6.1K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1.93K+ 35.76% |
$326K - $352K
|
7.32K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
1.92KNew |
$326K - $351K
|
1.92K
$341K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
1.92KNew |
$325K - $351K
|
1.92K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.92KNew |
$325K - $351K
|
1.92K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.9K+ 10.9% |
$322K - $347K
|
19.3K
$3.43M
|
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
1.9K+ 2.44% |
$321K - $346K
|
79.5K
$14.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
1.89KNew |
$321K - $346K
|
1.89K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.84K+ 110.69% |
$312K - $337K
|
3.51K
$623K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.83K+ 70.64% |
$311K - $335K
|
4.43K
$787K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.81K+ 151.94% |
$306K - $330K
|
2.99K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.8KNew |
$305K - $329K
|
1.8K
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.79K+ 5.48% |
$304K - $328K
|
34.5K
$6.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.79K+ 4.14% |
$303K - $327K
|
45K
$8M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
1.79K+ 2.1% |
$302K - $326K
|
86.7K
$15.4M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.78KNew |
$301K - $325K
|
1.78K
$316K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.76KNew |
$298K - $322K
|
1.76K
$313K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.76K+ 136.94% |
$298K - $322K
|
3.05K
$541K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.76K+ 22.23% |
$298K - $321K
|
9.66K
$1.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.75K+ 65.62% |
$297K - $320K
|
4.42K
$785K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.74K+ 40.77% |
$295K - $319K
|
6.02K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.74K+ 19.76% |
$295K - $319K
|
10.6K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.73K+ 1.2% |
$293K - $316K
|
146K
$26M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.72KNew |
$291K - $314K
|
1.72K
$305K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
1.72K+ 13.95% |
$291K - $314K
|
14K
$2.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1.71K+ 63.98% |
$289K - $312K
|
4.38K
$777K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.7K+ 17.6% |
$288K - $311K
|
11.4K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.69K+ 1.44% |
$287K - $310K
|
119K
$21.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
1.68KNew |
$285K - $307K
|
1.68K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.67K+ 11.65% |
$283K - $306K
|
16K
$2.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.66K+ 7.91% |
$281K - $303K
|
22.6K
$4.02M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.64K+ 30.13% |
$277K - $299K
|
7.06K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.63K+ 0.53% |
$276K - $297K
|
311K
$55.3M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.62KNew |
$274K - $296K
|
1.62K
$287K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.61KNew |
$273K - $294K
|
1.61K
$286K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.61K+ 9.8% |
$272K - $293K
|
18K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.6K+ 6.59% |
$271K - $293K
|
25.9K
$4.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.6K+ 22.46% |
$271K - $292K
|
8.71K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.59K+ 22.37% |
$269K - $290K
|
8.68K
$1.54M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.57K+ 7.15% |
$266K - $287K
|
23.5K
$4.18M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.56K+ 50.54% |
$264K - $285K
|
4.64K
$824K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.55K+ 8.29% |
$262K - $283K
|
20.2K
$3.59M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.53KNew |
$260K - $280K
|
1.53K
$273K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.53K+ 16.52% |
$259K - $279K
|
10.8K
$1.91M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.53K+ 4.79% |
$259K - $279K
|
33.4K
$5.94M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.49K+ 13.56% |
$253K - $273K
|
12.5K
$2.22M
|
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
1.48KNew |
$251K - $271K
|
1.48K
$263K
|