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 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.47KNew |
$249K - $269K
|
1.47K
$261K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.47K+ 3672.5% |
$249K - $269K
|
1.51K
$268K
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
1.47K+ 32.44% |
$249K - $268K
|
5.99K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.46K+ 12.03% |
$247K - $267K
|
13.6K
$2.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.45KNew |
$245K - $265K
|
1.45K
$257K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.45K+ 7.47% |
$245K - $265K
|
20.8K
$3.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.43KNew |
$242K - $262K
|
1.43K
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.43K+ 6.26% |
$242K - $261K
|
24.2K
$4.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.41K+ 9.58% |
$240K - $259K
|
16.2K
$2.87M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.41K+ 68.59% |
$238K - $257K
|
3.46K
$614K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.4K+ 39.47% |
$237K - $256K
|
4.95K
$879K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.39K+ 7.98% |
$235K - $254K
|
18.8K
$3.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.37K+ 14.67% |
$232K - $250K
|
10.7K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.37K+ 190.13% |
$232K - $250K
|
2.09K
$371K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.36K+ 28.34% |
$230K - $248K
|
6.14K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
1.35KNew |
$229K - $247K
|
1.35K
$240K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.34K+ 3.3% |
$226K - $244K
|
41.7K
$7.41M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
1.33K+ 16.28% |
$226K - $244K
|
9.52K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.33K+ 5.98% |
$224K - $242K
|
23.5K
$4.17M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.32K+ 2.51% |
$224K - $241K
|
54K
$9.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.31K+ 2.84% |
$222K - $240K
|
47.5K
$8.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
1.31K+ 73.64% |
$222K - $240K
|
3.09K
$549K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.31KNew |
$222K - $239K
|
1.31K
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.31KNew |
$221K - $239K
|
1.31K
$232K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.31KNew |
$221K - $239K
|
1.31K
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.3K+ 7.44% |
$221K - $238K
|
18.8K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.3K+ 3.31% |
$220K - $237K
|
40.5K
$7.19M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.29KNew |
$218K - $235K
|
1.29K
$228K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.29K+ 17.97% |
$218K - $235K
|
8.43K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
1.28K+ 21.62% |
$218K - $235K
|
7.22K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
BUY
|
- |
1.28KNew |
$217K - $234K
|
1.28K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.28K+ 2.13% |
$217K - $234K
|
61.3K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
1.28K+ 4.07% |
$216K - $233K
|
32.6K
$5.79M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.27K+ 10.14% |
$215K - $232K
|
13.8K
$2.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.26K+ 9.89% |
$214K - $231K
|
14K
$2.5M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1.26K+ 0.97% |
$214K - $231K
|
132K
$23.4M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.24K+ 48.49% |
$210K - $227K
|
3.79K
$674K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
1.24KNew |
$209K - $226K
|
1.24K
$220K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.23KNew |
$208K - $225K
|
1.23K
$219K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.23K+ 36.21% |
$208K - $224K
|
4.61K
$819K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.22K+ 74.24% |
$207K - $223K
|
2.87K
$510K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.22K+ 7.11% |
$207K - $223K
|
18.4K
$3.26M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.22K+ 3.42% |
$206K - $223K
|
36.8K
$6.54M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.22KNew |
$206K - $223K
|
1.22K
$216K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
1.22KNew |
$206K - $222K
|
1.22K
$216K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.21K+ 5.46% |
$205K - $222K
|
23.4K
$4.16M
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.2K+ 0.98% |
$203K - $219K
|
123K
$21.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.2K+ 28.02% |
$203K - $219K
|
5.47K
$972K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 4.79% |
$202K - $218K
|
26.2K
$4.65M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
1.18KNew |
$201K - $216K
|
1.18K
$210K
|