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 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.18K+ 3.08% |
$200K - $216K
|
39.4K
$7M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.17K+ 44.28% |
$199K - $214K
|
3.82K
$679K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.17KNew |
$197K - $213K
|
1.17K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
1.17KNew |
$197K - $213K
|
1.17K
$207K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
1.16K+ 48.94% |
$196K - $212K
|
3.52K
$626K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.15K+ 1.35% |
$195K - $210K
|
86.7K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.14K+ 28.76% |
$193K - $209K
|
5.11K
$908K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.14K+ 3.6% |
$193K - $208K
|
32.8K
$5.83M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.13K+ 26.17% |
$191K - $206K
|
5.44K
$966K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.11K+ 18.63% |
$188K - $203K
|
7.08K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.11K+ 3.51% |
$188K - $203K
|
32.7K
$5.81M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.1K+ 25.23% |
$187K - $201K
|
5.47K
$972K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.1K+ 85.39% |
$186K - $201K
|
2.39K
$424K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.1K+ 10.04% |
$186K - $200K
|
12K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.1K+ 5.58% |
$186K - $200K
|
20.7K
$3.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.09K+ 9.37% |
$184K - $199K
|
12.7K
$2.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.08K+ 5.3% |
$183K - $198K
|
21.5K
$3.82M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.08K+ 4.76% |
$182K - $197K
|
23.7K
$4.21M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
1.06K+ 0.25% |
$180K - $194K
|
428K
$76M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.06K+ 5.0% |
$179K - $193K
|
22.2K
$3.94M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.06K+ 20.98% |
$179K - $193K
|
6.08K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.05K+ 15.93% |
$178K - $192K
|
7.65K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.05K+ 12.67% |
$178K - $192K
|
9.35K
$1.66M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.04K+ 47.6% |
$176K - $190K
|
3.23K
$573K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.03K+ 25.74% |
$175K - $189K
|
5.05K
$896K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.03KNew |
$174K - $187K
|
1.03K
$182K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.02K+ 3.63% |
$173K - $186K
|
29.1K
$5.17M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.02K+ 0.3% |
$172K - $186K
|
339K
$60.1M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.01K+ 3.4% |
$171K - $185K
|
30.8K
$5.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1K+ 2.98% |
$169K - $183K
|
34.5K
$6.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
990+ 2.41% |
$168K - $181K
|
42.1K
$7.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
987+ 8.36% |
$167K - $180K
|
12.8K
$2.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
986+ 11.62% |
$167K - $180K
|
9.47K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
979+ 0.68% |
$166K - $179K
|
146K
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
971+ 60.05% |
$165K - $178K
|
2.59K
$460K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
969+ 2.95% |
$164K - $177K
|
33.8K
$6.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
968+ 4.48% |
$164K - $177K
|
22.6K
$4.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
967+ 67.48% |
$164K - $177K
|
2.4K
$426K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
962+ 19.72% |
$163K - $176K
|
5.84K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
962+ 2.56% |
$163K - $176K
|
38.6K
$6.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
960+ 27.09% |
$163K - $176K
|
4.5K
$800K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
950+ 31.99% |
$161K - $174K
|
3.92K
$696K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
945+ 8.13% |
$160K - $173K
|
12.6K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
943New |
$160K - $172K
|
943
$168K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
940+ 13.72% |
$159K - $172K
|
7.79K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
922+ 3.72% |
$156K - $169K
|
25.7K
$4.57M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
921New |
$156K - $168K
|
921
$164K
|
|
|
Apr 18, 2025
Q1 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
915+ 0.94% |
$155K - $167K
|
98.5K
$17.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
915+ 10.36% |
$155K - $167K
|
9.75K
$1.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
905+ 1.82% |
$153K - $165K
|
50.8K
$9.02M
|