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
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
662+ 12.24% |
$112K - $121K
|
6.07K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
661+ 3.08% |
$112K - $121K
|
22.1K
$4.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
660+ 3.79% |
$112K - $121K
|
18.1K
$3.31M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
658+ 1.85% |
$111K - $120K
|
36.3K
$6.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
656+ 0.65% |
$111K - $120K
|
102K
$18.6M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
655+ 20.09% |
$111K - $120K
|
3.92K
$717K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
647+ 13.25% |
$110K - $118K
|
5.53K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
646+ 6.89% |
$109K - $118K
|
10K
$1.84M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
640New |
$108K - $117K
|
640
$117K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
640+ 8.8% |
$108K - $117K
|
7.91K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
640+ 387.88% |
$108K - $117K
|
805
$147K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
630+ 15.28% |
$107K - $115K
|
4.75K
$870K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
630+ 17.25% |
$107K - $115K
|
4.28K
$784K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
626+ 5.65% |
$106K - $114K
|
11.7K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
622+ 2.9% |
$105K - $114K
|
22.1K
$4.05M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
621+ 0.79% |
$105K - $114K
|
79K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
615+ 337.91% |
$104K - $112K
|
797
$146K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
611+ 4.59% |
$104K - $112K
|
13.9K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
611+ 23.59% |
$104K - $112K
|
3.2K
$586K
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
604+ 16.22% |
$102K - $110K
|
4.33K
$792K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
601+ 2.28% |
$102K - $110K
|
27K
$4.94M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
599New |
$101K - $110K
|
599
$110K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
595+ 26.14% |
$101K - $109K
|
2.87K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
593+ 6.42% |
$100K - $108K
|
9.82K
$1.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
589+ 20.72% |
$99.8K - $108K
|
3.43K
$628K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
589+ 6.7% |
$99.8K - $108K
|
9.38K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
584+ 8.3% |
$98.9K - $107K
|
7.62K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
582+ 12.72% |
$98.6K - $106K
|
5.16K
$944K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
581+ 21.17% |
$98.4K - $106K
|
3.33K
$609K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
580+ 21.99% |
$98.3K - $106K
|
3.22K
$589K
|
|
|
May 14, 2025
Q1 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
580+ 3.22% |
$98.3K - $106K
|
18.6K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
580+ 0.59% |
$98.3K - $106K
|
99K
$18.1M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
568+ 2.07% |
$96.2K - $104K
|
28K
$5.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
BUY
|
- |
565+ 23.96% |
$95.7K - $103K
|
2.92K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
564+ 17.24% |
$95.6K - $103K
|
3.84K
$702K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
556+ 2.9% |
$94.2K - $102K
|
19.7K
$3.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
555+ 41.95% |
$94K - $101K
|
1.88K
$344K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
549+ 19.71% |
$93K - $100K
|
3.33K
$610K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
546+ 2.12% |
$92.5K - $99.8K
|
26.2K
$4.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
546+ 11.81% |
$92.5K - $99.8K
|
5.17K
$947K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
545+ 2.37% |
$92.3K - $99.6K
|
23.5K
$4.3M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
545+ 25.88% |
$92.3K - $99.6K
|
2.65K
$485K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
534+ 2.7% |
$90.5K - $97.6K
|
20.3K
$3.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
532+ 1.78% |
$90.1K - $97.3K
|
30.3K
$5.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
528+ 28.63% |
$89.5K - $96.5K
|
2.37K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
523+ 0.3% |
$88.6K - $95.6K
|
176K
$32.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
521+ 23.61% |
$88.3K - $95.3K
|
2.73K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
515+ 3.22% |
$87.3K - $94.2K
|
16.5K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
514+ 7.45% |
$87.1K - $94K
|
7.41K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
512+ 7.49% |
$86.7K - $93.6K
|
7.35K
$1.35M
|