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 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
299+ 5.05% |
$50.7K - $54.7K
|
6.21K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
299+ 8.11% |
$50.7K - $54.7K
|
3.99K
$708K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
290+ 26.85% |
$49.1K - $53K
|
1.37K
$243K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
289+ 1.02% |
$49K - $52.8K
|
28.7K
$5.1M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
287+ 13.31% |
$48.6K - $52.5K
|
2.44K
$434K
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
286+ 1.21% |
$48.5K - $52.3K
|
23.9K
$4.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
284+ 0.74% |
$48.1K - $51.9K
|
38.4K
$6.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
282New |
$47.8K - $51.6K
|
282
$50.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
281+ 2.17% |
$47.6K - $51.4K
|
13.2K
$2.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
275+ 12.62% |
$46.6K - $50.3K
|
2.45K
$436K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
275+ 6.05% |
$46.6K - $50.3K
|
4.82K
$856K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
274+ 11.45% |
$46.4K - $50.1K
|
2.67K
$474K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
271+ 4.77% |
$45.9K - $49.5K
|
5.96K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
260+ 20.95% |
$44.1K - $47.5K
|
1.5K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
259+ 19.47% |
$43.9K - $47.4K
|
1.59K
$282K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
259+ 74.64% |
$43.9K - $47.4K
|
606
$108K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
254+ 30.24% |
$43K - $46.4K
|
1.09K
$194K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
249+ 565.91% |
$42.2K - $45.5K
|
293
$52.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
247New |
$41.8K - $45.2K
|
247
$43.9K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
245+ 3.57% |
$41.5K - $44.8K
|
7.11K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
244+ 4.33% |
$41.3K - $44.6K
|
5.88K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
242+ 2.86% |
$41K - $44.2K
|
8.69K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
240+ 1.23% |
$40.7K - $43.9K
|
19.7K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
239+ 7.47% |
$40.5K - $43.7K
|
3.44K
$611K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
238+ 48.77% |
$40.3K - $43.5K
|
726
$129K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
237New |
$40.2K - $43.3K
|
237
$42.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
235+ 3.39% |
$39.8K - $43K
|
7.16K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
235+ 6.31% |
$39.8K - $43K
|
3.96K
$703K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
229+ 12.09% |
$38.8K - $41.9K
|
2.12K
$377K
|
|
|
May 13, 2025
Q1 2025
|
America First Investment Advisors, LLC
|
BUY
|
- |
228+ 13.49% |
$38.6K - $41.7K
|
1.92K
$341K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
224+ 116.06% |
$38K - $41K
|
417
$74.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
224+ 5.76% |
$38K - $41K
|
4.11K
$731K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
223+ 7.81% |
$37.8K - $40.8K
|
3.08K
$547K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
221+ 8.29% |
$37.4K - $40.4K
|
2.89K
$513K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
220+ 10.99% |
$37.3K - $40.2K
|
2.22K
$395K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
216+ 1.43% |
$36.6K - $39.5K
|
15.3K
$2.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
215+ 0.52% |
$36.4K - $39.3K
|
41.9K
$7.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
214New |
$36.3K - $39.1K
|
214
$38K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
212+ 3.08% |
$35.9K - $38.8K
|
7.09K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
208+ 14.39% |
$35.2K - $38K
|
1.65K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
208+ 5.83% |
$35.2K - $38K
|
3.77K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
208+ 1.05% |
$35.2K - $38K
|
20.1K
$3.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
206+ 3.71% |
$34.9K - $37.7K
|
5.76K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
206+ 14.71% |
$34.9K - $37.7K
|
1.61K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
205+ 5.78% |
$34.7K - $37.5K
|
3.75K
$666K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
201+ 7.16% |
$34.1K - $36.8K
|
3.01K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
199+ 1.71% |
$33.7K - $36.4K
|
11.9K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
189+ 3.71% |
$32K - $34.6K
|
5.28K
$939K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
184+ 3.64% |
$31.2K - $33.6K
|
5.24K
$930K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
183+ 4.29% |
$31K - $33.5K
|
4.45K
$791K
|