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 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
180+ 5.55% |
$30.5K - $32.9K
|
3.42K
$608K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
177New |
$30K - $32.4K
|
177
$31.4K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
176+ 1.44% |
$29.8K - $32.2K
|
12.4K
$2.21M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
175+ 13.17% |
$29.7K - $32K
|
1.5K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
174New |
$29.5K - $31.8K
|
174
$30.9K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
173+ 2.15% |
$29.3K - $31.6K
|
8.2K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
172+ 62.77% |
$29.1K - $31.4K
|
446
$79.2K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
169+ 2.47% |
$28.6K - $30.9K
|
7.02K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
168+ 1.5% |
$28.5K - $30.7K
|
11.4K
$2.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
167+ 92.78% |
$28.3K - $30.5K
|
347
$61.6K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
165+ 10.17% |
$28K - $30.2K
|
1.79K
$317K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
162+ 11.62% |
$27.4K - $29.6K
|
1.56K
$276K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
162+ 0.28% |
$27.4K - $29.6K
|
57.1K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
161+ 0.14% |
$27.3K - $29.4K
|
112K
$19.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
160+ 21.62% |
$27.1K - $29.3K
|
900
$160K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
160+ 7.79% |
$27.1K - $29.3K
|
2.21K
$393K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
152+ 4.6% |
$25.8K - $27.8K
|
3.46K
$614K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
152+ 10.85% |
$25.8K - $27.8K
|
1.55K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
150New |
$25.4K - $27.4K
|
150
$26.6K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
147+ 2.57% |
$24.9K - $26.9K
|
5.88K
$1.04M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
144+ 0.87% |
$24.4K - $26.3K
|
16.7K
$2.97M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
141+ 1.91% |
$23.9K - $25.8K
|
7.54K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
140+ 3.54% |
$23.7K - $25.6K
|
4.1K
$728K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
140+ 2.98% |
$23.7K - $25.6K
|
4.84K
$860K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
137+ 72.11% |
$23.2K - $25K
|
327
$58.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
129+ 1.98% |
$21.9K - $23.6K
|
6.64K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
128+ 1.42% |
$21.7K - $23.4K
|
9.17K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
127+ 6.96% |
$21.5K - $23.2K
|
1.95K
$347K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
127+ 13.13% |
$21.5K - $23.2K
|
1.09K
$194K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
126+ 5.42% |
$21.3K - $23K
|
2.45K
$435K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
124+ 190.77% |
$21K - $22.7K
|
189
$33.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
123+ 0.45% |
$20.8K - $22.5K
|
27.6K
$4.89M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
122+ 5.08% |
$20.7K - $22.3K
|
2.52K
$448K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
121+ 3.66% |
$20.5K - $22.1K
|
3.43K
$609K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
113+ 9.59% |
$19.1K - $20.7K
|
1.29K
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
112+ 1.19% |
$19K - $20.5K
|
9.5K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
109+ 0.66% |
$18.5K - $19.9K
|
16.7K
$2.96M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
108+ 2.6% |
$18.3K - $19.7K
|
4.26K
$757K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
106+ 1.77% |
$18K - $19.4K
|
6.1K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
104+ 0.68% |
$17.6K - $19K
|
15.5K
$2.74M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
103+ 4.4% |
$17.5K - $18.8K
|
2.44K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
102+ 0.31% |
$17.3K - $18.6K
|
32.9K
$5.84M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
100+ 1.27% |
$16.9K - $18.3K
|
7.96K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
100New |
$16.9K - $18.3K
|
100
$17.8K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
99+ 5.77% |
$16.8K - $18.1K
|
1.81K
$322K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
98+ 6.11% |
$16.6K - $17.9K
|
1.7K
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
97+ 5.96% |
$16.4K - $17.7K
|
1.72K
$306K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
94+ 5.54% |
$15.9K - $17.2K
|
1.79K
$318K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
94New |
$15.9K - $17.2K
|
94
$16.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
92New |
$15.6K - $16.8K
|
92
$16.3K
|