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 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
208+ 1.05% |
$35.2K - $38K
|
20.1K
$3.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
206+ 3.71% |
$34.9K - $37.7K
|
5.76K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
206+ 14.71% |
$34.9K - $37.7K
|
1.61K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
205+ 5.78% |
$34.7K - $37.5K
|
3.75K
$687K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
201+ 7.16% |
$34.1K - $36.8K
|
3.01K
$551K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
199+ 1.71% |
$33.7K - $36.4K
|
11.9K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
189+ 3.71% |
$32K - $34.6K
|
5.28K
$967K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
184+ 3.64% |
$31.2K - $33.6K
|
5.24K
$959K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
183+ 4.29% |
$31K - $33.5K
|
4.45K
$815K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
180+ 5.55% |
$30.5K - $32.9K
|
3.42K
$627K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
177New |
$30K - $32.4K
|
177
$32.4K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
176+ 1.44% |
$29.8K - $32.2K
|
12.4K
$2.28M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
175+ 13.17% |
$29.7K - $32K
|
1.5K
$275K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
174New |
$29.5K - $31.8K
|
174
$31.9K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
173+ 2.15% |
$29.3K - $31.6K
|
8.2K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
172+ 62.77% |
$29.1K - $31.4K
|
446
$81.7K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
169+ 2.47% |
$28.6K - $30.9K
|
7.02K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
168+ 1.5% |
$28.5K - $30.7K
|
11.4K
$2.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
167+ 92.78% |
$28.3K - $30.5K
|
347
$63.5K
|
|
|
Aug 06, 2025
Q1 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
167+ 1.24% |
$28.3K - $30.5K
|
13.6K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
165+ 10.17% |
$28K - $30.2K
|
1.79K
$327K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
162+ 11.62% |
$27.4K - $29.6K
|
1.56K
$285K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
162+ 0.28% |
$27.4K - $29.6K
|
57.1K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
161+ 0.14% |
$27.3K - $29.4K
|
112K
$20.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
160+ 21.62% |
$27.1K - $29.3K
|
900
$165K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
160+ 7.79% |
$27.1K - $29.3K
|
2.21K
$405K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
152+ 4.6% |
$25.8K - $27.8K
|
3.46K
$633K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
152+ 10.85% |
$25.8K - $27.8K
|
1.55K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
150New |
$25.4K - $27.4K
|
150
$27.5K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
147+ 2.57% |
$24.9K - $26.9K
|
5.88K
$1.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
144+ 0.87% |
$24.4K - $26.3K
|
16.7K
$3.06M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
141+ 1.91% |
$23.9K - $25.8K
|
7.54K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
140+ 3.54% |
$23.7K - $25.6K
|
4.1K
$750K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
140+ 2.98% |
$23.7K - $25.6K
|
4.84K
$886K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
137+ 72.11% |
$23.2K - $25K
|
327
$59.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
129+ 1.98% |
$21.9K - $23.6K
|
6.64K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
128+ 1.42% |
$21.7K - $23.4K
|
9.17K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
127+ 6.96% |
$21.5K - $23.2K
|
1.95K
$358K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
127+ 13.13% |
$21.5K - $23.2K
|
1.09K
$200K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
126+ 5.42% |
$21.3K - $23K
|
2.45K
$449K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
124+ 190.77% |
$21K - $22.7K
|
189
$34.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
123+ 0.45% |
$20.8K - $22.5K
|
27.6K
$5.04M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
122+ 5.08% |
$20.7K - $22.3K
|
2.52K
$462K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
121+ 3.66% |
$20.5K - $22.1K
|
3.43K
$627K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
113+ 9.59% |
$19.1K - $20.7K
|
1.29K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
112+ 1.19% |
$19K - $20.5K
|
9.5K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
109+ 0.66% |
$18.5K - $19.9K
|
16.7K
$3.05M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
108+ 2.6% |
$18.3K - $19.7K
|
4.26K
$780K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
106+ 1.77% |
$18K - $19.4K
|
6.1K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
104+ 0.68% |
$17.6K - $19K
|
15.5K
$2.83M
|