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 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
142K+ 54.99% |
$24M - $25.9M
|
399K
$70.9M
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
140KNew |
$23.7M - $25.5M
|
140K
$24.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
134K+ 91.64% |
$22.7M - $24.5M
|
281K
$49.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
134KNew |
$22.6M - $24.4M
|
134K
$23.7M
|
|
|
May 14, 2025
Q1 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
133KNew |
$22.6M - $24.3M
|
133K
$23.6M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
131K+ 121.41% |
$22.3M - $24M
|
240K
$42.6M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
128K+ 50.56% |
$21.7M - $23.4M
|
381K
$67.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
118KNew |
$19.9M - $21.5M
|
118K
$20.9M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
117K+ 86.75% |
$19.8M - $21.4M
|
252K
$44.7M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
117KNew |
$19.8M - $21.4M
|
117K
$20.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
116K+ 14.18% |
$19.7M - $21.3M
|
936K
$166M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
116K+ 838.01% |
$19.7M - $21.2M
|
130K
$23.1M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
109KNew |
$18.5M - $20M
|
109K
$19.4M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
105K+ 571.09% |
$17.7M - $19.1M
|
123K
$21.9M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
103K+ 20.56% |
$17.5M - $18.9M
|
607K
$108M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
103K+ 30.58% |
$17.5M - $18.9M
|
441K
$78.4M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
95.3K+ 183.3% |
$16.1M - $17.4M
|
147K
$26.2M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
94.7K+ 35.51% |
$16.1M - $17.3M
|
361K
$64.2M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
87K+ 7.65% |
$14.7M - $15.9M
|
1.22M
$217M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
87K+ 85.42% |
$14.7M - $15.9M
|
189K
$33.5M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
85.9KNew |
$14.5M - $15.7M
|
85.9K
$15.3M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
80.6K+ 5.65% |
$13.7M - $14.7M
|
1.51M
$268M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
80.2K+ 11.86% |
$13.6M - $14.7M
|
757K
$134M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
78.6K+ 33.37% |
$13.3M - $14.4M
|
314K
$55.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
76.1KNew |
$12.9M - $13.9M
|
76.1K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
75.8KNew |
$12.8M - $13.9M
|
75.8K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
74.1KNew |
$12.5M - $13.5M
|
74.1K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
73.5KNew |
$12.4M - $13.4M
|
73.5K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
71.7K+ 1459.04% |
$12.1M - $13.1M
|
76.6K
$13.6M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
71.6K+ 103.52% |
$12.1M - $13.1M
|
141K
$25M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
69.6K+ 259.43% |
$11.8M - $12.7M
|
96.4K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
68.6K+ 4.98% |
$11.6M - $12.5M
|
1.45M
$257M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
68.4KNew |
$11.6M - $12.5M
|
68.4K
$12.1M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
66.7KNew |
$11.3M - $12.2M
|
66.7K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
65.2K+ 1.78% |
$11.1M - $11.9M
|
3.72M
$662M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
64.7K+ 64.82% |
$11M - $11.8M
|
165K
$29.2M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
64.4K+ 9.61% |
$10.9M - $11.8M
|
734K
$130M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
63.9K+ 35.51% |
$10.8M - $11.7M
|
244K
$43.3M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
63.2K+ 15.9% |
$10.7M - $11.6M
|
460K
$81.8M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
60.5KNew |
$10.3M - $11.1M
|
60.5K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
59.3KNew |
$10M - $10.8M
|
59.3K
$10.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
58.6K+ 113.91% |
$9.94M - $10.7M
|
110K
$19.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
58K+ 365.09% |
$9.83M - $10.6M
|
73.9K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
56.9K+ 74.92% |
$9.63M - $10.4M
|
133K
$23.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
55.1K+ 435.56% |
$9.34M - $10.1M
|
67.8K
$12M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
55.1KNew |
$9.34M - $10.1M
|
55.1K
$9.79M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
54K+ 50.6% |
$9.15M - $9.87M
|
161K
$28.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
53.7KNew |
$9.1M - $9.82M
|
53.7K
$9.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
52.8K+ 32.84% |
$8.95M - $9.66M
|
214K
$37.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
52.5K+ 51.18% |
$8.89M - $9.6M
|
155K
$27.5M
|