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
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-63- 2.08% |
$10.7K - $11.5K
|
2.97K
$544K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-66- 0.39% |
$11.2K - $12.1K
|
17K
$3.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-69- 0.58% |
$11.7K - $12.6K
|
11.8K
$2.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-70- 3.59% |
$11.9K - $12.8K
|
1.88K
$345K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-71- 2.59% |
$12K - $13K
|
2.67K
$489K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-72- 2.92% |
$12.2K - $13.2K
|
2.39K
$438K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-73- 2.73% |
$12.4K - $13.3K
|
2.6K
$475K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-73- 78.49% |
$12.4K - $13.3K
|
20
$3.66K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-74- 73.27% |
$12.5K - $13.5K
|
27
$4.94K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-75- 2.94% |
$12.7K - $13.7K
|
2.47K
$453K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-75- 3.9% |
$12.7K - $13.7K
|
1.85K
$338K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-75- 2.14% |
$12.7K - $13.7K
|
3.43K
$629K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-79- 0.37% |
$13.4K - $14.4K
|
21K
$3.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-80- 61.54% |
$13.6K - $14.6K
|
50
$9.15K
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-80- 0.76% |
$13.6K - $14.6K
|
10.5K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-81- 2.99% |
$13.7K - $14.8K
|
2.63K
$482K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-84- 45.65% |
$14.2K - $15.4K
|
100
$18.3K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-84- 1.56% |
$14.2K - $15.4K
|
5.32K
$973K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-85- 3.22% |
$14.4K - $15.5K
|
2.56K
$468K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-88- 61.11% |
$14.9K - $16.1K
|
56
$10.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-88- 1.15% |
$14.9K - $16.1K
|
7.57K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-88- 0.28% |
$14.9K - $16.1K
|
30.8K
$5.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-89- 0.84% |
$15.1K - $16.3K
|
10.5K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-92- 73.6% |
$15.6K - $16.8K
|
33
$6.04K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-93- 0.37% |
$15.8K - $17K
|
24.9K
$4.56M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-93- 1.18% |
$15.8K - $17K
|
7.81K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-95- 0.04% |
$16.1K - $17.4K
|
267K
$48.8M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-96- 5.35% |
$16.3K - $17.6K
|
1.7K
$311K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-99- 6.88% |
$16.8K - $18.1K
|
1.34K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-100- 1.29% |
$16.9K - $18.3K
|
7.66K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-100- 5.18% |
$16.9K - $18.3K
|
1.83K
$335K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-101- 4.9% |
$17.1K - $18.5K
|
1.96K
$359K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-103- 0.79% |
$17.5K - $18.8K
|
13K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-103- 5.31% |
$17.5K - $18.8K
|
1.84K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-103- 3.43% |
$17.5K - $18.8K
|
2.9K
$530K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-107- 0.94% |
$18.1K - $19.6K
|
11.3K
$2.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-109- 3.82% |
$18.5K - $19.9K
|
2.75K
$503K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-110- 68.32% |
$18.6K - $20.1K
|
51
$9.34K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-110- 2.31% |
$18.6K - $20.1K
|
4.64K
$850K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-111- 0.89% |
$18.8K - $20.3K
|
12.3K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-111- 0.47% |
$18.8K - $20.3K
|
23.3K
$4.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-113- 7.62% |
$19.1K - $20.7K
|
1.37K
$251K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-116- 1.7% |
$19.7K - $21.2K
|
6.73K
$1.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-116- 0.43% |
$19.7K - $21.2K
|
26.9K
$4.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-119- 0.32% |
$20.2K - $21.8K
|
36.9K
$6.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-120- 4.63% |
$20.3K - $21.9K
|
2.47K
$452K
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-120- 3.85% |
$20.3K - $21.9K
|
3K
$549K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-121- 1.59% |
$20.5K - $22.1K
|
7.5K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-125- 4.55% |
$21.2K - $22.9K
|
2.63K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-125- 2.43% |
$21.2K - $22.9K
|
5.03K
$920K
|