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
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
51.6KNew |
$8.74M - $9.44M
|
51.6K
$9.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
50.9K+ 23.04% |
$8.63M - $9.32M
|
272K
$48.3M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
50.8K+ 204.02% |
$8.61M - $9.29M
|
75.7K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
50.2KNew |
$8.51M - $9.18M
|
50.2K
$8.92M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
49.3K+ 24.36% |
$8.36M - $9.02M
|
252K
$44.7M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
49.1KNew |
$8.32M - $8.98M
|
49.1K
$8.72M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
47.9K+ 54.62% |
$8.11M - $8.76M
|
136K
$24.1M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
45.2KNew |
$7.65M - $8.26M
|
45.2K
$8.02M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
44.7K+ 79.33% |
$7.58M - $8.18M
|
101K
$18M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
41.9K+ 101.87% |
$7.1M - $7.66M
|
83K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
40K+ 95.59% |
$6.77M - $7.31M
|
81.8K
$14.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
39.8KNew |
$6.74M - $7.27M
|
39.8K
$7.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
39.7K+ 138.89% |
$6.72M - $7.25M
|
68.2K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
38.9KNew |
$6.59M - $7.11M
|
38.9K
$6.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
38.8KNew |
$6.57M - $7.09M
|
38.8K
$6.88M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
38.3K+ 3.33% |
$6.49M - $7M
|
1.19M
$211M
|
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
36.5K+ 818.52% |
$6.18M - $6.67M
|
40.9K
$7.27M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
36K+ 26.78% |
$6.11M - $6.59M
|
171K
$30.3M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
35.6K+ 18.31% |
$6.03M - $6.5M
|
230K
$40.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
35.2KNew |
$5.97M - $6.44M
|
35.2K
$6.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
35.2KNew |
$5.97M - $6.44M
|
35.2K
$6.26M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
35K+ 384.76% |
$5.93M - $6.4M
|
44.1K
$7.84M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
35K+ 549.97% |
$5.93M - $6.4M
|
41.3K
$7.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
33.2K+ 69.76% |
$5.62M - $6.07M
|
80.7K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
33.1K+ 6.47% |
$5.6M - $6.04M
|
544K
$96.6M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
32.8K+ 108.68% |
$5.57M - $6.01M
|
63.1K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
32.2K+ 26.8% |
$5.45M - $5.88M
|
152K
$27M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
32.1K+ 20.88% |
$5.45M - $5.88M
|
186K
$33.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
32K+ 15.59% |
$5.41M - $5.84M
|
237K
$42.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
BUY
|
- |
31.9KNew |
$5.41M - $5.83M
|
31.9K
$5.67M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
31.8K+ 1281.43% |
$5.39M - $5.82M
|
34.3K
$6.09M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
31.6K+ 19.73% |
$5.35M - $5.77M
|
192K
$34M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.5K+ 8.7% |
$5.34M - $5.76M
|
394K
$70M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
31.4K+ 21.25% |
$5.32M - $5.74M
|
179K
$31.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
31.3K+ 1441.46% |
$5.3M - $5.72M
|
33.5K
$5.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
31.1K+ 488.7% |
$5.27M - $5.69M
|
37.5K
$6.66M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
31.1KNew |
$5.27M - $5.68M
|
31.1K
$5.52M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
30.2K+ 1029.66% |
$5.11M - $5.52M
|
33.1K
$5.88M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
29.9KNew |
$5.07M - $5.47M
|
29.9K
$5.32M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.7K+ 13.8% |
$5.04M - $5.44M
|
245K
$43.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
29.2K+ 27.51% |
$4.96M - $5.35M
|
136K
$24.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
29.1KNew |
$4.93M - $5.32M
|
29.1K
$5.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
28.8K+ 60.12% |
$4.88M - $5.26M
|
76.7K
$13.6M
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
28.7K+ 466.17% |
$4.87M - $5.26M
|
34.9K
$6.2M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
28.7KNew |
$4.87M - $5.25M
|
28.7K
$5.1M
|
|
|
May 14, 2025
Q1 2025
|
First Washington Corp
Seattle, WA |
BUY
|
- |
28.6KNew |
$4.85M - $5.24M
|
28.6K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
28.5K+ 121.28% |
$4.83M - $5.21M
|
52K
$9.24M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
28.1K+ 90.21% |
$4.77M - $5.14M
|
59.3K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
28.1KNew |
$4.75M - $5.13M
|
28.1K
$4.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
27.3K+ 96.87% |
$4.63M - $4.99M
|
55.5K
$9.86M
|