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
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.18K- 50.0% |
$538K - $581K
|
3.18K
$582K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-3.27K- 8.71% |
$554K - $598K
|
34.3K
$6.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.28K- 5.07% |
$555K - $599K
|
61.4K
$11.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.28K- 49.98% |
$555K - $599K
|
3.28K
$601K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.31K- 6.82% |
$561K - $605K
|
45.2K
$8.28M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.32K- 5.08% |
$563K - $608K
|
62.1K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-3.34K- 1.64% |
$565K - $610K
|
200K
$36.7M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.38K- 24.28% |
$573K - $619K
|
10.6K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.39K- 33.47% |
$575K - $620K
|
6.74K
$1.23M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.57K- 6.98% |
$605K - $653K
|
47.6K
$8.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.59K- 51.88% |
$608K - $656K
|
3.33K
$609K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-3.59K- 10.04% |
$609K - $657K
|
32.2K
$5.89M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-3.71K- 44.14% |
$629K - $679K
|
4.7K
$861K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.78K- 0.54% |
$641K - $692K
|
694K
$127M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-3.84K- 2.14% |
$650K - $702K
|
176K
$32.2M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.86K- 1.09% |
$654K - $705K
|
351K
$64.2M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-3.87K- 26.94% |
$656K - $708K
|
10.5K
$1.92M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3.93K- 1.93% |
$666K - $718K
|
200K
$36.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3.97K- 18.35% |
$673K - $726K
|
17.7K
$3.23M
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-4K- 12.62% |
$678K - $731K
|
27.7K
$5.07M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-4.03K- 13.14% |
$683K - $737K
|
26.6K
$4.88M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-4.06K- 6.77% |
$687K - $742K
|
55.8K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-4.24K- 32.72% |
$718K - $774K
|
8.71K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.24K- 94.89% |
$718K - $775K
|
228
$41.7K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-4.26K- 34.94% |
$722K - $779K
|
7.94K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-4.34K- 4.27% |
$734K - $793K
|
97.2K
$17.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-4.36K- 4.12% |
$739K - $797K
|
101K
$18.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4.39K- 77.28% |
$743K - $802K
|
1.29K
$236K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-4.41K- 7.85% |
$747K - $806K
|
51.8K
$9.47M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.43K- 52.74% |
$750K - $809K
|
3.97K
$726K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.47K- 0.68% |
$758K - $817K
|
651K
$119M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-4.51K- 7.72% |
$764K - $825K
|
53.9K
$9.87M
|
|
|
Jul 18, 2025
Q1 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-4.53K- 64.85% |
$767K - $828K
|
2.45K
$449K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.53K- 7.27% |
$768K - $828K
|
57.8K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-4.76K- 7.56% |
$806K - $869K
|
58.1K
$10.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-4.84K- 41.05% |
$820K - $885K
|
6.95K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-4.84K- 16.27% |
$820K - $885K
|
24.9K
$4.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.99K- 9.61% |
$845K - $912K
|
46.9K
$8.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-5.03K- 56.0% |
$852K - $919K
|
3.95K
$723K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.09K- 3.58% |
$862K - $930K
|
137K
$25.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-5.09K- 49.01% |
$862K - $930K
|
5.29K
$969K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-5.09K- 26.69% |
$863K - $931K
|
14K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-5.1K- 11.12% |
$865K - $933K
|
40.8K
$7.47M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.12K- 19.86% |
$867K - $935K
|
20.6K
$3.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-5.35K- 19.3% |
$907K - $979K
|
22.4K
$4.1M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.4K- 14.67% |
$916K - $988K
|
31.4K
$5.76M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-5.56K- 24.34% |
$942K - $1.02M
|
17.3K
$3.16M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-5.75K- 10.65% |
$973K - $1.05M
|
48.2K
$8.82M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-5.95K- 3.54% |
$1.01M - $1.09M
|
162K
$29.7M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.97K- 0.63% |
$1.01M - $1.09M
|
938K
$172M
|