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
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.93K- 3.94% |
$497K - $536K
|
71.6K
$13.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.95K- 37.32% |
$500K - $540K
|
4.96K
$927K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.96K- 29.75% |
$502K - $542K
|
7K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.04K- 49.6% |
$516K - $557K
|
3.09K
$579K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-3.1K- 14.2% |
$525K - $567K
|
18.7K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.12K- 14.02% |
$529K - $571K
|
19.2K
$3.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.13K- 9.3% |
$531K - $573K
|
30.6K
$5.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-3.15K- 51.24% |
$534K - $576K
|
3K
$561K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-3.16K- 33.26% |
$535K - $578K
|
6.34K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.18K- 50.0% |
$538K - $581K
|
3.18K
$594K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-3.27K- 8.71% |
$554K - $598K
|
34.3K
$6.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.28K- 5.07% |
$555K - $599K
|
61.4K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.28K- 49.98% |
$555K - $599K
|
3.28K
$614K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.31K- 6.82% |
$561K - $605K
|
45.2K
$8.46M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.32K- 5.08% |
$563K - $608K
|
62.1K
$11.6M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-3.34K- 1.64% |
$565K - $610K
|
200K
$37.5M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.38K- 24.28% |
$573K - $619K
|
10.6K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.39K- 33.47% |
$575K - $620K
|
6.74K
$1.26M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.57K- 6.98% |
$605K - $653K
|
47.6K
$8.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.59K- 51.88% |
$608K - $656K
|
3.33K
$623K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-3.59K- 10.04% |
$609K - $657K
|
32.2K
$6.02M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-3.71K- 44.14% |
$629K - $679K
|
4.7K
$879K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.78K- 0.54% |
$641K - $692K
|
694K
$130M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-3.84K- 2.14% |
$650K - $702K
|
176K
$32.9M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.86K- 1.09% |
$654K - $705K
|
351K
$65.6M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-3.87K- 26.94% |
$656K - $708K
|
10.5K
$1.96M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3.93K- 1.93% |
$666K - $718K
|
200K
$37.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3.97K- 18.35% |
$673K - $726K
|
17.7K
$3.3M
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-4K- 12.62% |
$678K - $731K
|
27.7K
$5.18M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-4.03K- 13.14% |
$683K - $737K
|
26.6K
$4.98M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-4.06K- 6.77% |
$687K - $742K
|
55.8K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-4.24K- 32.72% |
$718K - $774K
|
8.71K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.24K- 94.89% |
$718K - $775K
|
228
$42.6K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-4.26K- 34.94% |
$722K - $779K
|
7.94K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-4.34K- 4.27% |
$734K - $793K
|
97.2K
$18.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-4.36K- 4.12% |
$739K - $797K
|
101K
$19M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4.39K- 77.28% |
$743K - $802K
|
1.29K
$241K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-4.41K- 7.85% |
$747K - $806K
|
51.8K
$9.68M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.43K- 52.74% |
$750K - $809K
|
3.97K
$742K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.47K- 0.68% |
$758K - $817K
|
651K
$122M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-4.51K- 7.72% |
$764K - $825K
|
53.9K
$10.1M
|
|
|
Jul 18, 2025
Q1 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-4.53K- 64.85% |
$767K - $828K
|
2.45K
$459K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.53K- 7.27% |
$768K - $828K
|
57.8K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-4.76K- 7.56% |
$806K - $869K
|
58.1K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-4.84K- 41.05% |
$820K - $885K
|
6.95K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-4.84K- 16.27% |
$820K - $885K
|
24.9K
$4.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.99K- 9.61% |
$845K - $912K
|
46.9K
$8.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-5.03K- 56.0% |
$852K - $919K
|
3.95K
$739K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.09K- 3.58% |
$862K - $930K
|
137K
$25.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-5.09K- 49.01% |
$862K - $930K
|
5.29K
$990K
|