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 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.78K- 0.54% |
$641K - $692K
|
694K
$123M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-3.84K- 2.14% |
$650K - $702K
|
176K
$31.2M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.86K- 1.09% |
$654K - $705K
|
351K
$62.3M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-3.87K- 26.94% |
$656K - $708K
|
10.5K
$1.87M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3.93K- 1.93% |
$666K - $718K
|
200K
$35.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3.97K- 18.35% |
$673K - $726K
|
17.7K
$3.14M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-4.03K- 13.14% |
$683K - $737K
|
26.6K
$4.73M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-4.06K- 6.77% |
$687K - $742K
|
55.8K
$9.92M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-4.24K- 32.72% |
$718K - $774K
|
8.71K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.24K- 94.89% |
$718K - $775K
|
228
$40.5K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-4.26K- 34.94% |
$722K - $779K
|
7.94K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-4.34K- 4.27% |
$734K - $793K
|
97.2K
$17.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-4.36K- 4.12% |
$739K - $797K
|
101K
$18M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4.39K- 77.28% |
$743K - $802K
|
1.29K
$229K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-4.41K- 7.85% |
$747K - $806K
|
51.8K
$9.19M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.43K- 52.74% |
$750K - $809K
|
3.97K
$705K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.47K- 0.68% |
$758K - $817K
|
651K
$116M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-4.51K- 7.72% |
$764K - $825K
|
53.9K
$9.58M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.53K- 7.27% |
$768K - $828K
|
57.8K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-4.76K- 7.56% |
$806K - $869K
|
58.1K
$10.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-4.84K- 41.05% |
$820K - $885K
|
6.95K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-4.84K- 16.27% |
$820K - $885K
|
24.9K
$4.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.99K- 9.61% |
$845K - $912K
|
46.9K
$8.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-5.03K- 56.0% |
$852K - $919K
|
3.95K
$702K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.09K- 3.58% |
$862K - $930K
|
137K
$24.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-5.09K- 49.01% |
$862K - $930K
|
5.29K
$940K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-5.09K- 26.69% |
$863K - $931K
|
14K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-5.1K- 11.12% |
$865K - $933K
|
40.8K
$7.24M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.12K- 19.86% |
$867K - $935K
|
20.6K
$3.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-5.35K- 19.3% |
$907K - $979K
|
22.4K
$3.98M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.4K- 14.67% |
$916K - $988K
|
31.4K
$5.59M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-5.56K- 24.34% |
$942K - $1.02M
|
17.3K
$3.07M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-5.75K- 10.65% |
$973K - $1.05M
|
48.2K
$8.56M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-5.95K- 3.54% |
$1.01M - $1.09M
|
162K
$28.8M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.97K- 0.63% |
$1.01M - $1.09M
|
938K
$167M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-6.12K- 22.49% |
$1.04M - $1.12M
|
21.1K
$3.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.39K- 8.62% |
$1.08M - $1.17M
|
67.7K
$12M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-6.4K- 15.58% |
$1.09M - $1.17M
|
34.7K
$6.16M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-6.59K- 21.14% |
$1.12M - $1.2M
|
24.6K
$4.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-6.65K- 4.21% |
$1.13M - $1.21M
|
151K
$26.9M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.7K- 2.64% |
$1.14M - $1.23M
|
247K
$43.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6.74K- 9.35% |
$1.14M - $1.23M
|
65.3K
$11.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-6.76K- 21.59% |
$1.15M - $1.24M
|
24.6K
$4.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.83K- 9.79% |
$1.16M - $1.25M
|
62.9K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-7.13K- 54.44% |
$1.21M - $1.3M
|
5.97K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-7.17K- 8.36% |
$1.21M - $1.31M
|
78.5K
$14M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-7.24K- 21.24% |
$1.23M - $1.32M
|
26.9K
$4.77M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-7.29K- 62.23% |
$1.24M - $1.33M
|
4.43K
$786K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-7.31K- 95.32% |
$1.24M - $1.34M
|
359
$63.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.38K- 37.99% |
$1.25M - $1.35M
|
12K
$2.14M
|