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 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-5.09K- 26.69% |
$863K - $931K
|
14K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-5.1K- 11.12% |
$865K - $933K
|
40.8K
$7.63M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.12K- 19.86% |
$867K - $935K
|
20.6K
$3.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-5.35K- 19.3% |
$907K - $979K
|
22.4K
$4.19M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.4K- 14.67% |
$916K - $988K
|
31.4K
$5.88M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-5.56K- 24.34% |
$942K - $1.02M
|
17.3K
$3.23M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-5.75K- 10.65% |
$973K - $1.05M
|
48.2K
$9.01M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-5.95K- 3.54% |
$1.01M - $1.09M
|
162K
$30.3M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.97K- 0.63% |
$1.01M - $1.09M
|
938K
$175M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-6.12K- 22.49% |
$1.04M - $1.12M
|
21.1K
$3.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.39K- 8.62% |
$1.08M - $1.17M
|
67.7K
$12.7M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-6.4K- 15.58% |
$1.09M - $1.17M
|
34.7K
$6.49M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-6.59K- 21.14% |
$1.12M - $1.2M
|
24.6K
$4.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-6.65K- 4.21% |
$1.13M - $1.21M
|
151K
$28.3M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.7K- 2.64% |
$1.14M - $1.23M
|
247K
$46.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6.74K- 9.35% |
$1.14M - $1.23M
|
65.3K
$12.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-6.76K- 21.59% |
$1.15M - $1.24M
|
24.6K
$4.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.83K- 9.79% |
$1.16M - $1.25M
|
62.9K
$11.8M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-7.13K- 54.44% |
$1.21M - $1.3M
|
5.97K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-7.17K- 8.36% |
$1.21M - $1.31M
|
78.5K
$14.7M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-7.24K- 21.24% |
$1.23M - $1.32M
|
26.9K
$5.02M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-7.29K- 62.23% |
$1.24M - $1.33M
|
4.43K
$828K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-7.31K- 95.32% |
$1.24M - $1.34M
|
359
$67.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.38K- 37.99% |
$1.25M - $1.35M
|
12K
$2.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-7.44K- 60.37% |
$1.26M - $1.36M
|
4.88K
$913K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.46K- 63.43% |
$1.26M - $1.36M
|
4.3K
$805K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.62K- 10.59% |
$1.29M - $1.39M
|
64.3K
$12M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-7.66K- 35.95% |
$1.3M - $1.4M
|
13.6K
$2.55M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-7.82K- 26.58% |
$1.32M - $1.43M
|
21.6K
$4.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.94K- 43.89% |
$1.34M - $1.45M
|
10.1K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.01K- 7.02% |
$1.36M - $1.46M
|
106K
$19.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-8.18K- 7.98% |
$1.39M - $1.49M
|
94.3K
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-8.21K- 1.54% |
$1.39M - $1.5M
|
524K
$98M
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-8.28K- 22.32% |
$1.4M - $1.51M
|
28.8K
$5.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-8.34K- 27.82% |
$1.41M - $1.52M
|
21.6K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.4K- 46.52% |
$1.42M - $1.54M
|
9.66K
$1.81M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.49K- 7.7% |
$1.44M - $1.55M
|
102K
$19M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.68K- 16.66% |
$1.47M - $1.59M
|
43.4K
$8.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-8.73K- 60.81% |
$1.48M - $1.6M
|
5.63K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-9K- 44.5% |
$1.52M - $1.65M
|
11.2K
$2.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-9.5K- 12.82% |
$1.61M - $1.74M
|
64.6K
$12.1M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-9.65K- 80.95% |
$1.63M - $1.76M
|
2.27K
$425K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.74K- 10.8% |
$1.65M - $1.78M
|
80.4K
$15M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-9.9K- 66.44% |
$1.68M - $1.81M
|
5K
$935K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-10.1K- 62.39% |
$1.71M - $1.85M
|
6.09K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10.2K- 24.47% |
$1.73M - $1.86M
|
31.4K
$5.88M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.3K- 6.67% |
$1.74M - $1.88M
|
144K
$26.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-10.3K- 81.79% |
$1.75M - $1.89M
|
2.3K
$429K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.5K- 24.1% |
$1.77M - $1.91M
|
32.9K
$6.16M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.7K- 19.13% |
$1.82M - $1.96M
|
45.3K
$8.48M
|