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 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-6.12K- 22.49% |
$1.04M - $1.12M
|
21.1K
$3.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.39K- 8.62% |
$1.08M - $1.17M
|
67.7K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-6.4K- 15.58% |
$1.09M - $1.17M
|
34.7K
$6.35M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-6.59K- 21.14% |
$1.12M - $1.2M
|
24.6K
$4.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-6.65K- 4.21% |
$1.13M - $1.21M
|
151K
$27.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.7K- 2.64% |
$1.14M - $1.23M
|
247K
$45.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6.74K- 9.35% |
$1.14M - $1.23M
|
65.3K
$12M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-6.76K- 21.59% |
$1.15M - $1.24M
|
24.6K
$4.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.83K- 9.79% |
$1.16M - $1.25M
|
62.9K
$11.5M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-7.13K- 54.44% |
$1.21M - $1.3M
|
5.97K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-7.17K- 8.36% |
$1.21M - $1.31M
|
78.5K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-7.24K- 21.24% |
$1.23M - $1.32M
|
26.9K
$4.92M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-7.29K- 62.23% |
$1.24M - $1.33M
|
4.43K
$810K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-7.31K- 95.32% |
$1.24M - $1.34M
|
359
$65.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.38K- 37.99% |
$1.25M - $1.35M
|
12K
$2.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-7.44K- 60.37% |
$1.26M - $1.36M
|
4.88K
$894K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.46K- 63.43% |
$1.26M - $1.36M
|
4.3K
$788K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.62K- 10.59% |
$1.29M - $1.39M
|
64.3K
$11.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-7.66K- 35.95% |
$1.3M - $1.4M
|
13.6K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-7.82K- 26.58% |
$1.32M - $1.43M
|
21.6K
$3.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.94K- 43.89% |
$1.34M - $1.45M
|
10.1K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.01K- 7.02% |
$1.36M - $1.46M
|
106K
$19.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-8.18K- 7.98% |
$1.39M - $1.49M
|
94.3K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-8.21K- 1.54% |
$1.39M - $1.5M
|
524K
$96M
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-8.28K- 22.32% |
$1.4M - $1.51M
|
28.8K
$5.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-8.34K- 27.82% |
$1.41M - $1.52M
|
21.6K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.4K- 46.52% |
$1.42M - $1.54M
|
9.66K
$1.77M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.49K- 7.7% |
$1.44M - $1.55M
|
102K
$18.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.68K- 16.66% |
$1.47M - $1.59M
|
43.4K
$7.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-8.73K- 60.81% |
$1.48M - $1.6M
|
5.63K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-9K- 44.5% |
$1.52M - $1.65M
|
11.2K
$2.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-9.5K- 12.82% |
$1.61M - $1.74M
|
64.6K
$11.8M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-9.65K- 80.95% |
$1.63M - $1.76M
|
2.27K
$416K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.74K- 10.8% |
$1.65M - $1.78M
|
80.4K
$14.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-9.9K- 66.44% |
$1.68M - $1.81M
|
5K
$915K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-10.1K- 62.39% |
$1.71M - $1.85M
|
6.09K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10.2K- 24.47% |
$1.73M - $1.86M
|
31.4K
$5.76M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.3K- 6.67% |
$1.74M - $1.88M
|
144K
$26.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-10.3K- 81.79% |
$1.75M - $1.89M
|
2.3K
$420K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.5K- 24.1% |
$1.77M - $1.91M
|
32.9K
$6.03M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.7K- 19.13% |
$1.82M - $1.96M
|
45.3K
$8.3M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-10.8K- 6.15% |
$1.83M - $1.97M
|
165K
$30.1M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-11.6K- 69.46% |
$1.97M - $2.12M
|
5.1K
$934K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-11.8K- 0.88% |
$2M - $2.16M
|
1.33M
$244M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-11.8K- 72.49% |
$2.01M - $2.16M
|
4.49K
$822K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-12.3K- 24.28% |
$2.08M - $2.25M
|
38.3K
$7.01M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-12.6K- 30.87% |
$2.13M - $2.3M
|
28.1K
$5.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-12.7K- 70.2% |
$2.16M - $2.33M
|
5.41K
$990K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-12.8K- 7.94% |
$2.16M - $2.33M
|
148K
$27.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13K- 70.29% |
$2.2M - $2.37M
|
5.49K
$1M
|