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
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-7.44K- 60.37% |
$1.26M - $1.36M
|
4.88K
$867K
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.46K- 63.43% |
$1.26M - $1.36M
|
4.3K
$764K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.62K- 10.59% |
$1.29M - $1.39M
|
64.3K
$11.4M
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-7.66K- 35.95% |
$1.3M - $1.4M
|
13.6K
$2.42M
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-7.82K- 26.58% |
$1.32M - $1.43M
|
21.6K
$3.83M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.94K- 43.89% |
$1.34M - $1.45M
|
10.1K
$1.8M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.01K- 7.02% |
$1.36M - $1.46M
|
106K
$18.8M
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-8.18K- 7.98% |
$1.39M - $1.49M
|
94.3K
$16.8M
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-8.21K- 1.54% |
$1.39M - $1.5M
|
524K
$93.1M
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-8.28K- 22.32% |
$1.4M - $1.51M
|
28.8K
$5.12M
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-8.34K- 27.82% |
$1.41M - $1.52M
|
21.6K
$3.84M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.4K- 46.52% |
$1.42M - $1.54M
|
9.66K
$1.72M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.49K- 7.7% |
$1.44M - $1.55M
|
102K
$18.1M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.68K- 16.66% |
$1.47M - $1.59M
|
43.4K
$7.71M
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-8.73K- 60.81% |
$1.48M - $1.6M
|
5.63K
$999K
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-9K- 44.5% |
$1.52M - $1.65M
|
11.2K
$1.99M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-9.5K- 12.82% |
$1.61M - $1.74M
|
64.6K
$11.5M
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-9.65K- 80.95% |
$1.63M - $1.76M
|
2.27K
$403K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.74K- 10.8% |
$1.65M - $1.78M
|
80.4K
$14.3M
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-9.9K- 66.44% |
$1.68M - $1.81M
|
5K
$888K
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-10.1K- 62.39% |
$1.71M - $1.85M
|
6.09K
$1.08M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10.2K- 24.47% |
$1.73M - $1.86M
|
31.4K
$5.59M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.3K- 6.67% |
$1.74M - $1.88M
|
144K
$25.5M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-10.3K- 81.79% |
$1.75M - $1.89M
|
2.3K
$408K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.5K- 24.1% |
$1.77M - $1.91M
|
32.9K
$5.85M
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.7K- 19.13% |
$1.82M - $1.96M
|
45.3K
$8.05M
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-10.8K- 6.15% |
$1.83M - $1.97M
|
165K
$29.2M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-11.6K- 69.46% |
$1.97M - $2.12M
|
5.1K
$907K
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-11.8K- 0.88% |
$2M - $2.16M
|
1.33M
$236M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-11.8K- 72.49% |
$2.01M - $2.16M
|
4.49K
$798K
|
|
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
$6.81M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-12.6K- 30.87% |
$2.13M - $2.3M
|
28.1K
$4.99M
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-12.7K- 70.2% |
$2.16M - $2.33M
|
5.41K
$960K
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-12.8K- 7.94% |
$2.16M - $2.33M
|
148K
$26.2M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13K- 70.29% |
$2.2M - $2.37M
|
5.49K
$975K
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-13K- 23.04% |
$2.21M - $2.38M
|
43.5K
$7.73M
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-13.1K- 73.2% |
$2.21M - $2.39M
|
4.78K
$849K
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-13.7K- 58.8% |
$2.31M - $2.5M
|
9.57K
$1.7M
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-13.7K- 9.35% |
$2.33M - $2.51M
|
133K
$23.6M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-14.4K- 36.19% |
$2.43M - $2.62M
|
25.3K
$4.5M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-14.5K- 30.07% |
$2.46M - $2.65M
|
33.7K
$5.99M
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14.8K- 23.09% |
$2.5M - $2.7M
|
49.2K
$8.74M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-15.1K- 29.67% |
$2.56M - $2.76M
|
35.8K
$6.36M
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-15.1K- 15.01% |
$2.56M - $2.76M
|
85.5K
$15.2M
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-15.2K- 5.63% |
$2.58M - $2.79M
|
256K
$45.4M
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-15.3K- 65.79% |
$2.59M - $2.8M
|
7.96K
$1.41M
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-15.3K- 54.32% |
$2.6M - $2.8M
|
12.9K
$2.29M
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-15.3K- 72.29% |
$2.6M - $2.8M
|
5.88K
$1.04M
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-15.9K- 72.82% |
$2.7M - $2.91M
|
5.94K
$1.06M
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-16.5K- 15.86% |
$2.8M - $3.02M
|
87.7K
$15.6M
|