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 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-10.8K- 6.15% |
$1.83M - $1.97M
|
165K
$30.8M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-11.6K- 69.46% |
$1.97M - $2.12M
|
5.1K
$955K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-11.8K- 0.88% |
$2M - $2.16M
|
1.33M
$249M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-11.8K- 72.49% |
$2.01M - $2.16M
|
4.49K
$840K
|
|
|
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
$7.17M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-12.6K- 30.87% |
$2.13M - $2.3M
|
28.1K
$5.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-12.7K- 70.2% |
$2.16M - $2.33M
|
5.41K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-12.8K- 7.94% |
$2.16M - $2.33M
|
148K
$27.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13K- 70.29% |
$2.2M - $2.37M
|
5.49K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-13K- 23.04% |
$2.21M - $2.38M
|
43.5K
$8.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-13.1K- 73.2% |
$2.21M - $2.39M
|
4.78K
$894K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-13.7K- 58.8% |
$2.31M - $2.5M
|
9.57K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-13.7K- 9.35% |
$2.33M - $2.51M
|
133K
$24.9M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-14.4K- 36.19% |
$2.43M - $2.62M
|
25.3K
$4.74M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-14.5K- 30.07% |
$2.46M - $2.65M
|
33.7K
$6.31M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14.8K- 23.09% |
$2.5M - $2.7M
|
49.2K
$9.2M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-15.1K- 29.67% |
$2.56M - $2.76M
|
35.8K
$6.69M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-15.1K- 15.01% |
$2.56M - $2.76M
|
85.5K
$16M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-15.2K- 5.63% |
$2.58M - $2.79M
|
256K
$47.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-15.3K- 65.79% |
$2.59M - $2.8M
|
7.96K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-15.3K- 54.32% |
$2.6M - $2.8M
|
12.9K
$2.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-15.3K- 72.29% |
$2.6M - $2.8M
|
5.88K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-15.9K- 72.82% |
$2.7M - $2.91M
|
5.94K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-16.5K- 15.86% |
$2.8M - $3.02M
|
87.7K
$16.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-16.6K- 58.64% |
$2.81M - $3.03M
|
11.7K
$2.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-16.8K- 31.29% |
$2.84M - $3.07M
|
36.9K
$6.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-17.3K- 7.18% |
$2.93M - $3.16M
|
223K
$41.8M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.7K- 64.12% |
$3M - $3.24M
|
9.92K
$1.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-18K- 23.67% |
$3.05M - $3.29M
|
58K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18K- 3.95% |
$3.05M - $3.29M
|
438K
$81.9M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-18K- 32.12% |
$3.06M - $3.3M
|
38.1K
$7.13M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-18.2K- 26.69% |
$3.09M - $3.33M
|
50.1K
$9.37M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-18.7K- 60.62% |
$3.17M - $3.42M
|
12.2K
$2.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.1K- 43.5% |
$3.24M - $3.5M
|
24.9K
$4.65M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-19.5K- 59.64% |
$3.3M - $3.56M
|
13.2K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-19.6K- 80.43% |
$3.32M - $3.59M
|
4.78K
$893K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-20.8K- 65.04% |
$3.52M - $3.8M
|
11.2K
$2.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.2K- 3.4% |
$3.6M - $3.88M
|
604K
$113M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-21.5K- 80.48% |
$3.64M - $3.92M
|
5.21K
$974K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-22.1K- 17.29% |
$3.74M - $4.03M
|
106K
$19.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.2K- 3.63% |
$3.77M - $4.06M
|
590K
$110M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-22.5K- 11.53% |
$3.81M - $4.12M
|
173K
$32.3M
|
|
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-23.9K- 12.92% |
$4.05M - $4.37M
|
161K
$30.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-25K- 94.53% |
$4.24M - $4.58M
|
1.45K
$271K
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-25.6K- 82.93% |
$4.33M - $4.68M
|
5.27K
$985K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-27.2K- 84.27% |
$4.6M - $4.97M
|
5.07K
$949K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-27.6K- 57.75% |
$4.67M - $5.04M
|
20.2K
$3.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-27.9K- 90.83% |
$4.73M - $5.11M
|
2.82K
$528K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-28K- 25.21% |
$4.74M - $5.12M
|
83K
$15.5M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-29.4K- 4.93% |
$4.98M - $5.37M
|
566K
$106M
|