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 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-16.6K- 58.64% |
$2.81M - $3.03M
|
11.7K
$2.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-16.8K- 31.29% |
$2.84M - $3.07M
|
36.9K
$6.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-17.3K- 7.18% |
$2.93M - $3.16M
|
223K
$39.7M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.7K- 64.12% |
$3M - $3.24M
|
9.92K
$1.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-18K- 23.67% |
$3.05M - $3.29M
|
58K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18K- 3.95% |
$3.05M - $3.29M
|
438K
$77.8M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-18K- 32.12% |
$3.06M - $3.3M
|
38.1K
$6.78M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-18.2K- 26.69% |
$3.09M - $3.33M
|
50.1K
$8.9M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-18.7K- 60.62% |
$3.17M - $3.42M
|
12.2K
$2.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.1K- 43.5% |
$3.24M - $3.5M
|
24.9K
$4.42M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-19.5K- 59.64% |
$3.3M - $3.56M
|
13.2K
$2.34M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-19.6K- 80.43% |
$3.32M - $3.59M
|
4.78K
$848K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-20.8K- 65.04% |
$3.52M - $3.8M
|
11.2K
$1.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.2K- 3.4% |
$3.6M - $3.88M
|
604K
$107M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-21.5K- 80.48% |
$3.64M - $3.92M
|
5.21K
$925K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-22.1K- 17.29% |
$3.74M - $4.03M
|
106K
$18.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.2K- 3.63% |
$3.77M - $4.06M
|
590K
$105M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-22.5K- 11.53% |
$3.81M - $4.12M
|
173K
$30.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-25K- 94.53% |
$4.24M - $4.58M
|
1.45K
$257K
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-25.6K- 82.93% |
$4.33M - $4.68M
|
5.27K
$935K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-27.2K- 84.27% |
$4.6M - $4.97M
|
5.07K
$901K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-27.6K- 57.75% |
$4.67M - $5.04M
|
20.2K
$3.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-27.9K- 90.83% |
$4.73M - $5.11M
|
2.82K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-28K- 25.21% |
$4.74M - $5.12M
|
83K
$14.7M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-29.4K- 4.93% |
$4.98M - $5.37M
|
566K
$101M
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-32K- 38.84% |
$5.42M - $5.85M
|
50.4K
$8.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-32.6K- 63.19% |
$5.53M - $5.97M
|
19K
$3.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-35.9K- 76.88% |
$6.09M - $6.57M
|
10.8K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Rock Creek Group, LP
|
SELL
|
- |
-36.8K- 5.46% |
$6.24M - $6.74M
|
638K
$113M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-37.6K- 20.89% |
$6.37M - $6.87M
|
142K
$25.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-38.5K- 9.57% |
$6.52M - $7.03M
|
364K
$64.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-38.7K- 62.95% |
$6.55M - $7.07M
|
22.8K
$4.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-39.7K- 21.51% |
$6.72M - $7.25M
|
145K
$25.7M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-39.8K- 62.47% |
$6.74M - $7.28M
|
23.9K
$4.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-40.3K- 37.0% |
$6.83M - $7.37M
|
68.6K
$12.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-41.1K- 72.77% |
$6.97M - $7.52M
|
15.4K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-41.3K- 29.22% |
$6.99M - $7.54M
|
99.9K
$17.8M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-42.1K- 74.9% |
$7.14M - $7.7M
|
14.1K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-43.7K- 4.46% |
$7.41M - $7.99M
|
937K
$166M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-44.4K- 25.36% |
$7.53M - $8.13M
|
131K
$23.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-47.1K- 13.27% |
$7.98M - $8.61M
|
308K
$54.7M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-48.6K- 15.36% |
$8.24M - $8.89M
|
268K
$47.6M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-50.7K- 39.26% |
$8.59M - $9.27M
|
78.4K
$13.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-53.4K- 34.26% |
$9.05M - $9.77M
|
103K
$18.2M
|
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-54.6K- 38.85% |
$9.25M - $9.98M
|
85.9K
$15.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-55.2K- 25.9% |
$9.35M - $10.1M
|
158K
$28.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-56K- 35.5% |
$9.49M - $10.2M
|
102K
$18.1M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-61K- 43.31% |
$10.3M - $11.1M
|
79.8K
$14.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-65.2K- 35.97% |
$11.1M - $11.9M
|
116K
$20.6M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-65.7K- 82.59% |
$11.1M - $12M
|
13.8K
$2.46M
|