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 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.8K+ 224.68% |
$2.34M - $2.53M
|
20K
$3.55M
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
13.4K+ 2.73% |
$2.27M - $2.45M
|
503K
$89.3M
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
12.8K+ 24.96% |
$2.17M - $2.35M
|
64.2K
$11.4M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
12.7KNew |
$2.15M - $2.32M
|
12.7K
$2.26M
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
12.6K+ 23.19% |
$2.14M - $2.31M
|
67K
$11.9M
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
12.5K+ 9.42% |
$2.11M - $2.28M
|
145K
$25.8M
|
|
May 09, 2025
Q1 2025
|
Factorial Partners, LLC
|
BUY
|
- |
11.8K+ 84.29% |
$2M - $2.16M
|
25.8K
$4.58M
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
11.8K+ 17.05% |
$1.99M - $2.15M
|
80.7K
$14.3M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
11.7K+ 68.45% |
$1.98M - $2.14M
|
28.8K
$5.11M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.7K+ 36.45% |
$1.98M - $2.13M
|
43.7K
$7.76M
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
11.6KNew |
$1.97M - $2.13M
|
11.6K
$2.07M
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
11.6K+ 724.89% |
$1.96M - $2.11M
|
13.2K
$2.34M
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
11.5K+ 28.66% |
$1.96M - $2.11M
|
51.8K
$9.2M
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
11.5K+ 20.7% |
$1.94M - $2.1M
|
66.9K
$11.9M
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
11.3K+ 21364.15% |
$1.92M - $2.07M
|
11.4K
$2.02M
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
11.2KNew |
$1.91M - $2.06M
|
11.2K
$2M
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
11.1K+ 57.45% |
$1.88M - $2.03M
|
30.5K
$5.41M
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
11.1K+ 2.77% |
$1.88M - $2.03M
|
412K
$73.2M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.1K+ 13.42% |
$1.88M - $2.03M
|
93.6K
$16.6M
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.1K+ 121.38% |
$1.88M - $2.02M
|
20.2K
$3.59M
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
11.1K+ 769.19% |
$1.87M - $2.02M
|
12.5K
$2.22M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
11K+ 44.77% |
$1.86M - $2.01M
|
35.6K
$6.32M
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
11K+ 129.41% |
$1.86M - $2.01M
|
19.5K
$3.46M
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
10.9K+ 34.38% |
$1.85M - $2M
|
42.7K
$7.59M
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.7K+ 55.85% |
$1.81M - $1.96M
|
29.9K
$5.3M
|
|
May 09, 2025
Q1 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
10.6KNew |
$1.8M - $1.94M
|
10.6K
$1.89M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10.6K+ 11.0% |
$1.8M - $1.94M
|
107K
$19M
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
10.6K+ 15.07% |
$1.79M - $1.93M
|
80.7K
$14.3M
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
10.4K+ 64.0% |
$1.76M - $1.9M
|
26.6K
$4.72M
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.3K+ 1.96% |
$1.75M - $1.89M
|
539K
$95.8M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.3K+ 12.72% |
$1.74M - $1.88M
|
91.1K
$16.2M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
10.2K+ 6.26% |
$1.73M - $1.86M
|
173K
$30.7M
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
10.1KNew |
$1.72M - $1.85M
|
10.1K
$1.8M
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
10.1KNew |
$1.71M - $1.85M
|
10.1K
$1.8M
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
10K+ 154.7% |
$1.69M - $1.83M
|
16.5K
$2.92M
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
9.98K+ 183.98% |
$1.69M - $1.83M
|
15.4K
$2.74M
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
9.97K+ 34.1% |
$1.69M - $1.82M
|
39.2K
$6.96M
|
|
May 05, 2025
Q1 2025
|
Highlander Partners, L.P.
|
BUY
|
- |
9.9KNew |
$1.68M - $1.81M
|
9.9K
$1.76M
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
9.9K+ 42.67% |
$1.68M - $1.81M
|
33.1K
$5.88M
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9.73KNew |
$1.65M - $1.78M
|
9.73K
$1.73M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.71K+ 120.91% |
$1.64M - $1.77M
|
17.7K
$3.15M
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.67K+ 24.23% |
$1.64M - $1.77M
|
49.6K
$8.8M
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.61K+ 54.39% |
$1.63M - $1.76M
|
27.3K
$4.85M
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
9.47K+ 310.29% |
$1.6M - $1.73M
|
12.5K
$2.22M
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
9.41K+ 24.18% |
$1.59M - $1.72M
|
48.3K
$8.59M
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
9.37K+ 7.41% |
$1.59M - $1.71M
|
136K
$24.1M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
9.28KNew |
$1.57M - $1.7M
|
9.28K
$1.65M
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
9.21K+ 188.22% |
$1.56M - $1.68M
|
14.1K
$2.5M
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
9.2K+ 62.25% |
$1.56M - $1.68M
|
24K
$4.26M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.2K+ 106.32% |
$1.56M - $1.68M
|
17.8K
$3.17M
|