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 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
9.15KNew |
$1.55M - $1.67M
|
9.15K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
9.13K+ 13.49% |
$1.55M - $1.67M
|
76.8K
$13.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
9.11KNew |
$1.54M - $1.67M
|
9.11K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
9.08KNew |
$1.54M - $1.66M
|
9.08K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
9.06KNew |
$1.53M - $1.66M
|
9.06K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
8.98K+ 17.51% |
$1.52M - $1.64M
|
60.2K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
8.96K+ 16.44% |
$1.52M - $1.64M
|
63.5K
$11.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
8.93KNew |
$1.51M - $1.63M
|
8.93K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.93K+ 756.61% |
$1.51M - $1.63M
|
10.1K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
8.87KNew |
$1.5M - $1.62M
|
8.87K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.78K+ 2.12% |
$1.49M - $1.6M
|
423K
$75.2M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
8.71K+ 57.03% |
$1.48M - $1.59M
|
24K
$4.26M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
8.53K+ 58.71% |
$1.45M - $1.56M
|
23.1K
$4.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
8.48K+ 13.26% |
$1.44M - $1.55M
|
72.5K
$12.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.37K+ 11.32% |
$1.42M - $1.53M
|
82.3K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
8.14K+ 7.57% |
$1.38M - $1.49M
|
116K
$20.5M
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
8.02K+ 15.73% |
$1.36M - $1.47M
|
59K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.9K+ 11.69% |
$1.34M - $1.44M
|
75.5K
$13.4M
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
7.86K+ 98.21% |
$1.33M - $1.44M
|
15.9K
$2.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7.78KNew |
$1.32M - $1.42M
|
7.78K
$1.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
7.73K+ 22.66% |
$1.31M - $1.41M
|
41.9K
$7.44M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7.72K+ 40.0% |
$1.31M - $1.41M
|
27K
$4.8M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.68K+ 6.25% |
$1.3M - $1.4M
|
131K
$23.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.59K+ 8.89% |
$1.29M - $1.39M
|
93K
$16.5M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
7.45K+ 56.03% |
$1.26M - $1.36M
|
20.8K
$3.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
7.36K+ 12.32% |
$1.25M - $1.35M
|
67.1K
$11.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
7.29K+ 43.4% |
$1.23M - $1.33M
|
24.1K
$4.28M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.26K+ 27.13% |
$1.23M - $1.33M
|
34K
$6.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.21K+ 11.34% |
$1.22M - $1.32M
|
70.8K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
7.2K+ 9.5% |
$1.22M - $1.32M
|
82.9K
$14.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
7.19K+ 4.45% |
$1.22M - $1.31M
|
169K
$30M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
7.19K+ 106.57% |
$1.22M - $1.31M
|
13.9K
$2.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
7.15K+ 33.33% |
$1.21M - $1.31M
|
28.6K
$5.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
7.02K+ 2.94% |
$1.19M - $1.28M
|
246K
$43.7M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
6.95K+ 19.74% |
$1.18M - $1.27M
|
42.1K
$7.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.91K+ 18.44% |
$1.17M - $1.26M
|
44.4K
$7.89M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.69K+ 1.62% |
$1.13M - $1.22M
|
420K
$74.7M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
6.59K+ 6.49% |
$1.12M - $1.2M
|
108K
$19.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
6.56K+ 174.87% |
$1.11M - $1.2M
|
10.3K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
6.49K+ 57.25% |
$1.1M - $1.19M
|
17.8K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.49K+ 0.96% |
$1.1M - $1.19M
|
680K
$121M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
6.46K+ 53.38% |
$1.09M - $1.18M
|
18.6K
$3.3M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.33K+ 35.41% |
$1.07M - $1.16M
|
24.2K
$4.3M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
6.29K+ 29.73% |
$1.07M - $1.15M
|
27.5K
$4.88M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.29K+ 14.29% |
$1.07M - $1.15M
|
50.3K
$8.93M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6.26K+ 10.39% |
$1.06M - $1.14M
|
66.5K
$11.8M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
6.25KNew |
$1.06M - $1.14M
|
6.25K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.23KNew |
$1.05M - $1.14M
|
6.23K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
6.2K+ 12.37% |
$1.05M - $1.13M
|
56.3K
$10M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
6.02K+ 229.93% |
$1.02M - $1.1M
|
8.63K
$1.53M
|