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 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.53K+ 3.95% |
$598K - $645K
|
92.8K
$16.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
3.52KNew |
$596K - $644K
|
3.52K
$625K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.46K+ 95.47% |
$586K - $633K
|
7.08K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.45K+ 16.56% |
$585K - $631K
|
24.3K
$4.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.4K+ 10625.0% |
$576K - $622K
|
3.43K
$610K
|
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
3.39K+ 5.09% |
$575K - $620K
|
70.1K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.39K+ 18.22% |
$574K - $620K
|
22K
$3.91M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
3.39K+ 4.7% |
$574K - $620K
|
75.5K
$13.4M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.38K+ 10.1% |
$573K - $619K
|
36.9K
$6.55M
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
3.38KNew |
$573K - $618K
|
3.38K
$601K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
3.36K+ 2.9% |
$569K - $614K
|
119K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.36K+ 3.29% |
$569K - $614K
|
105K
$18.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.36K+ 13.87% |
$568K - $613K
|
27.6K
$4.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.31K+ 94.33% |
$561K - $605K
|
6.82K
$1.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.28K+ 8.96% |
$556K - $600K
|
39.9K
$7.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.26K+ 22.21% |
$553K - $597K
|
18K
$3.19M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.25K+ 43.38% |
$551K - $595K
|
10.8K
$1.91M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.25K+ 42.26% |
$551K - $594K
|
10.9K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.25KNew |
$551K - $594K
|
3.25K
$577K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.23K+ 21.2% |
$548K - $591K
|
18.5K
$3.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.21K+ 3.05% |
$545K - $588K
|
108K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.2K+ 170.19% |
$543K - $586K
|
5.09K
$903K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
3.14K+ 10.17% |
$532K - $574K
|
34K
$6.05M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.1KNew |
$525K - $566K
|
3.1K
$550K
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
3.1K+ 3.62% |
$525K - $566K
|
88.7K
$15.8M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.07K+ 151.78% |
$520K - $562K
|
5.1K
$905K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
3.07K+ 34.44% |
$519K - $560K
|
12K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.06KNew |
$518K - $559K
|
3.06K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.06K+ 4.69% |
$518K - $559K
|
68.3K
$12.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
3.05K+ 11.5% |
$517K - $557K
|
29.6K
$5.25M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.05K+ 1.83% |
$516K - $557K
|
169K
$30.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
3.04K+ 2.04% |
$515K - $556K
|
152K
$27M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.99KNew |
$506K - $547K
|
2.99K
$531K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 9.37% |
$505K - $544K
|
34.8K
$6.18M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.97K+ 5.33% |
$503K - $542K
|
58.6K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 30.46% |
$499K - $538K
|
12.6K
$2.24M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.95K+ 253.44% |
$499K - $538K
|
4.11K
$730K
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
2.94KNew |
$498K - $537K
|
2.94K
$522K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.91K+ 120.8% |
$493K - $532K
|
5.32K
$945K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.9K+ 44.75% |
$492K - $531K
|
9.39K
$1.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.89KNew |
$490K - $529K
|
2.89K
$514K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.87K+ 96.18% |
$486K - $525K
|
5.86K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.86K+ 20.59% |
$484K - $522K
|
16.7K
$2.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.84K+ 462.44% |
$482K - $520K
|
3.46K
$614K
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
2.84K+ 33.81% |
$481K - $519K
|
11.2K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.79K+ 3.07% |
$473K - $511K
|
93.7K
$16.7M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.79K+ 44.38% |
$472K - $509K
|
9.06K
$1.61M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.78KNew |
$471K - $509K
|
2.78K
$494K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
2.78K+ 14.42% |
$470K - $507K
|
22K
$3.91M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.77K+ 28.47% |
$469K - $506K
|
12.5K
$2.22M
|