Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
103+ 1.91% |
$15.8K - $18.7K
|
5.5K
$1.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
102+ 7.8% |
$15.6K - $18.5K
|
1.41K
$264K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
96+ 1.54% |
$14.7K - $17.4K
|
6.33K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
96+ 3.1% |
$14.7K - $17.4K
|
3.19K
$597K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
96+ 1.21% |
$14.7K - $17.4K
|
8.05K
$1.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
91+ 3.84% |
$13.9K - $16.5K
|
2.46K
$461K
|
|
|
Aug 13, 2025
Q2 2025
|
Gator Capital Management, LLC
|
BUY
|
- |
91+ 0.41% |
$13.9K - $16.5K
|
22.1K
$4.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
90+ 1.81% |
$13.8K - $16.4K
|
5.06K
$947K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
88+ 2.02% |
$13.5K - $16K
|
4.46K
$833K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
87+ 0.86% |
$13.3K - $15.8K
|
10.2K
$1.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
86+ 0.76% |
$13.2K - $15.6K
|
11.4K
$2.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
85New |
$13K - $15.4K
|
85
$15.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
85+ 0.4% |
$13K - $15.4K
|
21.4K
$4M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
83+ 0.24% |
$12.7K - $15.1K
|
34.4K
$6.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
82+ 2.46% |
$12.5K - $14.9K
|
3.42K
$639K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
80+ 0.47% |
$12.2K - $14.5K
|
17.2K
$3.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
79+ 0.81% |
$12.1K - $14.4K
|
9.83K
$1.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
79+ 2.15% |
$12.1K - $14.4K
|
3.76K
$703K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
76+ 1.39% |
$11.6K - $13.8K
|
5.55K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
75+ 1.01% |
$11.5K - $13.6K
|
7.47K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
74+ 5.17% |
$11.3K - $13.4K
|
1.51K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
74+ 2.18% |
$11.3K - $13.4K
|
3.48K
$650K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
72+ 0.77% |
$11K - $13.1K
|
9.47K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
72+ 30.51% |
$11K - $13.1K
|
308
$57.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
71+ 0.87% |
$10.9K - $12.9K
|
8.23K
$1.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
68+ 2.96% |
$10.4K - $12.4K
|
2.36K
$442K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
67+ 0.26% |
$10.2K - $12.2K
|
26.3K
$4.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
65+ 1.38% |
$9.94K - $11.8K
|
4.79K
$896K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
64+ 1.18% |
$9.79K - $11.6K
|
5.5K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
58+ 2.83% |
$8.87K - $10.5K
|
2.11K
$394K
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
58+ 8.45% |
$8.87K - $10.5K
|
744
$139K
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
56+ 2.23% |
$8.56K - $10.2K
|
2.56K
$480K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
55+ 15.49% |
$8.41K - $10K
|
410
$76.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
53+ 0.9% |
$8.11K - $9.63K
|
5.93K
$1.11M
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
53New |
$8.11K - $9.63K
|
53
$9.91K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
52New |
$7.95K - $9.45K
|
52
$9.73K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
51+ 0.77% |
$7.8K - $9.27K
|
6.69K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
51+ 0.4% |
$7.8K - $9.27K
|
12.7K
$2.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
50+ 1.05% |
$7.65K - $9.09K
|
4.83K
$904K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
50+ 0.94% |
$7.65K - $9.09K
|
5.36K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
50+ 2.37% |
$7.65K - $9.09K
|
2.16K
$403K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
50New |
$7.65K - $9.09K
|
50
$9.35K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
50+ 1.62% |
$7.65K - $9.09K
|
3.14K
$586K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
49+ 0.8% |
$7.49K - $8.91K
|
6.21K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
48+ 0.83% |
$7.34K - $8.72K
|
5.83K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
47+ 2.12% |
$7.19K - $8.54K
|
2.26K
$423K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
46+ 2.67% |
$7.03K - $8.36K
|
1.77K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
46+ 0.18% |
$7.03K - $8.36K
|
25.4K
$4.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
40+ 0.1% |
$6.12K - $7.27K
|
42.1K
$7.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
40+ 1.24% |
$6.12K - $7.27K
|
3.27K
$611K
|