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 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
66.5K+ 5.43% |
$10.2M - $12.1M
|
1.29M
$241M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
66.3K+ 25.31% |
$10.1M - $12M
|
328K
$61.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
66.1KNew |
$10.1M - $12M
|
66.1K
$12.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
65.9KNew |
$10.1M - $12M
|
65.9K
$12.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
65.2K+ 64.48% |
$9.97M - $11.8M
|
166K
$31.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
61K+ 574.26% |
$9.33M - $11.1M
|
71.6K
$13.4M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
60.9K+ 35.7% |
$9.31M - $11.1M
|
232K
$43.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
60.8KNew |
$9.3M - $11M
|
60.8K
$11.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
60K+ 5.29% |
$9.18M - $10.9M
|
1.2M
$224M
|
|
|
Jul 15, 2025
Q2 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
56.9K+ 306.0% |
$8.69M - $10.3M
|
75.4K
$14.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
56.7K+ 23.84% |
$8.67M - $10.3M
|
295K
$55.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
54.8K+ 146.23% |
$8.39M - $9.97M
|
92.3K
$17.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
BUY
|
- |
53.9KNew |
$8.24M - $9.79M
|
53.9K
$10.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
52.7K+ 23.59% |
$8.05M - $9.57M
|
276K
$51.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
50KNew |
$7.65M - $9.09M
|
50K
$9.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
46.5K+ 24.66% |
$7.12M - $8.46M
|
235K
$44M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
46.2KNew |
$7.07M - $8.4M
|
46.2K
$8.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
46.2K+ 57.19% |
$7.06M - $8.39M
|
127K
$23.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
45.7KNew |
$6.99M - $8.31M
|
45.7K
$8.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
44.7KNew |
$6.84M - $8.12M
|
44.7K
$8.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
44.2KNew |
$6.76M - $8.03M
|
44.2K
$8.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
43.5K+ 744.08% |
$6.65M - $7.9M
|
49.3K
$9.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
41.6K+ 91.89% |
$6.37M - $7.57M
|
87K
$16.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
40.9K+ 197.1% |
$6.25M - $7.43M
|
61.6K
$11.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
40K+ 27.6% |
$6.12M - $7.28M
|
185K
$34.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
38.9KNew |
$5.95M - $7.07M
|
38.9K
$7.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
37.3K+ 25.49% |
$5.7M - $6.78M
|
184K
$34.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
37.1K+ 46.53% |
$5.68M - $6.75M
|
117K
$21.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
36.6K+ 20.45% |
$5.6M - $6.66M
|
216K
$40.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
36.4K+ 5.35% |
$5.56M - $6.61M
|
716K
$134M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
34.4K+ 54.55% |
$5.26M - $6.25M
|
97.5K
$18.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
34.4K+ 8.74% |
$5.26M - $6.25M
|
428K
$80M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
34.1K+ 46.16% |
$5.22M - $6.2M
|
108K
$20.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34K+ 7.76% |
$5.2M - $6.18M
|
472K
$88.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ht Partners LLC
|
BUY
|
- |
32.8K+ 1122.07% |
$5.02M - $5.96M
|
35.7K
$6.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
32.2KNew |
$4.92M - $5.84M
|
32.2K
$6.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30.5K+ 21.21% |
$4.66M - $5.54M
|
174K
$32.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30.2K+ 214.05% |
$4.62M - $5.49M
|
44.4K
$8.3M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30.2K+ 214.05% |
$4.62M - $5.49M
|
44.4K
$8.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
29.4K+ 36.38% |
$4.49M - $5.34M
|
110K
$20.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
28.8K+ 20.49% |
$4.41M - $5.24M
|
169K
$31.7M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
28.4KNew |
$4.34M - $5.16M
|
28.4K
$5.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
27.5K+ 74.62% |
$4.21M - $5M
|
64.4K
$12M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.6KNew |
$4.06M - $4.83M
|
26.6K
$4.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
26.3K+ 97.97% |
$4.03M - $4.79M
|
53.2K
$9.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
26.2K+ 76.98% |
$4.01M - $4.76M
|
60.2K
$11.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
26.2K+ 39.07% |
$4M - $4.75M
|
93.1K
$17.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
26K+ 156.05% |
$3.98M - $4.73M
|
42.7K
$7.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
25.9K+ 30.28% |
$3.96M - $4.71M
|
111K
$20.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
25.8KNew |
$3.95M - $4.69M
|
25.8K
$4.83M
|