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 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.99K- 52.61% |
$304K - $361K
|
1.79K
$334K
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-2K- 57.14% |
$306K - $363K
|
1.5K
$281K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2.01K- 1.33% |
$308K - $366K
|
149K
$27.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.05K- 16.37% |
$313K - $372K
|
10.5K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.05K- 3.54% |
$313K - $372K
|
55.8K
$10.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-2.05K- 49.22% |
$314K - $373K
|
2.12K
$396K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-2.08K- 9.08% |
$317K - $377K
|
20.8K
$3.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.1K- 48.29% |
$321K - $382K
|
2.25K
$421K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.11K- 8.71% |
$322K - $383K
|
22.1K
$4.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.15K- 15.25% |
$329K - $391K
|
12K
$2.24M
|
|
|
Oct 10, 2025
Q2 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-2.17K- 6.85% |
$331K - $394K
|
29.5K
$5.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.19K- 18.73% |
$335K - $399K
|
9.52K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-2.21K- 32.36% |
$337K - $401K
|
4.61K
$862K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.21K- 20.9% |
$337K - $401K
|
8.35K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-2.22K- 6.63% |
$340K - $403K
|
31.2K
$5.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.26K- 2.25% |
$346K - $411K
|
98.3K
$18.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.26K- 1.46% |
$346K - $411K
|
153K
$28.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.27K- 13.58% |
$346K - $412K
|
14.4K
$2.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.28K- 55.72% |
$349K - $415K
|
1.82K
$340K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.29K- 5.6% |
$350K - $416K
|
38.5K
$7.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-2.29K- 8.6% |
$350K - $416K
|
24.3K
$4.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.31K- 4.47% |
$353K - $419K
|
49.3K
$9.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.34K- 0.67% |
$358K - $425K
|
348K
$65.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.54K- 43.37% |
$388K - $462K
|
3.32K
$620K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.55K- 4.05% |
$390K - $463K
|
60.4K
$11.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-2.61K- 12.54% |
$399K - $475K
|
18.2K
$3.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.62K- 0.59% |
$400K - $475K
|
439K
$82.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.66K- 12.1% |
$407K - $484K
|
19.3K
$3.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.72K- 6.27% |
$416K - $495K
|
40.7K
$7.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-2.76K- 46.12% |
$422K - $501K
|
3.22K
$603K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-2.76K- 12.33% |
$422K - $501K
|
19.6K
$3.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.77K- 39.24% |
$424K - $504K
|
4.3K
$803K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.78K- 0.82% |
$426K - $506K
|
336K
$62.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.8K- 41.25% |
$429K - $510K
|
3.99K
$747K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.81K- 58.96% |
$429K - $510K
|
1.95K
$366K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.87K- 25.26% |
$438K - $521K
|
8.48K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.87K- 26.07% |
$439K - $522K
|
8.15K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.92K- 12.81% |
$446K - $530K
|
19.9K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.93K- 4.72% |
$448K - $533K
|
59.2K
$11.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-2.99K- 86.38% |
$457K - $543K
|
471
$88.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.99K- 26.75% |
$457K - $543K
|
8.19K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-3K- 1.57% |
$459K - $545K
|
189K
$35.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.05K- 43.05% |
$467K - $555K
|
4.04K
$756K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-3.11K- 8.38% |
$476K - $565K
|
34K
$6.36M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.17K- 1.02% |
$484K - $575K
|
308K
$57.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.18K- 4.21% |
$486K - $577K
|
72.3K
$13.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-3.19K- 66.01% |
$487K - $579K
|
1.64K
$307K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.25K- 29.71% |
$497K - $591K
|
7.69K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-3.26K- 4.86% |
$498K - $592K
|
63.7K
$11.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-3.3K- 35.56% |
$505K - $600K
|
5.98K
$1.12M
|