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
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.33K- 17.83% |
$509K - $605K
|
15.3K
$2.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.34K- 9.68% |
$511K - $608K
|
31.2K
$5.84M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3.35K- 63.53% |
$512K - $608K
|
1.92K
$359K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.35K- 69.45% |
$512K - $608K
|
1.47K
$275K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.36K- 45.71% |
$514K - $611K
|
3.99K
$747K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.37K- 26.93% |
$515K - $612K
|
9.14K
$1.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.44K- 2.18% |
$525K - $624K
|
154K
$28.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-3.44K- 24.85% |
$526K - $625K
|
10.4K
$1.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-3.46K- 2.05% |
$529K - $629K
|
165K
$30.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.53K- 8.05% |
$539K - $641K
|
40.3K
$7.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.6K- 0.29% |
$551K - $655K
|
1.26M
$235M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-3.73K- 3.45% |
$570K - $678K
|
104K
$19.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
SELL
|
- |
-3.86K- 29.19% |
$591K - $702K
|
9.37K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-3.9K- 7.5% |
$596K - $709K
|
48.1K
$9M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-3.9K- 15.99% |
$597K - $709K
|
20.5K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-3.92K- 6.51% |
$600K - $713K
|
56.3K
$10.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-3.95K- 14.34% |
$604K - $718K
|
23.6K
$4.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-4.03K- 15.5% |
$616K - $732K
|
22K
$4.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-4.04K- 9.72% |
$618K - $734K
|
37.5K
$7.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-4.05K- 27.2% |
$619K - $736K
|
10.8K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-4.05K- 5.47% |
$619K - $736K
|
70K
$13.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.2K- 2.47% |
$642K - $762K
|
165K
$31M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.2K- 42.3% |
$642K - $763K
|
5.72K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-4.24K- 14.73% |
$648K - $770K
|
24.5K
$4.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-4.27K- 31.32% |
$653K - $777K
|
9.37K
$1.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.37K- 3.22% |
$668K - $793K
|
131K
$24.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.41K- 2.49% |
$675K - $802K
|
173K
$32.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.47K- 19.77% |
$684K - $813K
|
18.2K
$3.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.48K- 24.76% |
$685K - $814K
|
13.6K
$2.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.66K- 14.81% |
$712K - $846K
|
26.8K
$5.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-4.67K- 51.07% |
$714K - $849K
|
4.48K
$837K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-4.73K- 84.09% |
$723K - $860K
|
895
$167K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.75K- 33.61% |
$727K - $863K
|
9.39K
$1.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-4.92K- 7.39% |
$752K - $893K
|
61.6K
$11.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-4.94K- 23.41% |
$755K - $898K
|
16.2K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-4.97K- 50.63% |
$761K - $904K
|
4.85K
$907K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-4.98K- 24.68% |
$761K - $904K
|
15.2K
$2.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.01K- 13.57% |
$766K - $910K
|
31.9K
$5.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.05K- 2.52% |
$772K - $917K
|
195K
$36.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.22K- 3.81% |
$799K - $949K
|
132K
$24.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-5.26K- 3.71% |
$804K - $955K
|
137K
$25.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.28K- 13.68% |
$807K - $959K
|
33.3K
$6.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-5.39K- 3.96% |
$824K - $979K
|
130K
$24.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-5.45K- 47.55% |
$833K - $990K
|
6.01K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-5.54K- 64.19% |
$847K - $1.01M
|
3.09K
$578K
|
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-5.54K- 12.74% |
$848K - $1.01M
|
38K
$7.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.56K- 17.68% |
$850K - $1.01M
|
25.9K
$4.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-5.74K- 36.17% |
$878K - $1.04M
|
10.1K
$1.9M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.88K- 11.95% |
$899K - $1.07M
|
43.3K
$8.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5.9K- 27.85% |
$902K - $1.07M
|
15.3K
$2.86M
|