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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-12K- 88.88% |
$1.83M - $2.18M
|
1.5K
$281K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-12.2K- 27.87% |
$1.86M - $2.21M
|
31.5K
$5.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-12.5K- 69.81% |
$1.91M - $2.26M
|
5.39K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-12.5K- 81.05% |
$1.91M - $2.27M
|
2.92K
$546K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-12.5K- 61.86% |
$1.91M - $2.27M
|
7.7K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-12.8K- 74.23% |
$1.95M - $2.32M
|
4.43K
$829K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-12.8K- 54.61% |
$1.96M - $2.33M
|
10.7K
$2M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.1K- 33.25% |
$2M - $2.37M
|
26.2K
$4.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-13.2K- 1.84% |
$2.02M - $2.4M
|
705K
$132M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.2K- 5.48% |
$2.03M - $2.41M
|
228K
$42.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-13.7K- 2.62% |
$2.1M - $2.5M
|
510K
$95.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-14K- 2.15% |
$2.14M - $2.55M
|
637K
$119M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-14K- 10.75% |
$2.14M - $2.55M
|
116K
$21.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-14.1K- 18.36% |
$2.15M - $2.55M
|
62.5K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-14.1K- 5.95% |
$2.15M - $2.56M
|
223K
$41.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-14.7K- 46.35% |
$2.25M - $2.67M
|
17K
$3.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-14.7K- 95.09% |
$2.26M - $2.68M
|
762
$143K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-14.8K- 43.32% |
$2.27M - $2.7M
|
19.4K
$3.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-14.9K- 57.71% |
$2.27M - $2.7M
|
10.9K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-15K- 90.91% |
$2.29M - $2.73M
|
1.5K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-15.1K- 23.79% |
$2.3M - $2.74M
|
48.3K
$9.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-15.2K- 12.33% |
$2.32M - $2.76M
|
108K
$20.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-15.3K- 23.72% |
$2.33M - $2.77M
|
49.1K
$9.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-15.4K- 76.76% |
$2.35M - $2.79M
|
4.65K
$869K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-15.9K- 41.39% |
$2.43M - $2.89M
|
22.5K
$4.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-16K- 16.37% |
$2.44M - $2.9M
|
81.5K
$15.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-16.2K- 38.33% |
$2.48M - $2.94M
|
26.1K
$4.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-16.4K- 2.36% |
$2.5M - $2.97M
|
678K
$127M
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-16.5K- 2.05% |
$2.52M - $2.99M
|
784K
$147M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-16.8K- 10.26% |
$2.56M - $3.05M
|
147K
$27.4M
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-17.5K- 83.53% |
$2.68M - $3.19M
|
3.46K
$647K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-17.8K- 58.12% |
$2.72M - $3.23M
|
12.8K
$2.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-17.9K- 54.0% |
$2.73M - $3.25M
|
15.2K
$2.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-18K- 24.38% |
$2.76M - $3.28M
|
55.9K
$10.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-18.7K- 18.23% |
$2.86M - $3.4M
|
83.8K
$15.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-18.9K- 29.23% |
$2.88M - $3.43M
|
45.7K
$8.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-19K- 39.45% |
$2.9M - $3.44M
|
29.1K
$5.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-19.1K- 21.74% |
$2.92M - $3.47M
|
68.7K
$12.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-19.4K- 19.41% |
$2.97M - $3.53M
|
80.5K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-19.5K- 2.08% |
$2.98M - $3.54M
|
918K
$172M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-19.8K- 29.17% |
$3.02M - $3.59M
|
48K
$8.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-20.1K- 81.41% |
$3.08M - $3.66M
|
4.59K
$859K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
SELL
|
- |
-20.6K- 76.89% |
$3.16M - $3.75M
|
6.2K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.9K- 5.75% |
$3.19M - $3.8M
|
343K
$64.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-21.3K- 29.55% |
$3.25M - $3.86M
|
50.7K
$9.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-21.4K- 13.94% |
$3.27M - $3.88M
|
132K
$24.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-21.8K- 43.35% |
$3.33M - $3.96M
|
28.4K
$5.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.9K- 9.51% |
$3.34M - $3.97M
|
208K
$38.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-22.8K- 34.87% |
$3.48M - $4.14M
|
42.5K
$7.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-22.8K- 0.57% |
$3.49M - $4.15M
|
3.96M
$742M
|