Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
147K+ 126.14% |
$26.7M - $28M
|
264K
$49.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
99.4KNew |
$18.1M - $18.9M
|
99.4K
$18.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
66.2K+ 68.99% |
$12M - $12.6M
|
162K
$30.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
61.2K+ 8.52% |
$11.1M - $11.6M
|
779K
$146M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
59.2K+ 72.6% |
$10.7M - $11.3M
|
141K
$26.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
54.9K+ 3.23% |
$9.97M - $10.5M
|
1.76M
$329M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
48.2K+ 28.58% |
$8.75M - $9.17M
|
217K
$40.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
41.4KNew |
$7.53M - $7.89M
|
41.4K
$7.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
34.4K+ 13.85% |
$6.24M - $6.54M
|
282K
$52.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
28.7K+ 67.08% |
$5.2M - $5.45M
|
71.4K
$13.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
26.9KNew |
$4.88M - $5.12M
|
26.9K
$5.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
24.6K+ 12.61% |
$4.46M - $4.68M
|
219K
$41.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
23.4K+ 24.33% |
$4.26M - $4.46M
|
120K
$22.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
20.2K+ 55.5% |
$3.66M - $3.84M
|
56.5K
$10.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
17.7K+ 12.04% |
$3.21M - $3.37M
|
165K
$30.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
15.2K+ 26.45% |
$2.76M - $2.89M
|
72.6K
$13.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$2.37M - $2.49M
|
13.1K
$2.44M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
10.8KNew |
$1.96M - $2.06M
|
10.8K
$2.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
10.4K+ 35.52% |
$1.89M - $1.98M
|
39.7K
$7.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
9.59K+ 9.66% |
$1.74M - $1.83M
|
109K
$20.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Verger Capital Management LLC
|
BUY
|
- |
8.63KNew |
$1.57M - $1.64M
|
8.63K
$1.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
8.59K+ 4.74% |
$1.56M - $1.63M
|
190K
$35.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.17K+ 136.35% |
$1.48M - $1.55M
|
14.2K
$2.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
7.98K+ 29.46% |
$1.45M - $1.52M
|
35.1K
$6.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
7.83K+ 22.57% |
$1.42M - $1.49M
|
42.5K
$7.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
7.73K+ 12.69% |
$1.4M - $1.47M
|
68.7K
$12.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
7.52K+ 65.45% |
$1.37M - $1.43M
|
19K
$3.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
7.32K+ 32.99% |
$1.33M - $1.39M
|
29.5K
$5.52M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6.77K+ 0.51% |
$1.23M - $1.29M
|
1.34M
$250M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
6.69K+ 5.13% |
$1.21M - $1.27M
|
137K
$25.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.02K+ 1.62% |
$1.09M - $1.15M
|
378K
$70.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.81K+ 56.11% |
$1.06M - $1.11M
|
16.2K
$3.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.51K+ 5.11% |
$999K - $1.05M
|
113K
$21.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
5.36KNew |
$972K - $1.02M
|
5.36K
$1M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.8K+ 14.57% |
$872K - $914K
|
37.8K
$7.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.78K+ 10.38% |
$868K - $910K
|
50.8K
$9.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
4.63KNew |
$840K - $881K
|
4.63K
$866K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.56K+ 2.47% |
$829K - $869K
|
190K
$35.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
4.54K+ 1.59% |
$824K - $864K
|
291K
$54.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
4.52K+ 4520.0% |
$821K - $860K
|
4.62K
$864K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.28K+ 24.9% |
$776K - $814K
|
21.4K
$4.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
4.26K+ 13.56% |
$774K - $811K
|
35.7K
$6.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.16KNew |
$755K - $792K
|
4.16K
$778K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.12K+ 20.89% |
$749K - $785K
|
23.9K
$4.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
4.11K+ 4.3% |
$747K - $783K
|
99.8K
$18.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
4.07K+ 5.4% |
$739K - $775K
|
79.5K
$14.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.83K+ 23.17% |
$695K - $729K
|
20.4K
$3.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.63K+ 27.59% |
$659K - $691K
|
16.8K
$3.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
3.55K+ 20.57% |
$645K - $676K
|
20.8K
$3.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.37K+ 151.87% |
$611K - $641K
|
5.58K
$1.04M
|