Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.9K+ 1.3% |
$331K - $357K
|
148K
$26.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.9K+ 17.65% |
$331K - $356K
|
12.7K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.9K+ 8.08% |
$330K - $356K
|
25.3K
$4.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.89K+ 25.28% |
$330K - $355K
|
9.38K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.88K+ 16.86% |
$327K - $353K
|
13K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
1.88K+ 70.96% |
$327K - $352K
|
4.52K
$809K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.88KNew |
$327K - $352K
|
1.88K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.87K+ 2.95% |
$326K - $351K
|
65.2K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.85K+ 1.68% |
$322K - $347K
|
112K
$20.1M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.85K+ 1.72% |
$322K - $347K
|
109K
$19.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1.83KNew |
$319K - $344K
|
1.83K
$328K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.81K+ 72.54% |
$316K - $340K
|
4.31K
$771K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.81K+ 1.77% |
$315K - $339K
|
104K
$18.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.81K+ 9.35% |
$315K - $339K
|
21.1K
$3.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 28.21% |
$315K - $339K
|
8.21K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.79K+ 44.55% |
$312K - $336K
|
5.82K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.79K+ 6.77% |
$312K - $336K
|
28.2K
$5.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.79K+ 28.59% |
$311K - $335K
|
8.03K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.76K+ 84.11% |
$306K - $330K
|
3.85K
$688K
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.76K+ 15.75% |
$306K - $329K
|
12.9K
$2.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.73K+ 33.22% |
$301K - $324K
|
6.93K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.73K+ 3.98% |
$301K - $324K
|
45.1K
$8.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.72K+ 1.3% |
$300K - $323K
|
134K
$24M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.71K+ 4.39% |
$298K - $321K
|
40.7K
$7.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.69KNew |
$295K - $318K
|
1.69K
$303K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.69K+ 9.04% |
$295K - $318K
|
20.4K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.69K+ 7.48% |
$294K - $317K
|
24.3K
$4.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.68K+ 13.7% |
$293K - $315K
|
13.9K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.68KNew |
$292K - $314K
|
1.68K
$300K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.68K+ 2.63% |
$292K - $314K
|
65.4K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.64K+ 6.72% |
$285K - $307K
|
26K
$4.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.61KNew |
$281K - $303K
|
1.61K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.61K+ 2.58% |
$280K - $302K
|
64K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
1.61KNew |
$280K - $302K
|
1.61K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.6KNew |
$279K - $301K
|
1.6K
$287K
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.59K+ 0.35% |
$277K - $298K
|
459K
$82.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.59KNew |
$277K - $298K
|
1.59K
$284K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.59KNew |
$276K - $298K
|
1.59K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.58K+ 2.76% |
$275K - $296K
|
58.6K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
1.58K+ 3.19% |
$274K - $296K
|
51K
$9.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.56K+ 1020.92% |
$272K - $293K
|
1.72K
$307K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$272K - $293K
|
1.56K
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.56K+ 1.14% |
$271K - $292K
|
138K
$24.6M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1.55KNew |
$269K - $290K
|
1.55K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.53K+ 9.47% |
$266K - $287K
|
17.7K
$3.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1.53KNew |
$266K - $286K
|
1.53K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.52K+ 2.09% |
$265K - $285K
|
74.1K
$13.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.52KNew |
$265K - $285K
|
1.52K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.5K+ 19.06% |
$261K - $281K
|
9.37K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.49K+ 5.85% |
$260K - $280K
|
27K
$4.84M
|