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 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.06K+ 10.96% |
$185K - $199K
|
10.7K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 13.51% |
$182K - $196K
|
8.79K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.05K+ 54.29% |
$182K - $196K
|
2.97K
$528K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.04K+ 7.32% |
$181K - $195K
|
15.3K
$2.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.04K+ 11.01% |
$181K - $195K
|
10.5K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.04K+ 2.03% |
$180K - $194K
|
52.1K
$9.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.03K+ 41.15% |
$180K - $194K
|
3.55K
$630K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.01K+ 1.3% |
$175K - $189K
|
78.4K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1K+ 68.87% |
$174K - $188K
|
2.45K
$436K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
982+ 32.4% |
$171K - $184K
|
4.01K
$713K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
965+ 60.69% |
$168K - $181K
|
2.56K
$454K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
957+ 14.86% |
$167K - $180K
|
7.4K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
956+ 12.7% |
$167K - $179K
|
8.48K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
951+ 0.85% |
$166K - $178K
|
113K
$20M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
948+ 3.09% |
$165K - $178K
|
31.6K
$5.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
940+ 1.71% |
$164K - $176K
|
56K
$9.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
930+ 6.09% |
$162K - $174K
|
16.2K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
928+ 1.19% |
$162K - $174K
|
78.8K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
921+ 18.24% |
$160K - $173K
|
5.97K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
908+ 1.41% |
$158K - $170K
|
65.4K
$11.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
897+ 12.87% |
$156K - $168K
|
7.87K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
887+ 41.28% |
$155K - $166K
|
3.04K
$539K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
885+ 1.37% |
$154K - $166K
|
65.3K
$11.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
883+ 135.02% |
$154K - $166K
|
1.54K
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
882+ 3.22% |
$154K - $165K
|
28.3K
$5.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
879+ 2.83% |
$153K - $165K
|
31.9K
$5.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
875+ 11.29% |
$152K - $164K
|
8.62K
$1.53M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
872+ 2.71% |
$152K - $164K
|
33.1K
$5.87M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
872+ 2.71% |
$152K - $164K
|
33.1K
$5.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
855+ 3.43% |
$149K - $160K
|
25.8K
$4.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
854+ 1.32% |
$149K - $160K
|
65.8K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
842+ 2.91% |
$147K - $158K
|
29.8K
$5.29M
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
831+ 6.84% |
$145K - $156K
|
13K
$2.31M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
813+ 2.21% |
$142K - $153K
|
37.6K
$6.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
808+ 4.86% |
$141K - $152K
|
17.4K
$3.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
805+ 2.51% |
$140K - $151K
|
32.8K
$5.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
802+ 59.63% |
$140K - $150K
|
2.15K
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
800+ 22.99% |
$139K - $150K
|
4.28K
$760K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
798+ 0.73% |
$139K - $150K
|
111K
$19.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
797+ 1.96% |
$139K - $150K
|
41.5K
$7.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
790+ 4.55% |
$138K - $148K
|
18.1K
$3.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
770+ 9.04% |
$134K - $144K
|
9.29K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
768+ 59.77% |
$134K - $144K
|
2.05K
$365K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
750+ 41.67% |
$131K - $141K
|
2.55K
$453K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
750+ 27.17% |
$131K - $141K
|
3.51K
$624K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
749+ 10.89% |
$130K - $141K
|
7.63K
$1.35M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
744+ 49.57% |
$130K - $140K
|
2.25K
$399K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
743+ 12.68% |
$129K - $139K
|
6.6K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
732+ 24.78% |
$128K - $137K
|
3.69K
$655K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
730New |
$127K - $137K
|
730
$130K
|