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 |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
257+ 0.73% |
$44.8K - $48.2K
|
35.6K
$6.37M
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
250+ 13.89% |
$43.6K - $46.9K
|
2.05K
$367K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
246+ 3.38% |
$42.9K - $46.2K
|
7.52K
$1.34M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
237+ 0.87% |
$41.3K - $44.5K
|
27.3K
$4.89M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
234+ 1.18% |
$40.8K - $43.9K
|
20K
$3.58M
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
231New |
$40.2K - $43.3K
|
231
$41.3K
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
225New |
$39.2K - $42.2K
|
225
$40.3K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
221+ 8.76% |
$38.5K - $41.5K
|
2.75K
$491K
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
220+ 4.11% |
$38.3K - $41.3K
|
5.58K
$998K
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
219+ 0.77% |
$38.2K - $41.1K
|
28.8K
$5.15M
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
218+ 11.96% |
$38K - $40.9K
|
2.04K
$365K
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
216+ 14.57% |
$37.6K - $40.5K
|
1.7K
$304K
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
210+ 6.37% |
$36.6K - $39.4K
|
3.51K
$628K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
201New |
$35K - $37.7K
|
201
$36K
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
200+ 5.52% |
$34.8K - $37.5K
|
3.82K
$684K
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
200+ 2.35% |
$34.8K - $37.5K
|
8.71K
$1.56M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
195+ 6.24% |
$34K - $36.6K
|
3.32K
$594K
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
195+ 11.86% |
$34K - $36.6K
|
1.84K
$329K
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
190New |
$33.1K - $35.6K
|
190
$34K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
190+ 5.05% |
$33.1K - $35.6K
|
3.95K
$707K
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
184+ 0.21% |
$32.1K - $34.5K
|
87.1K
$15.6M
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
184+ 1.59% |
$32.1K - $34.5K
|
11.8K
$2.11M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
184+ 50.41% |
$32.1K - $34.5K
|
549
$98.2K
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
181+ 2.7% |
$31.5K - $34K
|
6.9K
$1.23M
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
180New |
$31.4K - $33.8K
|
180
$32.2K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
179+ 15.3% |
$31.2K - $33.6K
|
1.35K
$241K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
178+ 8.77% |
$31K - $33.4K
|
2.21K
$395K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
178+ 0.37% |
$31K - $33.4K
|
48.2K
$8.63M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
176+ 13.81% |
$30.7K - $33K
|
1.45K
$259K
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
173+ 6.62% |
$30.1K - $32.5K
|
2.79K
$498K
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
173+ 3.29% |
$30.1K - $32.5K
|
5.43K
$971K
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
167New |
$29.1K - $31.3K
|
167
$29.9K
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
166New |
$28.9K - $31.1K
|
166
$29.7K
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
165+ 2.61% |
$28.7K - $31K
|
6.49K
$1.16M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
160+ 4.94% |
$27.9K - $30K
|
3.4K
$608K
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
156+ 6.4% |
$27.2K - $29.3K
|
2.6K
$464K
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
155+ 1.11% |
$27K - $29.1K
|
14.1K
$2.52M
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
152New |
$26.5K - $28.5K
|
152
$27.2K
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
150+ 9.65% |
$26.1K - $28.1K
|
1.71K
$305K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 7.62% |
$26.1K - $28.1K
|
2.12K
$379K
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
150+ 6.35% |
$26.1K - $28.1K
|
2.51K
$449K
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
150+ 1.44% |
$26.1K - $28.1K
|
10.6K
$1.89M
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
146+ 0.8% |
$25.4K - $27.4K
|
18.3K
$3.28M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
134+ 0.19% |
$23.3K - $25.1K
|
69.8K
$12.5M
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
133New |
$23.2K - $25K
|
133
$23.8K
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
130+ 11.56% |
$22.6K - $24.4K
|
1.26K
$225K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
125+ 3.27% |
$21.8K - $23.5K
|
3.95K
$707K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
125+ 0.48% |
$21.8K - $23.5K
|
26.4K
$4.72M
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
123+ 4.59% |
$21.4K - $23.1K
|
2.8K
$501K
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
119+ 0.35% |
$20.7K - $22.3K
|
34.1K
$6.11M
|