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 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
51.4KNew |
$8.95M - $9.64M
|
51.4K
$9.19M
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
51K+ 49.19% |
$8.89M - $9.58M
|
155K
$27.7M
|
|
Feb 14, 2025
Q4 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
50.5KNew |
$8.8M - $9.48M
|
50.5K
$9.04M
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
50.3KNew |
$8.76M - $9.44M
|
50.3K
$9M
|
|
Feb 14, 2025
Q4 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
50.1KNew |
$8.73M - $9.4M
|
50.1K
$8.96M
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
48.2K+ 662.28% |
$8.39M - $9.04M
|
55.5K
$9.92M
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
47.2KNew |
$8.22M - $8.85M
|
47.2K
$8.44M
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
46.7KNew |
$8.13M - $8.75M
|
46.7K
$8.35M
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
46.6K+ 314.86% |
$8.12M - $8.74M
|
61.4K
$11M
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
46.3K+ 29.65% |
$8.07M - $8.69M
|
203K
$36.2M
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
46.2KNew |
$8.05M - $8.66M
|
46.2K
$8.26M
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
46.2K+ 161.54% |
$8.04M - $8.66M
|
74.7K
$13.4M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
45.7K+ 20.68% |
$7.96M - $8.58M
|
267K
$47.7M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
45.7K+ 48.81% |
$7.96M - $8.58M
|
139K
$24.9M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
45.7K+ 817.95% |
$7.95M - $8.57M
|
51.2K
$9.17M
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
43.8KNew |
$7.63M - $8.21M
|
43.8K
$7.83M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
42.9K+ 11.99% |
$7.48M - $8.05M
|
401K
$71.7M
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
42.9KNew |
$7.47M - $8.04M
|
42.9K
$7.67M
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
42.7K+ 246.45% |
$7.44M - $8.01M
|
60K
$10.7M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
42.6K+ 135.05% |
$7.42M - $7.99M
|
74.1K
$13.3M
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
41.7KNew |
$7.27M - $7.83M
|
41.7K
$7.46M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
41.4K+ 50.88% |
$7.22M - $7.77M
|
123K
$22M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
40.9K+ 7.73% |
$7.12M - $7.67M
|
570K
$102M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.7K+ 3.29% |
$7.09M - $7.63M
|
1.28M
$228M
|
|
Feb 04, 2025
Q4 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
40.6KNew |
$7.07M - $7.61M
|
40.6K
$7.26M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
40.4K+ 139.75% |
$7.04M - $7.58M
|
69.3K
$12.4M
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
40.4KNew |
$7.03M - $7.58M
|
40.4K
$7.22M
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
39.9K+ 43.35% |
$6.95M - $7.48M
|
132K
$23.6M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.8K+ 240.91% |
$6.93M - $7.46M
|
56.3K
$10.1M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
39.6K+ 44.18% |
$6.89M - $7.42M
|
129K
$23.1M
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
39.2KNew |
$6.83M - $7.35M
|
39.2K
$7.01M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.9K+ 108.36% |
$6.78M - $7.3M
|
74.9K
$13.4M
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
38.1KNew |
$6.64M - $7.15M
|
38.1K
$6.82M
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
37.5KNew |
$6.54M - $7.04M
|
37.5K
$6.71M
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
37K+ 11.15% |
$6.45M - $6.94M
|
369K
$66M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
36.9K+ 1330.79% |
$6.42M - $6.92M
|
39.6K
$7.09M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.8K+ 0.56% |
$6.41M - $6.91M
|
6.57M
$1.18B
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36.6K+ 18.33% |
$6.38M - $6.87M
|
236K
$42.3M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
36.6K+ 30.59% |
$6.37M - $6.86M
|
156K
$27.9M
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
36.5KNew |
$6.36M - $6.85M
|
36.5K
$6.53M
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
35.8K+ 24.1% |
$6.24M - $6.72M
|
184K
$33M
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
35.6KNew |
$6.21M - $6.69M
|
35.6K
$6.38M
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
35.4KNew |
$6.17M - $6.65M
|
35.4K
$6.34M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
35.4K+ 30.02% |
$6.17M - $6.65M
|
153K
$27.5M
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
35.4K+ 313.23% |
$6.17M - $6.64M
|
46.7K
$8.36M
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
34.9K+ 279.36% |
$6.08M - $6.55M
|
47.4K
$8.48M
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
34.4KNew |
$6M - $6.46M
|
34.4K
$6.16M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
33.8K+ 16.36% |
$5.89M - $6.34M
|
240K
$43M
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
33.5KNew |
$5.84M - $6.29M
|
33.5K
$6M
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
32.6K+ 211.28% |
$5.69M - $6.12M
|
48.1K
$8.6M
|