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 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
32KNew |
$5.57M - $6M
|
32K
$5.72M
|
|
Feb 12, 2025
Q4 2024
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
30.9KNew |
$5.38M - $5.8M
|
30.9K
$5.53M
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
30.9KNew |
$5.38M - $5.79M
|
30.9K
$5.53M
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
30.2K+ 116.62% |
$5.27M - $5.67M
|
56.2K
$10M
|
|
Jan 22, 2025
Q4 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
30.1KNew |
$5.24M - $5.65M
|
30.1K
$5.38M
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
29.8K+ 28.49% |
$5.2M - $5.6M
|
135K
$24.1M
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
28.2KNew |
$4.91M - $5.29M
|
28.2K
$5.04M
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
27.8K+ 207.97% |
$4.85M - $5.22M
|
41.2K
$7.37M
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
27.7K+ 26.4% |
$4.82M - $5.2M
|
133K
$23.7M
|
|
Feb 14, 2025
Q4 2024
|
Dme Capital Management, LP
New York, NY |
BUY
|
- |
27.5KNew |
$4.8M - $5.17M
|
27.5K
$4.93M
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
27.3K+ 122.7% |
$4.76M - $5.13M
|
49.6K
$8.88M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.3K+ 5.26% |
$4.76M - $5.13M
|
547K
$97.8M
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
27.2K+ 7.05% |
$4.74M - $5.11M
|
414K
$74M
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
27.2KNew |
$4.74M - $5.11M
|
27.2K
$4.87M
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
26.8KNew |
$4.67M - $5.03M
|
26.8K
$4.8M
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
26.8K+ 20.01% |
$4.66M - $5.02M
|
161K
$28.7M
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
26.7KNew |
$4.64M - $5M
|
26.7K
$4.77M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
26.4K+ 87.86% |
$4.6M - $4.96M
|
56.5K
$10.1M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
26.4KNew |
$4.6M - $4.95M
|
26.4K
$4.72M
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
26.1K+ 328.38% |
$4.55M - $4.9M
|
34.1K
$6.1M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.1K+ 7.76% |
$4.55M - $4.9M
|
363K
$64.9M
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
26.1K+ 132.49% |
$4.55M - $4.9M
|
45.8K
$8.19M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.1K+ 2.62% |
$4.37M - $4.71M
|
985K
$176M
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
25K+ 358.96% |
$4.36M - $4.69M
|
32K
$5.72M
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
25KNew |
$4.36M - $4.69M
|
25K
$4.47M
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
24.9K+ 62.32% |
$4.33M - $4.67M
|
64.8K
$11.6M
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
24.2K+ 74.93% |
$4.22M - $4.55M
|
56.6K
$10.1M
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
23.9K+ 58.97% |
$4.16M - $4.48M
|
64.4K
$11.5M
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
23.5K+ 117520.0% |
$4.09M - $4.41M
|
23.5K
$4.21M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23.4K+ 143.76% |
$4.08M - $4.39M
|
39.7K
$7.1M
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
23.3KNew |
$4.06M - $4.37M
|
23.3K
$4.17M
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
23.2KNew |
$4.04M - $4.35M
|
23.2K
$4.15M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.2K+ 17.71% |
$4.04M - $4.35M
|
154K
$27.6M
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
22.8KNew |
$3.97M - $4.27M
|
22.8K
$4.07M
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
22.2K+ 18.52% |
$3.87M - $4.17M
|
142K
$25.4M
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
22.1K+ 28.98% |
$3.85M - $4.15M
|
98.4K
$17.6M
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
22K+ 745.45% |
$3.84M - $4.13M
|
25K
$4.47M
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
22K+ 28.1% |
$3.83M - $4.13M
|
100K
$17.9M
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
21.4KNew |
$3.74M - $4.02M
|
21.4K
$3.84M
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
21.4KNew |
$3.74M - $4.02M
|
21.4K
$3.84M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21.4K+ 105.33% |
$3.72M - $4.01M
|
41.6K
$7.45M
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
21.3KNew |
$3.71M - $4M
|
21.3K
$3.81M
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
21.2KNew |
$3.7M - $3.98M
|
21.2K
$3.8M
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
21.2KNew |
$3.7M - $3.98M
|
21.2K
$3.8M
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
20.9K+ 59.26% |
$3.64M - $3.92M
|
56.2K
$10.1M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
20.7K+ 48.87% |
$3.6M - $3.88M
|
63K
$11.3M
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
20.6KNew |
$3.59M - $3.86M
|
20.6K
$3.69M
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
20K+ 12.5% |
$3.48M - $3.75M
|
180K
$32.2M
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
20K+ 14.37% |
$3.48M - $3.74M
|
159K
$28.4M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19.7K+ 37.49% |
$3.42M - $3.69M
|
72.1K
$12.9M
|