Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
151+ 11.56% |
$23.1K - $27.4K
|
1.46K
$267K
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
150+ 50.0% |
$22.9K - $27.3K
|
450
$82.4K
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150+ 0.5% |
$22.9K - $27.3K
|
29.9K
$5.48M
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
140New |
$21.4K - $25.4K
|
140
$25.6K
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
140+ 10.73% |
$21.4K - $25.4K
|
1.45K
$265K
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
140+ 3.58% |
$21.4K - $25.4K
|
4.06K
$742K
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
137+ 2.3% |
$21K - $24.9K
|
6.1K
$1.12M
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
134+ 1.08% |
$20.5K - $24.4K
|
12.6K
$2.3M
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
132+ 3.06% |
$20.2K - $24K
|
4.45K
$814K
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
130+ 3.09% |
$19.9K - $23.6K
|
4.34K
$794K
|
|
Aug 14, 2025
Q2 2025
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
130+ 11.14% |
$19.9K - $23.6K
|
1.3K
$237K
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
128+ 2560.0% |
$19.6K - $23.3K
|
133
$24.3K
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
126+ 3.35% |
$19.3K - $22.9K
|
3.88K
$711K
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
125+ 1.24% |
$19.1K - $22.7K
|
10.2K
$1.87M
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
123+ 3.51% |
$18.8K - $22.4K
|
3.63K
$665K
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
121+ 0.95% |
$18.5K - $22K
|
12.9K
$2.36M
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
121+ 2.35% |
$18.5K - $22K
|
5.28K
$966K
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
120+ 9.56% |
$18.4K - $21.8K
|
1.38K
$252K
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
120+ 5.4% |
$18.4K - $21.8K
|
2.34K
$429K
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
119+ 1.59% |
$18.2K - $21.6K
|
7.6K
$1.39M
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
114+ 2.17% |
$17.4K - $20.7K
|
5.37K
$982K
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
112+ 0.25% |
$17.1K - $20.4K
|
44.2K
$8.09M
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
110+ 5.56% |
$16.8K - $20K
|
2.09K
$382K
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
110+ 0.84% |
$16.8K - $20K
|
13.2K
$2.42M
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
110+ 0.37% |
$16.8K - $20K
|
29.7K
$5.43M
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
110+ 6.69% |
$16.8K - $20K
|
1.75K
$321K
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
110+ 35.14% |
$16.8K - $20K
|
423
$77.4K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
107+ 8.39% |
$16.4K - $19.4K
|
1.38K
$253K
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
106+ 5.23% |
$16.2K - $19.3K
|
2.13K
$390K
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
106+ 2.68% |
$16.2K - $19.3K
|
4.06K
$744K
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
105+ 30.26% |
$16.1K - $19.1K
|
452
$82.8K
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
105+ 5.45% |
$16.1K - $19.1K
|
2.03K
$372K
|
|
Aug 11, 2025
Q2 2025
|
America First Investment Advisors, LLC
|
BUY
|
- |
105+ 5.47% |
$16.1K - $19.1K
|
2.02K
$370K
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
104New |
$15.9K - $18.9K
|
104
$19K
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
103+ 1.91% |
$15.8K - $18.7K
|
5.5K
$1.01M
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
102+ 7.8% |
$15.6K - $18.5K
|
1.41K
$258K
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
96+ 1.54% |
$14.7K - $17.4K
|
6.33K
$1.16M
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
96+ 3.1% |
$14.7K - $17.4K
|
3.19K
$584K
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
96+ 1.21% |
$14.7K - $17.4K
|
8.05K
$1.47M
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
91+ 3.84% |
$13.9K - $16.5K
|
2.46K
$451K
|
|
Aug 13, 2025
Q2 2025
|
Gator Capital Management, LLC
|
BUY
|
- |
91+ 0.41% |
$13.9K - $16.5K
|
22.1K
$4.05M
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
90+ 1.81% |
$13.8K - $16.4K
|
5.06K
$926K
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
88+ 2.02% |
$13.5K - $16K
|
4.46K
$816K
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
87+ 0.86% |
$13.3K - $15.8K
|
10.2K
$1.87M
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
86+ 0.76% |
$13.2K - $15.6K
|
11.4K
$2.08M
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
85New |
$13K - $15.4K
|
85
$15.6K
|
|
Aug 05, 2025
Q2 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
85+ 0.4% |
$13K - $15.4K
|
21.4K
$3.91M
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
83+ 0.24% |
$12.7K - $15.1K
|
34.4K
$6.29M
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
82+ 2.46% |
$12.5K - $14.9K
|
3.42K
$625K
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
80+ 0.47% |
$12.2K - $14.5K
|
17.2K
$3.15M
|