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 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-107- 1.01% |
$16.4K - $19.4K
|
10.5K
$1.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-109- 5.54% |
$16.7K - $19.8K
|
1.86K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-110- 3.54% |
$16.8K - $20K
|
3K
$549K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-112- 0.89% |
$17.1K - $20.4K
|
12.4K
$2.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-114- 6.7% |
$17.4K - $20.7K
|
1.59K
$291K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-115- 6.13% |
$17.6K - $20.9K
|
1.76K
$322K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-116- 4.73% |
$17.7K - $21.1K
|
2.33K
$427K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-117- 0.95% |
$17.9K - $21.3K
|
12.2K
$2.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-117- 0.23% |
$17.9K - $21.3K
|
50.1K
$9.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-117- 9.1% |
$17.9K - $21.3K
|
1.17K
$214K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-122- 5.52% |
$18.7K - $22.2K
|
2.09K
$383K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-122- 0.05% |
$18.7K - $22.2K
|
266K
$48.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-123- 3.84% |
$18.8K - $22.4K
|
3.08K
$564K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-125- 2.65% |
$19.1K - $22.7K
|
4.59K
$841K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-125- 2.04% |
$19.1K - $22.7K
|
5.99K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-125- 3.64% |
$19.1K - $22.7K
|
3.31K
$606K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-127- 11.61% |
$19.4K - $23.1K
|
967
$177K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-127- 6.29% |
$19.4K - $23.1K
|
1.89K
$346K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-130- 0.8% |
$19.9K - $23.6K
|
16.1K
$2.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-131- 0.7% |
$20K - $23.8K
|
18.7K
$3.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-132- 2.0% |
$20.2K - $24K
|
6.46K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-132- 2.15% |
$20.2K - $24K
|
6K
$1.1M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-132- 14.0% |
$20.2K - $24K
|
811
$148K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-134- 0.1% |
$20.5K - $24.4K
|
133K
$24.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-135- 2.91% |
$20.6K - $24.5K
|
4.51K
$825K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-137- 41.9% |
$21K - $24.9K
|
190
$34.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-139- 6.28% |
$21.3K - $25.3K
|
2.08K
$380K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-139- 10.97% |
$21.3K - $25.3K
|
1.13K
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-141- 1.49% |
$21.6K - $25.6K
|
9.33K
$1.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-144- 4.33% |
$22K - $26.2K
|
3.18K
$583K
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-144- 7.06% |
$22K - $26.2K
|
1.9K
$347K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-147- 2.74% |
$22.5K - $26.7K
|
5.22K
$956K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-147- 0.86% |
$22.5K - $26.7K
|
16.9K
$3.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-150- 11.79% |
$22.9K - $27.3K
|
1.12K
$205K
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-150- 11.03% |
$22.9K - $27.3K
|
1.21K
$222K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-151- 10.79% |
$23.1K - $27.4K
|
1.25K
$228K
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-153- 1.82% |
$23.4K - $27.8K
|
8.25K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-158- 2.22% |
$24.2K - $28.7K
|
6.95K
$1.27M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-160- 6.63% |
$24.5K - $29.1K
|
2.25K
$412K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-165- 8.77% |
$25.2K - $30K
|
1.72K
$314K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-165- 0.34% |
$25.2K - $30K
|
48K
$8.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-165- 9.23% |
$25.2K - $30K
|
1.62K
$297K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-168- 1.41% |
$25.7K - $30.5K
|
11.7K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-168- 3.34% |
$25.7K - $30.5K
|
4.86K
$889K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-170- 2.64% |
$26K - $30.9K
|
6.28K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-170- 2.85% |
$26K - $30.9K
|
5.79K
$1.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-171- 2.26% |
$26.2K - $31.1K
|
7.39K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-171- 47.63% |
$26.2K - $31.1K
|
188
$34.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-173- 2.19% |
$26.5K - $31.4K
|
7.72K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-175- 0.57% |
$26.8K - $31.8K
|
30.6K
$5.61M
|