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 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.81K- 58.96% |
$429K - $510K
|
1.95K
$358K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.87K- 25.26% |
$438K - $521K
|
8.48K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.87K- 26.07% |
$439K - $522K
|
8.15K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.92K- 12.81% |
$446K - $530K
|
19.9K
$3.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.93K- 4.72% |
$448K - $533K
|
59.2K
$10.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-2.99K- 86.38% |
$457K - $543K
|
471
$86.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.99K- 26.75% |
$457K - $543K
|
8.19K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-3K- 1.57% |
$459K - $545K
|
189K
$34.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.05K- 43.05% |
$467K - $555K
|
4.04K
$740K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-3.11K- 8.38% |
$476K - $565K
|
34K
$6.23M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.17K- 1.02% |
$484K - $575K
|
308K
$56.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.18K- 4.21% |
$486K - $577K
|
72.3K
$13.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-3.19K- 66.01% |
$487K - $579K
|
1.64K
$300K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.25K- 29.71% |
$497K - $591K
|
7.69K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-3.26K- 4.86% |
$498K - $592K
|
63.7K
$11.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-3.3K- 35.56% |
$505K - $600K
|
5.98K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.33K- 17.83% |
$509K - $605K
|
15.3K
$2.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.34K- 9.68% |
$511K - $608K
|
31.2K
$5.71M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3.35K- 63.53% |
$512K - $608K
|
1.92K
$352K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.35K- 69.45% |
$512K - $608K
|
1.47K
$269K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.36K- 45.71% |
$514K - $611K
|
3.99K
$731K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.37K- 26.93% |
$515K - $612K
|
9.14K
$1.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.44K- 2.18% |
$525K - $624K
|
154K
$28.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-3.44K- 24.85% |
$526K - $625K
|
10.4K
$1.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-3.46K- 2.05% |
$529K - $629K
|
165K
$30.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.53K- 8.05% |
$539K - $641K
|
40.3K
$7.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.6K- 0.29% |
$551K - $655K
|
1.26M
$230M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-3.73K- 3.45% |
$570K - $678K
|
104K
$19.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
SELL
|
- |
-3.86K- 29.19% |
$591K - $702K
|
9.37K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-3.9K- 7.5% |
$596K - $709K
|
48.1K
$8.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-3.9K- 15.99% |
$597K - $709K
|
20.5K
$3.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-3.92K- 6.51% |
$600K - $713K
|
56.3K
$10.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-3.95K- 14.34% |
$604K - $718K
|
23.6K
$4.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-4.03K- 15.5% |
$616K - $732K
|
22K
$4.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-4.04K- 9.72% |
$618K - $734K
|
37.5K
$6.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-4.05K- 27.2% |
$619K - $736K
|
10.8K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-4.05K- 5.47% |
$619K - $736K
|
70K
$12.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.2K- 2.47% |
$642K - $762K
|
165K
$30.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.2K- 42.3% |
$642K - $763K
|
5.72K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-4.24K- 14.73% |
$648K - $770K
|
24.5K
$4.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-4.27K- 31.32% |
$653K - $777K
|
9.37K
$1.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.37K- 3.22% |
$668K - $793K
|
131K
$24M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.41K- 2.49% |
$675K - $802K
|
173K
$31.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.47K- 19.77% |
$684K - $813K
|
18.2K
$3.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.48K- 24.76% |
$685K - $814K
|
13.6K
$2.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.66K- 14.81% |
$712K - $846K
|
26.8K
$4.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-4.67K- 51.07% |
$714K - $849K
|
4.48K
$819K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-4.73K- 84.09% |
$723K - $860K
|
895
$164K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.75K- 33.61% |
$727K - $863K
|
9.39K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-4.92K- 7.39% |
$752K - $893K
|
61.6K
$11.3M
|