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 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-9.03K- 36.77% |
$1.38M - $1.64M
|
15.5K
$2.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-9.06K- 23.68% |
$1.39M - $1.65M
|
29.2K
$5.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-9.13K- 56.97% |
$1.4M - $1.66M
|
6.9K
$1.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.13K- 8.61% |
$1.4M - $1.66M
|
97K
$17.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9.32K- 76.4% |
$1.42M - $1.69M
|
2.88K
$527K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.47K- 68.76% |
$1.45M - $1.72M
|
4.3K
$787K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-9.91K- 12.47% |
$1.51M - $1.8M
|
69.6K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-10.1K- 10.16% |
$1.54M - $1.83M
|
88.9K
$16.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-10.1K- 3.81% |
$1.55M - $1.84M
|
255K
$46.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-10.4K- 12.63% |
$1.59M - $1.88M
|
71.7K
$13.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-10.4K- 81.11% |
$1.6M - $1.9M
|
2.43K
$445K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.6K- 4.29% |
$1.62M - $1.93M
|
236K
$43.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11K- 6.79% |
$1.68M - $2M
|
151K
$27.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-11.5K- 35.69% |
$1.76M - $2.09M
|
20.7K
$3.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-11.9K- 44.64% |
$1.81M - $2.16M
|
14.7K
$2.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-12K- 88.88% |
$1.83M - $2.18M
|
1.5K
$275K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-12.2K- 27.87% |
$1.86M - $2.21M
|
31.5K
$5.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-12.5K- 69.81% |
$1.91M - $2.26M
|
5.39K
$986K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-12.5K- 81.05% |
$1.91M - $2.27M
|
2.92K
$535K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-12.5K- 61.86% |
$1.91M - $2.27M
|
7.7K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-12.8K- 74.23% |
$1.95M - $2.32M
|
4.43K
$811K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-12.8K- 54.61% |
$1.96M - $2.33M
|
10.7K
$1.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.1K- 33.25% |
$2M - $2.37M
|
26.2K
$4.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-13.2K- 1.84% |
$2.02M - $2.4M
|
705K
$129M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.2K- 5.48% |
$2.03M - $2.41M
|
228K
$41.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-13.7K- 2.62% |
$2.1M - $2.5M
|
510K
$93.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-14K- 2.15% |
$2.14M - $2.55M
|
637K
$117M
|
|
|
Aug 14, 2025
Q2 2025
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-14.1K- 18.36% |
$2.15M - $2.55M
|
62.5K
$11.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-14.1K- 5.95% |
$2.15M - $2.56M
|
223K
$40.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-14.7K- 46.35% |
$2.25M - $2.67M
|
17K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-14.7K- 95.09% |
$2.26M - $2.68M
|
762
$140K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-14.8K- 43.32% |
$2.27M - $2.7M
|
19.4K
$3.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-14.9K- 57.71% |
$2.27M - $2.7M
|
10.9K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-15K- 90.91% |
$2.29M - $2.73M
|
1.5K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-15.1K- 23.79% |
$2.3M - $2.74M
|
48.3K
$8.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-15.2K- 12.33% |
$2.32M - $2.76M
|
108K
$19.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-15.3K- 23.72% |
$2.33M - $2.77M
|
49.1K
$8.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-15.4K- 76.76% |
$2.35M - $2.79M
|
4.65K
$851K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-15.9K- 41.39% |
$2.43M - $2.89M
|
22.5K
$4.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-16K- 16.37% |
$2.44M - $2.9M
|
81.5K
$14.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-16.2K- 38.33% |
$2.48M - $2.94M
|
26.1K
$4.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-16.4K- 2.36% |
$2.5M - $2.97M
|
678K
$124M
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-16.5K- 2.05% |
$2.52M - $2.99M
|
784K
$144M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-16.8K- 10.26% |
$2.56M - $3.05M
|
147K
$26.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-17.8K- 58.12% |
$2.72M - $3.23M
|
12.8K
$2.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-17.9K- 54.0% |
$2.73M - $3.25M
|
15.2K
$2.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-18K- 24.38% |
$2.76M - $3.28M
|
55.9K
$10.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-18.7K- 18.23% |
$2.86M - $3.4M
|
83.8K
$15.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-18.9K- 29.23% |
$2.88M - $3.43M
|
45.7K
$8.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-19K- 39.45% |
$2.9M - $3.44M
|
29.1K
$5.33M
|