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 |
---|---|---|---|---|---|---|---|
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
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-19.1K- 21.74% |
$2.92M - $3.47M
|
68.7K
$12.6M
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-19.4K- 19.41% |
$2.97M - $3.53M
|
80.5K
$14.7M
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-19.5K- 2.08% |
$2.98M - $3.54M
|
918K
$168M
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-19.8K- 29.17% |
$3.02M - $3.59M
|
48K
$8.78M
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-20.1K- 81.41% |
$3.08M - $3.66M
|
4.59K
$841K
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
SELL
|
- |
-20.6K- 76.89% |
$3.16M - $3.75M
|
6.2K
$1.14M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.9K- 5.75% |
$3.19M - $3.8M
|
343K
$62.7M
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-21.3K- 29.55% |
$3.25M - $3.86M
|
50.7K
$9.28M
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-21.4K- 13.94% |
$3.27M - $3.88M
|
132K
$24.2M
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-21.8K- 43.35% |
$3.33M - $3.96M
|
28.4K
$5.21M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.9K- 9.51% |
$3.34M - $3.97M
|
208K
$38.1M
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-22.8K- 34.87% |
$3.48M - $4.14M
|
42.5K
$7.79M
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-22.8K- 0.57% |
$3.49M - $4.15M
|
3.96M
$726M
|
|
Aug 11, 2025
Q2 2025
|
Factorial Partners, LLC
|
SELL
|
- |
-23.5K- 91.09% |
$3.59M - $4.27M
|
2.3K
$421K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.5K- 29.24% |
$3.6M - $4.27M
|
56.9K
$10.4M
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-24K- 11.02% |
$3.67M - $4.36M
|
194K
$35.5M
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-24.3K- 57.76% |
$3.71M - $4.41M
|
17.8K
$3.25M
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-24.9K- 65.34% |
$3.81M - $4.53M
|
13.2K
$2.42M
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-25K- 50.7% |
$3.83M - $4.55M
|
24.3K
$4.46M
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-25.1K- 29.18% |
$3.84M - $4.56M
|
61K
$11.2M
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-26.1K- 58.38% |
$3.99M - $4.74M
|
18.6K
$3.4M
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-26.1K- 6.86% |
$4M - $4.75M
|
355K
$65M
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-26.2K- 45.87% |
$4.01M - $4.76M
|
30.9K
$5.66M
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-27.8K- 36.23% |
$4.25M - $5.05M
|
48.9K
$8.95M
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-28.7K- 30.62% |
$4.39M - $5.21M
|
65K
$11.9M
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-29.9K- 5.28% |
$4.57M - $5.43M
|
537K
$98.2M
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-31.8K- 7.71% |
$4.86M - $5.77M
|
380K
$69.6M
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-32.1K- 60.03% |
$4.91M - $5.84M
|
21.4K
$3.92M
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-32.9K- 94.35% |
$5.03M - $5.97M
|
1.97K
$361K
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-34.3K- 31.58% |
$5.25M - $6.24M
|
74.4K
$13.6M
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-35.3K- 18.95% |
$5.39M - $6.41M
|
151K
$27.6M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-37.9K- 17.73% |
$5.79M - $6.88M
|
176K
$32.2M
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-39K- 25.8% |
$5.96M - $7.09M
|
112K
$20.5M
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-39.7K- 87.83% |
$6.07M - $7.22M
|
5.51K
$1.01M
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-41K- 27.0% |
$6.28M - $7.46M
|
111K
$20.3M
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-41.1K- 39.09% |
$6.28M - $7.46M
|
64K
$11.7M
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-41.5K- 88.56% |
$6.35M - $7.55M
|
5.37K
$982K
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-41.6K- 25.28% |
$6.36M - $7.56M
|
123K
$22.5M
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
SELL
|
- |
-42.4K- 22.77% |
$6.49M - $7.71M
|
144K
$26.3M
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-43.9K- 95.56% |
$6.71M - $7.97M
|
2.04K
$373K
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-44.5K- 50.41% |
$6.81M - $8.09M
|
43.8K
$8.02M
|
|
Aug 12, 2025
Q2 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-44.7K- 88.78% |
$6.84M - $8.13M
|
5.65K
$1.03M
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-44.7K- 26.94% |
$6.84M - $8.13M
|
121K
$22.2M
|