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 14, 2025
Q2 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
11.4KNew |
$1.74M - $2.07M
|
11.4K
$2.09M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
11.4K+ 4.62% |
$1.74M - $2.07M
|
257K
$47.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.3K+ 93.64% |
$1.72M - $2.05M
|
23.3K
$4.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
11K+ 18.02% |
$1.68M - $1.99M
|
71.9K
$13.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
10.4K+ 15.18% |
$1.58M - $1.88M
|
78.6K
$14.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.2KNew |
$1.55M - $1.84M
|
10.2K
$1.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.1K+ 14.18% |
$1.55M - $1.84M
|
81.7K
$15M
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
10KNew |
$1.53M - $1.82M
|
10K
$1.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
9.95K+ 11.28% |
$1.52M - $1.81M
|
98.2K
$18M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.89K+ 105.25% |
$1.51M - $1.8M
|
19.3K
$3.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
9.87K+ 413.79% |
$1.51M - $1.79M
|
12.3K
$2.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
9.84K+ 26.67% |
$1.5M - $1.79M
|
46.7K
$8.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
9.68K+ 44.5% |
$1.48M - $1.76M
|
31.4K
$5.75M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
9.66K+ 43.72% |
$1.48M - $1.76M
|
31.8K
$5.82M
|
|
|
Aug 12, 2025
Q2 2025
|
First Washington Corp
Seattle, WA |
BUY
|
- |
9.59K+ 33.49% |
$1.47M - $1.74M
|
38.2K
$7M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.5K+ 12.02% |
$1.45M - $1.73M
|
88.5K
$16.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.46K+ 18.44% |
$1.45M - $1.72M
|
60.8K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
9.36KNew |
$1.43M - $1.7M
|
9.36K
$1.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
9.2K+ 56.39% |
$1.41M - $1.67M
|
25.5K
$4.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
9.05K+ 10.19% |
$1.38M - $1.64M
|
97.8K
$17.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.04K+ 19.94% |
$1.38M - $1.64M
|
54.4K
$9.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
8.91K+ 10.61% |
$1.36M - $1.62M
|
92.8K
$17M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.79K+ 12.69% |
$1.34M - $1.6M
|
78.1K
$14.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
8.62K+ 708.05% |
$1.32M - $1.57M
|
9.83K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
8.56KNew |
$1.31M - $1.56M
|
8.56K
$1.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.5KNew |
$1.3M - $1.54M
|
8.5K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
8.47K+ 4.9% |
$1.3M - $1.54M
|
181K
$33.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
8.47KNew |
$1.29M - $1.54M
|
8.47K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.39K+ 20.21% |
$1.28M - $1.52M
|
49.9K
$9.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.34K+ 154.23% |
$1.27M - $1.51M
|
13.7K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.1K+ 64.89% |
$1.24M - $1.47M
|
20.6K
$3.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
8.09K+ 821.42% |
$1.24M - $1.47M
|
9.08K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.87K+ 15.88% |
$1.2M - $1.43M
|
57.4K
$10.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
7.85K+ 12.22% |
$1.2M - $1.43M
|
72.1K
$13.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
7.61K+ 28.46% |
$1.16M - $1.38M
|
34.4K
$6.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
7.57K+ 4.8% |
$1.16M - $1.38M
|
165K
$30.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
7.46K+ 6.34% |
$1.14M - $1.36M
|
125K
$22.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.33K+ 10.36% |
$1.12M - $1.33M
|
78.1K
$14.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
7.23K+ 5.09% |
$1.11M - $1.31M
|
149K
$27.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
7.14K+ 32.3% |
$1.09M - $1.3M
|
29.2K
$5.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.09K+ 46.51% |
$1.08M - $1.29M
|
22.3K
$4.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
7.04KNew |
$1.08M - $1.28M
|
7.04K
$1.29M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.02K+ 137.61% |
$1.07M - $1.28M
|
12.1K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
6.93K+ 48.1% |
$1.06M - $1.26M
|
21.3K
$3.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
6.91KNew |
$1.06M - $1.26M
|
6.91K
$1.27M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.82K+ 3.94% |
$1.04M - $1.24M
|
180K
$32.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.79K+ 59.76% |
$1.04M - $1.23M
|
18.1K
$3.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
6.79K+ 183.48% |
$1.04M - $1.23M
|
10.5K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
6.77K+ 12.2% |
$1.04M - $1.23M
|
62.3K
$11.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Easterly Investment Partners LLC
|
BUY
|
- |
6.7KNew |
$1.02M - $1.22M
|
6.7K
$1.23M
|