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 08, 2025
Q2 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
4.43K+ 3.59% |
$677K - $804K
|
128K
$23.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.41K+ 9.77% |
$675K - $802K
|
49.6K
$9.07M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
4.34K+ 62.75% |
$664K - $789K
|
11.3K
$2.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.29K+ 60.56% |
$656K - $779K
|
11.4K
$2.08M
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
4.28K+ 6.27% |
$655K - $779K
|
72.6K
$13.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.2K+ 5.06% |
$642K - $762K
|
87.1K
$15.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.16KNew |
$635K - $755K
|
4.16K
$761K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.14K+ 5.45% |
$633K - $752K
|
80K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
4.13K+ 8.92% |
$631K - $750K
|
50.4K
$9.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.08K+ 67.8% |
$624K - $742K
|
10.1K
$1.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4.07KNew |
$622K - $740K
|
4.07K
$745K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.03KNew |
$616K - $732K
|
4.03K
$737K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.9K+ 14.31% |
$597K - $709K
|
31.2K
$5.71M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.9K+ 5.96% |
$596K - $708K
|
69.2K
$12.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.85KNew |
$589K - $700K
|
3.85K
$705K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.83K+ 39.66% |
$586K - $696K
|
13.5K
$2.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.83K+ 26.86% |
$586K - $696K
|
18.1K
$3.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.8K+ 18.74% |
$582K - $691K
|
24.1K
$4.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
3.76K+ 21.3% |
$575K - $683K
|
21.4K
$3.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
3.72K+ 2.35% |
$569K - $676K
|
162K
$29.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.72K+ 1.97% |
$569K - $676K
|
192K
$35.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.69K+ 4.86% |
$564K - $670K
|
79.6K
$14.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.57K+ 9.97% |
$545K - $648K
|
39.4K
$7.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.56KNew |
$544K - $647K
|
3.56K
$652K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.48K+ 6.21% |
$532K - $632K
|
59.5K
$10.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
3.48K+ 6.71% |
$531K - $632K
|
55.2K
$10.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
3.44K+ 4.66% |
$526K - $625K
|
77.2K
$14.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.43K+ 9.62% |
$524K - $622K
|
39K
$7.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
3.41KNew |
$522K - $620K
|
3.41K
$624K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.39K+ 0.34% |
$518K - $616K
|
993K
$182M
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.34K+ 18.23% |
$510K - $607K
|
21.6K
$3.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3.3K+ 31.94% |
$504K - $599K
|
13.6K
$2.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.24K+ 4.22% |
$496K - $589K
|
80K
$14.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
3.19K+ 3.81% |
$488K - $579K
|
86.9K
$15.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
3.19K+ 2.01% |
$487K - $579K
|
162K
$29.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
3.18K+ 2.69% |
$487K - $579K
|
122K
$22.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.18KNew |
$486K - $577K
|
3.18K
$581K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
3.16K+ 7.82% |
$484K - $575K
|
43.6K
$7.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
3.14K+ 45.03% |
$481K - $571K
|
10.1K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
3.14K+ 2.58% |
$480K - $570K
|
125K
$22.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
3.1K+ 13.43% |
$473K - $563K
|
26.2K
$4.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
3.09K+ 1.42% |
$473K - $562K
|
220K
$40.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.08K+ 3.92% |
$470K - $559K
|
81.5K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.05K+ 30.16% |
$466K - $554K
|
13.2K
$2.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.02K+ 6.8% |
$462K - $549K
|
47.4K
$8.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3K+ 3.61% |
$459K - $545K
|
86K
$15.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.98K+ 96.85% |
$456K - $542K
|
6.06K
$1.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.97KNew |
$453K - $539K
|
2.97K
$543K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.95K+ 185.53% |
$451K - $536K
|
4.54K
$831K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.93K+ 37.68% |
$449K - $533K
|
10.7K
$1.96M
|