Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.45M+ 21084.0% |
$1.47B - $1.59B
|
8.49M
$1.55B
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
479KNew |
$83.4M - $89.9M
|
479K
$87.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
257KNew |
$44.8M - $48.3M
|
257K
$47M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
257KNew |
$44.8M - $48.3M
|
257K
$47M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
190KNew |
$33.1M - $35.6M
|
190K
$34.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
125KNew |
$21.8M - $23.5M
|
125K
$22.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
106KNew |
$18.4M - $19.8M
|
106K
$19.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
103KNew |
$17.9M - $19.2M
|
103K
$18.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
102KNew |
$17.9M - $19.2M
|
102K
$18.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
82.5K+ 11.19% |
$14.4M - $15.5M
|
820K
$150M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
78.1KNew |
$13.6M - $14.7M
|
78.1K
$14.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
75.6KNew |
$13.2M - $14.2M
|
75.6K
$13.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
64.2K+ 45.59% |
$11.2M - $12M
|
205K
$37.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
57.6K+ 17672.39% |
$10M - $10.8M
|
57.9K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
57.3K+ 5094.84% |
$9.99M - $10.8M
|
58.4K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
56.4K+ 34.72% |
$9.83M - $10.6M
|
219K
$40M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
52.8K+ 110.86% |
$9.21M - $9.91M
|
101K
$18.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
46.6K+ 314.86% |
$8.12M - $8.74M
|
61.4K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
46.2KNew |
$8.05M - $8.66M
|
46.2K
$8.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
42.9K+ 11.99% |
$7.48M - $8.05M
|
401K
$73.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
42.6K+ 135.05% |
$7.42M - $7.99M
|
74.1K
$13.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
40.4KNew |
$7.03M - $7.58M
|
40.4K
$7.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
37K+ 11.15% |
$6.45M - $6.94M
|
369K
$67.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
36.5KNew |
$6.36M - $6.85M
|
36.5K
$6.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
35.8K+ 24.1% |
$6.24M - $6.72M
|
184K
$33.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
35.6KNew |
$6.21M - $6.69M
|
35.6K
$6.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
35.4K+ 313.23% |
$6.17M - $6.64M
|
46.7K
$8.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
33.8K+ 16.36% |
$5.89M - $6.34M
|
240K
$43.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
33.5KNew |
$5.84M - $6.29M
|
33.5K
$6.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
30.2K+ 116.62% |
$5.27M - $5.67M
|
56.2K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
30.1KNew |
$5.24M - $5.65M
|
30.1K
$5.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
28.2KNew |
$4.91M - $5.29M
|
28.2K
$5.15M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.3K+ 5.26% |
$4.76M - $5.13M
|
547K
$99.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
26.7KNew |
$4.64M - $5M
|
26.7K
$4.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
24.9K+ 62.32% |
$4.33M - $4.67M
|
64.8K
$11.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
24.2K+ 74.93% |
$4.22M - $4.55M
|
56.6K
$10.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
23.5K+ 117520.0% |
$4.09M - $4.41M
|
23.5K
$4.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
22.8KNew |
$3.97M - $4.27M
|
22.8K
$4.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
22.2K+ 18.52% |
$3.87M - $4.17M
|
142K
$26M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
22K+ 28.1% |
$3.83M - $4.13M
|
100K
$18.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
21.4KNew |
$3.74M - $4.02M
|
21.4K
$3.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
21.3KNew |
$3.71M - $4M
|
21.3K
$3.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
20K+ 12.5% |
$3.48M - $3.75M
|
180K
$32.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19.7K+ 37.49% |
$3.42M - $3.69M
|
72.1K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
19.3KNew |
$3.37M - $3.63M
|
19.3K
$3.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
19K+ 12.15% |
$3.31M - $3.56M
|
175K
$32M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17.9KNew |
$3.11M - $3.35M
|
17.9K
$3.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.6K+ 27.95% |
$3.07M - $3.31M
|
80.8K
$14.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
16.9K+ 121.93% |
$2.95M - $3.17M
|
30.8K
$5.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
16.8KNew |
$2.93M - $3.15M
|
16.8K
$3.07M
|