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
$1.54B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.82MNew |
$666M - $717M
|
3.82M
$693M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
479KNew |
$83.4M - $89.9M
|
479K
$86.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
361K+ 32458.13% |
$62.9M - $67.8M
|
362K
$65.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
257KNew |
$44.8M - $48.3M
|
257K
$46.7M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
257KNew |
$44.8M - $48.3M
|
257K
$46.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
204KNew |
$35.5M - $38.2M
|
204K
$37M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
190KNew |
$33.1M - $35.6M
|
190K
$34.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
148KNew |
$25.8M - $27.8M
|
148K
$26.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
146KNew |
$25.5M - $27.5M
|
146K
$26.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
127K+ 23.48% |
$22.2M - $23.9M
|
670K
$121M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
125K+ 61.78% |
$21.9M - $23.5M
|
329K
$59.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
125KNew |
$21.8M - $23.5M
|
125K
$22.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
112KNew |
$19.5M - $21M
|
112K
$20.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
106KNew |
$18.4M - $19.8M
|
106K
$19.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
103KNew |
$17.9M - $19.2M
|
103K
$18.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
102KNew |
$17.9M - $19.2M
|
102K
$18.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
99.8KNew |
$17.4M - $18.7M
|
99.8K
$18.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
94.7K+ 2.46% |
$16.5M - $17.8M
|
3.94M
$714M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
89K+ 297.16% |
$15.5M - $16.7M
|
119K
$21.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
85.7KNew |
$14.9M - $16.1M
|
85.7K
$15.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
82.5K+ 11.19% |
$14.4M - $15.5M
|
820K
$149M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
78.2K+ 44.52% |
$13.6M - $14.7M
|
254K
$46M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
78.1KNew |
$13.6M - $14.7M
|
78.1K
$14.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
75.6KNew |
$13.2M - $14.2M
|
75.6K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
65.6K+ 80.53% |
$11.4M - $12.3M
|
147K
$26.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
64.2K+ 45.59% |
$11.2M - $12M
|
205K
$37.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
64K+ 13.7% |
$11.2M - $12M
|
531K
$96.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
57.6K+ 17672.39% |
$10M - $10.8M
|
57.9K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
57.3K+ 5094.84% |
$9.99M - $10.8M
|
58.4K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
56.4K+ 34.72% |
$9.83M - $10.6M
|
219K
$39.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
56.1KNew |
$9.77M - $10.5M
|
56.1K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
53.3K+ 93.56% |
$9.29M - $10M
|
110K
$20M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
52.8K+ 110.86% |
$9.21M - $9.91M
|
101K
$18.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
46.7KNew |
$8.13M - $8.75M
|
46.7K
$8.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
46.6K+ 314.86% |
$8.12M - $8.74M
|
61.4K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
46.2KNew |
$8.05M - $8.66M
|
46.2K
$8.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
45.7K+ 817.95% |
$7.95M - $8.57M
|
51.2K
$9.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
42.9K+ 11.99% |
$7.48M - $8.05M
|
401K
$72.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
42.6K+ 135.05% |
$7.42M - $7.99M
|
74.1K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
41.7KNew |
$7.27M - $7.83M
|
41.7K
$7.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
40.6KNew |
$7.07M - $7.61M
|
40.6K
$7.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
40.4K+ 139.75% |
$7.04M - $7.58M
|
69.3K
$12.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
40.4KNew |
$7.03M - $7.58M
|
40.4K
$7.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
39.9K+ 43.35% |
$6.95M - $7.48M
|
132K
$23.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
38.1KNew |
$6.64M - $7.15M
|
38.1K
$6.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
37.5KNew |
$6.54M - $7.04M
|
37.5K
$6.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
37K+ 11.15% |
$6.45M - $6.94M
|
369K
$66.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
36.5KNew |
$6.36M - $6.85M
|
36.5K
$6.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
35.8K+ 24.1% |
$6.24M - $6.72M
|
184K
$33.4M
|