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 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
195+ 11.86% |
$34K - $36.6K
|
1.84K
$334K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
190New |
$33.1K - $35.6K
|
190
$34.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
190+ 5.05% |
$33.1K - $35.6K
|
3.95K
$717K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
184+ 0.21% |
$32.1K - $34.5K
|
87.1K
$15.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
184+ 1.59% |
$32.1K - $34.5K
|
11.8K
$2.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
184+ 50.41% |
$32.1K - $34.5K
|
549
$99.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
180New |
$31.4K - $33.8K
|
180
$32.6K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
178+ 0.37% |
$31K - $33.4K
|
48.2K
$8.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
178+ 8.77% |
$31K - $33.4K
|
2.21K
$400K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
176+ 13.81% |
$30.7K - $33K
|
1.45K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
173+ 3.29% |
$30.1K - $32.5K
|
5.43K
$984K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
173+ 6.62% |
$30.1K - $32.5K
|
2.79K
$505K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
160+ 4.94% |
$27.9K - $30K
|
3.4K
$616K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
156+ 6.4% |
$27.2K - $29.3K
|
2.6K
$471K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
152New |
$26.5K - $28.5K
|
152
$27.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 7.62% |
$26.1K - $28.1K
|
2.12K
$384K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
150+ 6.35% |
$26.1K - $28.1K
|
2.51K
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
150+ 9.65% |
$26.1K - $28.1K
|
1.71K
$309K
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
150+ 1.44% |
$26.1K - $28.1K
|
10.6K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
146+ 0.8% |
$25.4K - $27.4K
|
18.3K
$3.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
134+ 0.19% |
$23.3K - $25.1K
|
69.8K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
125+ 3.27% |
$21.8K - $23.5K
|
3.95K
$717K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
119+ 0.35% |
$20.7K - $22.3K
|
34.1K
$6.19M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
117+ 4.0% |
$20.4K - $22K
|
3.04K
$551K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
116+ 0.3% |
$20.2K - $21.8K
|
38.9K
$7.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
116+ 9.67% |
$20.2K - $21.8K
|
1.32K
$239K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
113+ 7.37% |
$19.7K - $21.2K
|
1.65K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
113+ 2.55% |
$19.7K - $21.2K
|
4.54K
$824K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
111+ 2.26% |
$19.3K - $20.8K
|
5.02K
$910K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
109+ 7.03% |
$19K - $20.5K
|
1.66K
$301K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
105+ 5.9% |
$18.3K - $19.7K
|
1.89K
$342K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
104New |
$18.1K - $19.5K
|
104
$18.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
103+ 7.94% |
$17.9K - $19.3K
|
1.4K
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
96New |
$16.7K - $18K
|
96
$17.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
90+ 3.14% |
$15.7K - $16.9K
|
2.96K
$536K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
88+ 1.64% |
$15.3K - $16.5K
|
5.46K
$990K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
88+ 157.14% |
$15.3K - $16.5K
|
144
$26.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
84+ 84.0% |
$14.6K - $15.8K
|
184
$33.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
83+ 2.0% |
$14.5K - $15.6K
|
4.22K
$766K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
82+ 0.63% |
$14.3K - $15.4K
|
13.1K
$2.38M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
81+ 4.01% |
$14.1K - $15.2K
|
2.1K
$381K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
80+ 3.15% |
$13.9K - $15K
|
2.62K
$474K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
78+ 105.41% |
$13.6K - $14.6K
|
152
$27.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
77+ 0.07% |
$13.4K - $14.4K
|
109K
$19.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
75+ 3.56% |
$13.1K - $14.1K
|
2.18K
$395K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
72+ 7.24% |
$12.5K - $13.5K
|
1.07K
$194K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
72+ 3.95% |
$12.5K - $13.5K
|
1.9K
$344K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
70+ 4.36% |
$12.2K - $13.1K
|
1.68K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
69+ 0.59% |
$12K - $12.9K
|
11.8K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
68+ 1.13% |
$11.8K - $12.8K
|
6.11K
$1.11M
|