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 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
35.6KNew |
$6.21M - $6.69M
|
35.6K
$6.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
35.4K+ 313.23% |
$6.17M - $6.64M
|
46.7K
$8.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
33.8K+ 16.36% |
$5.89M - $6.34M
|
240K
$43.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
33.5KNew |
$5.84M - $6.29M
|
33.5K
$6.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
32.6K+ 211.28% |
$5.69M - $6.12M
|
48.1K
$8.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
32KNew |
$5.57M - $6M
|
32K
$5.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
30.2K+ 116.62% |
$5.27M - $5.67M
|
56.2K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
30.1KNew |
$5.24M - $5.65M
|
30.1K
$5.46M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
29.8K+ 28.49% |
$5.2M - $5.6M
|
135K
$24.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
28.2KNew |
$4.91M - $5.29M
|
28.2K
$5.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
27.8K+ 207.97% |
$4.85M - $5.22M
|
41.2K
$7.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
27.3K+ 122.7% |
$4.76M - $5.13M
|
49.6K
$9M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.3K+ 5.26% |
$4.76M - $5.13M
|
547K
$99.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
26.7KNew |
$4.64M - $5M
|
26.7K
$4.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
26.1K+ 132.49% |
$4.55M - $4.9M
|
45.8K
$8.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
25K+ 358.96% |
$4.36M - $4.69M
|
32K
$5.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
24.9K+ 62.32% |
$4.33M - $4.67M
|
64.8K
$11.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
24.2K+ 74.93% |
$4.22M - $4.55M
|
56.6K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
23.9K+ 58.97% |
$4.16M - $4.48M
|
64.4K
$11.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
23.5K+ 117520.0% |
$4.09M - $4.41M
|
23.5K
$4.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
22.8KNew |
$3.97M - $4.27M
|
22.8K
$4.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
22.2K+ 18.52% |
$3.87M - $4.17M
|
142K
$25.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
22K+ 28.1% |
$3.83M - $4.13M
|
100K
$18.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
21.4KNew |
$3.74M - $4.02M
|
21.4K
$3.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
21.4KNew |
$3.74M - $4.02M
|
21.4K
$3.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
21.3KNew |
$3.71M - $4M
|
21.3K
$3.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
21.2KNew |
$3.7M - $3.98M
|
21.2K
$3.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
20.6KNew |
$3.59M - $3.86M
|
20.6K
$3.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
20K+ 12.5% |
$3.48M - $3.75M
|
180K
$32.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19.7K+ 37.49% |
$3.42M - $3.69M
|
72.1K
$13.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
19.3KNew |
$3.37M - $3.63M
|
19.3K
$3.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
19K+ 12.15% |
$3.31M - $3.56M
|
175K
$31.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
18.6KNew |
$3.24M - $3.49M
|
18.6K
$3.37M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17.9KNew |
$3.11M - $3.35M
|
17.9K
$3.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.6K+ 27.95% |
$3.07M - $3.31M
|
80.8K
$14.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
17.2KNew |
$3M - $3.23M
|
17.2K
$3.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
16.9K+ 121.93% |
$2.95M - $3.17M
|
30.8K
$5.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
16.8KNew |
$2.93M - $3.15M
|
16.8K
$3.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
16.8KNew |
$2.92M - $3.14M
|
16.8K
$3.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
16.6KNew |
$2.89M - $3.11M
|
16.6K
$3.01M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
16.2K+ 11.05% |
$2.82M - $3.04M
|
163K
$29.5M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
16K+ 2890.99% |
$2.8M - $3.01M
|
16.6K
$3.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.8K+ 29.67% |
$2.76M - $2.97M
|
69.1K
$12.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
15.4K+ 9.65% |
$2.69M - $2.89M
|
175K
$31.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
15K+ 183.1% |
$2.62M - $2.82M
|
23.3K
$4.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.8K+ 406.06% |
$2.58M - $2.78M
|
18.5K
$3.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
14K+ 54.15% |
$2.44M - $2.63M
|
39.9K
$7.23M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.9K+ 27.7% |
$2.42M - $2.6M
|
63.9K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
13.8K+ 20.63% |
$2.4M - $2.59M
|
80.7K
$14.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
13.7K+ 129.78% |
$2.38M - $2.56M
|
24.2K
$4.39M
|