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 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5.43K+ 10.0% |
$946K - $1.02M
|
59.7K
$10.9M
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
5.39K+ 22.46% |
$939K - $1.01M
|
29.4K
$5.37M
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
5.37K+ 33.73% |
$936K - $1.01M
|
21.3K
$3.89M
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
5.32KNew |
$927K - $998K
|
5.32K
$972K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
5.17K+ 7.72% |
$900K - $970K
|
72.1K
$13.2M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.07KNew |
$884K - $952K
|
5.07K
$927K
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.06K+ 7.13% |
$882K - $950K
|
76K
$13.9M
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
5.04K+ 4.3% |
$878K - $945K
|
122K
$22.3M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.02K+ 56.7% |
$875K - $942K
|
13.9K
$2.54M
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
4.89KNew |
$852K - $918K
|
4.89K
$894K
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.88KNew |
$850K - $915K
|
4.88K
$892K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.88K+ 17.05% |
$850K - $915K
|
33.5K
$6.12M
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.73K+ 14.74% |
$824K - $887K
|
36.8K
$6.73M
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.69K+ 46.93% |
$818K - $881K
|
14.7K
$2.69M
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.66K+ 6.2% |
$813K - $875K
|
79.9K
$14.6M
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
4.65K+ 199.23% |
$810K - $872K
|
6.98K
$1.28M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.6K+ 45.23% |
$801K - $862K
|
14.8K
$2.7M
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.58K+ 44.32% |
$797K - $858K
|
14.9K
$2.72M
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
4.56KNew |
$794K - $856K
|
4.56K
$833K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.56K+ 500.0% |
$794K - $856K
|
5.47K
$1M
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.46K+ 4.65% |
$776K - $836K
|
100K
$18.3M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
4.4K+ 6.93% |
$767K - $826K
|
67.9K
$12.4M
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.26K+ 0.32% |
$743K - $800K
|
1.34M
$245M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.19K+ 20.89% |
$730K - $786K
|
24.3K
$4.43M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.18K+ 8.0% |
$728K - $784K
|
56.4K
$10.3M
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4.18K+ 2.3% |
$727K - $783K
|
186K
$33.9M
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.16KNew |
$725K - $781K
|
4.16K
$761K
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.16K+ 27.91% |
$725K - $781K
|
19.1K
$3.49M
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.12KNew |
$718K - $773K
|
4.12K
$753K
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.11K+ 123.64% |
$715K - $770K
|
7.43K
$1.36M
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
4.07K+ 170.91% |
$708K - $763K
|
6.45K
$1.18M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
4K+ 1.53% |
$697K - $751K
|
266K
$48.6M
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.92KNew |
$683K - $735K
|
3.92K
$716K
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.9K+ 34.34% |
$679K - $731K
|
15.2K
$2.79M
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
3.86K+ 4.56% |
$672K - $724K
|
88.5K
$16.2M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.85KNew |
$670K - $722K
|
3.85K
$703K
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.83K+ 45.05% |
$667K - $718K
|
12.3K
$2.25M
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
3.81K+ 122.23% |
$663K - $714K
|
6.92K
$1.26M
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.75K+ 149.32% |
$654K - $704K
|
6.27K
$1.15M
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.69K+ 114.13% |
$643K - $693K
|
6.93K
$1.27M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.68KNew |
$641K - $690K
|
3.68K
$672K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.67K+ 0.92% |
$639K - $688K
|
402K
$73.5M
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
3.66K+ 13.24% |
$638K - $687K
|
31.3K
$5.73M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.64KNew |
$635K - $684K
|
3.64K
$666K
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.6KNew |
$628K - $676K
|
3.6K
$659K
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
3.54K+ 164.56% |
$616K - $664K
|
5.69K
$1.04M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.5K+ 12.71% |
$610K - $657K
|
31K
$5.67M
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.46KNew |
$603K - $649K
|
3.46K
$632K
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.4K+ 2.15% |
$592K - $638K
|
161K
$29.5M
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
3.38K+ 3.01% |
$589K - $635K
|
116K
$21.1M
|