Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
472K+ 21019.42% |
$80M - $86.3M
|
474K
$81.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
165K+ 170.33% |
$27.9M - $30.1M
|
262K
$45M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
158KNew |
$26.8M - $29M
|
158K
$27.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
134KNew |
$22.6M - $24.4M
|
134K
$23M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
55.1KNew |
$9.34M - $10.1M
|
55.1K
$9.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
33.2K+ 69.76% |
$5.62M - $6.07M
|
80.7K
$13.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
BUY
|
- |
31.9KNew |
$5.41M - $5.83M
|
31.9K
$5.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
31.8K+ 1281.43% |
$5.39M - $5.82M
|
34.3K
$5.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
31.3K+ 1441.46% |
$5.3M - $5.72M
|
33.5K
$5.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
29.1KNew |
$4.93M - $5.32M
|
29.1K
$5M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
27.3K+ 96.87% |
$4.63M - $4.99M
|
55.5K
$9.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
25.9K+ 116.78% |
$4.38M - $4.73M
|
48K
$8.25M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
25.6K+ 485.94% |
$4.33M - $4.68M
|
30.9K
$5.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
22.9KNew |
$3.87M - $4.18M
|
22.9K
$3.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
20.4K+ 13.78% |
$3.46M - $3.73M
|
169K
$29M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
16.2K+ 115921.43% |
$2.75M - $2.97M
|
16.2K
$2.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.7K+ 36.45% |
$1.98M - $2.13M
|
43.7K
$7.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
11.1K+ 57.45% |
$1.88M - $2.03M
|
30.5K
$5.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
11.1K+ 769.19% |
$1.87M - $2.02M
|
12.5K
$2.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.67K+ 24.23% |
$1.64M - $1.77M
|
49.6K
$8.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
9.15KNew |
$1.55M - $1.67M
|
9.15K
$1.57M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
5.77K+ 101.51% |
$978K - $1.06M
|
11.5K
$1.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.74K+ 6.4% |
$973K - $1.05M
|
95.5K
$16.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.64K+ 65.35% |
$955K - $1.03M
|
14.3K
$2.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.29K+ 16.1% |
$896K - $967K
|
38.1K
$6.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
4.47K+ 2.33% |
$757K - $817K
|
196K
$33.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
4.4K+ 3.52% |
$746K - $805K
|
130K
$22.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.07K+ 37.9% |
$690K - $744K
|
14.8K
$2.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
4.02KNew |
$681K - $735K
|
4.02K
$691K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.6K+ 24.17% |
$610K - $658K
|
18.5K
$3.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.28K+ 8.96% |
$556K - $600K
|
39.9K
$6.85M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 30.46% |
$499K - $538K
|
12.6K
$2.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.89KNew |
$490K - $529K
|
2.89K
$497K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.84K+ 462.44% |
$482K - $520K
|
3.46K
$594K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.59KNew |
$439K - $474K
|
2.59K
$445K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2.44K+ 6.39% |
$413K - $446K
|
40.6K
$6.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.4K+ 72.43% |
$407K - $440K
|
5.72K
$983K
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
2.38K+ 18.67% |
$403K - $435K
|
15.1K
$2.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
2.21K+ 1.03% |
$374K - $404K
|
217K
$37.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2KNew |
$339K - $366K
|
2K
$344K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.81K+ 151.94% |
$306K - $330K
|
2.99K
$514K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.79K+ 4.14% |
$303K - $327K
|
45K
$7.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
1.79K+ 2.1% |
$302K - $326K
|
86.7K
$14.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.75K+ 65.62% |
$297K - $320K
|
4.42K
$759K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.64K+ 30.13% |
$277K - $299K
|
7.06K
$1.21M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.53KNew |
$260K - $280K
|
1.53K
$264K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.46K+ 12.03% |
$247K - $267K
|
13.6K
$2.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.43KNew |
$242K - $262K
|
1.43K
$246K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.4K+ 39.47% |
$237K - $256K
|
4.95K
$850K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.39K+ 7.98% |
$235K - $254K
|
18.8K
$3.23M
|