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 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
92New |
$15.6K - $16.8K
|
92
$16.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
91+ 1.97% |
$15.4K - $16.6K
|
4.72K
$867K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
91+ 62.76% |
$15.4K - $16.6K
|
236
$43.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
89New |
$15.1K - $16.3K
|
89
$16.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
89+ 3.94% |
$15.1K - $16.3K
|
2.35K
$431K
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
88+ 0.93% |
$14.9K - $16.1K
|
9.59K
$1.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
88+ 3.01% |
$14.9K - $16.1K
|
3.01K
$553K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
87New |
$14.7K - $15.9K
|
87
$16K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
86+ 0.09% |
$14.6K - $15.7K
|
101K
$18.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
85+ 1.16% |
$14.4K - $15.5K
|
7.4K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
83+ 2.07% |
$14.1K - $15.2K
|
4.1K
$753K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
82+ 0.7% |
$13.9K - $15K
|
11.8K
$2.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
82+ 0.68% |
$13.9K - $15K
|
12.2K
$2.24M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
80+ 7.5% |
$13.6K - $14.6K
|
1.15K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
77+ 1.48% |
$13K - $14.1K
|
5.29K
$972K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
76+ 0.25% |
$12.9K - $13.9K
|
30.4K
$5.58M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
75+ 66.37% |
$12.7K - $13.7K
|
188
$34.6K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
75+ 133.93% |
$12.7K - $13.7K
|
131
$24.1K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
74+ 6.27% |
$12.5K - $13.5K
|
1.26K
$231K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
72+ 5.03% |
$12.2K - $13.2K
|
1.5K
$276K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
70+ 200.0% |
$11.9K - $12.8K
|
105
$19.3K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
70New |
$11.9K - $12.8K
|
70
$12.9K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
70+ 1.1% |
$11.9K - $12.8K
|
6.45K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
70+ 3.26% |
$11.9K - $12.8K
|
2.21K
$407K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
69+ 1.38% |
$11.7K - $12.6K
|
5.08K
$934K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
68+ 5.56% |
$11.5K - $12.4K
|
1.29K
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
67+ 1.99% |
$11.4K - $12.3K
|
3.43K
$630K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
67+ 0.9% |
$11.4K - $12.3K
|
7.48K
$1.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
61+ 1.57% |
$10.3K - $11.2K
|
3.95K
$726K
|
|
|
May 09, 2025
Q1 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
60+ 0.48% |
$10.2K - $11K
|
12.6K
$2.32M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
58New |
$9.83K - $10.6K
|
58
$10.7K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
58+ 1.49% |
$9.83K - $10.6K
|
3.94K
$725K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
56+ 0.92% |
$9.49K - $10.2K
|
6.16K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
54+ 2.61% |
$9.15K - $9.87K
|
2.13K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
53+ 3.37% |
$8.98K - $9.69K
|
1.63K
$299K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
53+ 1.14% |
$8.98K - $9.69K
|
4.69K
$862K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
53+ 1.46% |
$8.98K - $9.69K
|
3.68K
$676K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
52+ 2.86% |
$8.81K - $9.51K
|
1.87K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
51+ 0.04% |
$8.64K - $9.32K
|
139K
$25.6M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
51+ 0.35% |
$8.64K - $9.32K
|
14.6K
$2.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
49+ 22.9% |
$8.3K - $8.96K
|
263
$48.4K
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
49+ 0.19% |
$8.3K - $8.96K
|
26.1K
$4.8M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
48+ 1.78% |
$8.13K - $8.78K
|
2.75K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
44+ 1.48% |
$7.45K - $8.04K
|
3.02K
$556K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
41+ 0.26% |
$6.95K - $7.5K
|
16K
$2.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
38+ 0.75% |
$6.44K - $6.95K
|
5.09K
$935K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
36+ 1.31% |
$6.1K - $6.58K
|
2.78K
$512K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
31+ 0.13% |
$5.25K - $5.67K
|
24.7K
$4.54M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
31+ 0.82% |
$5.25K - $5.67K
|
3.79K
$698K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
30+ 3.9% |
$5.08K - $5.49K
|
800
$147K
|