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 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-75- 2.94% |
$12.7K - $13.7K
|
2.47K
$455K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-75- 3.9% |
$12.7K - $13.7K
|
1.85K
$340K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-75- 2.14% |
$12.7K - $13.7K
|
3.43K
$631K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-79- 0.37% |
$13.4K - $14.4K
|
21K
$3.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-80- 61.54% |
$13.6K - $14.6K
|
50
$9.19K
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-80- 0.76% |
$13.6K - $14.6K
|
10.5K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-81- 2.99% |
$13.7K - $14.8K
|
2.63K
$484K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-84- 45.65% |
$14.2K - $15.4K
|
100
$18.4K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-84- 1.56% |
$14.2K - $15.4K
|
5.32K
$977K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-85- 3.22% |
$14.4K - $15.5K
|
2.56K
$470K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-88- 61.11% |
$14.9K - $16.1K
|
56
$10.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-88- 1.15% |
$14.9K - $16.1K
|
7.57K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-88- 0.28% |
$14.9K - $16.1K
|
30.8K
$5.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-89- 0.84% |
$15.1K - $16.3K
|
10.5K
$1.92M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-92- 73.6% |
$15.6K - $16.8K
|
33
$6.07K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-93- 0.37% |
$15.8K - $17K
|
24.9K
$4.58M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-93- 1.18% |
$15.8K - $17K
|
7.81K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-95- 0.04% |
$16.1K - $17.4K
|
267K
$49M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-96- 5.35% |
$16.3K - $17.6K
|
1.7K
$312K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-99- 6.88% |
$16.8K - $18.1K
|
1.34K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-100- 1.29% |
$16.9K - $18.3K
|
7.66K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-100- 5.18% |
$16.9K - $18.3K
|
1.83K
$336K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-101- 4.9% |
$17.1K - $18.5K
|
1.96K
$361K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-103- 0.79% |
$17.5K - $18.8K
|
13K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-103- 5.31% |
$17.5K - $18.8K
|
1.84K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-103- 3.43% |
$17.5K - $18.8K
|
2.9K
$533K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-107- 0.94% |
$18.1K - $19.6K
|
11.3K
$2.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-109- 3.82% |
$18.5K - $19.9K
|
2.75K
$505K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-110- 68.32% |
$18.6K - $20.1K
|
51
$9.38K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-110- 2.31% |
$18.6K - $20.1K
|
4.64K
$854K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-111- 0.89% |
$18.8K - $20.3K
|
12.3K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-111- 0.47% |
$18.8K - $20.3K
|
23.3K
$4.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-113- 7.62% |
$19.1K - $20.7K
|
1.37K
$252K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-116- 1.7% |
$19.7K - $21.2K
|
6.73K
$1.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-116- 0.43% |
$19.7K - $21.2K
|
26.9K
$4.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-119- 0.32% |
$20.2K - $21.8K
|
36.9K
$6.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-120- 4.63% |
$20.3K - $21.9K
|
2.47K
$454K
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-120- 3.85% |
$20.3K - $21.9K
|
3K
$552K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-121- 1.59% |
$20.5K - $22.1K
|
7.5K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-125- 4.55% |
$21.2K - $22.9K
|
2.63K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-125- 2.43% |
$21.2K - $22.9K
|
5.03K
$924K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-126- 0.39% |
$21.3K - $23K
|
31.9K
$5.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-129- 1.94% |
$21.9K - $23.6K
|
6.51K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-131- 1.0% |
$22.2K - $24K
|
13K
$2.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-132- 9.28% |
$22.4K - $24.1K
|
1.29K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-133- 0.34% |
$22.5K - $24.3K
|
39.5K
$7.26M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-133- 66.17% |
$22.5K - $24.3K
|
68
$12.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-137- 1.38% |
$23.2K - $25K
|
9.76K
$1.79M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-139- 1.65% |
$23.6K - $25.4K
|
8.3K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-140- 3.1% |
$23.7K - $25.6K
|
4.38K
$805K
|