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 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.02K- 5.14% |
$342K - $369K
|
37.3K
$6.85M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.05K- 20.58% |
$347K - $374K
|
7.9K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.11K- 14.72% |
$357K - $385K
|
12.2K
$2.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 1.48% |
$361K - $390K
|
142K
$26.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.15K- 9.21% |
$364K - $392K
|
21.2K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.17K- 1.14% |
$368K - $397K
|
188K
$34.6M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.19K- 23.34% |
$371K - $400K
|
7.18K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-2.2K- 43.07% |
$373K - $403K
|
2.91K
$535K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.23K- 10.84% |
$378K - $408K
|
18.4K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.27K- 7.79% |
$385K - $415K
|
26.9K
$4.94M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.27K- 5.47% |
$385K - $416K
|
39.3K
$7.23M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-2.29K- 21.83% |
$388K - $419K
|
8.21K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-2.32K- 2.7% |
$393K - $425K
|
83.7K
$15.4M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-2.33K- 8.22% |
$394K - $426K
|
26K
$4.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-2.41K- 0.65% |
$407K - $440K
|
366K
$67.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-2.45K- 57.74% |
$414K - $447K
|
1.79K
$329K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.49K- 31.43% |
$423K - $456K
|
5.44K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.54K- 1.54% |
$430K - $464K
|
162K
$29.8M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.55K- 3.8% |
$432K - $466K
|
64.5K
$11.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-2.62K- 1.41% |
$444K - $480K
|
183K
$33.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-2.71K- 3.94% |
$458K - $495K
|
65.9K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-2.71KClosed |
$458K - $495K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-2.72K- 1.51% |
$461K - $498K
|
177K
$32.5M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-2.75K- 21.02% |
$466K - $503K
|
10.3K
$1.9M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.76K- 4.39% |
$468K - $505K
|
60.2K
$11.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-2.77K- 9.59% |
$469K - $506K
|
26.1K
$4.8M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.83K- 2.55% |
$480K - $518K
|
108K
$19.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.85KClosed |
$484K - $522K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.88K- 58.41% |
$488K - $526K
|
2.05K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-2.9K- 8.79% |
$491K - $530K
|
30.1K
$5.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.93K- 3.94% |
$497K - $536K
|
71.6K
$13.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.95K- 37.32% |
$500K - $540K
|
4.96K
$912K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.04K- 49.6% |
$516K - $557K
|
3.09K
$569K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-3.1K- 14.2% |
$525K - $567K
|
18.7K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.12K- 14.02% |
$529K - $571K
|
19.2K
$3.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.13K- 9.3% |
$531K - $573K
|
30.6K
$5.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-3.15K- 51.24% |
$534K - $576K
|
3K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-3.16K- 33.26% |
$535K - $578K
|
6.34K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.18K- 50.0% |
$538K - $581K
|
3.18K
$584K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-3.27K- 8.71% |
$554K - $598K
|
34.3K
$6.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.28K- 5.07% |
$555K - $599K
|
61.4K
$11.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.28K- 49.98% |
$555K - $599K
|
3.28K
$603K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.31K- 6.82% |
$561K - $605K
|
45.2K
$8.32M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.32K- 5.08% |
$563K - $608K
|
62.1K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-3.34K- 1.64% |
$565K - $610K
|
200K
$36.8M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.38K- 24.28% |
$573K - $619K
|
10.6K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.39K- 33.47% |
$575K - $620K
|
6.74K
$1.24M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.57K- 6.98% |
$605K - $653K
|
47.6K
$8.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.59K- 51.88% |
$608K - $656K
|
3.33K
$612K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-3.59K- 10.04% |
$609K - $657K
|
32.2K
$5.92M
|