Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
SELL
|
- |
-396- 1.18% |
$60.6K - $72K
|
33.1K
$6.08M
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-492- 5.2% |
$75.2K - $89.4K
|
8.98K
$1.65M
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-584- 23.0% |
$89.3K - $106K
|
1.96K
$359K
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-662- 2.46% |
$101K - $120K
|
26.3K
$4.83M
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-703- 1.46% |
$108K - $128K
|
47.3K
$8.7M
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-744- 4.05% |
$114K - $135K
|
17.6K
$3.24M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-744- 1.54% |
$114K - $135K
|
47.6K
$8.75M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-765- 18.27% |
$117K - $139K
|
3.42K
$629K
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-786- 0.39% |
$120K - $143K
|
199K
$36.5M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-881- 6.99% |
$135K - $160K
|
11.7K
$2.16M
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-899- 12.97% |
$137K - $163K
|
6.03K
$1.11M
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-948- 12.17% |
$145K - $172K
|
6.84K
$1.26M
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-962- 19.4% |
$147K - $175K
|
4K
$735K
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.01K- 14.29% |
$154K - $183K
|
6.05K
$1.11M
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.09K- 24.01% |
$166K - $198K
|
3.44K
$633K
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 0.09% |
$175K - $208K
|
1.33M
$244M
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.24K- 10.62% |
$190K - $226K
|
10.5K
$1.92M
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.56K- 44.6% |
$239K - $284K
|
1.94K
$357K
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-2K- 57.14% |
$306K - $363K
|
1.5K
$276K
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-2.08K- 9.08% |
$317K - $377K
|
20.8K
$3.82M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.15K- 15.25% |
$329K - $391K
|
12K
$2.2M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.72K- 6.27% |
$416K - $495K
|
40.7K
$7.48M
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.05K- 43.05% |
$467K - $555K
|
4.04K
$743K
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-3.19K- 66.01% |
$487K - $579K
|
1.64K
$302K
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3.35K- 63.53% |
$512K - $608K
|
1.92K
$353K
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.35K- 69.45% |
$512K - $608K
|
1.47K
$271K
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-3.46K- 2.05% |
$529K - $629K
|
165K
$30.4M
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-4.27K- 31.32% |
$653K - $777K
|
9.37K
$1.72M
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-4.73K- 84.09% |
$723K - $860K
|
895
$165K
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-5.39K- 3.96% |
$824K - $979K
|
130K
$24M
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-5.45K- 47.55% |
$833K - $990K
|
6.01K
$1.11M
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-5.54K- 64.19% |
$847K - $1.01M
|
3.09K
$568K
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-5.54K- 12.74% |
$848K - $1.01M
|
38K
$6.98M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.6K- 25.99% |
$1.16M - $1.38M
|
21.6K
$3.98M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.41K- 1.43% |
$1.29M - $1.53M
|
582K
$107M
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-9.03K- 36.77% |
$1.38M - $1.64M
|
15.5K
$2.86M
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-14.1K- 5.95% |
$2.15M - $2.56M
|
223K
$41M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-15.3K- 23.72% |
$2.33M - $2.77M
|
49.1K
$9.02M
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-18.9K- 29.23% |
$2.88M - $3.43M
|
45.7K
$8.4M
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-34.3K- 31.58% |
$5.25M - $6.24M
|
74.4K
$13.7M
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-45.2K- 31.26% |
$6.92M - $8.22M
|
99.5K
$18.3M
|