Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.83K+ 45.05% |
$667K - $718K
|
12.3K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
3.81K+ 40.72% |
$664K - $715K
|
13.2K
$2.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
3.81K+ 122.23% |
$663K - $714K
|
6.92K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.8K+ 27.89% |
$662K - $713K
|
17.4K
$3.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.79K+ 233.54% |
$660K - $711K
|
5.41K
$955K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.76K+ 100.62% |
$655K - $706K
|
7.5K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.76K+ 39.36% |
$654K - $705K
|
13.3K
$2.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.75K+ 149.32% |
$654K - $704K
|
6.27K
$1.11M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3.75KNew |
$654K - $704K
|
3.75K
$662K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
3.75KNew |
$653K - $704K
|
3.75K
$662K
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.72KNew |
$649K - $699K
|
3.72K
$657K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.72K+ 21.69% |
$648K - $697K
|
20.9K
$3.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.69K+ 114.13% |
$643K - $693K
|
6.93K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.68K+ 11.15% |
$641K - $690K
|
36.7K
$6.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.68KNew |
$641K - $690K
|
3.68K
$649K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.67K+ 0.92% |
$639K - $688K
|
402K
$71M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
3.66K+ 13.24% |
$638K - $687K
|
31.3K
$5.53M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
3.66K+ 114.99% |
$637K - $687K
|
6.84K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.65K+ 6.15% |
$635K - $684K
|
62.9K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.64KNew |
$635K - $684K
|
3.64K
$643K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.6KNew |
$628K - $676K
|
3.6K
$636K
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
3.59KNew |
$625K - $673K
|
3.59K
$633K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.58K+ 13.42% |
$624K - $672K
|
30.3K
$5.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
3.58K+ 25.7% |
$624K - $672K
|
17.5K
$3.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.58KNew |
$623K - $671K
|
3.58K
$632K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.56K+ 26.73% |
$619K - $667K
|
16.9K
$2.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
3.55K+ 37.57% |
$618K - $666K
|
13K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.55KNew |
$618K - $665K
|
3.55K
$626K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
3.54K+ 164.56% |
$616K - $664K
|
5.69K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.5K+ 12.71% |
$610K - $657K
|
31K
$5.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.46KNew |
$603K - $649K
|
3.46K
$611K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
3.46K+ 21.89% |
$602K - $648K
|
19.2K
$3.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.42K+ 3.36% |
$596K - $642K
|
105K
$18.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.4K+ 27.22% |
$593K - $638K
|
15.9K
$2.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.4K+ 2.15% |
$592K - $638K
|
161K
$28.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.4K+ 4.72% |
$592K - $638K
|
75.4K
$13.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
3.38K+ 3.01% |
$589K - $635K
|
116K
$20.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
3.37KNew |
$588K - $633K
|
3.37K
$595K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.34K+ 4.61% |
$582K - $626K
|
75.7K
$13.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.31K+ 3.81% |
$576K - $620K
|
90.2K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
3.27KNew |
$570K - $614K
|
3.27K
$578K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.26KNew |
$568K - $612K
|
3.26K
$575K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.24KNew |
$565K - $608K
|
3.24K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
3.23K+ 89.04% |
$563K - $606K
|
6.86K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.17K+ 24.73% |
$552K - $595K
|
16K
$2.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.14K+ 105.05% |
$548K - $590K
|
6.14K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
3.11KNew |
$543K - $584K
|
3.11K
$550K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
3.11K+ 25.44% |
$542K - $584K
|
15.3K
$2.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.11K+ 12.94% |
$542K - $584K
|
27.2K
$4.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.09K+ 3.79% |
$538K - $580K
|
84.5K
$14.9M
|