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 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
125KNew |
$21.8M - $23.5M
|
125K
$22.2M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
121K+ 55.72% |
$21.1M - $22.7M
|
338K
$59.9M
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
116KNew |
$20.2M - $21.8M
|
116K
$20.6M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
112KNew |
$19.5M - $21M
|
112K
$19.9M
|
|
Feb 14, 2025
Q4 2024
|
Pfm Health Sciences, LP
San Francisco, CA |
BUY
|
- |
108KNew |
$18.8M - $20.3M
|
108K
$19.1M
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
106KNew |
$18.4M - $19.8M
|
106K
$18.7M
|
|
Feb 13, 2025
Q4 2024
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
105K+ 82.49% |
$18.4M - $19.8M
|
233K
$41.3M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
103K+ 7.79% |
$18M - $19.4M
|
1.43M
$253M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
103KNew |
$17.9M - $19.2M
|
103K
$18.2M
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
102KNew |
$17.9M - $19.2M
|
102K
$18.2M
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
101KNew |
$17.5M - $18.9M
|
101K
$17.8M
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
99.8KNew |
$17.4M - $18.7M
|
99.8K
$17.7M
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
99.1K+ 239.35% |
$17.3M - $18.6M
|
140K
$24.9M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
96.3K+ 35.57% |
$16.8M - $18.1M
|
367K
$65.1M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
94.7K+ 2.46% |
$16.5M - $17.8M
|
3.94M
$698M
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
89K+ 297.16% |
$15.5M - $16.7M
|
119K
$21.1M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
88.1K+ 23.96% |
$15.4M - $16.5M
|
456K
$80.8M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
86.6KNew |
$15.1M - $16.3M
|
86.6K
$15.4M
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
85.7KNew |
$14.9M - $16.1M
|
85.7K
$15.2M
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
85.5KNew |
$14.9M - $16M
|
85.5K
$15.2M
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
83.4KNew |
$14.5M - $15.6M
|
83.4K
$14.8M
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
82.5K+ 11.19% |
$14.4M - $15.5M
|
820K
$145M
|
|
Feb 11, 2025
Q4 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
82.3KNew |
$14.3M - $15.4M
|
82.3K
$14.6M
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
79.4K+ 1191.12% |
$13.8M - $14.9M
|
86K
$15.2M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
78.2K+ 44.52% |
$13.6M - $14.7M
|
254K
$45M
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
78.1KNew |
$13.6M - $14.7M
|
78.1K
$13.8M
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
77.6KNew |
$13.5M - $14.6M
|
77.6K
$13.8M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
76.3K+ 8.64% |
$13.3M - $14.3M
|
960K
$170M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
75.6KNew |
$13.2M - $14.2M
|
75.6K
$13.4M
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
71.8KNew |
$12.5M - $13.5M
|
71.8K
$12.7M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
71.2K+ 21.15% |
$12.4M - $13.4M
|
408K
$72.3M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
68.9K+ 502.55% |
$12M - $12.9M
|
82.6K
$14.6M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
68.2K+ 93.34% |
$11.9M - $12.8M
|
141K
$25M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
67.4K+ 15.21% |
$11.7M - $12.6M
|
511K
$90.5M
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
66.6K+ 39.37% |
$11.6M - $12.5M
|
236K
$41.8M
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
65.6K+ 80.53% |
$11.4M - $12.3M
|
147K
$26.1M
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
64.3K+ 241.3% |
$11.2M - $12.1M
|
90.9K
$16.1M
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
64.2K+ 45.59% |
$11.2M - $12M
|
205K
$36.3M
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
64K+ 13.7% |
$11.2M - $12M
|
531K
$94.2M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
63.7KNew |
$11.1M - $12M
|
63.7K
$11.3M
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
59.5KNew |
$10.4M - $11.2M
|
59.5K
$10.5M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
58.3K+ 23.77% |
$10.2M - $10.9M
|
303K
$53.8M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
57.6K+ 17672.39% |
$10M - $10.8M
|
57.9K
$10.3M
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
57.3K+ 5094.84% |
$9.99M - $10.8M
|
58.4K
$10.4M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
56.4K+ 34.72% |
$9.83M - $10.6M
|
219K
$38.8M
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
56.1KNew |
$9.77M - $10.5M
|
56.1K
$9.93M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
55.8K+ 199.41% |
$9.72M - $10.5M
|
83.8K
$14.8M
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
55.2KNew |
$9.61M - $10.3M
|
55.2K
$9.77M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
53.3K+ 93.56% |
$9.29M - $10M
|
110K
$19.5M
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
52.8K+ 110.86% |
$9.21M - $9.91M
|
101K
$17.8M
|