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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
19.5K+ 28.64% |
$3.4M - $3.66M
|
87.7K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
19.4K+ 191.82% |
$3.37M - $3.63M
|
29.5K
$5.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
19.3KNew |
$3.37M - $3.63M
|
19.3K
$3.43M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
19.1K+ 54.04% |
$3.32M - $3.58M
|
54.4K
$9.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
19K+ 12.15% |
$3.31M - $3.56M
|
175K
$31.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.8K+ 2.87% |
$3.28M - $3.54M
|
676K
$120M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
18.6KNew |
$3.24M - $3.49M
|
18.6K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
18.5K+ 165.09% |
$3.22M - $3.47M
|
29.7K
$5.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
18.3KNew |
$3.19M - $3.44M
|
18.3K
$3.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
18.3K+ 1105.63% |
$3.18M - $3.43M
|
19.9K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
18.2KNew |
$3.17M - $3.41M
|
18.2K
$3.22M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17.9KNew |
$3.11M - $3.35M
|
17.9K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
17.7K+ 11.8% |
$3.09M - $3.33M
|
168K
$29.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.6K+ 27.95% |
$3.07M - $3.31M
|
80.8K
$14.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
17.5K+ 236.54% |
$3.05M - $3.28M
|
24.9K
$4.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
17.2KNew |
$3M - $3.23M
|
17.2K
$3.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
17KNew |
$2.96M - $3.19M
|
17K
$3.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
16.9K+ 121.93% |
$2.95M - $3.17M
|
30.8K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
16.8K+ 12.27% |
$2.93M - $3.16M
|
154K
$27.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
16.8KNew |
$2.93M - $3.15M
|
16.8K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.8K+ 9.64% |
$2.92M - $3.14M
|
191K
$33.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
16.8KNew |
$2.92M - $3.14M
|
16.8K
$2.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
16.7K+ 32.08% |
$2.92M - $3.14M
|
68.9K
$12.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
16.7K+ 613.08% |
$2.91M - $3.13M
|
19.4K
$3.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
16.6KNew |
$2.89M - $3.11M
|
16.6K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
16.3KNew |
$2.85M - $3.06M
|
16.3K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
16.2KNew |
$2.82M - $3.04M
|
16.2K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
16.2K+ 11.05% |
$2.82M - $3.04M
|
163K
$28.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
16.2K+ 32.01% |
$2.82M - $3.03M
|
66.7K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
16.1K+ 113.75% |
$2.8M - $3.02M
|
30.2K
$5.36M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
16K+ 2890.99% |
$2.8M - $3.01M
|
16.6K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.9K+ 10.95% |
$2.77M - $2.98M
|
161K
$28.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.8K+ 29.67% |
$2.76M - $2.97M
|
69.1K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
15.6K+ 80.56% |
$2.72M - $2.93M
|
35K
$6.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
15.4K+ 9.65% |
$2.69M - $2.89M
|
175K
$31.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
15.2KNew |
$2.65M - $2.85M
|
15.2K
$2.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.2K+ 1.87% |
$2.64M - $2.85M
|
827K
$147M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
15K+ 183.1% |
$2.62M - $2.82M
|
23.3K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
15KNew |
$2.61M - $2.81M
|
15K
$2.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.8K+ 406.06% |
$2.58M - $2.78M
|
18.5K
$3.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
14.4K+ 25.78% |
$2.5M - $2.7M
|
70.2K
$12.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
14.4KNew |
$2.5M - $2.7M
|
14.4K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
14.2KNew |
$2.47M - $2.66M
|
14.2K
$2.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
14K+ 54.15% |
$2.44M - $2.63M
|
39.9K
$7.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
14KNew |
$2.44M - $2.62M
|
14K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
14K+ 13.18% |
$2.43M - $2.62M
|
120K
$21.3M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.9K+ 27.7% |
$2.42M - $2.6M
|
63.9K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.8KNew |
$2.41M - $2.6M
|
13.8K
$2.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
13.8K+ 20.63% |
$2.4M - $2.59M
|
80.7K
$14.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
13.7K+ 129.78% |
$2.38M - $2.56M
|
24.2K
$4.29M
|