Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
297K+ 102.2% |
$55M - $57M
|
587K
$110M
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
268K+ 1002.76% |
$49.6M - $51.5M
|
295K
$55.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
166K+ 118.26% |
$30.8M - $32M
|
307K
$57.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Partner Re Asset Management Corp
Stamford, CT |
BUY
|
- |
140KNew |
$25.9M - $26.8M
|
140K
$26.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
71K+ 5574.88% |
$13.1M - $13.6M
|
72.3K
$13.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
43.8KNew |
$8.12M - $8.42M
|
43.8K
$8.21M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
43.5K+ 63.67% |
$8.06M - $8.36M
|
112K
$21M
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
BUY
|
- |
38.8KNew |
$7.18M - $7.45M
|
38.8K
$7.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
37.5KNew |
$6.94M - $7.21M
|
37.5K
$7.03M
|
|
|
Jan 12, 2026
Q4 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
28K+ 35.23% |
$5.19M - $5.38M
|
108K
$20.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
27.6K+ 15.34% |
$5.12M - $5.31M
|
208K
$38.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
27.6K+ 216.32% |
$5.11M - $5.31M
|
40.4K
$7.57M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
25.6K+ 85.65% |
$4.74M - $4.92M
|
55.5K
$10.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
19.6KNew |
$3.63M - $3.76M
|
19.6K
$3.67M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
17.5K+ 14.23% |
$3.24M - $3.36M
|
140K
$26.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
14.8K+ 10.79% |
$2.74M - $2.84M
|
152K
$28.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
13.9K+ 7.9% |
$2.58M - $2.68M
|
190K
$35.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
13.3KNew |
$2.46M - $2.56M
|
13.3K
$2.49M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
11.9K+ 15.06% |
$2.2M - $2.28M
|
90.8K
$17M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.65K+ 5.65% |
$1.79M - $1.85M
|
180K
$33.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.36K+ 873.13% |
$1.73M - $1.8M
|
10.4K
$1.95M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
8.95K+ 58.31% |
$1.66M - $1.72M
|
24.3K
$4.55M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.58K+ 34.21% |
$1.59M - $1.65M
|
33.7K
$6.31M
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
8.16KNew |
$1.51M - $1.57M
|
8.16K
$1.53M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
7.42K+ 66.93% |
$1.37M - $1.43M
|
18.5K
$3.47M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6.55K+ 33.6% |
$1.21M - $1.26M
|
26K
$4.88M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.48K+ 2.46% |
$1.2M - $1.25M
|
270K
$50.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.92K+ 57.13% |
$1.1M - $1.14M
|
16.3K
$3.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.53K+ 7.61% |
$1.02M - $1.06M
|
78.1K
$14.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
4.94KNew |
$914K - $948K
|
4.94K
$925K
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.76KNew |
$881K - $914K
|
4.76K
$892K
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.66KNew |
$863K - $896K
|
4.66K
$873K
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.65K+ 11.71% |
$861K - $894K
|
44.4K
$8.31M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4.52K+ 6.1% |
$836K - $867K
|
78.5K
$14.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
4.38K+ 22.04% |
$811K - $841K
|
24.3K
$4.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Scharf Investments, LLC
|
BUY
|
- |
4.34KNew |
$804K - $834K
|
4.34K
$813K
|
|
|
Jan 09, 2026
Q4 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
3.68K+ 6.52% |
$682K - $708K
|
60.2K
$11.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.66K+ 18.48% |
$677K - $703K
|
23.4K
$4.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
3.51K+ 8.27% |
$651K - $675K
|
46K
$8.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.3K+ 75.66% |
$612K - $635K
|
7.67K
$1.44M
|
|
|
Jan 15, 2026
Q4 2025
|
Refined Wealth Management
|
BUY
|
- |
3.16KNew |
$585K - $607K
|
3.16K
$592K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.15KNew |
$583K - $605K
|
3.15K
$590K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.08K+ 12.41% |
$569K - $591K
|
27.9K
$5.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.74K+ 49.0% |
$506K - $526K
|
8.32K
$1.56M
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.48K+ 4.37% |
$460K - $477K
|
59.3K
$11.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.47KNew |
$456K - $474K
|
2.47K
$462K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.42K+ 3.44% |
$447K - $464K
|
72.6K
$13.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.26K+ 6.04% |
$418K - $433K
|
39.6K
$7.42M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.9KNew |
$352K - $365K
|
1.9K
$356K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.89K+ 124.72% |
$349K - $363K
|
3.4K
$637K
|
|