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 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-11.3K- 71.5% |
$1.97M - $2.12M
|
4.51K
$775K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.5K- 4.29% |
$2.01M - $2.17M
|
258K
$44.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-11.8K- 8.09% |
$2.06M - $2.22M
|
134K
$23.1M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11.9K- 44.64% |
$2.08M - $2.24M
|
14.8K
$2.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-12.2K- 3.54% |
$2.13M - $2.29M
|
333K
$57.1M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-12.4K- 18.75% |
$2.16M - $2.32M
|
53.6K
$9.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-12.4K- 88.63% |
$2.17M - $2.33M
|
1.6K
$274K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-12.5K- 7.04% |
$2.17M - $2.34M
|
165K
$28.3M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-12.6K- 56.49% |
$2.19M - $2.36M
|
9.67K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-12.7K- 59.73% |
$2.22M - $2.39M
|
8.57K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-12.8K- 12.64% |
$2.24M - $2.41M
|
88.7K
$15.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-13.1K- 24.17% |
$2.28M - $2.46M
|
41.1K
$7.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-13.8K- 33.23% |
$2.4M - $2.59M
|
27.7K
$4.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.9K- 25.07% |
$2.42M - $2.61M
|
41.6K
$7.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-14.4K- 5.05% |
$2.51M - $2.7M
|
271K
$46.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.5K- 99.9% |
$2.53M - $2.72M
|
14
$2.41K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-15.6K- 67.95% |
$2.72M - $2.93M
|
7.37K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-15.8K- 12.87% |
$2.75M - $2.96M
|
107K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-15.9K- 88.35% |
$2.77M - $2.99M
|
2.1K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-16K- 44.5% |
$2.79M - $3M
|
20K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-16.3K- 35.8% |
$2.83M - $3.05M
|
29.2K
$5.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-17.2K- 86.33% |
$2.99M - $3.22M
|
2.72K
$468K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.2K- 13.11% |
$3M - $3.23M
|
114K
$19.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-17.3K- 7.28% |
$3.01M - $3.24M
|
220K
$37.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.4K- 25.11% |
$3.03M - $3.26M
|
51.9K
$8.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-17.4K- 26.44% |
$3.04M - $3.27M
|
48.5K
$8.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-17.5K- 33.93% |
$3.05M - $3.29M
|
34.1K
$5.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-17.6K- 34.28% |
$3.06M - $3.3M
|
33.7K
$5.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-19.5K- 29.07% |
$3.4M - $3.66M
|
47.6K
$8.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-19.8K- 51.5% |
$3.44M - $3.71M
|
18.6K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-19.8K- 52.26% |
$3.45M - $3.71M
|
18.1K
$3.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-20.1K- 11.17% |
$3.5M - $3.77M
|
160K
$27.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-21.4K- 66.96% |
$3.72M - $4.01M
|
10.5K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-21.8K- 2.26% |
$3.8M - $4.09M
|
944K
$162M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-23.4K- 3.61% |
$4.08M - $4.39M
|
625K
$107M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-25K- 51.55% |
$4.36M - $4.69M
|
23.5K
$4.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-26.2K- 94.67% |
$4.57M - $4.92M
|
1.48K
$253K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-30.1K- 15.22% |
$5.25M - $5.66M
|
168K
$28.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-30.2K- 56.59% |
$5.26M - $5.66M
|
23.2K
$3.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-30.7K- 22.01% |
$5.35M - $5.76M
|
109K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-31.4K- 8.61% |
$5.46M - $5.88M
|
333K
$57.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-31.4K- 13.91% |
$5.46M - $5.88M
|
194K
$33.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-32.3K- 5.76% |
$5.63M - $6.06M
|
529K
$90.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-32.6K- 51.17% |
$5.69M - $6.13M
|
31.2K
$5.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-34.5K- 13.51% |
$6.02M - $6.48M
|
221K
$38M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-35.2K- 5.1% |
$6.13M - $6.6M
|
656K
$113M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-37.5K- 14.95% |
$6.53M - $7.03M
|
213K
$36.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-38.1K- 66.54% |
$6.64M - $7.15M
|
19.2K
$3.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-42.6K- 44.39% |
$7.41M - $7.98M
|
53.3K
$9.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-45K- 23.2% |
$7.84M - $8.44M
|
149K
$25.6M
|