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 22, 2026
Q4 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
115K+ 202.53% |
$21.3M - $22.1M
|
172K
$32.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
76.5K+ 1669.2% |
$14.2M - $14.7M
|
81K
$15.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Element Squared LLC
Minneapolis, MN |
BUY
|
- |
72.9K+ 3857.94% |
$13.5M - $14M
|
74.8K
$14M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
71K+ 5574.88% |
$13.1M - $13.6M
|
72.3K
$13.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
69.4K+ 55.39% |
$12.8M - $13.3M
|
195K
$36.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
54.2K+ 81.72% |
$10M - $10.4M
|
120K
$22.6M
|
|
|
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 23, 2026
Q4 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
39KNew |
$7.22M - $7.5M
|
39K
$7.31M
|
|
|
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 22, 2026
Q4 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
34.6KNew |
$6.41M - $6.65M
|
34.6K
$6.48M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
33.3K+ 104.46% |
$6.16M - $6.39M
|
65.1K
$12.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
30.9K+ 1000.03% |
$5.72M - $5.94M
|
34K
$6.37M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
28.7K+ 751.31% |
$5.31M - $5.51M
|
32.5K
$6.09M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
28.6K+ 67.52% |
$5.29M - $5.49M
|
70.9K
$13.3M
|
|
|
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 23, 2026
Q4 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
26.3K+ 35.8% |
$4.87M - $5.05M
|
99.7K
$18.7M
|
|
|
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 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
19.9K+ 5.81% |
$3.68M - $3.82M
|
362K
$67.8M
|
|
|
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 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
11.1K+ 367.46% |
$2.06M - $2.14M
|
14.2K
$2.65M
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
10.9KNew |
$2.03M - $2.1M
|
10.9K
$2.05M
|
|
|
Jan 20, 2026
Q4 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
10.5K+ 4.16% |
$1.94M - $2.01M
|
263K
$49.2M
|
|
|
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 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
7.98KNew |
$1.48M - $1.53M
|
7.98K
$1.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
7.42K+ 66.93% |
$1.37M - $1.43M
|
18.5K
$3.47M
|
|
|
Jan 23, 2026
Q4 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
7.19K+ 3.69% |
$1.33M - $1.38M
|
202K
$37.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
6.76K+ 25.32% |
$1.25M - $1.3M
|
33.5K
$6.27M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.62K+ 6.31% |
$1.23M - $1.27M
|
112K
$20.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
6.6K+ 14.02% |
$1.22M - $1.27M
|
53.7K
$10.1M
|
|
|
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 23, 2026
Q4 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
6.21K+ 5.41% |
$1.15M - $1.19M
|
121K
$22.7M
|
|
|
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
|
|