Institutional Ownership 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). We have compiled data on the 2,069 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $48.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
110,793
shares
|
$19 Million
0.34% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
110,290
shares
|
$18.9 Million
0.02% of portfolio
|
Q4 2024
Added 93.56%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
109,103
shares
|
$18.7 Million
9.33% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
109,072
shares
|
$18.7 Million
3.59% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
108,871
shares
|
$18.6 Million
12.37% of portfolio
|
Q4 2024
Reduced 22.01%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
108,240
shares
|
$18.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Pfm Health Sciences, LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
108,041
shares
|
$18.5 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
107,534
shares
|
$18.4 Million
2.16% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
106,774
shares
|
$18.3 Million
0.56% of portfolio
|
Q2 2023
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
106,731
shares
|
$18.3 Million
5.66% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
106,323
shares
|
$18.2 Million
2.53% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
105,715
shares
|
$18.1 Million
16.59% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
105,248
shares
|
$18 Million
5.21% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
104,281
shares
|
$17.8 Million
6.65% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
103,333
shares
|
$17.7 Million
2.93% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
102,528
shares
|
$17.5 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
102,495
shares
|
$17.5 Million
4.78% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
102,091
shares
|
$17.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
101,585
shares
|
$17.4 Million
2.11% of portfolio
|
Q4 2024
Reduced 34.19%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
101,535
shares
|
$17.4 Million
0.42% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
101,058
shares
|
$17.3 Million
3.97% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
101,050
shares
|
$17.3 Million
8.2% of portfolio
|
Q1 2023
Reduced 0.91%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
100,610
shares
|
$17.2 Million
2.02% of portfolio
|
Q4 2024
New holding
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
100,513
shares
|
$17.2 Million
12.17% of portfolio
|
Q4 2024
Added 110.86%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
100,325
shares
|
$17.2 Million
4.95% of portfolio
|
Q4 2024
Added 28.1%
|