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 |
|---|---|---|---|---|---|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
53,299
shares
|
$9.12 Million
5.36% of portfolio
|
Q4 2024
Reduced 44.39%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
52,641
shares
|
$9.01 Million
3.15% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
52,080
shares
|
$8.91 Million
0.4% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
51,983
shares
|
$8.89 Million
0.32% of portfolio
|
Q4 2024
Added 20.1%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
51,898
shares
|
$8.88 Million
0.53% of portfolio
|
Q4 2024
Reduced 25.11%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
51,637
shares
|
$8.83 Million
1.62% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
51,483
shares
|
$8.81 Million
4.88% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Feb 14, 2025 Q4 2024 |
51,390
shares
|
$8.79 Million
8.3% of portfolio
|
Q4 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
51,259
shares
|
$8.77 Million
1.57% of portfolio
|
Q4 2024
Added 25.66%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
51,240
shares
|
$8.77 Million
0.11% of portfolio
|
Q4 2024
Added 817.95%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
51,154
shares
|
$8.75 Million
0.84% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
51,009
shares
|
$8.73 Million
4.48% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Feb 13, 2025 Q4 2024 |
51,003
shares
|
$8.73 Million
3.54% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
50,881
shares
|
$8.7 Million
0.21% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
50,807
shares
|
$8.69 Million
2.56% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
50,601
shares
|
$8.66 Million
2.65% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
50,552
shares
|
$8.65 Million
3.04% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
50,508
shares
|
$8.64 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
50,354
shares
|
$8.61 Million
1.77% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
50,291
shares
|
$8.6 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
50,251
shares
|
$8.6 Million
3.05% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
50,100
shares
|
$8.57 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
49,901
shares
|
$8.54 Million
0.92% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
49,859
shares
|
$8.53 Million
1.12% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
49,646
shares
|
$8.49 Million
4.21% of portfolio
|
Q1 2024
Added 3.88%
|