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 1,913 institutions that hold shares in the stock, with a total of 243 Million shares, which have been reported (via 13F filing form) to have a value of $44.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
985
shares
|
$178,521
0.01% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
981
shares
|
$177,796
0.05% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
967
shares
|
$175,259
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
930
shares
|
$168,553
0.12% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
885
shares
|
$160,397
0.59% of portfolio
|
Q1 2022
Added 10.63%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
880
shares
|
$159,491
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
869
shares
|
$157,497
0.06% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
840
shares
|
$152,241
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
838
shares
|
$151,879
0.07% of portfolio
|
Q1 2024
Reduced 11.6%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
836
shares
|
$151,516
0.02% of portfolio
|
Q2 2024
Reduced 94.31%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
770
shares
|
$139,554
0.05% of portfolio
|
Q4 2024
Added 236.24%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
740
shares
|
$134,117
0.03% of portfolio
|
Q4 2024
Reduced 14.75%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
735
shares
|
$133,211
0.08% of portfolio
|
Q3 2024
Reduced 17.51%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
727
shares
|
$131,761
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
685
shares
|
$124,149
0.03% of portfolio
|
Q3 2024
Added 44.51%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
654
shares
|
$118,530
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
629
shares
|
$113,999
0.04% of portfolio
|
Q4 2022
Reduced 2.93%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
625
shares
|
$113,275
0.06% of portfolio
|
Q1 2024
Reduced 80.92%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
616
shares
|
$111,643
0.04% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
563
shares
|
$102,038
0.05% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 13, 2024 Q3 2024 |
560
shares
|
$101,494
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
559
shares
|
$101,313
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
541
shares
|
$98,050
0.06% of portfolio
|
Q2 2024
Added 85.91%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
510
shares
|
$92,432
0.08% of portfolio
|
Q2 2024
Reduced 45.34%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
510
shares
|
$92,432
0.03% of portfolio
|
Q4 2022
Reduced 52.65%
|