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 |
|---|---|---|---|---|---|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
179,994
shares
|
$32.6 Million
9.51% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
179,927
shares
|
$32.6 Million
10.28% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
179,071
shares
|
$32.5 Million
1.63% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
177,561
shares
|
$32.2 Million
1.0% of portfolio
|
Q3 2024
Added 78.5%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
177,007
shares
|
$32.1 Million
1.83% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
175,575
shares
|
$31.8 Million
0.3% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
175,351
shares
|
$31.8 Million
1.63% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
175,301
shares
|
$31.8 Million
1.96% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
175,214
shares
|
$31.8 Million
2.47% of portfolio
|
Q2 2024
Reduced 29.19%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
173,794
shares
|
$31.5 Million
0.4% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
169,756
shares
|
$30.8 Million
2.5% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
169,069
shares
|
$30.6 Million
1.36% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
164,543
shares
|
$29.8 Million
1.39% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
163,310
shares
|
$29.6 Million
0.34% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
163,135
shares
|
$29.6 Million
0.82% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
162,777
shares
|
$29.5 Million
0.24% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
161,406
shares
|
$29.3 Million
11.8% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
160,932
shares
|
$29.2 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
160,917
shares
|
$29.2 Million
0.31% of portfolio
|
Q1 2024
Added 56.69%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
157,829
shares
|
$28.6 Million
18.54% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
157,764
shares
|
$28.6 Million
12.08% of portfolio
|
Q4 2024
Reduced 34.07%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
156,235
shares
|
$28.3 Million
0.4% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
155,901
shares
|
$28.3 Million
9.56% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
155,877
shares
|
$28.3 Million
2.64% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
154,360
shares
|
$28 Million
2.86% of portfolio
|
Q3 2024
Added 0.51%
|