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 |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
154,239
shares
|
$28 Million
5.79% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
152,547
shares
|
$27.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
151,137
shares
|
$27.4 Million
2.85% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
150,452
shares
|
$27.3 Million
0.32% of portfolio
|
Q3 2024
Added 16.25%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
150,255
shares
|
$27.2 Million
0.21% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
148,922
shares
|
$27 Million
1.81% of portfolio
|
Q4 2024
Reduced 23.2%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
148,425
shares
|
$26.9 Million
2.06% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
148,380
shares
|
$26.9 Million
2.27% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
146,802
shares
|
$26.6 Million
9.38% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
146,126
shares
|
$26.5 Million
0.43% of portfolio
|
Q3 2024
Added 179.94%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
144,950
shares
|
$26.3 Million
9.87% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
144,913
shares
|
$26.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 80.89%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
143,978
shares
|
$26.1 Million
13.64% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
142,122
shares
|
$25.8 Million
10.22% of portfolio
|
Q4 2024
Added 18.52%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
139,752
shares
|
$25.3 Million
2.73% of portfolio
|
Q3 2024
Added 38.76%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
138,872
shares
|
$25.2 Million
2.19% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
137,575
shares
|
$24.9 Million
0.04% of portfolio
|
Q3 2024
Added 17.52%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
137,100
shares
|
$24.8 Million
4.15% of portfolio
|
Q3 2024
Added 29.31%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
135,999
shares
|
$24.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
133,742
shares
|
$24.2 Million
0.18% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
132,818
shares
|
$24.1 Million
2.42% of portfolio
|
Q3 2024
Added 18.75%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
132,289
shares
|
$24 Million
10.23% of portfolio
|
Q3 2024
Added 954.85%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
131,904
shares
|
$23.9 Million
1.76% of portfolio
|
Q4 2024
Added 43.35%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
131,333
shares
|
$23.8 Million
0.55% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
130,915
shares
|
$23.7 Million
0.07% of portfolio
|
Q3 2024
Added 1.71%
|