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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
130,148
shares
|
$23.6 Million
0.12% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
Nov 14, 2024 Q3 2024 |
127,850
shares
|
$23.2 Million
8.84% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
127,574
shares
|
$23.1 Million
14.87% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
126,513
shares
|
$22.9 Million
5.31% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
125,183
shares
|
$22.7 Million
6.31% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
123,995
shares
|
$22.5 Million
4.53% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
123,374
shares
|
$22.4 Million
1.7% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
122,672
shares
|
$22.2 Million
7.15% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
122,499
shares
|
$22.2 Million
6.6% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
122,193
shares
|
$22.1 Million
14.41% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
119,608
shares
|
$21.7 Million
0.17% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
118,031
shares
|
$21.4 Million
0.34% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
117,739
shares
|
$21.3 Million
8.76% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Jan 22, 2025 Q4 2024 |
116,933
shares
|
$21.2 Million
14.46% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
115,737
shares
|
$21 Million
1.18% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
115,735
shares
|
$21 Million
4.7% of portfolio
|
Q1 2023
Reduced 7.18%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
115,052
shares
|
$20.9 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
114,697
shares
|
$20.8 Million
0.33% of portfolio
|
Q3 2024
Added 8.48%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
114,399
shares
|
$20.7 Million
4.83% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
112,906
shares
|
$20.5 Million
1.3% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
111,629
shares
|
$20.2 Million
17.77% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
111,564
shares
|
$20.2 Million
1.39% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
110,236
shares
|
$20 Million
0.58% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
110,188
shares
|
$20 Million
0.13% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Myda Advisors LLC
Inwood, NY |
Nov 13, 2024 Q3 2024 |
110,000
shares
|
$19.9 Million
4.84% of portfolio
|
Q3 2024
New holding
|