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 2,061 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $50.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
99,808
shares
|
$17.9 Million
3.79% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
99,352
shares
|
$17.9 Million
3.97% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
99,283
shares
|
$17.9 Million
1.64% of portfolio
|
Q4 2024
Reduced 36.31%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
98,412
shares
|
$17.7 Million
1.66% of portfolio
|
Q4 2024
Added 28.98%
|
|
|
Roth Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
97,611
shares
|
$17.6 Million
6.8% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Feb 05, 2025 Q4 2024 |
97,460
shares
|
$17.5 Million
2.97% of portfolio
|
Q2 2024
Added 20.32%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
96,808
shares
|
$17.4 Million
0.81% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
96,487
shares
|
$17.4 Million
9.41% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
96,478
shares
|
$17.3 Million
2.13% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
95,720
shares
|
$17.2 Million
10.18% of portfolio
|
Q1 2023
Added 1.13%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
95,491
shares
|
$17.2 Million
5.15% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
94,316
shares
|
$17 Million
4.74% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Aft, Forsyth & Sober, LLC
|
Feb 14, 2025 Q4 2024 |
93,450
shares
|
$16.8 Million
5.76% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
91,388
shares
|
$16.4 Million
3.03% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
90,158
shares
|
$16.2 Million
0.51% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Feb 10, 2025 Q4 2023 |
89,783
shares
|
$16.1 Million
15.39% of portfolio
|
Q4 2023
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
89,757
shares
|
$16.1 Million
3.13% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
89,233
shares
|
$16 Million
2.12% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
88,741
shares
|
$16 Million
0.39% of portfolio
|
Q4 2023
Reduced 12.3%
|
|
|
Port Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
88,725
shares
|
$16 Million
0.85% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
88,474
shares
|
$15.9 Million
0.97% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
88,078
shares
|
$15.8 Million
1.02% of portfolio
|
Q4 2022
Added 32.03%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
87,672
shares
|
$15.8 Million
0.15% of portfolio
|
Q4 2024
Added 28.64%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
87,113
shares
|
$15.7 Million
0.61% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
86,768
shares
|
$15.6 Million
6.37% of portfolio
|
Q4 2023
Added 98.8%
|