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 |
|---|---|---|---|---|---|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
70,169
shares
|
$12.6 Million
1.66% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
70,167
shares
|
$12.6 Million
0.06% of portfolio
|
Q2 2023
Reduced 29.33%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
70,152
shares
|
$12.6 Million
3.82% of portfolio
|
Q4 2024
Added 25.78%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
69,773
shares
|
$12.5 Million
0.11% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
69,309
shares
|
$12.5 Million
1.83% of portfolio
|
Q4 2024
Added 139.75%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
69,146
shares
|
$12.4 Million
0.44% of portfolio
|
Q4 2024
Added 29.67%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
68,939
shares
|
$12.4 Million
5.44% of portfolio
|
Q4 2024
Added 32.08%
|
|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
68,605
shares
|
$12.3 Million
8.81% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Seaview Investment Managers LLC
|
Feb 13, 2025 Q4 2024 |
68,323
shares
|
$12.3 Million
3.35% of portfolio
|
Q4 2024
Added 23.77%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
68,109
shares
|
$12.2 Million
1.16% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
67,897
shares
|
$12.2 Million
0.17% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
67,667
shares
|
$12.2 Million
3.26% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
67,553
shares
|
$12.1 Million
0.3% of portfolio
|
Q4 2024
Added 9.83%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
67,079
shares
|
$12.1 Million
3.55% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
66,689
shares
|
$12 Million
10.48% of portfolio
|
Q4 2024
Added 32.01%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
66,214
shares
|
$11.9 Million
1.51% of portfolio
|
Q2 2023
Reduced 2.21%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
66,021
shares
|
$11.9 Million
0.57% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
65,800
shares
|
$11.8 Million
0.81% of portfolio
|
Q2 2024
Added 35.67%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
65,787
shares
|
$11.8 Million
3.06% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
65,636
shares
|
$11.8 Million
0.35% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
65,435
shares
|
$11.8 Million
0.38% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
65,426
shares
|
$11.8 Million
0.2% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
65,304
shares
|
$11.7 Million
1.41% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
65,245
shares
|
$11.7 Million
3.08% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,105
shares
|
$11.7 Million
0.35% of portfolio
|
Q2 2020
Reduced 0.66%
|