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 |
|---|---|---|---|---|---|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
38,124
shares
|
$6.86 Million
6.64% of portfolio
|
Q4 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
38,123
shares
|
$6.86 Million
7.39% of portfolio
|
Q2 2024
Added 13.36%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
37,944
shares
|
$6.82 Million
0.8% of portfolio
|
Q4 2024
Added 25.25%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
37,627
shares
|
$6.77 Million
1.6% of portfolio
|
Q2 2024
Added 23.54%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
37,609
shares
|
$6.76 Million
1.96% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
37,529
shares
|
$6.75 Million
2.34% of portfolio
|
Q4 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
37,485
shares
|
$6.74 Million
0.68% of portfolio
|
Q4 2024
Added 41.4%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
37,202
shares
|
$6.69 Million
2.39% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
37,097
shares
|
$6.67 Million
3.8% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
37,020
shares
|
$6.66 Million
0.02% of portfolio
|
Q4 2024
Added 50.17%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
36,849
shares
|
$6.63 Million
1.26% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
36,813
shares
|
$6.62 Million
2.05% of portfolio
|
Q4 2024
Added 14.74%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
36,787
shares
|
$6.62 Million
4.82% of portfolio
|
Q4 2024
Added 53.64%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
36,676
shares
|
$6.6 Million
0.98% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
36,673
shares
|
$6.59 Million
0.93% of portfolio
|
Q4 2024
Added 11.15%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
36,593
shares
|
$6.58 Million
0.42% of portfolio
|
Q4 2024
Added 28.41%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
36,494
shares
|
$6.56 Million
2.34% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
36,421
shares
|
$6.55 Million
0.19% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
36,354
shares
|
$6.54 Million
5.3% of portfolio
|
Q4 2024
Added 37.81%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
35,991
shares
|
$6.47 Million
2.25% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
35,788
shares
|
$6.44 Million
2.34% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Jan 21, 2025 Q4 2024 |
35,639
shares
|
$6.41 Million
6.55% of portfolio
|
Q4 2024
New holding
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
35,608
shares
|
$6.4 Million
5.22% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Feb 11, 2025 Q4 2024 |
35,441
shares
|
$6.37 Million
5.55% of portfolio
|
Q4 2024
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
35,216
shares
|
$6.33 Million
0.44% of portfolio
|
Q2 2024
Reduced 6.33%
|