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 |
|---|---|---|---|---|---|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
22,628
shares
|
$4.07 Million
2.0% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
22,277
shares
|
$4.01 Million
0.41% of portfolio
|
Q4 2024
Reduced 21.1%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
22,194
shares
|
$3.99 Million
2.75% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
22,169
shares
|
$3.99 Million
0.06% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
22,158
shares
|
$3.98 Million
2.09% of portfolio
|
Q4 2024
Reduced 25.04%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
21,976
shares
|
$3.95 Million
0.08% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
21,879
shares
|
$3.93 Million
3.42% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Capitol Family Office, Inc.
|
Jan 23, 2025 Q4 2024 |
21,851
shares
|
$3.93 Million
5.11% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
21,832
shares
|
$3.93 Million
3.03% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
21,820
shares
|
$3.92 Million
1.62% of portfolio
|
Q4 2022
Reduced 1.89%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
21,816
shares
|
$3.92 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
21,707
shares
|
$3.9 Million
0.7% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
21,635
shares
|
$3.89 Million
1.55% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
21,598
shares
|
$3.88 Million
1.25% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
21,480
shares
|
$3.86 Million
1.11% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
21,446
shares
|
$3.86 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
21,444
shares
|
$3.86 Million
3.43% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
21,302
shares
|
$3.83 Million
1.61% of portfolio
|
Q4 2024
Added 33.73%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
21,302
shares
|
$3.83 Million
2.3% of portfolio
|
Q4 2024
New holding
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
21,296
shares
|
$3.83 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
21,294
shares
|
$3.83 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
21,238
shares
|
$3.82 Million
1.83% of portfolio
|
Q1 2024
Added 1.77%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
21,226
shares
|
$3.82 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
21,217
shares
|
$3.82 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
21,140
shares
|
$3.8 Million
0.12% of portfolio
|
Q4 2024
Added 9.35%
|