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 2,062 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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
12,815
shares
|
$2.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
12,783
shares
|
$2.3 Million
0.75% of portfolio
|
Q4 2024
Reduced 25.85%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
12,735
shares
|
$2.29 Million
1.43% of portfolio
|
Q4 2024
Added 142.53%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
12,690
shares
|
$2.28 Million
1.68% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
12,660
shares
|
$2.28 Million
0.02% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
12,609
shares
|
$2.27 Million
0.49% of portfolio
|
Q4 2024
Added 19.66%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
12,544
shares
|
$2.26 Million
1.19% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
12,517
shares
|
$2.25 Million
0.08% of portfolio
|
Q3 2023
Added 0.45%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
12,488
shares
|
$2.25 Million
0.47% of portfolio
|
Q2 2024
New holding
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Feb 12, 2025 Q4 2024 |
12,441
shares
|
$2.24 Million
0.18% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
12,404
shares
|
$2.23 Million
0.89% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
12,388
shares
|
$2.23 Million
0.08% of portfolio
|
Q4 2024
Reduced 13.39%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
12,382
shares
|
$2.23 Million
0.24% of portfolio
|
Q4 2024
Added 11.61%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
12,322
shares
|
$2.22 Million
0.83% of portfolio
|
Q4 2024
Added 45.05%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
12,306
shares
|
$2.21 Million
0.4% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
12,301
shares
|
$2.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
12,258
shares
|
$2.2 Million
0.08% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
12,198
shares
|
$2.19 Million
0.31% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
12,174
shares
|
$2.19 Million
1.27% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
12,152
shares
|
$2.19 Million
0.6% of portfolio
|
Q1 2024
Reduced 8.48%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
12,127
shares
|
$2.18 Million
0.48% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
12,111
shares
|
$2.18 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
12,103
shares
|
$2.18 Million
1.11% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Everest Management Corp.
Cupertino, CA |
Feb 13, 2025 Q4 2024 |
12,076
shares
|
$2.17 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
12,000
shares
|
$2.16 Million
0.2% of portfolio
|
Q3 2021
New holding
|