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 |
|---|---|---|---|---|---|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
5,980
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2023
Added 6.44%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,977
shares
|
$1.07 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
5,975
shares
|
$1.07 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
5,970
shares
|
$1.07 Million
0.83% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
5,952
shares
|
$1.07 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
5,936
shares
|
$1.07 Million
0.28% of portfolio
|
Q4 2024
Reduced 9.42%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
5,935
shares
|
$1.07 Million
0.61% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
5,923
shares
|
$1.07 Million
0.15% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
5,915
shares
|
$1.06 Million
0.5% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
5,837
shares
|
$1.05 Million
0.67% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
5,820
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
5,818
shares
|
$1.05 Million
0.17% of portfolio
|
Q4 2024
Added 44.55%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
5,775
shares
|
$1.04 Million
0.34% of portfolio
|
Q3 2024
Reduced 26.19%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
5,767
shares
|
$1.04 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jan 30, 2025 Q4 2024 |
5,747
shares
|
$1.03 Million
0.42% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
5,729
shares
|
$1.03 Million
0.12% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
5,690
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
5,689
shares
|
$1.02 Million
0.47% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
5,688
shares
|
$1.02 Million
0.28% of portfolio
|
Q4 2024
Added 164.56%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
5,684
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Ted Buchan & CO
San Diego, CA |
Feb 12, 2025 Q4 2024 |
5,682
shares
|
$1.02 Million
0.47% of portfolio
|
Q4 2024
Reduced 10.86%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
5,674
shares
|
$1.02 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
5,667
shares
|
$1.02 Million
0.99% of portfolio
|
Q2 2024
Reduced 9.73%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
5,645
shares
|
$1.02 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
5,633
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.49%
|