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 |
|---|---|---|---|---|---|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
4,879
shares
|
$877,341
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
4,855
shares
|
$873,026
0.26% of portfolio
|
Q2 2022
Added 16.45%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
4,785
shares
|
$860,438
0.67% of portfolio
|
Q2 2024
Added 4.36%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
4,771
shares
|
$857,921
0.15% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
4,752
shares
|
$854,504
0.33% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
4,745
shares
|
$853,245
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
4,740
shares
|
$852,346
0.64% of portfolio
|
Q4 2024
Reduced 11.96%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
4,729
shares
|
$850,368
0.07% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
4,702
shares
|
$845,513
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,698
shares
|
$844,794
0.28% of portfolio
|
Q3 2022
Added 8.75%
|
|
|
B&L Asset Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
4,691
shares
|
$843,535
0.52% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Feb 10, 2025 Q4 2024 |
4,650
shares
|
$836,163
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
4,635
shares
|
$833,465
0.66% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
4,632
shares
|
$832,926
0.75% of portfolio
|
Q4 2024
Added 11.99%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
4,627
shares
|
$832,027
0.15% of portfolio
|
Q4 2024
Reduced 15.43%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
4,624
shares
|
$831,487
0.01% of portfolio
|
Q1 2022
Reduced 11.49%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
4,616
shares
|
$830,049
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
4,616
shares
|
$830,049
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
4,610
shares
|
$828,970
0.35% of portfolio
|
Q4 2024
Reduced 12.19%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
4,581
shares
|
$823,755
0.42% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
4,576
shares
|
$822,856
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
4,560
shares
|
$819,979
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
4,543
shares
|
$816,922
0.09% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
4,527
shares
|
$814,045
0.03% of portfolio
|
Q2 2024
Added 5.65%
|
|
|
Lathrop Investment Management Corp
|
Feb 14, 2025 Q4 2024 |
4,522
shares
|
$813,146
0.15% of portfolio
|
Q4 2024
Added 70.96%
|