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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
257,869
shares
|
$46.4 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
257,411
shares
|
$46.3 Million
13.34% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
257,411
shares
|
$46.3 Million
13.27% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
256,652
shares
|
$46.2 Million
0.3% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
253,746
shares
|
$45.6 Million
0.4% of portfolio
|
Q4 2024
Added 44.52%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
253,120
shares
|
$45.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
244,535
shares
|
$44 Million
21.67% of portfolio
|
Q4 2022
Added 2.25%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
240,485
shares
|
$43.2 Million
0.7% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
238,787
shares
|
$42.9 Million
6.69% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
236,314
shares
|
$42.5 Million
0.02% of portfolio
|
Q4 2024
Added 18.33%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
235,638
shares
|
$42.4 Million
1.91% of portfolio
|
Q4 2024
Added 39.37%
|
|
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
Feb 13, 2025 Q4 2024 |
233,316
shares
|
$42 Million
24.97% of portfolio
|
Q4 2024
Added 82.49%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
229,372
shares
|
$41.2 Million
3.35% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
227,700
shares
|
$40.9 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
225,709
shares
|
$40.6 Million
19.94% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
221,100
shares
|
$39.8 Million
10.65% of portfolio
|
Q4 2024
Reduced 13.51%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
220,191
shares
|
$39.6 Million
0.67% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
218,966
shares
|
$39.4 Million
0.08% of portfolio
|
Q4 2024
Added 34.72%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
215,506
shares
|
$38.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
215,000
shares
|
$38.7 Million
13.45% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
213,141
shares
|
$38.3 Million
1.36% of portfolio
|
Q4 2024
Reduced 14.95%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
204,989
shares
|
$36.9 Million
0.69% of portfolio
|
Q4 2024
Added 45.59%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
203,830
shares
|
$36.7 Million
3.68% of portfolio
|
Q4 2024
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
203,584
shares
|
$36.6 Million
8.82% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
203,459
shares
|
$36.6 Million
4.9% of portfolio
|
Q4 2024
Reduced 0.31%
|