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 1,827 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $41.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
278,708
shares
|
$50.5 Million
2.24% of portfolio
|
Q3 2024
Added 46.12%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
273,543
shares
|
$49.5 Million
9.79% of portfolio
|
Q3 2024
Added 1081.51%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
270,769
shares
|
$49 Million
0.15% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
269,415
shares
|
$48.8 Million
0.32% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
266,811
shares
|
$48.3 Million
2.48% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
266,177
shares
|
$48.2 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
263,084
shares
|
$47.6 Million
0.56% of portfolio
|
Q3 2023
Added 37.88%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
262,222
shares
|
$47.5 Million
2.66% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
255,637
shares
|
$46.3 Million
12.93% of portfolio
|
Q3 2024
Added 30.52%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
254,007
shares
|
$46 Million
0.03% of portfolio
|
Q3 2024
Added 33.54%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
250,610
shares
|
$45.4 Million
1.66% of portfolio
|
Q3 2024
Added 136.01%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
246,118
shares
|
$44.6 Million
9.07% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
245,122
shares
|
$44.4 Million
0.18% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
244,535
shares
|
$44.3 Million
21.67% of portfolio
|
Q4 2022
Added 2.25%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
242,764
shares
|
$44 Million
6.57% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
239,290
shares
|
$43.3 Million
15.2% of portfolio
|
Q3 2024
Reduced 29.12%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
237,474
shares
|
$43 Million
1.29% of portfolio
|
Q3 2024
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
225,844
shares
|
$40.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 45.39%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
225,492
shares
|
$40.8 Million
12.23% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
221,035
shares
|
$40 Million
0.07% of portfolio
|
Q3 2024
Added 64.83%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
218,043
shares
|
$39.5 Million
19.89% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
217,889
shares
|
$39.5 Million
3.71% of portfolio
|
Q3 2024
Added 6097.07%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
217,850
shares
|
$39.4 Million
1.12% of portfolio
|
Q3 2024
Added 9629.79%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
217,049
shares
|
$39.3 Million
0.09% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
215,960
shares
|
$39.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 42.27%
|