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 1,832 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $43.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
3,207
shares
|
$600,446
0.43% of portfolio
|
Q4 2022
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
3,193
shares
|
$597,825
0.23% of portfolio
|
Q3 2024
Added 39.07%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
3,182
shares
|
$595,765
0.04% of portfolio
|
Q3 2024
Reduced 24.9%
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
3,174
shares
|
$594,268
0.34% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
3,172
shares
|
$593,893
0.25% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
3,166
shares
|
$592,770
0.06% of portfolio
|
Q3 2024
Added 32.3%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
3,165
shares
|
$592,582
0.22% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,165
shares
|
$592,582
0.0% of portfolio
|
Q3 2024
Reduced 21.76%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
3,162
shares
|
$592,021
0.02% of portfolio
|
Q3 2024
Added 41.6%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
3,124
shares
|
$584,906
0.09% of portfolio
|
Q3 2024
Reduced 16.22%
|
|
|
Edge Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
3,113
shares
|
$582,846
0.11% of portfolio
|
Q3 2024
Added 15.72%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
3,103
shares
|
$580,974
0.01% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
3,088
shares
|
$578,166
0.22% of portfolio
|
Q2 2024
Reduced 18.48%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
3,083
shares
|
$577,230
0.29% of portfolio
|
Q2 2024
Added 4.23%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
3,076
shares
|
$575,919
0.07% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
3,076
shares
|
$575,919
0.23% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
3,073
shares
|
$575,357
0.37% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
3,059
shares
|
$572,736
0.47% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
3,051
shares
|
$571,238
0.08% of portfolio
|
Q4 2023
Added 5882.35%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
3,050
shares
|
$571,051
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
3,031
shares
|
$567,494
0.16% of portfolio
|
Q3 2024
Added 32.82%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
3,029
shares
|
$567,119
0.23% of portfolio
|
Q3 2023
Added 0.03%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
3,027
shares
|
$566,745
0.04% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
3,015
shares
|
$564,498
0.14% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 09, 2024 Q3 2024 |
3,000
shares
|
$561,690
0.37% of portfolio
|
Q4 2020
New holding
|