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 |
---|---|---|---|---|---|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
1,442
shares
|
$261,102
0.1% of portfolio
|
Q2 2024
Reduced 10.43%
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
1,440
shares
|
$260,740
0.02% of portfolio
|
Q4 2022
New holding
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
1,440
shares
|
$260,740
0.01% of portfolio
|
Q3 2024
New holding
|
|
Granite Group Advisors, LLC
Stamford, CT |
Oct 31, 2024 Q3 2024 |
1,430
shares
|
$258,930
0.16% of portfolio
|
Q4 2023
New holding
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
1,422
shares
|
$257,481
0.15% of portfolio
|
Q2 2024
Reduced 13.13%
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
1,422
shares
|
$257,481
0.03% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
1,419
shares
|
$256,938
0.01% of portfolio
|
Q1 2024
Added 4.49%
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
1,412
shares
|
$255,670
0.05% of portfolio
|
Q2 2023
New holding
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,403
shares
|
$254,041
0.04% of portfolio
|
Q3 2024
Reduced 50.44%
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,401
shares
|
$253,679
0.02% of portfolio
|
Q2 2024
Reduced 6.04%
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
1,401
shares
|
$253,679
0.17% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
1,400
shares
|
$253,498
0.01% of portfolio
|
Q1 2024
Reduced 31.54%
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
1,400
shares
|
$253,498
0.05% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
1,396
shares
|
$252,773
0.28% of portfolio
|
Q3 2024
New holding
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
1,395
shares
|
$252,592
0.16% of portfolio
|
Q3 2024
Added 3.18%
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,394
shares
|
$252,411
0.12% of portfolio
|
Q3 2024
Added 0.43%
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
1,390
shares
|
$251,687
0.22% of portfolio
|
Q3 2024
Reduced 36.53%
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
1,386
shares
|
$250,963
0.12% of portfolio
|
Q3 2024
Added 4.68%
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
1,385
shares
|
$250,781
0.02% of portfolio
|
Q3 2024
New holding
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
1,375
shares
|
$248,971
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,371
shares
|
$248,246
0.09% of portfolio
|
Q2 2024
Reduced 90.88%
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
1,365
shares
|
$247,160
0.0% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
1,352
shares
|
$244,806
0.05% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
1,351
shares
|
$244,625
0.13% of portfolio
|
Q3 2024
Added 9.3%
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,345
shares
|
$243,539
0.02% of portfolio
|
Q3 2024
New holding
|