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 |
|---|---|---|---|---|---|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
880
shares
|
$159,341
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
868
shares
|
$157,168
0.05% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
840
shares
|
$152,098
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
839
shares
|
$151,917
0.06% of portfolio
|
Q3 2024
Reduced 58.83%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
838
shares
|
$151,736
0.07% of portfolio
|
Q1 2024
Reduced 11.6%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
836
shares
|
$151,374
0.02% of portfolio
|
Q2 2024
Reduced 94.31%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
735
shares
|
$133,086
0.08% of portfolio
|
Q3 2024
Reduced 17.51%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
715
shares
|
$129,465
0.02% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
685
shares
|
$124,032
0.03% of portfolio
|
Q3 2024
Added 44.51%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
654
shares
|
$118,419
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
629
shares
|
$113,893
0.04% of portfolio
|
Q4 2022
Reduced 2.93%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
625
shares
|
$113,168
0.06% of portfolio
|
Q1 2024
Reduced 80.92%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
615
shares
|
$111,358
0.01% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
614
shares
|
$111,176
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
610
shares
|
$110,452
0.0% of portfolio
|
Q3 2024
Added 39.59%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
563
shares
|
$101,942
0.05% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 13, 2024 Q3 2024 |
560
shares
|
$101,399
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
559
shares
|
$101,218
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
555
shares
|
$100,493
0.0% of portfolio
|
Q4 2023
Reduced 9.76%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
541
shares
|
$97,958
0.07% of portfolio
|
Q2 2024
Added 85.91%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
510
shares
|
$92,345
0.08% of portfolio
|
Q2 2024
Reduced 45.34%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
510
shares
|
$92,345
0.03% of portfolio
|
Q4 2022
Reduced 52.65%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
505
shares
|
$91,440
0.03% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
500
shares
|
$90,535
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
500
shares
|
$90,535
0.07% of portfolio
|
Q2 2023
Reduced 44.44%
|