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 1,901 institutions that hold shares in the stock, with a total of 244 Million shares, which have been reported (via 13F filing form) to have a value of $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
836
shares
|
$151,658
0.02% of portfolio
|
Q2 2024
Reduced 94.31%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
770
shares
|
$139,685
0.05% of portfolio
|
Q4 2024
Added 236.24%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
740
shares
|
$134,243
0.03% of portfolio
|
Q4 2024
Reduced 14.75%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
735
shares
|
$133,336
0.08% of portfolio
|
Q3 2024
Reduced 17.51%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
685
shares
|
$124,265
0.03% of portfolio
|
Q3 2024
Added 44.51%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
654
shares
|
$118,642
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
629
shares
|
$114,106
0.04% of portfolio
|
Q4 2022
Reduced 2.93%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
625
shares
|
$113,381
0.06% of portfolio
|
Q1 2024
Reduced 80.92%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
616
shares
|
$111,748
0.04% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
563
shares
|
$102,133
0.05% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 13, 2024 Q3 2024 |
560
shares
|
$101,589
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
559
shares
|
$101,408
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
541
shares
|
$98,142
0.06% of portfolio
|
Q2 2024
Added 85.91%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
510
shares
|
$92,519
0.08% of portfolio
|
Q2 2024
Reduced 45.34%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
510
shares
|
$92,519
0.03% of portfolio
|
Q4 2022
Reduced 52.65%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
505
shares
|
$91,612
0.03% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
500
shares
|
$90,705
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
500
shares
|
$90,705
0.07% of portfolio
|
Q2 2023
Reduced 44.44%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
492
shares
|
$89,253
0.04% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
490
shares
|
$88,890
0.02% of portfolio
|
Q1 2024
Added 2.51%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
489
shares
|
$88,709
0.01% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
486
shares
|
$88,165
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
484
shares
|
$87,802
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
475
shares
|
$86,169
0.01% of portfolio
|
Q2 2024
Added 86.27%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
470
shares
|
$85,262
0.01% of portfolio
|
Q4 2024
New holding
|