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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
56
shares
|
$10,139
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
55
shares
|
$9,958
0.0% of portfolio
|
Q1 2023
Reduced 1.82%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
55
shares
|
$9,958
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
49
shares
|
$8,872
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
49
shares
|
$8,872
0.0% of portfolio
|
Q3 2024
Reduced 99.57%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
45
shares
|
$8,148
0.0% of portfolio
|
Q3 2024
Reduced 56.73%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
44
shares
|
$7,967
0.0% of portfolio
|
Q3 2024
Reduced 46.34%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
43
shares
|
$7,786
0.0% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
43
shares
|
$7,786
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
41
shares
|
$7,423
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
40
shares
|
$7,242
0.0% of portfolio
|
Q1 2024
Reduced 93.44%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
36
shares
|
$6,518
0.0% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
36
shares
|
$6,518
0.0% of portfolio
|
Q4 2023
Reduced 66.97%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
35
shares
|
$6,337
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
35
shares
|
$6,337
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
30
shares
|
$5,432
0.0% of portfolio
|
Q2 2024
Added 36.36%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
29
shares
|
$5,251
0.0% of portfolio
|
Q3 2024
Reduced 12.12%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
29
shares
|
$5,251
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
25
shares
|
$4,526
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
22
shares
|
$3,983
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
21
shares
|
$3,802
0.0% of portfolio
|
Q3 2023
Reduced 38.24%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
20
shares
|
$3,621
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
20
shares
|
$3,621
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
20
shares
|
$3,621
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
15
shares
|
$2,716
0.0% of portfolio
|
Q3 2024
Reduced 98.99%
|