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 2,076 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $48.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
164,543
shares
|
$28.3 Million
1.39% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
163,678
shares
|
$28.1 Million
0.32% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
162,777
shares
|
$28 Million
0.24% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Feb 07, 2025 Q4 2024 |
161,895
shares
|
$27.8 Million
4.26% of portfolio
|
Q4 2024
Reduced 81.91%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
161,406
shares
|
$27.7 Million
11.8% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
160,917
shares
|
$27.6 Million
0.31% of portfolio
|
Q1 2024
Added 56.69%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
160,785
shares
|
$27.6 Million
0.1% of portfolio
|
Q4 2024
Added 10.95%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
160,510
shares
|
$27.6 Million
0.18% of portfolio
|
Q4 2024
Added 20.01%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
160,000
shares
|
$27.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
158,823
shares
|
$27.3 Million
1.8% of portfolio
|
Q4 2024
Added 14.37%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
158,315
shares
|
$27.2 Million
0.78% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
157,829
shares
|
$27.1 Million
18.54% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
157,764
shares
|
$27.1 Million
12.08% of portfolio
|
Q4 2024
Reduced 34.07%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
156,197
shares
|
$26.8 Million
0.22% of portfolio
|
Q4 2024
Added 30.59%
|
|
|
Advisor Resource Council
|
Feb 25, 2025 Q4 2024 |
155,948
shares
|
$26.8 Million
20.02% of portfolio
|
Q4 2024
Added 2343.94%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
155,901
shares
|
$26.8 Million
9.56% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
154,816
shares
|
$26.6 Million
0.11% of portfolio
|
Q4 2024
Added 49.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
154,100
shares
|
$26.5 Million
0.08% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
153,921
shares
|
$26.4 Million
4.47% of portfolio
|
Q4 2024
Added 12.27%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
153,462
shares
|
$26.4 Million
0.38% of portfolio
|
Q4 2024
Added 30.02%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
151,713
shares
|
$26.1 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Feb 14, 2025 Q4 2024 |
151,137
shares
|
$26 Million
2.83% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
148,922
shares
|
$25.6 Million
1.81% of portfolio
|
Q4 2024
Reduced 23.2%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
148,425
shares
|
$25.5 Million
2.06% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Feb 07, 2025 Q4 2024 |
148,128
shares
|
$25.4 Million
8.04% of portfolio
|
Q4 2024
New holding
|