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 1,833 institutions that hold shares in the stock, with a total of 233 Million shares, which have been reported (via 13F filing form) to have a value of $40.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
70,883
shares
|
$12.5 Million
0.3% of portfolio
|
Q3 2024
Reduced 75.95%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
70,167
shares
|
$12.4 Million
0.06% of portfolio
|
Q2 2023
Reduced 29.33%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
69,639
shares
|
$12.3 Million
0.11% of portfolio
|
Q2 2022
Reduced 0.22%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
69,295
shares
|
$12.2 Million
0.7% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
68,803
shares
|
$12.2 Million
2.73% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
68,773
shares
|
$12.1 Million
3.52% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
68,646
shares
|
$12.1 Million
3.54% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
68,151
shares
|
$12 Million
0.13% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
67,783
shares
|
$12 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Sterling Manor Financial, LLC
|
Oct 24, 2024 Q3 2024 |
67,229
shares
|
$11.9 Million
8.57% of portfolio
|
Q3 2024
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
67,213
shares
|
$11.9 Million
3.32% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 09, 2024 Q3 2024 |
67,048
shares
|
$11.8 Million
3.49% of portfolio
|
Q3 2024
Added 45.65%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
66,940
shares
|
$11.8 Million
3.22% of portfolio
|
Q3 2024
Added 27.84%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
66,915
shares
|
$11.8 Million
5.06% of portfolio
|
Q3 2024
Added 63.0%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
66,842
shares
|
$11.8 Million
0.07% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
66,214
shares
|
$11.7 Million
1.51% of portfolio
|
Q2 2023
Reduced 2.21%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
66,021
shares
|
$11.7 Million
0.57% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
65,954
shares
|
$11.7 Million
0.21% of portfolio
|
Q3 2024
Added 61.8%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
65,800
shares
|
$11.6 Million
0.81% of portfolio
|
Q2 2024
Added 35.67%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
65,198
shares
|
$11.5 Million
5.94% of portfolio
|
Q3 2024
Added 14.84%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,105
shares
|
$11.5 Million
0.35% of portfolio
|
Q2 2020
Reduced 0.66%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
64,933
shares
|
$11.5 Million
5.54% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
64,527
shares
|
$11.4 Million
0.34% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
64,419
shares
|
$11.4 Million
1.41% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
64,044
shares
|
$11.3 Million
0.17% of portfolio
|
Q3 2024
New holding
|