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 |
|---|---|---|---|---|---|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
57,844
shares
|
$10.2 Million
4.83% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
57,489
shares
|
$10.2 Million
0.15% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Imc Chicago, LLC
|
Oct 25, 2024 Q3 2024 |
57,238
shares
|
$10.1 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Nov 07, 2024 Q3 2024 |
57,145
shares
|
$10.1 Million
1.2% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
57,048
shares
|
$10.1 Million
0.87% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
56,980
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2024
Added 182.36%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
56,375
shares
|
$9.96 Million
0.38% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
55,774
shares
|
$9.85 Million
3.56% of portfolio
|
Q3 2024
Added 61.33%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
55,757
shares
|
$9.85 Million
3.04% of portfolio
|
Q3 2024
Added 32.56%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
55,479
shares
|
$9.8 Million
0.13% of portfolio
|
Q3 2024
Reduced 40.75%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
55,202
shares
|
$9.75 Million
3.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
55,097
shares
|
$9.73 Million
4.3% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Mtc Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
55,065
shares
|
$9.73 Million
4.48% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
54,286
shares
|
$9.59 Million
3.05% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Oct 15, 2024 Q3 2024 |
54,204
shares
|
$9.58 Million
5.52% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
53,916
shares
|
$9.52 Million
8.84% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
53,760
shares
|
$9.5 Million
5.23% of portfolio
|
Q3 2024
Reduced 11.1%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
53,337
shares
|
$9.42 Million
1.12% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
53,324
shares
|
$9.42 Million
0.37% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
53,251
shares
|
$9.41 Million
2.56% of portfolio
|
Q3 2024
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
52,724
shares
|
$9.31 Million
3.84% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
52,715
shares
|
$9.31 Million
1.66% of portfolio
|
Q3 2024
Reduced 57.61%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
52,536
shares
|
$9.28 Million
2.4% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
52,419
shares
|
$9.26 Million
0.79% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
52,196
shares
|
$9.22 Million
4.75% of portfolio
|
Q3 2024
Added 10.61%
|