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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
52,194
shares
|
$9.22 Million
0.57% of portfolio
|
Q3 2024
Added 29.47%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
51,913
shares
|
$9.17 Million
1.59% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
51,616
shares
|
$9.12 Million
1.43% of portfolio
|
Q3 2024
Added 29.68%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
51,547
shares
|
$9.11 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
51,310
shares
|
$9.06 Million
1.16% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
51,273
shares
|
$9.06 Million
0.64% of portfolio
|
Q3 2024
Added 27.15%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
51,158
shares
|
$9.04 Million
2.69% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
51,044
shares
|
$9.02 Million
0.28% of portfolio
|
Q3 2024
Reduced 8.78%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
50,918
shares
|
$9 Million
0.14% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
50,800
shares
|
$8.97 Million
2.52% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
50,517
shares
|
$8.92 Million
8.52% of portfolio
|
Q3 2024
Reduced 13.72%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
50,485
shares
|
$8.92 Million
0.03% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
50,372
shares
|
$8.9 Million
1.81% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
50,251
shares
|
$8.88 Million
3.05% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
50,121
shares
|
$8.85 Million
3.2% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
50,075
shares
|
$8.85 Million
0.17% of portfolio
|
Q3 2024
Added 44.83%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
49,853
shares
|
$8.81 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
49,753
shares
|
$8.79 Million
3.17% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
49,646
shares
|
$8.77 Million
4.21% of portfolio
|
Q1 2024
Added 3.88%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
49,428
shares
|
$8.73 Million
3.86% of portfolio
|
Q3 2024
Added 25.22%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
49,136
shares
|
$8.68 Million
2.97% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
48,887
shares
|
$8.64 Million
4.51% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
48,715
shares
|
$8.61 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
48,623
shares
|
$8.59 Million
2.12% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
48,500
shares
|
$8.57 Million
0.2% of portfolio
|
Q3 2024
New holding
|