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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
48,068
shares
|
$8.49 Million
0.37% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
47,792
shares
|
$8.44 Million
0.1% of portfolio
|
Q3 2024
Added 15.32%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
47,753
shares
|
$8.44 Million
2.07% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Echo45 Advisors LLC
|
Oct 25, 2024 Q3 2024 |
47,667
shares
|
$8.42 Million
5.94% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
46,504
shares
|
$8.22 Million
1.82% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
46,204
shares
|
$8.16 Million
3.65% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
46,113
shares
|
$8.15 Million
2.81% of portfolio
|
Q3 2024
Added 87.35%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
45,409
shares
|
$8.02 Million
0.07% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
45,160
shares
|
$7.98 Million
0.0% of portfolio
|
Q3 2024
Added 12.43%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
45,089
shares
|
$7.97 Million
2.5% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
44,581
shares
|
$7.88 Million
3.64% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
44,504
shares
|
$7.86 Million
0.21% of portfolio
|
Q3 2024
Added 44.83%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
44,459
shares
|
$7.85 Million
1.36% of portfolio
|
Q1 2024
Added 6.61%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
44,352
shares
|
$7.84 Million
12.83% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
43,739
shares
|
$7.73 Million
0.77% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
43,529
shares
|
$7.69 Million
2.08% of portfolio
|
Q2 2022
Reduced 0.28%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
43,346
shares
|
$7.66 Million
0.08% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
43,286
shares
|
$7.65 Million
0.25% of portfolio
|
Q3 2024
Added 195.02%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
43,283
shares
|
$7.65 Million
0.31% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
43,177
shares
|
$7.63 Million
2.17% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
43,118
shares
|
$7.62 Million
0.32% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
43,106
shares
|
$7.62 Million
0.01% of portfolio
|
Q3 2024
Reduced 50.99%
|
|
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
43,057
shares
|
$7.61 Million
1.88% of portfolio
|
Q3 2024
Reduced 56.62%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
42,800
shares
|
$7.56 Million
0.04% of portfolio
|
Q3 2024
Added 12.52%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
42,706
shares
|
$7.54 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.48%
|