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 |
|---|---|---|---|---|---|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
29,669
shares
|
$5.24 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
29,559
shares
|
$5.22 Million
2.85% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
29,429
shares
|
$5.2 Million
0.81% of portfolio
|
Q3 2024
Added 11.12%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
29,225
shares
|
$5.16 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
29,152
shares
|
$5.15 Million
2.66% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
28,995
shares
|
$5.12 Million
3.84% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
28,926
shares
|
$5.11 Million
0.38% of portfolio
|
Q3 2024
Added 24.2%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
28,909
shares
|
$5.11 Million
0.98% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
28,905
shares
|
$5.11 Million
1.43% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
28,836
shares
|
$5.09 Million
2.36% of portfolio
|
Q3 2024
Added 16.81%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
28,642
shares
|
$5.06 Million
0.03% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
28,614
shares
|
$5.05 Million
2.78% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
28,598
shares
|
$5.05 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
28,596
shares
|
$5.05 Million
0.63% of portfolio
|
Q2 2024
New holding
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
28,571
shares
|
$5.05 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
28,558
shares
|
$5.05 Million
0.21% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
28,546
shares
|
$5.04 Million
2.45% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
28,498
shares
|
$5.03 Million
0.33% of portfolio
|
Q3 2024
Added 90.0%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
28,361
shares
|
$5.01 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
28,308
shares
|
$5 Million
0.01% of portfolio
|
Q3 2024
Added 35.56%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
28,236
shares
|
$4.99 Million
0.6% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
28,007
shares
|
$4.95 Million
0.71% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
27,979
shares
|
$4.94 Million
0.01% of portfolio
|
Q3 2024
Added 152.95%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
27,682
shares
|
$4.89 Million
0.86% of portfolio
|
Q3 2024
Added 255.49%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
27,675
shares
|
$4.89 Million
1.62% of portfolio
|
Q3 2024
Added 8.35%
|