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 |
|---|---|---|---|---|---|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
27,568
shares
|
$4.87 Million
1.51% of portfolio
|
Q3 2024
Reduced 15.34%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
27,536
shares
|
$4.86 Million
1.04% of portfolio
|
Q3 2024
Added 13.4%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
27,487
shares
|
$4.86 Million
0.19% of portfolio
|
Q3 2024
Reduced 30.01%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
27,480
shares
|
$4.85 Million
6.06% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
27,450
shares
|
$4.85 Million
0.77% of portfolio
|
Q3 2024
Added 19.48%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
27,396
shares
|
$4.84 Million
1.19% of portfolio
|
Q3 2024
Added 54.68%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
27,090
shares
|
$4.79 Million
0.75% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
27,005
shares
|
$4.77 Million
1.59% of portfolio
|
Q3 2024
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
26,924
shares
|
$4.76 Million
2.5% of portfolio
|
Q3 2024
Added 70.56%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
26,737
shares
|
$4.72 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
26,676
shares
|
$4.71 Million
1.13% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
26,646
shares
|
$4.71 Million
0.12% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
26,510
shares
|
$4.68 Million
0.48% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Lake Hills Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
26,407
shares
|
$4.67 Million
3.17% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
26,379
shares
|
$4.66 Million
3.34% of portfolio
|
Q3 2024
Reduced 27.53%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
26,309
shares
|
$4.65 Million
0.32% of portfolio
|
Q4 2023
Added 62.8%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
26,243
shares
|
$4.64 Million
2.34% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
26,120
shares
|
$4.61 Million
0.7% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
26,044
shares
|
$4.6 Million
1.3% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
26,010
shares
|
$4.59 Million
0.9% of portfolio
|
Q3 2024
Added 11.57%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
25,926
shares
|
$4.58 Million
0.77% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
25,879
shares
|
$4.57 Million
0.66% of portfolio
|
Q3 2024
Added 1017.4%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
25,874
shares
|
$4.57 Million
0.18% of portfolio
|
Q3 2024
Added 188.9%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
25,824
shares
|
$4.56 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
25,610
shares
|
$4.52 Million
3.74% of portfolio
|
Q3 2024
Reduced 87.2%
|