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 |
|---|---|---|---|---|---|
|
Helios Capital Management Pte. LTD
|
Nov 13, 2024 Q3 2024 |
18,550
shares
|
$3.28 Million
2.07% of portfolio
|
Q2 2024
Added 48.4%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
18,330
shares
|
$3.24 Million
0.23% of portfolio
|
Q3 2024
Added 18.3%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 09, 2024 Q3 2024 |
18,222
shares
|
$3.22 Million
0.67% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
18,219
shares
|
$3.22 Million
2.4% of portfolio
|
Q4 2023
Added 38.06%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
18,178
shares
|
$3.21 Million
0.96% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
18,174
shares
|
$3.21 Million
2.68% of portfolio
|
Q3 2024
Added 20.5%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
18,022
shares
|
$3.18 Million
0.1% of portfolio
|
Q3 2024
Added 758.19%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
18,010
shares
|
$3.18 Million
0.33% of portfolio
|
Q3 2024
Reduced 35.85%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
17,997
shares
|
$3.18 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
17,960
shares
|
$3.17 Million
0.31% of portfolio
|
Q3 2024
Reduced 76.4%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
17,885
shares
|
$3.16 Million
0.45% of portfolio
|
Q3 2024
Reduced 22.63%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
17,813
shares
|
$3.15 Million
0.15% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
17,684
shares
|
$3.12 Million
1.09% of portfolio
|
Q4 2023
Reduced 0.45%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
17,681
shares
|
$3.12 Million
0.88% of portfolio
|
Q3 2024
Added 2871.6%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
17,365
shares
|
$3.07 Million
1.67% of portfolio
|
Q3 2024
Added 82.62%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
17,350
shares
|
$3.07 Million
0.88% of portfolio
|
Q3 2024
Added 96.05%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
17,346
shares
|
$3.06 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,329
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 95.51%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
17,276
shares
|
$3.05 Million
2.2% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
17,239
shares
|
$3.05 Million
1.06% of portfolio
|
Q3 2024
Reduced 32.64%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
17,202
shares
|
$3.04 Million
0.18% of portfolio
|
Q2 2022
Added 7.8%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 12, 2024 Q3 2024 |
17,191
shares
|
$3.04 Million
3.47% of portfolio
|
Q3 2024
New holding
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
17,181
shares
|
$3.04 Million
0.23% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
17,160
shares
|
$3.03 Million
0.77% of portfolio
|
Q3 2024
Added 12.63%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
17,139
shares
|
$3.03 Million
0.03% of portfolio
|
Q3 2024
Added 8.06%
|