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 |
|---|---|---|---|---|---|
|
Oak Root LLC
Santa Barbara, CA |
Oct 30, 2024 Q3 2024 |
17,070
shares
|
$3.02 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
16,904
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2024
Added 27.82%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
16,809
shares
|
$2.97 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
16,763
shares
|
$2.96 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
16,693
shares
|
$2.95 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
16,678
shares
|
$2.95 Million
0.31% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
16,662
shares
|
$2.94 Million
0.53% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
16,650
shares
|
$2.94 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
16,617
shares
|
$2.94 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
16,524
shares
|
$2.92 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
16,522
shares
|
$2.92 Million
1.15% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
16,504
shares
|
$2.92 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
16,504
shares
|
$2.92 Million
0.01% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
16,484
shares
|
$2.91 Million
0.19% of portfolio
|
Q3 2024
Added 108.08%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
16,398
shares
|
$2.9 Million
0.01% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
16,340
shares
|
$2.89 Million
1.84% of portfolio
|
Q3 2024
Added 142.61%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
16,312
shares
|
$2.88 Million
1.49% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,274
shares
|
$2.87 Million
0.09% of portfolio
|
Q3 2024
Reduced 18.19%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
16,249
shares
|
$2.87 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
16,230
shares
|
$2.87 Million
1.27% of portfolio
|
Q3 2024
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
16,138
shares
|
$2.85 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
15,929
shares
|
$2.81 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
15,880
shares
|
$2.81 Million
0.66% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
15,830
shares
|
$2.8 Million
1.15% of portfolio
|
Q3 2024
New holding
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
15,784
shares
|
$2.79 Million
1.08% of portfolio
|
Q3 2024
Added 17.83%
|