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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,657
shares
|
$2.77 Million
0.14% of portfolio
|
Q3 2024
Added 19.01%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
15,549
shares
|
$2.75 Million
0.17% of portfolio
|
Q3 2024
Added 91.09%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
15,449
shares
|
$2.73 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
15,368
shares
|
$2.71 Million
0.17% of portfolio
|
Q2 2024
Reduced 4.77%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
15,275
shares
|
$2.7 Million
2.48% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
15,271
shares
|
$2.7 Million
1.22% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
15,240
shares
|
$2.69 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
15,234
shares
|
$2.69 Million
0.24% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
15,094
shares
|
$2.67 Million
0.38% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
15,041
shares
|
$2.66 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
14,939
shares
|
$2.64 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
14,912
shares
|
$2.63 Million
0.18% of portfolio
|
Q3 2024
Reduced 87.35%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
14,881
shares
|
$2.63 Million
0.15% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
14,875
shares
|
$2.63 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
14,856
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2024
Added 23.8%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
14,836
shares
|
$2.62 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
14,780
shares
|
$2.61 Million
0.1% of portfolio
|
Q3 2024
Added 73.27%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
14,666
shares
|
$2.59 Million
0.05% of portfolio
|
Q2 2024
Added 28.21%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
14,591
shares
|
$2.58 Million
0.06% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
14,575
shares
|
$2.57 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
14,536
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
14,535
shares
|
$2.57 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
14,447
shares
|
$2.55 Million
1.67% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
14,312
shares
|
$2.53 Million
0.31% of portfolio
|
Q3 2024
Reduced 57.97%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
14,303
shares
|
$2.53 Million
0.09% of portfolio
|
Q2 2024
Added 0.71%
|