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 $41.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,934
shares
|
$1.77 Million
0.1% of portfolio
|
Q4 2023
Reduced 19.99%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
9,923
shares
|
$1.77 Million
0.64% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
9,845
shares
|
$1.75 Million
0.17% of portfolio
|
Q3 2023
Added 64.22%
|
|
|
Keene & Associates, Inc.
|
Oct 22, 2024 Q3 2024 |
9,845
shares
|
$1.75 Million
1.35% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
9,799
shares
|
$1.74 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
9,771
shares
|
$1.74 Million
0.12% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
9,742
shares
|
$1.73 Million
0.11% of portfolio
|
Q3 2024
Added 41.68%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
9,707
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
9,694
shares
|
$1.72 Million
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
9,680
shares
|
$1.72 Million
0.14% of portfolio
|
Q3 2024
Added 14.42%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 08, 2024 Q3 2024 |
9,603
shares
|
$1.71 Million
0.12% of portfolio
|
Q3 2024
Added 22.28%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
9,543
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
9,535
shares
|
$1.7 Million
0.19% of portfolio
|
Q3 2024
Reduced 44.85%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
9,517
shares
|
$1.69 Million
0.15% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
9,487
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 25.15%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
9,474
shares
|
$1.69 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
9,458
shares
|
$1.68 Million
0.82% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
9,453
shares
|
$1.68 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
9,450
shares
|
$1.68 Million
0.31% of portfolio
|
Q3 2024
Added 58.82%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
9,448
shares
|
$1.68 Million
0.34% of portfolio
|
Q2 2023
Added 5.07%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
9,401
shares
|
$1.67 Million
0.25% of portfolio
|
Q3 2024
Added 132.64%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
9,381
shares
|
$1.67 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
9,359
shares
|
$1.66 Million
0.49% of portfolio
|
Q3 2024
Added 20.57%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
9,296
shares
|
$1.65 Million
0.22% of portfolio
|
Q3 2024
Added 14.02%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
9,239
shares
|
$1.64 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.98%
|