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 |
|---|---|---|---|---|---|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
8,220
shares
|
$1.46 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 22, 2024 Q3 2024 |
8,219
shares
|
$1.46 Million
0.59% of portfolio
|
Q3 2024
Reduced 87.44%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
8,185
shares
|
$1.46 Million
0.33% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
8,154
shares
|
$1.45 Million
0.37% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
8,075
shares
|
$1.44 Million
1.37% of portfolio
|
Q4 2023
Reduced 62.7%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,053
shares
|
$1.43 Million
0.08% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
8,029
shares
|
$1.43 Million
0.66% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
7,971
shares
|
$1.42 Million
1.02% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,966
shares
|
$1.42 Million
0.15% of portfolio
|
Q3 2022
Added 5.5%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
7,960
shares
|
$1.42 Million
0.06% of portfolio
|
Q3 2024
Reduced 41.78%
|
|
|
Albar Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
7,946
shares
|
$1.41 Million
0.34% of portfolio
|
Q3 2024
Reduced 83.97%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
7,934
shares
|
$1.41 Million
0.21% of portfolio
|
Q3 2024
Added 70.92%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
7,903
shares
|
$1.41 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
7,879
shares
|
$1.4 Million
0.41% of portfolio
|
Q3 2024
Added 103.38%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
7,871
shares
|
$1.4 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,861
shares
|
$1.4 Million
0.19% of portfolio
|
Q3 2024
Reduced 20.41%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
7,814
shares
|
$1.39 Million
0.13% of portfolio
|
Q2 2024
Added 23.66%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
7,755
shares
|
$1.38 Million
0.63% of portfolio
|
Q4 2023
Reduced 16.48%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
7,748
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.32%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
7,743
shares
|
$1.38 Million
0.62% of portfolio
|
Q3 2024
Added 17.53%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
7,719
shares
|
$1.37 Million
1.25% of portfolio
|
Q3 2024
Added 15.71%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
7,706
shares
|
$1.37 Million
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,703
shares
|
$1.37 Million
0.1% of portfolio
|
Q4 2022
Reduced 44.4%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
7,692
shares
|
$1.37 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
7,672
shares
|
$1.36 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.65%
|