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 |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
5,674
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Added 41.28%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
5,674
shares
|
$1.01 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
5,667
shares
|
$1.01 Million
1.14% of portfolio
|
Q2 2024
Reduced 9.73%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
5,665
shares
|
$1.01 Million
0.28% of portfolio
|
Q3 2024
Added 78.82%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
5,665
shares
|
$1.01 Million
0.72% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
5,661
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2023
Reduced 3.11%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
5,623
shares
|
$1 Million
0.05% of portfolio
|
Q3 2024
Reduced 63.89%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
5,612
shares
|
$998,262
0.15% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
5,602
shares
|
$996,483
0.35% of portfolio
|
Q3 2024
Reduced 74.06%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,582
shares
|
$992,926
0.01% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
5,565
shares
|
$989,902
0.15% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
5,549
shares
|
$987,056
0.25% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
5,546
shares
|
$986,522
0.47% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
5,544
shares
|
$986,166
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
5,516
shares
|
$981,186
0.04% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
5,514
shares
|
$980,830
0.75% of portfolio
|
Q3 2024
Reduced 8.27%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
5,510
shares
|
$980,118
0.49% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
5,471
shares
|
$973,181
0.18% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
5,427
shares
|
$965,354
0.2% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
5,419
shares
|
$963,931
0.27% of portfolio
|
Q1 2024
Reduced 7.1%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
5,407
shares
|
$961,797
0.22% of portfolio
|
Q3 2024
Added 175.17%
|
|
|
Monte Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
5,405
shares
|
$961,441
0.41% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
5,401
shares
|
$960,729
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
5,384
shares
|
$957,705
0.82% of portfolio
|
Q3 2024
Reduced 39.5%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
5,384
shares
|
$957,705
0.14% of portfolio
|
Q3 2024
Reduced 11.43%
|