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 |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
5,380
shares
|
$956,994
0.03% of portfolio
|
Q1 2024
Added 1.78%
|
|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,369
shares
|
$955,037
0.15% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
5,359
shares
|
$953,258
0.37% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,350
shares
|
$951,658
0.17% of portfolio
|
Q3 2024
Added 14.93%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,349
shares
|
$951,480
0.31% of portfolio
|
Q3 2024
Reduced 22.37%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
5,342
shares
|
$950,234
0.65% of portfolio
|
Q3 2024
Added 123.89%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,334
shares
|
$948,811
0.06% of portfolio
|
Q3 2024
Reduced 30.05%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,331
shares
|
$948,278
0.13% of portfolio
|
Q3 2024
Reduced 42.71%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
5,321
shares
|
$946,499
0.07% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,274
shares
|
$938,139
0.11% of portfolio
|
Q2 2024
Reduced 10.97%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
5,265
shares
|
$936,538
0.03% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
5,253
shares
|
$934,403
0.08% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
5,251
shares
|
$934,047
0.57% of portfolio
|
Q3 2024
Added 23.58%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
5,250
shares
|
$933,870
0.42% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
5,244
shares
|
$932,802
0.65% of portfolio
|
Q3 2024
Added 67.17%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,230
shares
|
$930,312
0.52% of portfolio
|
Q2 2024
Reduced 36.9%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Nov 01, 2024 Q3 2024 |
5,205
shares
|
$925,865
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
5,193
shares
|
$923,730
0.27% of portfolio
|
Q3 2024
Added 31.04%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
5,180
shares
|
$921,418
0.18% of portfolio
|
Q1 2022
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Dec 12, 2024 Q3 2024 |
5,146
shares
|
$915,370
0.34% of portfolio
|
Q3 2024
Added 264.96%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
5,097
shares
|
$906,654
0.18% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
5,085
shares
|
$904,519
0.73% of portfolio
|
Q3 2024
Added 25.56%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
5,049
shares
|
$898,116
0.65% of portfolio
|
Q3 2024
Added 42.35%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
5,049
shares
|
$898,116
0.65% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
5,021
shares
|
$893,135
0.46% of portfolio
|
Q3 2024
Added 0.5%
|