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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
217,049
shares
|
$38.3 Million
0.09% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
215,960
shares
|
$38.2 Million
0.08% of portfolio
|
Q3 2024
Reduced 42.27%
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
215,125
shares
|
$38 Million
0.8% of portfolio
|
Q3 2024
Added 16812.34%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
206,785
shares
|
$36.5 Million
13.56% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
206,681
shares
|
$36.5 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
204,656
shares
|
$36.2 Million
2.17% of portfolio
|
Q3 2024
Reduced 81.74%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
204,095
shares
|
$36.1 Million
5.33% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
203,558
shares
|
$36 Million
7.3% of portfolio
|
Q2 2024
Reduced 3.84%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
203,069
shares
|
$35.9 Million
1.34% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
199,711
shares
|
$35.3 Million
0.02% of portfolio
|
Q3 2024
Added 22.47%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
199,639
shares
|
$35.3 Million
3.2% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
198,059
shares
|
$35 Million
0.91% of portfolio
|
Q3 2024
Reduced 83.07%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
197,553
shares
|
$34.9 Million
8.95% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
193,907
shares
|
$34.3 Million
2.41% of portfolio
|
Q3 2024
Added 14.66%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
192,011
shares
|
$33.9 Million
6.34% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
188,400
shares
|
$33.3 Million
4.09% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
183,410
shares
|
$32.4 Million
1.99% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
182,585
shares
|
$32.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
181,402
shares
|
$32 Million
0.36% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
180,110
shares
|
$31.8 Million
0.39% of portfolio
|
Q2 2023
Added 16.71%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
178,295
shares
|
$31.5 Million
0.87% of portfolio
|
Q3 2024
Reduced 25.9%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
177,561
shares
|
$31.4 Million
1.0% of portfolio
|
Q3 2024
Added 78.5%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
177,010
shares
|
$31.3 Million
1.52% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
177,007
shares
|
$31.3 Million
1.83% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
175,575
shares
|
$31 Million
0.3% of portfolio
|
Q3 2024
Added 14.34%
|