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 |
|---|---|---|---|---|---|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
148,544
shares
|
$26.2 Million
7.85% of portfolio
|
Q3 2024
Added 37.7%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
148,380
shares
|
$26.2 Million
2.27% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
147,776
shares
|
$26.1 Million
14.63% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
146,802
shares
|
$25.9 Million
9.38% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
146,585
shares
|
$25.9 Million
0.22% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
146,524
shares
|
$25.9 Million
2.1% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
146,126
shares
|
$25.8 Million
0.43% of portfolio
|
Q3 2024
Added 179.94%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
144,913
shares
|
$25.6 Million
0.09% of portfolio
|
Q3 2024
Reduced 80.89%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
142,949
shares
|
$25.3 Million
9.68% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
140,794
shares
|
$24.9 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
139,752
shares
|
$24.7 Million
2.73% of portfolio
|
Q3 2024
Added 38.76%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
139,595
shares
|
$24.7 Million
11.95% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
138,872
shares
|
$24.5 Million
2.19% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
137,575
shares
|
$24.3 Million
0.04% of portfolio
|
Q3 2024
Added 17.52%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
137,100
shares
|
$24.2 Million
4.15% of portfolio
|
Q3 2024
Added 29.31%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
135,999
shares
|
$24 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
133,742
shares
|
$23.6 Million
0.18% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
132,818
shares
|
$23.5 Million
2.42% of portfolio
|
Q3 2024
Added 18.75%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
132,289
shares
|
$23.4 Million
10.23% of portfolio
|
Q3 2024
Added 954.85%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
131,333
shares
|
$23.2 Million
0.55% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
130,915
shares
|
$23.1 Million
0.07% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
130,148
shares
|
$23 Million
0.12% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
Nov 14, 2024 Q3 2024 |
127,850
shares
|
$22.6 Million
8.84% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
127,574
shares
|
$22.5 Million
14.87% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
125,426
shares
|
$22.2 Million
5.45% of portfolio
|
Q3 2024
Added 6.71%
|