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 2,049 institutions that hold shares in the stock, with a total of 276 Million shares, which have been reported (via 13F filing form) to have a value of $49.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
127,572
shares
|
$23.1 Million
2.34% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
126,513
shares
|
$22.9 Million
5.31% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
125,183
shares
|
$22.7 Million
6.31% of portfolio
|
Q4 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
124,414
shares
|
$22.5 Million
14.47% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
123,995
shares
|
$22.5 Million
4.53% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
123,295
shares
|
$22.3 Million
8.39% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
122,836
shares
|
$22.2 Million
0.42% of portfolio
|
Q4 2024
Added 50.88%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
122,193
shares
|
$22.1 Million
14.41% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
120,225
shares
|
$21.8 Million
0.72% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
120,013
shares
|
$21.7 Million
2.61% of portfolio
|
Q4 2024
Added 13.18%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
117,257
shares
|
$21.2 Million
2.37% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Jan 22, 2025 Q4 2024 |
116,933
shares
|
$21.2 Million
14.46% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Youngs Advisory Group, Inc.
|
Feb 13, 2025 Q4 2024 |
116,780
shares
|
$21.1 Million
8.69% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
116,124
shares
|
$21 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
115,737
shares
|
$21 Million
1.18% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
115,735
shares
|
$21 Million
4.7% of portfolio
|
Q1 2023
Reduced 7.18%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
115,458
shares
|
$20.9 Million
4.21% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
114,399
shares
|
$20.7 Million
4.83% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
114,110
shares
|
$20.7 Million
0.47% of portfolio
|
Q4 2024
Reduced 13.11%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
112,515
shares
|
$20.4 Million
1.3% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
112,087
shares
|
$20.3 Million
0.55% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
111,629
shares
|
$20.2 Million
17.77% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
111,157
shares
|
$20.1 Million
1.26% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
111,004
shares
|
$20.1 Million
0.36% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
110,793
shares
|
$20.1 Million
0.34% of portfolio
|
Q4 2024
Added 0.73%
|