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 1,828 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $42.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
81,041
shares
|
$15 Million
0.32% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
80,002
shares
|
$14.8 Million
0.69% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Granby Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
80,000
shares
|
$14.8 Million
7.46% of portfolio
|
Q1 2024
New holding
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
79,652
shares
|
$14.8 Million
8.3% of portfolio
|
Q3 2024
Added 34.88%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
78,980
shares
|
$14.7 Million
12.02% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
78,756
shares
|
$14.6 Million
1.87% of portfolio
|
Q3 2024
Added 324.15%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
78,082
shares
|
$14.5 Million
2.59% of portfolio
|
Q4 2022
Added 19.44%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
77,856
shares
|
$14.4 Million
0.0% of portfolio
|
Q3 2024
Added 18.31%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
77,577
shares
|
$14.4 Million
0.1% of portfolio
|
Q3 2022
Added 2.33%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
77,359
shares
|
$14.4 Million
0.54% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
77,212
shares
|
$14.3 Million
6.74% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
76,300
shares
|
$14.2 Million
1.37% of portfolio
|
Q3 2024
Added 26.53%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
75,191
shares
|
$14 Million
1.3% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
74,971
shares
|
$13.9 Million
2.46% of portfolio
|
Q1 2024
Added 7.3%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
74,781
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2024
Added 253.41%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
73,030
shares
|
$13.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
72,628
shares
|
$13.5 Million
1.75% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
72,616
shares
|
$13.5 Million
0.66% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
72,378
shares
|
$13.4 Million
3.86% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
72,021
shares
|
$13.4 Million
0.79% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
71,374
shares
|
$13.2 Million
3.12% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
70,935
shares
|
$13.2 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
70,883
shares
|
$13.2 Million
0.3% of portfolio
|
Q3 2024
Reduced 75.95%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
70,167
shares
|
$13 Million
0.06% of portfolio
|
Q2 2023
Reduced 29.33%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
69,639
shares
|
$12.9 Million
0.11% of portfolio
|
Q2 2022
Reduced 0.22%
|