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 |
|---|---|---|---|---|---|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
23,298
shares
|
$4.32 Million
3.04% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 24, 2024 Q3 2024 |
23,290
shares
|
$4.32 Million
2.82% of portfolio
|
Q3 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
23,217
shares
|
$4.31 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
23,210
shares
|
$4.31 Million
0.61% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
23,009
shares
|
$4.27 Million
1.77% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
22,903
shares
|
$4.25 Million
1.26% of portfolio
|
Q3 2024
Added 16.85%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
22,886
shares
|
$4.25 Million
2.14% of portfolio
|
Q4 2023
Reduced 87.12%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
22,877
shares
|
$4.24 Million
0.25% of portfolio
|
Q3 2024
Added 53.4%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
22,859
shares
|
$4.24 Million
0.46% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Capitol Family Office, Inc.
|
Oct 29, 2024 Q3 2024 |
22,775
shares
|
$4.23 Million
5.09% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
22,653
shares
|
$4.2 Million
1.53% of portfolio
|
Q3 2024
Added 30.57%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
22,595
shares
|
$4.19 Million
0.16% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
22,354
shares
|
$4.15 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
22,345
shares
|
$4.15 Million
3.16% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
22,338
shares
|
$4.14 Million
0.15% of portfolio
|
Q3 2024
Reduced 14.89%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
22,278
shares
|
$4.13 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
22,220
shares
|
$4.12 Million
1.47% of portfolio
|
Q3 2024
Added 27.69%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
22,082
shares
|
$4.1 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
21,879
shares
|
$4.06 Million
3.42% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
21,820
shares
|
$4.05 Million
1.62% of portfolio
|
Q4 2022
Reduced 1.89%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
21,707
shares
|
$4.03 Million
0.7% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
21,684
shares
|
$4.02 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
21,636
shares
|
$4.01 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
21,609
shares
|
$4.01 Million
2.74% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Signify Wealth
|
Oct 29, 2024 Q3 2024 |
21,537
shares
|
$4 Million
4.97% of portfolio
|
Q3 2024
New holding
|