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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
19,421
shares
|
$3.52 Million
0.74% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
19,361
shares
|
$3.51 Million
2.34% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
19,343
shares
|
$3.5 Million
3.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
19,309
shares
|
$3.5 Million
2.16% of portfolio
|
Q4 2024
Added 18.17%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
19,239
shares
|
$3.48 Million
1.35% of portfolio
|
Q4 2024
Added 21.89%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
19,172
shares
|
$3.47 Million
1.87% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
19,154
shares
|
$3.47 Million
0.01% of portfolio
|
Q4 2024
Added 13.31%
|
|
|
Imc Chicago, LLC
|
Jan 27, 2025 Q4 2024 |
19,152
shares
|
$3.47 Million
0.1% of portfolio
|
Q4 2024
Reduced 66.54%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
19,074
shares
|
$3.45 Million
0.19% of portfolio
|
Q4 2024
Added 27.91%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
18,829
shares
|
$3.41 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
18,769
shares
|
$3.4 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
18,769
shares
|
$3.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
18,759
shares
|
$3.4 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
18,674
shares
|
$3.38 Million
0.45% of portfolio
|
Q4 2024
Added 40.79%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
18,647
shares
|
$3.38 Million
1.59% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
18,618
shares
|
$3.37 Million
0.08% of portfolio
|
Q4 2024
Reduced 51.5%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
18,613
shares
|
$3.37 Million
0.04% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
18,603
shares
|
$3.37 Million
2.08% of portfolio
|
Q4 2024
New holding
|
|
|
Helios Capital Management Pte. LTD
|
Jan 27, 2025 Q4 2024 |
18,550
shares
|
$3.36 Million
1.93% of portfolio
|
Q2 2024
Added 48.4%
|
|
|
Equity Investment Corp
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
18,531
shares
|
$3.36 Million
0.08% of portfolio
|
Q4 2024
Added 72.7%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
18,466
shares
|
$3.34 Million
0.09% of portfolio
|
Q4 2024
Added 406.06%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
18,340
shares
|
$3.32 Million
2.31% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
18,331
shares
|
$3.32 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
18,320
shares
|
$3.32 Million
1.61% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
18,242
shares
|
$3.3 Million
0.92% of portfolio
|
Q4 2024
Added 0.35%
|