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 |
|---|---|---|---|---|---|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
170,790
shares
|
$31.7 Million
10.32% of portfolio
|
Q3 2024
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
169,756
shares
|
$31.5 Million
2.5% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
169,069
shares
|
$31.4 Million
1.36% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
163,310
shares
|
$30.3 Million
0.34% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
163,135
shares
|
$30.3 Million
0.82% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
162,530
shares
|
$30.2 Million
0.06% of portfolio
|
Q3 2024
Added 72.14%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
161,337
shares
|
$29.9 Million
19.05% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
160,932
shares
|
$29.9 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
160,917
shares
|
$29.9 Million
0.31% of portfolio
|
Q1 2024
Added 56.69%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
159,994
shares
|
$29.7 Million
10.17% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
159,923
shares
|
$29.7 Million
1.49% of portfolio
|
Q3 2024
Added 34.0%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
158,007
shares
|
$29.3 Million
11.79% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
156,316
shares
|
$29 Million
2.09% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
155,901
shares
|
$28.9 Million
9.56% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
155,877
shares
|
$28.9 Million
2.64% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
154,360
shares
|
$28.6 Million
2.86% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
154,239
shares
|
$28.6 Million
5.79% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
152,547
shares
|
$28.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
151,137
shares
|
$28 Million
2.85% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
150,452
shares
|
$27.9 Million
0.32% of portfolio
|
Q3 2024
Added 16.25%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
150,255
shares
|
$27.9 Million
0.21% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
148,544
shares
|
$27.6 Million
7.85% of portfolio
|
Q3 2024
Added 37.7%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
148,380
shares
|
$27.5 Million
2.27% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
147,776
shares
|
$27.4 Million
14.63% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
147,313
shares
|
$27.3 Million
0.37% of portfolio
|
Q2 2024
Added 2.17%
|