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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
121,330
shares
|
$22.5 Million
4.41% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
119,918
shares
|
$22.2 Million
9.33% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
119,608
shares
|
$22.2 Million
0.17% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Oct 28, 2024 Q3 2024 |
118,381
shares
|
$22 Million
14.87% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
118,031
shares
|
$21.9 Million
0.34% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
117,739
shares
|
$21.8 Million
8.76% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 25, 2024 Q3 2024 |
117,155
shares
|
$21.7 Million
14.2% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
115,735
shares
|
$21.5 Million
4.7% of portfolio
|
Q1 2023
Reduced 7.18%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
115,052
shares
|
$21.3 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
114,697
shares
|
$21.3 Million
0.33% of portfolio
|
Q3 2024
Added 8.48%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
112,906
shares
|
$20.9 Million
1.3% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
112,354
shares
|
$20.8 Million
1.37% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
111,564
shares
|
$20.7 Million
1.39% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
110,236
shares
|
$20.5 Million
0.58% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
110,188
shares
|
$20.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Myda Advisors LLC
Inwood, NY |
Nov 13, 2024 Q3 2024 |
110,000
shares
|
$20.4 Million
4.84% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
109,995
shares
|
$20.4 Million
0.34% of portfolio
|
Q3 2024
Added 189.61%
|
|
|
Ltg Capital LLC
|
Nov 01, 2024 Q3 2024 |
109,091
shares
|
$20.2 Million
17.66% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
108,995
shares
|
$20.2 Million
3.76% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
108,908
shares
|
$20.2 Million
4.59% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
107,255
shares
|
$19.9 Million
9.98% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
106,774
shares
|
$19.8 Million
0.56% of portfolio
|
Q2 2023
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
106,522
shares
|
$19.8 Million
2.33% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
106,338
shares
|
$19.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
106,287
shares
|
$19.7 Million
2.6% of portfolio
|
Q3 2024
Reduced 4.17%
|