Invesco S&P 500 Equal Weight ETF (RSP) Institutional Ownership

$168.08
+1.35 (+0.81%)
(As of 05/15/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

Number of
Institutional Buyers
(last 12 months)
1098
Total
Institutional Inflows
(last 12 months)
$12.05B
Number of
Institutional Sellers
(last 12 months)
664
Total
Institutional Outflows
(last 12 months)
$3.50B
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RSP Institutional Buying and Selling by Quarter

Invesco S&P 500 Equal Weight ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024Waterford Advisors LLC16,927$2.87M1.2%-1.5%0.005%
5/16/2024Econ Financial Services Corp7,681$1.30M0.8%+458.2%0.002%
5/15/2024Wick Capital Partners LLC21,317$3.61M3.6%-3.7%0.006%
5/15/2024Manhattan West Asset Management LLC2,226$377K0.1%N/A0.001%
5/15/2024CoreFirst Bank & Trust10,709$1.81M1.1%-4.7%0.003%
5/15/2024BOKF NA25,989$4.38M0.1%+4.9%0.008%
5/15/2024Kestra Advisory Services LLC491,350$83.22M0.6%+6.1%0.147%
5/15/2024Steel Grove Capital Advisors LLC20,950$3.55M0.1%+81.4%0.006%
5/15/2024 LRI Investments LLC475$79K0.0%N/A0.000%
5/15/2024 Envoi LLC3,270$554K1.3%N/A0.001%
5/14/2024 Westwood Holdings Group Inc.871,278$147.57M1.2%+347.9%0.260%
5/14/2024 JT Stratford LLC9,135$1.55M0.3%-17.0%0.003%
5/14/2024 Napean Trading & Investment Co Singapore PTE Ltd99,192$16.80M4.1%-15.5%0.030%
5/14/2024 Axxcess Wealth Management LLC59,238$10.03M0.3%+14.9%0.018%
5/14/2024 EP Wealth Advisors LLC42,878$7.26M0.1%+24.6%0.013%
5/14/2024 Wellington Wealth Strategies LLC.6,269$1.06M0.5%+271.4%0.002%
5/14/2024 CreativeOne Wealth LLC14,604$2.47M0.1%+48.9%0.004%
5/14/2024 Northwest Wealth Management LLC5,304$898K0.2%-9.7%0.002%
5/14/2024 Evermay Wealth Management LLC8,440$1.43M0.2%+14.3%0.003%
5/14/2024 InterOcean Capital Group LLC382,033$64.71M1.5%+12.1%0.114%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund852,000$144.30M0.5%+113.0%0.254%
5/14/2024 Vaughan David Investments LLC IL101,665$17.22M0.4%+3.1%0.030%
5/14/2024 National Bank of Canada FI221,979$36.86M0.1%+61.4%0.066%
5/13/2024 Bessemer Group Inc.72,102$12.21M0.0%+315.5%0.022%
5/13/2024 Atlanta Consulting Group Advisors LLC221,458$37.51M12.9%N/A0.066%
5/13/2024 Capitolis Liquid Global Markets LLC250,000$42.34M0.7%N/A0.075%
5/13/2024 Basso Capital Management L.P.54,733$9.27M8.7%+27.8%0.016%
5/13/2024 O Shaughnessy Asset Management LLC15,622$2.65M0.0%+18.3%0.005%
5/11/2024 Brogan Financial Inc.1,720$291K0.2%-19.5%0.001%
5/11/2024 Lcnb Corp46,608$7.89M2.9%+4.1%0.014%
5/11/2024 Davis R M Inc.11,439$1.94M0.0%-14.2%0.003%
5/11/2024 Resurgent Financial Advisors LLC4,895$829K0.4%+70.0%0.001%
5/11/2024 Peak Asset Management LLC84,208$14.26M2.8%+21.1%0.025%
5/11/2024 Exencial Wealth Advisors LLC178,214$30.18M1.1%+0.1%0.053%
5/11/2024 Orion Capital Management LLC25,450$4.31M2.3%+1.8%0.008%
5/11/2024 Capital Wealth Alliance LLC2,547$431K0.3%-48.1%0.001%
5/11/2024 Ironwood Investment Counsel LLC1,585$269K0.0%N/A0.000%
5/11/2024 Catalytic Wealth RIA LLC42,292$7.16M1.4%+2.9%0.013%
5/11/2024 Jacobi Capital Management LLC18,638$3.16M0.3%+16.2%0.006%
5/11/2024 Mark Sheptoff Financial Planning LLC10,299$1.74M1.0%+2,188.7%0.003%
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5/11/2024 Edgestream Partners L.P.2,888$489K0.0%-64.2%0.001%
5/11/2024 Cercano Management LLC390,945$66.21M1.8%N/A0.117%
5/11/2024 Patten & Patten Inc. TN14,779$2.50M0.2%+9.4%0.004%
5/10/2024 Osaic Holdings Inc.1,018,668$172.30M0.4%-8.2%0.304%
5/10/2024 TIAA Trust National Association11,809$2M0.0%+16.8%0.004%
5/10/2024 Viawealth LLC20,033$3.39M2.1%+39.4%0.006%
5/10/2024 JPMorgan Chase & Co.7,094,524$1.20B0.1%+48.9%2.118%
5/10/2024 Ciovacco Capital Management LLC20,733$3.51M2.4%+16.1%0.006%
5/10/2024 Pinnacle Wealth Planning Services Inc.9,399$1.59M0.2%-1.5%0.003%
5/10/2024 First Foundation Advisors73,111$12.38M0.5%+1.1%0.022%
5/10/2024 Banco Santander S.A.213,676$36.19M0.4%-14.7%0.064%
5/10/2024 Tocqueville Asset Management L.P.6,029$1.02M0.0%-10.7%0.002%
5/10/2024 Wintrust Investments LLC182,418$30.90M2.7%+10.6%0.054%
5/10/2024 GM Advisory Group LLC18,008$3.05M0.2%+310.2%0.005%
5/10/2024 Nwam LLC41,506$7.00M0.6%-0.4%0.012%
5/10/2024 Glaxis Capital Management LLC10,000$1.69M3.1%N/A0.003%
5/10/2024 Twin Tree Management LP63,635$10.78M0.0%N/A0.019%
5/9/2024 RFP Financial Group LLC355,527$60.19M23.5%+1.2%0.106%
5/9/2024 Delos Wealth Advisors LLC4,754$805K0.9%+1,062.3%0.001%
5/9/2024 ProVise Management Group LLC14,561$2.47M0.2%+3.3%0.004%
5/9/2024 Private Portfolio Partners LLC5,571$944K0.2%+35.5%0.002%
5/9/2024 Orion Portfolio Solutions LLC39,948$6.77M0.1%+14.4%0.012%
5/9/2024 Blair William & Co. IL205,203$34.76M0.1%+13.2%0.061%
5/9/2024 HBK Sorce Advisory LLC8,563$1.45M0.1%-7.8%0.003%
5/9/2024 Kingsview Wealth Management LLC14,029$2.38M0.1%+0.6%0.004%
5/9/2024 Condor Capital Management1,451$246K0.0%N/A0.000%
5/9/2024 TBH Global Asset Management LLC1,700$288K0.1%N/A0.001%
5/9/2024 Fortis Capital Advisors LLC8,025$1.36M0.6%+103.2%0.002%
5/9/2024 Tradewinds LLC.3,490$572K0.5%N/A0.001%
5/9/2024 Hudson Value Partners LLC2,497$423K0.2%+27.4%0.001%
5/9/2024 Pettyjohn Wood & White Inc.18,065$3.06M0.6%+35.0%0.005%
5/9/2024 Patton Fund Management Inc.146,127$24.75M4.5%+21.5%0.044%
5/9/2024 New Insight Wealth Advisors25,195$4.27M2.7%-4.2%0.008%
5/9/2024 Koshinski Asset Management Inc.37,428$6.34M0.6%+353.2%0.011%
5/8/2024 Berkshire Money Management Inc.23,394$3.96M0.5%-7.5%0.007%
5/8/2024 Edmond DE Rothschild Holding S.A.65,867$11.16M0.2%-16.1%0.020%
5/8/2024 MAI Capital Management396,860$67.22M0.7%+20.6%0.118%
5/8/2024 Baltimore Washington Financial Advisors Inc.335,617$56.84M3.5%+3.2%0.100%
5/8/2024 Sheets Smith Wealth Management49,403$8.37M0.9%+156.0%0.015%
5/8/2024 Ethos Financial Group LLC24,716$4.24M0.8%+17.3%0.007%
5/8/2024 Advisors Preferred LLC42,312$7.12M1.2%-3.0%0.013%
5/8/2024 Bleakley Financial Group LLC60,752$10.29M0.3%-25.1%0.018%
5/8/2024 Winthrop Capital Management LLC62,958$10.66M4.9%+1.6%0.019%
5/8/2024 Great Diamond Partners LLC34,089$5.77M1.3%+2.6%0.010%
5/8/2024 Heritage Wealth Advisors13,242$2.24M0.1%-1.9%0.004%
5/8/2024 Focused Wealth Management Inc65,990$11.18M1.7%+10.3%0.020%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS96,382$16.32M0.1%+34.7%0.029%
5/8/2024 Avantax Advisory Services Inc.133,282$22.57M0.2%+0.6%0.040%
5/8/2024 US Bancorp DE92,566$15.68M0.0%+50.6%0.028%
5/8/2024 Mycio Wealth Partners LLC9,278$1.57M0.4%+92.4%0.003%
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5/8/2024 QRG Capital Management Inc.3,007$509K0.0%+26.7%0.001%
5/8/2024 Tranquility Partners LLC15,497$2.63M1.0%-2.2%0.005%
5/8/2024 Headlands Technologies LLC11,813$2.00M0.5%+4,211.3%0.004%
5/8/2024 AMJ Financial Wealth Management7,610$1.29M0.4%-54.1%0.002%
5/8/2024 Legacy Capital Group California Inc.21,150$3.58M1.3%-5.6%0.006%
5/8/2024 Wealth Forward LLC125,475$21.25M16.7%+0.1%0.037%
5/8/2024 Williams Jones Wealth Management LLC.21,852$3.70M0.0%-0.8%0.007%
5/8/2024 Inspire Advisors LLC3,653$619K0.1%+3.9%0.001%
5/8/2024 Thoroughbred Financial Services LLC18,680$3.16M0.3%-24.2%0.006%
5/7/2024 Verus Capital Partners LLC1,516$257K0.0%+14.8%0.000%
(Data available from 1/1/2016 forward)

RSP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RSP shares?

During the previous two years, 1,611 institutional investors and hedge funds held shares of Invesco S&P 500 Equal Weight ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($3.63B), Morgan Stanley ($2.68B), Bank of America Corp DE ($1.77B), JPMorgan Chase & Co. ($1.20B), Truist Financial Corp ($1.11B), UBS Group AG ($953.03M), and Clal Insurance Enterprises Holdings Ltd ($860.01M).Learn more on RSP's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Equal Weight ETF stock?

Of the 1,447 institutional investors that purchased Invesco S&P 500 Equal Weight ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gateway Advisory LLC ($13.71M), Clal Insurance Enterprises Holdings Ltd ($12.60M), JPMorgan Chase & Co. ($5.25M), Balyasny Asset Management L.P. ($4.25M), Bank of New York Mellon Corp ($3.61M), Bank of America Corp DE ($3.37M), and Truist Financial Corp ($3.12M).

How much institutional buying is happening at Invesco S&P 500 Equal Weight ETF?

Institutional investors have bought a total of 127,176,327 shares in the last 24 months. This purchase volume represents approximately $18.87B in transactions.

Which Invesco S&P 500 Equal Weight ETF major shareholders have been selling company stock?

Of the 921 institutional investors that sold Invesco S&P 500 Equal Weight ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($6.75M), US Bancorp DE ($3.09M), Sei Investments Co. ($1.68M), SPC Financial Inc. ($1.52M), BW Gestao de Investimentos Ltda. ($1.05M), Cowa LLC ($946.69K), and First Republic Investment Management Inc. ($888.46K).

How much institutional selling is happening at Invesco S&P 500 Equal Weight ETF?

Institutional investors have sold a total of 43,019,678 shares in the last 24 months. This volume of shares sold represents approximately $6.26B in transactions.


This page (NYSEARCA:RSP) was last updated on 5/16/2024 by MarketBeat.com Staff

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