RSP

Invesco S&p 500 Equal Weight

Latest period2024 - Q4Total superinvestors310

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 310 superinvestors own shares of Invesco S&p 500 Equal Weight (RSP), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco S&p 500 Equal Weight (RSP), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco S&p 500 Equal Weight (RSP) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco S&p 500 Equal Weight (RSP) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
DAVID REICHERT@Echo45 Advisors Llc
Recent Activity
Increased 110.87%
11.64%
$17.723M
100,513 shares@ 176.33 avg price
Ashleigh C. Swayze@Bernardo Wealth Planning Llc
Recent Activity
Increased 4.66%
4.16%
$17.365M
100,230 shares@ 173.26 avg price
Matthew G. Catlin@Wealth Alliance Advisory Group, Llc
Recent Activity
Increased 0.3%
3.69%
$17.41M
99,352 shares@ 175.24 avg price
Eric Johnson@Roth Financial Partners Llc
Recent Activity
Increased 1.43%
6.81%
$17.104M
97,611 shares@ 175.23 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 2.43%
0.77%
$16.964M
96,808 shares@ 175.24 avg price
John Boardman@Ballast, Inc.
Recent Activity
Increased 17.59%
4.06%
$14.17M
80,866 shares@ 175.23 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 27.96%
0.4%
$14.156M
80,785 shares@ 175.24 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Increased 37.49%
1.19%
$12.629M
72,070 shares@ 175.24 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 2.02%
0.24%
$11.333M
64,676 shares@ 175.24 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Increased 4.89%
0.32%
$11.028M
62,935 shares@ 175.23 avg price