HIP
RSP icon

Harrell Investment Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Harrell Investment Partners’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,897
Closed -$332K – 101
2024
Q4 		$332K Buy
1,897
+72
+4% +$13K 0.09% 81
2024
Q3 		$327K Buy
1,825
+467
+34% +$79.8K 0.09% 80
2024
Q2 		$223K Sell
1,358
-166
-11% -$27.3K 0.06% 87
2024
Q1 		$258K Sell
1,524
-363
-19% -$58.3K 0.08% 84
2023
Q4 		$298K Sell
1,887
-148
-7% -$21.5K 0.09% 85
2023
Q3 		$285K Buy
2,035
+8
+0.4% +$1.2K 0.1% 85
2023
Q2 		$303K Buy
2,027
+101
+5% +$14.5K 0.1% 80
2023
Q1 		$279K Sell
1,926
-638
-25% -$93.4K 0.1% 84
2022
Q4 		$362K Buy
2,564
+61
+2% +$8.53K 0.14% 75
2022
Q3 		$319K Sell
2,503
-1,066
-30% -$150K 0.13% 79
2022
Q2 		$479K Buy
3,569
+405
+13% +$59.3K 0.2% 71
2022
Q1 		$499K Sell
3,164
-187
-6% -$29.2K 0.18% 74
2021
Q4 		$545K Buy
3,351
+669
+25% +$106K 0.17% 74
2021
Q3 		$402K Hold
2,682
– – 0.13% 84
2021
Q2 		$404K Sell
2,682
-228
-8% -$33.9K 0.13% 82
2021
Q1 		$412K Buy
+2,910
New +$393K 0.15% 83

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harrell Investment Partners's RSP Position: Q1 2025 in Review

Harrell Investment Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2025, closing a stake of 1,897 shares — an estimated $332K sold.

Harrell Investment Partners first reported a position in RSP in Q1 2021 and held it in 16 quarters. The position peaked at $545K in Q4 2021. 1,940 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

  • Harrell Investment Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
  • Harrell Investment Partners sold 1,897 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $332K.
  • Harrell Investment Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and held it in 16 quarters.
  • Harrell Investment Partners's Invesco S&P 500 Equal Weight ETF position peaked at $545K in Q4 2021.
  • 1,940 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on Harrell Investment Partners's 13F filing for Q1 2025, filed 21 Apr 2025.