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 2,140 institutions that hold shares in the stock, with a total of 291 Million shares, which have been reported (via 13F filing form) to have a value of $51.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
136,918
shares
|
$24.3 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
136,069
shares
|
$24.2 Million
13.8% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Riversedge Advisors, LLC
|
May 01, 2025 Q1 2025 |
135,882
shares
|
$24.1 Million
5.35% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
135,571
shares
|
$24.1 Million
3.21% of portfolio
|
Q1 2025
Added 27.51%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
135,559
shares
|
$24.1 Million
0.2% of portfolio
|
Q1 2025
Added 54.62%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
134,375
shares
|
$23.9 Million
0.12% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Granite Bay Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
133,666
shares
|
$23.7 Million
8.04% of portfolio
|
Q1 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
133,109
shares
|
$23.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
133,100
shares
|
$23.6 Million
2.93% of portfolio
|
Q1 2025
New holding
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
132,763
shares
|
$23.6 Million
3.27% of portfolio
|
Q1 2025
Added 74.92%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
131,977
shares
|
$23.4 Million
11.11% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
130,852
shares
|
$23.2 Million
1.31% of portfolio
|
Q1 2025
Reduced 25.36%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
130,512
shares
|
$23.2 Million
0.45% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
129,868
shares
|
$23.1 Million
1.29% of portfolio
|
Q1 2025
Added 838.01%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
129,617
shares
|
$23 Million
1.6% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Apr 02, 2025 Q1 2025 |
129,586
shares
|
$23 Million
6.67% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
124,414
shares
|
$22.1 Million
14.47% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
124,032
shares
|
$22 Million
8.52% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
123,995
shares
|
$22 Million
4.53% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
May 07, 2025 Q1 2025 |
123,391
shares
|
$21.9 Million
13.89% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
123,017
shares
|
$21.9 Million
1.79% of portfolio
|
Q1 2025
Added 571.09%
|
|
|
Youngs Advisory Group, Inc.
|
May 09, 2025 Q1 2025 |
121,632
shares
|
$21.6 Million
8.79% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
120,306
shares
|
$21.4 Million
3.73% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
119,418
shares
|
$21.2 Million
4.27% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
119,097
shares
|
$21.2 Million
1.19% of portfolio
|
Q1 2025
Added 2.9%
|