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 2,173 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $52.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
130,512
shares
|
$23.9 Million
0.45% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
130,495
shares
|
$23.9 Million
4.71% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
130,255
shares
|
$23.8 Million
0.09% of portfolio
|
Q2 2025
Added 23.52%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
129,920
shares
|
$23.8 Million
1.58% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
128,502
shares
|
$23.5 Million
0.65% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Aug 08, 2025 Q2 2025 |
127,816
shares
|
$23.4 Million
14.11% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
126,847
shares
|
$23.2 Million
7.37% of portfolio
|
Q2 2025
Added 57.19%
|
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
125,151
shares
|
$22.9 Million
8.47% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
125,056
shares
|
$22.9 Million
8.57% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
125,029
shares
|
$22.9 Million
0.27% of portfolio
|
Q2 2025
Reduced 31.66%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
124,768
shares
|
$22.8 Million
8.64% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
124,414
shares
|
$22.8 Million
14.47% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
123,995
shares
|
$22.7 Million
4.53% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
123,503
shares
|
$22.6 Million
5.03% of portfolio
|
Q2 2025
New holding
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
122,913
shares
|
$22.5 Million
4.19% of portfolio
|
Q2 2025
Reduced 25.28%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
122,355
shares
|
$22.4 Million
1.12% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
121,986
shares
|
$22.3 Million
5.77% of portfolio
|
Q2 2025
Reduced 55.16%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
121,687
shares
|
$22.3 Million
5.27% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
121,317
shares
|
$22.2 Million
4.22% of portfolio
|
Q2 2025
Reduced 26.94%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
120,908
shares
|
$22.1 Million
3.43% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Schusterman Interests, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
120,000
shares
|
$22 Million
33.24% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
117,131
shares
|
$21.4 Million
1.1% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
116,586
shares
|
$21.3 Million
0.36% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
115,735
shares
|
$21.2 Million
4.7% of portfolio
|
Q1 2023
Reduced 7.18%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Aug 07, 2025 Q2 2025 |
114,506
shares
|
$21 Million
13.98% of portfolio
|
Q2 2025
Reduced 0.96%
|