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 |
|---|---|---|---|---|---|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
118,951
shares
|
$21.1 Million
2.33% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
118,503
shares
|
$21.1 Million
5.23% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Consolidated Capital Management, LLC
|
Apr 29, 2025 Q1 2025 |
117,694
shares
|
$20.9 Million
8.68% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
116,820
shares
|
$20.8 Million
3.79% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
116,586
shares
|
$20.7 Million
0.36% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
116,127
shares
|
$20.6 Million
0.63% of portfolio
|
Q1 2025
Reduced 35.97%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
115,735
shares
|
$20.6 Million
4.7% of portfolio
|
Q1 2023
Reduced 7.18%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
115,674
shares
|
$20.5 Million
2.32% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Wealth Forward, LLC
Fargo, ND |
May 07, 2025 Q1 2025 |
115,619
shares
|
$20.5 Million
14.25% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
112,515
shares
|
$20 Million
1.3% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
112,248
shares
|
$19.9 Million
0.61% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Ltg Capital LLC
|
Apr 30, 2025 Q1 2025 |
111,625
shares
|
$19.8 Million
18.91% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
110,125
shares
|
$19.6 Million
9.75% of portfolio
|
Q1 2025
Added 113.91%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
109,300
shares
|
$19.4 Million
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
108,661
shares
|
$19.3 Million
3.51% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
108,462
shares
|
$19.3 Million
5.4% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
108,352
shares
|
$19.2 Million
9.55% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
108,324
shares
|
$19.2 Million
1.25% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
108,175
shares
|
$19.2 Million
2.13% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
107,089
shares
|
$19 Million
2.44% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
106,774
shares
|
$19 Million
0.56% of portfolio
|
Q2 2023
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
106,105
shares
|
$18.8 Million
0.46% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
105,516
shares
|
$18.7 Million
1.96% of portfolio
|
Q1 2025
Reduced 17.29%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
105,450
shares
|
$18.7 Million
0.08% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
105,029
shares
|
$18.7 Million
6.51% of portfolio
|
Q1 2025
Added 4.69%
|