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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
112,525
shares
|
$20.6 Million
2.52% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
112,515
shares
|
$20.6 Million
1.3% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
112,422
shares
|
$20.6 Million
0.56% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2025 Q2 2025 |
112,137
shares
|
$20.5 Million
2.37% of portfolio
|
Q2 2025
Reduced 25.8%
|
|
|
Ltg Capital LLC
|
Aug 05, 2025 Q2 2025 |
111,410
shares
|
$20.4 Million
18.58% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
111,401
shares
|
$20.4 Million
1.75% of portfolio
|
Q2 2025
Added 30.28%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
111,111
shares
|
$20.3 Million
5.26% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
110,929
shares
|
$20.3 Million
1.24% of portfolio
|
Q2 2025
Reduced 27.0%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
110,057
shares
|
$20.1 Million
0.51% of portfolio
|
Q2 2025
Added 36.38%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
109,772
shares
|
$20.1 Million
9.13% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
108,054
shares
|
$19.8 Million
0.11% of portfolio
|
Q2 2025
Added 46.16%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
107,848
shares
|
$19.7 Million
1.52% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
107,812
shares
|
$19.7 Million
4.25% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
107,279
shares
|
$19.6 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
106,774
shares
|
$19.5 Million
0.56% of portfolio
|
Q2 2023
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
105,286
shares
|
$19.3 Million
0.03% of portfolio
|
Q2 2025
Added 177.31%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
104,446
shares
|
$19.1 Million
1.96% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
102,849
shares
|
$18.8 Million
0.02% of portfolio
|
Q1 2025
Added 19.55%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
102,307
shares
|
$18.7 Million
5.46% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
101,268
shares
|
$18.5 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
101,050
shares
|
$18.5 Million
8.2% of portfolio
|
Q1 2023
Reduced 0.91%
|
|
|
Echo45 Advisors LLC
|
Aug 12, 2025 Q2 2025 |
101,000
shares
|
$18.5 Million
12.21% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
99,456
shares
|
$18.2 Million
5.92% of portfolio
|
Q2 2025
Reduced 31.26%
|
|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
99,328
shares
|
$18.2 Million
6.53% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
98,295
shares
|
$18 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.25%
|