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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
84,088
shares
|
$14.9 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
83,908
shares
|
$14.9 Million
1.45% of portfolio
|
Q1 2025
Added 23.2%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
May 07, 2025 Q1 2025 |
83,733
shares
|
$14.9 Million
8.84% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
83,474
shares
|
$14.8 Million
4.09% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
83,019
shares
|
$14.7 Million
0.18% of portfolio
|
Q1 2025
Added 101.87%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
83,019
shares
|
$14.7 Million
0.28% of portfolio
|
Q1 2025
Reduced 25.21%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
82,911
shares
|
$14.7 Million
4.35% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
82,778
shares
|
$14.7 Million
0.0% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
82,316
shares
|
$14.6 Million
2.67% of portfolio
|
Q1 2025
Added 11.32%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
82,075
shares
|
$14.6 Million
1.17% of portfolio
|
Q1 2025
Added 26.7%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
81,784
shares
|
$14.5 Million
0.12% of portfolio
|
Q1 2025
Added 95.59%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
81,041
shares
|
$14.4 Million
0.32% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Apr 09, 2025 Q1 2025 |
80,736
shares
|
$14.3 Million
3.28% of portfolio
|
Q1 2025
Added 69.76%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
80,723
shares
|
$14.3 Million
4.14% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
80,700
shares
|
$14.3 Million
0.37% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
80,695
shares
|
$14.3 Million
5.17% of portfolio
|
Q1 2025
Added 17.05%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
80,420
shares
|
$14.3 Million
0.46% of portfolio
|
Q1 2025
Reduced 10.8%
|
|
|
Granby Capital Management, LLC
|
May 14, 2025 Q1 2025 |
80,000
shares
|
$14.2 Million
7.48% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
79,775
shares
|
$14.2 Million
0.48% of portfolio
|
Q1 2025
Reduced 43.31%
|
|
|
Forge Financial Services LLC
Edmond, OK |
May 06, 2025 Q1 2025 |
79,509
shares
|
$14.1 Million
12.16% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
79,470
shares
|
$14.1 Million
0.35% of portfolio
|
Q1 2025
Reduced 52.67%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
78,986
shares
|
$14 Million
0.57% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
May 01, 2025 Q1 2025 |
78,528
shares
|
$14 Million
12.83% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
78,429
shares
|
$13.9 Million
0.62% of portfolio
|
Q1 2025
Reduced 39.26%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
78,090
shares
|
$13.9 Million
0.98% of portfolio
|
Q4 2024
New holding
|