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 2,183 institutions that hold shares in the stock, with a total of 288 Million shares, which have been reported (via 13F filing form) to have a value of $53.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
74,392
shares
|
$13.9 Million
2.45% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
74,293
shares
|
$13.9 Million
0.56% of portfolio
|
Q3 2025
Reduced 11.65%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
74,027
shares
|
$13.8 Million
1.0% of portfolio
|
Q2 2025
Reduced 49.88%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
73,989
shares
|
$13.8 Million
3.42% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
72,793
shares
|
$13.6 Million
1.29% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
72,616
shares
|
$13.6 Million
1.25% of portfolio
|
Q3 2025
Added 26.45%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
72,588
shares
|
$13.6 Million
3.07% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Jul 21, 2025 Q2 2025 |
72,064
shares
|
$13.5 Million
8.41% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
71,865
shares
|
$13.4 Million
0.33% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
71,863
shares
|
$13.4 Million
6.67% of portfolio
|
Q2 2025
Added 18.02%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
71,705
shares
|
$13.4 Million
0.97% of portfolio
|
Q2 2025
Reduced 12.63%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
71,640
shares
|
$13.4 Million
1.17% of portfolio
|
Q2 2025
Added 574.26%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
71,372
shares
|
$13.4 Million
2.26% of portfolio
|
Q3 2025
Added 67.08%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
71,107
shares
|
$13.3 Million
1.59% of portfolio
|
Q1 2025
Reduced 56.08%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
71,093
shares
|
$13.3 Million
1.49% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
70,307
shares
|
$13.2 Million
0.21% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
70,221
shares
|
$13.1 Million
3.63% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
70,167
shares
|
$13.1 Million
0.06% of portfolio
|
Q2 2023
Reduced 29.33%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 13, 2025 Q2 2025 |
70,087
shares
|
$13.1 Million
10.53% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
70,006
shares
|
$13.1 Million
1.3% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
69,709
shares
|
$13 Million
6.56% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
69,564
shares
|
$13 Million
0.29% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
69,228
shares
|
$12.9 Million
0.95% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
68,684
shares
|
$12.8 Million
4.91% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Sterling Manor Financial, LLC
|
Oct 08, 2025 Q3 2025 |
68,515
shares
|
$12.8 Million
9.91% of portfolio
|
Q3 2025
Added 0.63%
|