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 |
|---|---|---|---|---|---|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
74,971
shares
|
$13.7 Million
2.46% of portfolio
|
Q1 2024
Added 7.3%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
74,883
shares
|
$13.7 Million
2.37% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
74,351
shares
|
$13.6 Million
2.54% of portfolio
|
Q2 2025
Reduced 31.58%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
74,027
shares
|
$13.6 Million
1.0% of portfolio
|
Q2 2025
Reduced 49.88%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
72,839
shares
|
$13.3 Million
3.49% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
72,588
shares
|
$13.3 Million
3.07% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
72,278
shares
|
$13.2 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Jul 21, 2025 Q2 2025 |
72,064
shares
|
$13.2 Million
8.41% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
71,865
shares
|
$13.2 Million
0.33% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
71,863
shares
|
$13.2 Million
6.67% of portfolio
|
Q2 2025
Added 18.02%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
71,705
shares
|
$13.1 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
|
$13.1 Million
1.17% of portfolio
|
Q2 2025
Added 574.26%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
71,107
shares
|
$13 Million
1.59% of portfolio
|
Q1 2025
Reduced 56.08%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
70,785
shares
|
$13 Million
1.57% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
70,307
shares
|
$12.9 Million
0.21% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
70,167
shares
|
$12.8 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
|
$12.8 Million
10.53% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
70,006
shares
|
$12.8 Million
1.3% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
69,709
shares
|
$12.8 Million
6.56% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
69,564
shares
|
$12.7 Million
0.29% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
69,228
shares
|
$12.7 Million
0.95% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
68,668
shares
|
$12.6 Million
4.12% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
68,500
shares
|
$12.5 Million
0.75% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
68,366
shares
|
$12.5 Million
3.17% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
68,122
shares
|
$12.5 Million
0.11% of portfolio
|
Q2 2025
Added 0.47%
|