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 |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
60,543
shares
|
$11.3 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
60,394
shares
|
$11.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
60,345
shares
|
$11.3 Million
5.6% of portfolio
|
Q2 2025
Reduced 45.2%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
60,241
shares
|
$11.3 Million
0.16% of portfolio
|
Q2 2025
Added 76.98%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
59,691
shares
|
$11.2 Million
4.13% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
59,473
shares
|
$11.1 Million
1.29% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
59,421
shares
|
$11.1 Million
3.39% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
59,326
shares
|
$11.1 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
59,317
shares
|
$11.1 Million
0.17% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
59,180
shares
|
$11.1 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
58,910
shares
|
$11 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Aug 04, 2025 Q2 2025 |
58,364
shares
|
$10.9 Million
4.54% of portfolio
|
Q2 2025
Added 27.27%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
57,524
shares
|
$10.8 Million
2.53% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
56,907
shares
|
$10.6 Million
0.71% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
56,905
shares
|
$10.6 Million
0.32% of portfolio
|
Q2 2025
Reduced 29.24%
|
|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
56,701
shares
|
$10.6 Million
5.95% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
56,623
shares
|
$10.6 Million
0.03% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2025 Q3 2025 |
56,467
shares
|
$10.6 Million
8.25% of portfolio
|
Q3 2025
Added 55.5%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
56,312
shares
|
$10.5 Million
1.32% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
55,988
shares
|
$10.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.32%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
55,952
shares
|
$10.5 Million
0.22% of portfolio
|
Q2 2025
Added 65.84%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
55,920
shares
|
$10.5 Million
0.3% of portfolio
|
Q2 2025
Reduced 24.38%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
55,849
shares
|
$10.4 Million
7.91% of portfolio
|
Q3 2025
Reduced 8.43%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
55,760
shares
|
$10.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
55,621
shares
|
$10.4 Million
4.43% of portfolio
|
Q2 2025
Reduced 45.34%
|