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 2,174 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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
55,920
shares
|
$10.2 Million
0.3% of portfolio
|
Q2 2025
Reduced 24.38%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
55,760
shares
|
$10.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
55,621
shares
|
$10.2 Million
4.43% of portfolio
|
Q2 2025
Reduced 45.34%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
55,226
shares
|
$10.1 Million
1.51% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
55,148
shares
|
$10.1 Million
3.06% of portfolio
|
Q2 2025
Added 29.13%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
54,970
shares
|
$10.1 Million
1.55% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
54,382
shares
|
$9.96 Million
2.18% of portfolio
|
Q2 2025
Added 19.94%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
54,369
shares
|
$9.95 Million
3.97% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
54,326
shares
|
$9.95 Million
3.2% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
54,259
shares
|
$9.93 Million
3.82% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
54,177
shares
|
$9.92 Million
3.36% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
53,853
shares
|
$9.86 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
53,219
shares
|
$9.74 Million
0.07% of portfolio
|
Q2 2025
Added 97.97%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Aug 08, 2025 Q2 2025 |
53,004
shares
|
$9.7 Million
7.74% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
52,734
shares
|
$9.65 Million
1.15% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
52,680
shares
|
$9.64 Million
4.74% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
52,601
shares
|
$9.63 Million
2.88% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
51,830
shares
|
$9.49 Million
0.26% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
51,508
shares
|
$9.43 Million
0.36% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
50,821
shares
|
$9.3 Million
0.12% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
50,689
shares
|
$9.28 Million
0.11% of portfolio
|
Q2 2025
Reduced 29.55%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
50,399
shares
|
$9.23 Million
0.18% of portfolio
|
Q2 2025
Added 8.92%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
50,268
shares
|
$9.2 Million
2.15% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
50,251
shares
|
$9.2 Million
3.05% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
50,113
shares
|
$9.17 Million
0.51% of portfolio
|
Q2 2025
Added 1.68%
|