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 |
|---|---|---|---|---|---|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
59,228
shares
|
$10.5 Million
2.61% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
May 13, 2025 Q1 2025 |
59,025
shares
|
$10.5 Million
4.24% of portfolio
|
Q1 2025
Added 15.73%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
58,623
shares
|
$10.4 Million
3.94% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
58,126
shares
|
$10.3 Million
0.81% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
58,011
shares
|
$10.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 23.67%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
57,938
shares
|
$10.3 Million
0.82% of portfolio
|
Q4 2024
Added 17672.39%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
57,875
shares
|
$10.3 Million
0.3% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
57,805
shares
|
$10.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
57,469
shares
|
$10.2 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
57,464
shares
|
$10.2 Million
5.73% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
57,424
shares
|
$10.2 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
57,096
shares
|
$10.1 Million
3.02% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
56,392
shares
|
$10 Million
3.32% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
56,282
shares
|
$10 Million
2.42% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
56,123
shares
|
$9.97 Million
0.02% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
55,996
shares
|
$9.95 Million
1.21% of portfolio
|
Q1 2025
Added 47.58%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
55,822
shares
|
$9.92 Million
1.54% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
55,722
shares
|
$9.9 Million
4.23% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Lake Hills Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
55,510
shares
|
$9.86 Million
6.44% of portfolio
|
Q1 2025
Added 96.87%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
55,109
shares
|
$9.79 Million
5.25% of portfolio
|
Q1 2025
New holding
|
|
|
American Alpha Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
54,410
shares
|
$9.67 Million
7.91% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
53,961
shares
|
$9.59 Million
3.22% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Clarus Group, Inc.
|
Apr 24, 2025 Q1 2025 |
53,932
shares
|
$9.58 Million
3.68% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
53,733
shares
|
$9.55 Million
3.27% of portfolio
|
Q1 2025
New holding
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
53,537
shares
|
$9.51 Million
0.24% of portfolio
|
Q1 2025
Added 11.33%
|