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 |
|---|---|---|---|---|---|
|
Mtc Wealth Management LLC
|
May 02, 2025 Q1 2025 |
48,180
shares
|
$8.56 Million
4.1% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
48,165
shares
|
$8.56 Million
0.88% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
48,043
shares
|
$8.53 Million
3.72% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
48,034
shares
|
$8.53 Million
4.12% of portfolio
|
Q1 2025
Added 116.78%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
48,033
shares
|
$8.53 Million
3.95% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
47,581
shares
|
$8.45 Million
0.8% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Apr 16, 2025 Q1 2025 |
47,495
shares
|
$8.44 Million
8.1% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
46,912
shares
|
$8.33 Million
0.59% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
46,273
shares
|
$8.22 Million
0.27% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
46,152
shares
|
$8.2 Million
3.39% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
45,924
shares
|
$8.16 Million
2.03% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Royal Harbor Partners, LLC
|
Apr 28, 2025 Q1 2025 |
45,905
shares
|
$8.16 Million
4.02% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Apr 23, 2025 Q1 2025 |
45,860
shares
|
$8.15 Million
3.71% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
45,340
shares
|
$8.05 Million
2.0% of portfolio
|
Q1 2025
Reduced 19.13%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
45,324
shares
|
$8.05 Million
2.56% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
45,223
shares
|
$8.03 Million
1.18% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
45,152
shares
|
$8.02 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
45,089
shares
|
$8.01 Million
2.5% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
45,022
shares
|
$8 Million
3.9% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
44,776
shares
|
$7.95 Million
15.44% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
44,654
shares
|
$7.93 Million
0.22% of portfolio
|
Q1 2025
Added 139.84%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
44,459
shares
|
$7.9 Million
1.36% of portfolio
|
Q1 2024
Added 6.61%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
44,398
shares
|
$7.89 Million
0.79% of portfolio
|
Q1 2025
Added 18.44%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
44,218
shares
|
$7.86 Million
0.0% of portfolio
|
Q1 2025
Added 161.51%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
44,128
shares
|
$7.84 Million
3.0% of portfolio
|
Q1 2025
Added 384.76%
|