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 |
|---|---|---|---|---|---|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
39,190
shares
|
$7.33 Million
1.17% of portfolio
|
Q1 2025
Added 34.1%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
39,084
shares
|
$7.31 Million
0.12% of portfolio
|
Q2 2025
Added 65.98%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Oct 02, 2025 Q3 2025 |
38,953
shares
|
$7.29 Million
5.58% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
38,899
shares
|
$7.28 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
38,766
shares
|
$7.25 Million
3.15% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
38,630
shares
|
$7.23 Million
3.89% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
38,618
shares
|
$7.22 Million
0.01% of portfolio
|
Q1 2024
Added 2.46%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
38,539
shares
|
$7.21 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
First Washington Corp
Seattle, WA |
Aug 12, 2025 Q2 2025 |
38,227
shares
|
$7.15 Million
2.4% of portfolio
|
Q2 2025
Added 33.49%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
38,123
shares
|
$7.13 Million
7.39% of portfolio
|
Q2 2024
Added 13.36%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
37,988
shares
|
$7.11 Million
2.46% of portfolio
|
Q3 2025
Reduced 32.63%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
37,771
shares
|
$7.07 Million
1.58% of portfolio
|
Q3 2025
Added 14.57%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
37,733
shares
|
$7.06 Million
1.39% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
37,627
shares
|
$7.04 Million
1.6% of portfolio
|
Q2 2024
Added 23.54%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
37,528
shares
|
$7.02 Million
1.31% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
37,432
shares
|
$7 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
37,202
shares
|
$6.96 Million
2.39% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
37,202
shares
|
$6.96 Million
1.23% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Ndwm LLC
La Jolla, CA |
Jul 31, 2025 Q2 2025 |
36,820
shares
|
$6.89 Million
4.9% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
36,605
shares
|
$6.85 Million
0.64% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
36,471
shares
|
$6.82 Million
3.97% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
36,375
shares
|
$6.8 Million
5.27% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
36,292
shares
|
$6.79 Million
0.62% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
35,772
shares
|
$6.69 Million
3.7% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2025 Q3 2025 |
35,771
shares
|
$6.69 Million
4.61% of portfolio
|
Q3 2025
Added 5.14%
|