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 |
|---|---|---|---|---|---|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
38,206
shares
|
$6.79 Million
4.35% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
38,137
shares
|
$6.78 Million
1.76% of portfolio
|
Q1 2025
Reduced 32.12%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
38,134
shares
|
$6.77 Million
0.66% of portfolio
|
Q1 2025
Added 16.1%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
38,123
shares
|
$6.77 Million
7.39% of portfolio
|
Q2 2024
Added 13.36%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
37,967
shares
|
$6.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
37,627
shares
|
$6.68 Million
1.6% of portfolio
|
Q2 2024
Added 23.54%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
37,500
shares
|
$6.66 Million
1.39% of portfolio
|
Q1 2025
Added 488.7%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
37,254
shares
|
$6.62 Million
1.03% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
37,202
shares
|
$6.61 Million
2.39% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
37,132
shares
|
$6.6 Million
4.86% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
36,901
shares
|
$6.56 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
36,877
shares
|
$6.55 Million
0.15% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
36,857
shares
|
$6.55 Million
0.33% of portfolio
|
Q1 2025
Reduced 31.29%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
36,826
shares
|
$6.54 Million
6.24% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
36,467
shares
|
$6.48 Million
2.2% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Apr 07, 2025 Q1 2025 |
36,300
shares
|
$6.45 Million
5.34% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Grange Capital, LLC
Beaverton, OR |
May 02, 2025 Q1 2025 |
36,297
shares
|
$6.45 Million
7.33% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
35,784
shares
|
$6.36 Million
0.15% of portfolio
|
Q1 2025
Reduced 29.67%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
35,663
shares
|
$6.34 Million
1.32% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
35,592
shares
|
$6.32 Million
0.54% of portfolio
|
Q1 2025
Added 44.77%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Jun 12, 2025 Q1 2025 |
35,387
shares
|
$6.29 Million
6.34% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
35,288
shares
|
$6.27 Million
0.8% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
35,221
shares
|
$6.26 Million
5.34% of portfolio
|
Q1 2025
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
35,216
shares
|
$6.26 Million
0.44% of portfolio
|
Q2 2024
Reduced 6.33%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
34,916
shares
|
$6.2 Million
2.91% of portfolio
|
Q1 2025
Added 466.17%
|