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 2,146 institutions that hold shares in the stock, with a total of 290 Million shares, which have been reported (via 13F filing form) to have a value of $54.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
32,213
shares
|
$6.03 Million
1.84% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
32,195
shares
|
$6.02 Million
1.87% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
32,189
shares
|
$6.02 Million
0.18% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
32,168
shares
|
$6.02 Million
1.48% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
32,154
shares
|
$6.02 Million
5.03% of portfolio
|
Q1 2025
Added 22.37%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
32,018
shares
|
$5.99 Million
0.12% of portfolio
|
Q1 2024
Reduced 17.41%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
31,717
shares
|
$5.94 Million
3.86% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
31,700
shares
|
$5.93 Million
0.89% of portfolio
|
Q4 2024
Added 272.94%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
31,662
shares
|
$5.92 Million
4.75% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
31,445
shares
|
$5.88 Million
1.13% of portfolio
|
Q1 2025
Reduced 14.67%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
31,445
shares
|
$5.88 Million
0.15% of portfolio
|
Q1 2025
Reduced 24.47%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
31,248
shares
|
$5.85 Million
0.22% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jul 15, 2025 Q2 2025 |
31,245
shares
|
$5.85 Million
5.51% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
31,171
shares
|
$5.83 Million
0.18% of portfolio
|
Q2 2025
Added 14.31%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
31,123
shares
|
$5.82 Million
1.3% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
31,082
shares
|
$5.82 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
30,821
shares
|
$5.77 Million
0.43% of portfolio
|
Q4 2022
Added 294.23%
|
|
|
Inkwell Capital LLC
Miami, FL |
May 13, 2025 Q1 2025 |
30,818
shares
|
$5.77 Million
5.83% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
General American Investors CO Inc
|
May 02, 2025 Q1 2025 |
30,611
shares
|
$5.73 Million
0.4% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
30,561
shares
|
$5.72 Million
0.38% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
30,513
shares
|
$5.71 Million
0.4% of portfolio
|
Q1 2025
Added 19.22%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
30,487
shares
|
$5.71 Million
0.18% of portfolio
|
Q4 2024
Reduced 16.29%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
30,366
shares
|
$5.68 Million
2.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
May 15, 2025 Q1 2025 |
30,100
shares
|
$5.63 Million
2.91% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
29,994
shares
|
$5.61 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.55%
|