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 |
|---|---|---|---|---|---|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
30,424
shares
|
$5.69 Million
1.18% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
30,369
shares
|
$5.68 Million
2.35% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
30,308
shares
|
$5.67 Million
3.52% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
30,285
shares
|
$5.67 Million
0.7% of portfolio
|
Q2 2025
Added 23.21%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
30,063
shares
|
$5.62 Million
1.27% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
30,027
shares
|
$5.62 Million
1.46% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
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%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
29,936
shares
|
$5.6 Million
1.99% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
29,920
shares
|
$5.6 Million
0.72% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
29,524
shares
|
$5.52 Million
1.07% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
29,490
shares
|
$5.52 Million
0.14% of portfolio
|
Q3 2025
Added 32.99%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
29,362
shares
|
$5.49 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
29,273
shares
|
$5.48 Million
1.69% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
29,220
shares
|
$5.47 Million
0.37% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
29,178
shares
|
$5.46 Million
1.93% of portfolio
|
Q1 2025
Added 126.06%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
29,117
shares
|
$5.45 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
29,088
shares
|
$5.44 Million
2.33% of portfolio
|
Q2 2025
Reduced 39.45%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
29,085
shares
|
$5.44 Million
0.18% of portfolio
|
Q2 2025
Added 23.75%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
29,075
shares
|
$5.44 Million
1.15% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 17, 2025 Q3 2025 |
29,012
shares
|
$5.43 Million
2.89% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
28,899
shares
|
$5.41 Million
2.98% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
28,830
shares
|
$5.39 Million
0.81% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
28,718
shares
|
$5.37 Million
2.58% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
28,596
shares
|
$5.35 Million
0.63% of portfolio
|
Q2 2024
New holding
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
28,546
shares
|
$5.34 Million
2.64% of portfolio
|
Q2 2025
Reduced 0.94%
|