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 |
|---|---|---|---|---|---|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
27,553
shares
|
$4.89 Million
1.34% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
27,550
shares
|
$4.89 Million
1.43% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
27,531
shares
|
$4.89 Million
3.36% of portfolio
|
Q1 2025
Added 2243.06%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
27,480
shares
|
$4.88 Million
6.06% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
27,453
shares
|
$4.88 Million
1.5% of portfolio
|
Q1 2025
Added 29.73%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
27,302
shares
|
$4.85 Million
5.32% of portfolio
|
Q1 2025
Added 2110.69%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
27,274
shares
|
$4.85 Million
1.31% of portfolio
|
Q1 2025
Added 54.39%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
27,270
shares
|
$4.84 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
27,150
shares
|
$4.82 Million
2.55% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
27,033
shares
|
$4.8 Million
3.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
27,031
shares
|
$4.8 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
26,969
shares
|
$4.79 Million
2.04% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
26,912
shares
|
$4.78 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
26,883
shares
|
$4.78 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
26,861
shares
|
$4.77 Million
0.65% of portfolio
|
Q1 2025
Reduced 21.24%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
26,840
shares
|
$4.77 Million
2.83% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
26,835
shares
|
$4.77 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
26,777
shares
|
$4.76 Million
0.97% of portfolio
|
Q1 2025
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jun 12, 2025 Q1 2025 |
26,760
shares
|
$4.75 Million
2.95% of portfolio
|
Q1 2025
Added 22.05%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
26,742
shares
|
$4.75 Million
3.41% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
26,636
shares
|
$4.73 Million
0.58% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
26,578
shares
|
$4.72 Million
0.28% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
26,570
shares
|
$4.72 Million
2.06% of portfolio
|
Q1 2025
Added 64.0%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
26,309
shares
|
$4.67 Million
0.32% of portfolio
|
Q4 2023
Added 62.8%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
26,248
shares
|
$4.66 Million
0.18% of portfolio
|
Q1 2025
Added 2.12%
|