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 |
|---|---|---|---|---|---|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
26,153
shares
|
$4.65 Million
2.42% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Churchill Management Corp
|
Apr 25, 2025 Q1 2025 |
26,127
shares
|
$4.64 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
26,120
shares
|
$4.64 Million
0.7% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
26,084
shares
|
$4.63 Million
1.31% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
May 01, 2025 Q1 2025 |
26,007
shares
|
$4.62 Million
2.68% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
25,885
shares
|
$4.6 Million
0.19% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
25,838
shares
|
$4.59 Million
1.0% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Factorial Partners, LLC
|
May 09, 2025 Q1 2025 |
25,800
shares
|
$4.58 Million
3.0% of portfolio
|
Q1 2025
Added 84.29%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
25,770
shares
|
$4.58 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
25,737
shares
|
$4.57 Million
0.86% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
25,314
shares
|
$4.5 Million
0.15% of portfolio
|
Q1 2025
Reduced 36.19%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
24,920
shares
|
$4.43 Million
2.12% of portfolio
|
Q1 2025
Reduced 16.27%
|
|
|
Defined Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
24,899
shares
|
$4.42 Million
3.01% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
24,854
shares
|
$4.42 Million
0.13% of portfolio
|
Q1 2025
Reduced 43.5%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
24,809
shares
|
$4.41 Million
1.03% of portfolio
|
Q1 2025
Added 24.56%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
24,715
shares
|
$4.39 Million
1.45% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
24,580
shares
|
$4.37 Million
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
May 13, 2025 Q1 2025 |
24,568
shares
|
$4.36 Million
1.24% of portfolio
|
Q1 2025
Reduced 21.14%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
24,552
shares
|
$4.36 Million
3.92% of portfolio
|
Q1 2025
Reduced 21.59%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
24,408
shares
|
$4.34 Million
2.61% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
24,309
shares
|
$4.32 Million
0.03% of portfolio
|
Q1 2025
Added 16.56%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
24,202
shares
|
$4.3 Million
0.37% of portfolio
|
Q1 2025
Added 35.41%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
24,192
shares
|
$4.3 Million
2.22% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
24,077
shares
|
$4.28 Million
0.21% of portfolio
|
Q1 2025
Added 43.4%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
23,980
shares
|
$4.26 Million
0.33% of portfolio
|
Q1 2025
Added 57.03%
|