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 |
|---|---|---|---|---|---|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
22,916
shares
|
$4.29 Million
1.59% of portfolio
|
Q2 2025
Reduced 21.71%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
22,886
shares
|
$4.28 Million
2.14% of portfolio
|
Q4 2023
Reduced 87.12%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
22,859
shares
|
$4.28 Million
0.46% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
22,806
shares
|
$4.27 Million
2.05% of portfolio
|
Q2 2025
Reduced 72.68%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
22,788
shares
|
$4.26 Million
0.32% of portfolio
|
Q3 2025
Reduced 41.59%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
22,619
shares
|
$4.23 Million
0.31% of portfolio
|
Q2 2025
Added 655.73%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
22,431
shares
|
$4.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
22,356
shares
|
$4.18 Million
2.05% of portfolio
|
Q3 2025
Reduced 15.48%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
22,322
shares
|
$4.18 Million
0.0% of portfolio
|
Q2 2025
Added 46.51%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
22,196
shares
|
$4.15 Million
0.12% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Gator Capital Management, LLC
|
Aug 13, 2025 Q2 2025 |
22,107
shares
|
$4.14 Million
1.27% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jul 30, 2025 Q2 2025 |
22,098
shares
|
$4.13 Million
2.25% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
22,095
shares
|
$4.13 Million
0.32% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
22,083
shares
|
$4.13 Million
0.14% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Rye Brook Capital LLC
|
Oct 20, 2025 Q3 2025 |
22,050
shares
|
$4.12 Million
2.18% of portfolio
|
Q3 2025
Added 12.79%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
21,977
shares
|
$4.11 Million
2.26% of portfolio
|
Q2 2025
Reduced 15.5%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
21,879
shares
|
$4.09 Million
3.42% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
21,820
shares
|
$4.08 Million
1.62% of portfolio
|
Q4 2022
Reduced 1.89%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
21,786
shares
|
$4.08 Million
0.47% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
21,758
shares
|
$4.07 Million
1.5% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
21,707
shares
|
$4.06 Million
0.7% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
21,645
shares
|
$4.05 Million
1.38% of portfolio
|
Q2 2025
Added 18.23%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
21,627
shares
|
$4.05 Million
0.74% of portfolio
|
Q1 2025
Reduced 27.82%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
21,587
shares
|
$4.04 Million
0.16% of portfolio
|
Q1 2025
Reduced 26.58%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
21,535
shares
|
$4.03 Million
1.56% of portfolio
|
Q2 2025
Added 11.47%
|