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 2,174 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $52.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
21,879
shares
|
$4.01 Million
3.42% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
21,820
shares
|
$3.99 Million
1.62% of portfolio
|
Q4 2022
Reduced 1.89%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
21,786
shares
|
$3.99 Million
0.47% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
21,758
shares
|
$3.98 Million
1.5% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
21,707
shares
|
$3.97 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
|
$3.96 Million
1.38% of portfolio
|
Q2 2025
Added 18.23%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
21,627
shares
|
$3.96 Million
0.74% of portfolio
|
Q1 2025
Reduced 27.82%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
21,627
shares
|
$3.96 Million
0.35% of portfolio
|
Q2 2025
Reduced 25.99%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
21,587
shares
|
$3.95 Million
0.16% of portfolio
|
Q1 2025
Reduced 26.58%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
21,571
shares
|
$3.95 Million
2.54% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
21,535
shares
|
$3.94 Million
1.56% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
21,502
shares
|
$3.94 Million
0.73% of portfolio
|
Q2 2025
Reduced 83.44%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
21,410
shares
|
$3.92 Million
0.27% of portfolio
|
Q2 2025
Added 21.3%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
21,399
shares
|
$3.92 Million
0.09% of portfolio
|
Q2 2025
Reduced 60.03%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
21,375
shares
|
$3.91 Million
2.17% of portfolio
|
Q2 2025
Added 8.35%
|
|
|
Equity Investment Corp
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
21,369
shares
|
$3.91 Million
0.09% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
21,323
shares
|
$3.9 Million
0.35% of portfolio
|
Q2 2025
Added 48.1%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
21,265
shares
|
$3.89 Million
0.02% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
21,238
shares
|
$3.89 Million
1.83% of portfolio
|
Q1 2024
Added 1.77%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
21,060
shares
|
$3.86 Million
0.06% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
20,992
shares
|
$3.84 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
20,957
shares
|
$3.84 Million
0.96% of portfolio
|
Q4 2024
Added 25.78%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
20,927
shares
|
$3.83 Million
0.25% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Aug 14, 2025 Q2 2025 |
20,913
shares
|
$3.83 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
20,795
shares
|
$3.81 Million
1.58% of portfolio
|
Q2 2025
Added 15.78%
|