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 |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
20,348
shares
|
$3.81 Million
0.24% of portfolio
|
Q2 2025
Added 38.99%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
20,332
shares
|
$3.8 Million
0.18% of portfolio
|
Q2 2025
Reduced 33.31%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
20,254
shares
|
$3.79 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
20,232
shares
|
$3.78 Million
0.49% of portfolio
|
Q2 2023
Reduced 2.08%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
20,155
shares
|
$3.77 Million
0.18% of portfolio
|
Q2 2025
Added 45.72%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
20,126
shares
|
$3.76 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
20,025
shares
|
$3.75 Million
0.4% of portfolio
|
Q2 2025
Added 12.39%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
20,000
shares
|
$3.74 Million
0.14% of portfolio
|
Q2 2025
Reduced 81.7%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
19,981
shares
|
$3.74 Million
1.44% of portfolio
|
Q2 2025
Added 11.56%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
19,962
shares
|
$3.73 Million
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
19,927
shares
|
$3.73 Million
0.85% of portfolio
|
Q1 2022
Added 1.15%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
19,871
shares
|
$3.72 Million
2.3% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
19,867
shares
|
$3.72 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.81%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
19,802
shares
|
$3.7 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
19,790
shares
|
$3.7 Million
0.2% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
19,711
shares
|
$3.69 Million
0.37% of portfolio
|
Q2 2025
Reduced 29.14%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
19,683
shares
|
$3.68 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
19,618
shares
|
$3.67 Million
1.43% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
19,540
shares
|
$3.66 Million
2.16% of portfolio
|
Q4 2023
Added 653.57%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
19,510
shares
|
$3.65 Million
0.42% of portfolio
|
Q2 2024
Added 5.98%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
19,502
shares
|
$3.65 Million
0.37% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
19,489
shares
|
$3.65 Million
0.43% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
19,436
shares
|
$3.64 Million
0.54% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
19,392
shares
|
$3.63 Million
2.7% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
19,331
shares
|
$3.62 Million
2.03% of portfolio
|
Q2 2025
Reduced 12.1%
|