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 |
|---|---|---|---|---|---|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
19,329
shares
|
$3.62 Million
2.04% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
19,219
shares
|
$3.6 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
19,138
shares
|
$3.58 Million
1.34% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
19,070
shares
|
$3.57 Million
1.63% of portfolio
|
Q2 2025
Reduced 28.23%
|
|
|
Permanens Capital L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
19,069
shares
|
$3.57 Million
0.49% of portfolio
|
Q2 2025
Added 560.51%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
19,027
shares
|
$3.56 Million
0.05% of portfolio
|
Q3 2025
Added 16.11%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
19,013
shares
|
$3.56 Million
4.19% of portfolio
|
Q3 2025
Added 65.45%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
18,927
shares
|
$3.54 Million
0.98% of portfolio
|
Q2 2025
Reduced 31.06%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
18,697
shares
|
$3.5 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
18,659
shares
|
$3.49 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
18,647
shares
|
$3.49 Million
1.59% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
18,588
shares
|
$3.48 Million
0.2% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
18,584
shares
|
$3.48 Million
0.08% of portfolio
|
Q2 2025
Reduced 58.38%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
18,470
shares
|
$3.45 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 11, 2025 Q2 2025 |
18,240
shares
|
$3.41 Million
0.97% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
18,206
shares
|
$3.41 Million
0.12% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
18,187
shares
|
$3.4 Million
0.31% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
18,161
shares
|
$3.4 Million
0.18% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
18,143
shares
|
$3.39 Million
0.53% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
18,137
shares
|
$3.39 Million
0.06% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
18,102
shares
|
$3.39 Million
0.93% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
18,099
shares
|
$3.39 Million
0.03% of portfolio
|
Q2 2025
Added 37.56%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
18,032
shares
|
$3.37 Million
0.91% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
18,031
shares
|
$3.37 Million
0.6% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
17,970
shares
|
$3.36 Million
2.45% of portfolio
|
Q2 2025
Reduced 8.21%
|