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 |
|---|---|---|---|---|---|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
19,540
shares
|
$3.58 Million
2.16% of portfolio
|
Q4 2023
Added 653.57%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
19,510
shares
|
$3.57 Million
0.42% of portfolio
|
Q2 2024
Added 5.98%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
19,502
shares
|
$3.57 Million
0.37% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
19,436
shares
|
$3.56 Million
0.54% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
19,419
shares
|
$3.56 Million
1.02% of portfolio
|
Q2 2025
Reduced 43.32%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
19,392
shares
|
$3.55 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
|
$3.54 Million
2.03% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
19,329
shares
|
$3.54 Million
2.04% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
19,281
shares
|
$3.53 Million
0.22% of portfolio
|
Q2 2025
Added 105.25%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
19,219
shares
|
$3.52 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
19,138
shares
|
$3.5 Million
1.34% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
19,070
shares
|
$3.49 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
|
$3.49 Million
0.49% of portfolio
|
Q2 2025
Added 560.51%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
18,927
shares
|
$3.47 Million
0.98% of portfolio
|
Q2 2025
Reduced 31.06%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
18,924
shares
|
$3.46 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
18,832
shares
|
$3.45 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
18,772
shares
|
$3.44 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
18,697
shares
|
$3.42 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
18,659
shares
|
$3.42 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
18,647
shares
|
$3.41 Million
1.59% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
18,588
shares
|
$3.4 Million
0.2% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
18,584
shares
|
$3.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 58.38%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 11, 2025 Q2 2025 |
18,240
shares
|
$3.34 Million
0.97% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
18,223
shares
|
$3.34 Million
0.11% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
18,206
shares
|
$3.33 Million
0.12% of portfolio
|
Q2 2025
Added 13.02%
|