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 2,140 institutions that hold shares in the stock, with a total of 291 Million shares, which have been reported (via 13F filing form) to have a value of $51.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
15,509
shares
|
$2.76 Million
1.11% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
15,450
shares
|
$2.74 Million
0.55% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
15,409
shares
|
$2.74 Million
0.24% of portfolio
|
Q1 2025
Added 183.98%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
15,387
shares
|
$2.73 Million
0.13% of portfolio
|
Q1 2025
Reduced 72.77%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
15,298
shares
|
$2.72 Million
0.1% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
15,236
shares
|
$2.71 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
May 08, 2025 Q1 2025 |
15,215
shares
|
$2.7 Million
0.55% of portfolio
|
Q1 2025
Added 17.04%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
15,193
shares
|
$2.7 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Epiq Partners, LLC
|
Apr 11, 2025 Q1 2025 |
15,113
shares
|
$2.68 Million
1.63% of portfolio
|
Q1 2025
Added 18.67%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
15,094
shares
|
$2.68 Million
1.94% of portfolio
|
Q1 2025
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
14,891
shares
|
$2.65 Million
2.97% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
14,884
shares
|
$2.64 Million
0.72% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
14,880
shares
|
$2.64 Million
1.45% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
14,812
shares
|
$2.63 Million
0.2% of portfolio
|
Q1 2025
Added 37.9%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
14,801
shares
|
$2.63 Million
0.47% of portfolio
|
Q4 2024
Reduced 44.64%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
14,728
shares
|
$2.62 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
14,657
shares
|
$2.6 Million
0.26% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
14,651
shares
|
$2.6 Million
0.05% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
14,640
shares
|
$2.6 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
14,609
shares
|
$2.6 Million
1.69% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
14,609
shares
|
$2.6 Million
0.37% of portfolio
|
Q4 2024
Reduced 12.48%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
14,550
shares
|
$2.58 Million
2.49% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
14,428
shares
|
$2.56 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
14,398
shares
|
$2.56 Million
0.74% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
14,287
shares
|
$2.54 Million
2.14% of portfolio
|
Q1 2025
Added 55.39%
|