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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
14,415
shares
|
$2.64 Million
0.12% of portfolio
|
Q2 2025
Reduced 13.58%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
14,403
shares
|
$2.64 Million
0.15% of portfolio
|
Q2 2025
Added 593.12%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
14,205
shares
|
$2.6 Million
0.43% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
14,178
shares
|
$2.6 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
14,166
shares
|
$2.59 Million
0.68% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
14,140
shares
|
$2.59 Million
2.07% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
14,097
shares
|
$2.58 Million
0.17% of portfolio
|
Q1 2025
Added 188.22%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
14,092
shares
|
$2.58 Million
0.36% of portfolio
|
Q4 2022
Reduced 1.14%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
14,045
shares
|
$2.57 Million
0.39% of portfolio
|
Q1 2023
Reduced 39.85%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
13,983
shares
|
$2.56 Million
0.15% of portfolio
|
Q1 2025
Reduced 26.69%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jul 07, 2025 Q2 2025 |
13,981
shares
|
$2.56 Million
4.19% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
13,946
shares
|
$2.55 Million
1.6% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
13,931
shares
|
$2.55 Million
2.25% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
13,871
shares
|
$2.54 Million
0.35% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
13,831
shares
|
$2.53 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
13,798
shares
|
$2.53 Million
0.12% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
13,741
shares
|
$2.52 Million
0.17% of portfolio
|
Q2 2025
Added 154.23%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
13,732
shares
|
$2.51 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
13,698
shares
|
$2.51 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
13,658
shares
|
$2.5 Million
2.08% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
13,615
shares
|
$2.49 Million
0.2% of portfolio
|
Q2 2025
Reduced 24.76%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
13,611
shares
|
$2.49 Million
0.74% of portfolio
|
Q2 2025
Added 31.94%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
13,569
shares
|
$2.48 Million
0.9% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
13,546
shares
|
$2.48 Million
0.45% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
13,493
shares
|
$2.47 Million
0.03% of portfolio
|
Q2 2025
Added 39.66%
|