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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
14,258
shares
|
$2.53 Million
0.04% of portfolio
|
Q1 2025
Added 65.35%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
14,238
shares
|
$2.53 Million
2.13% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
14,137
shares
|
$2.51 Million
0.2% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
14,125
shares
|
$2.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 74.9%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
14,121
shares
|
$2.51 Million
0.24% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
14,097
shares
|
$2.5 Million
0.17% of portfolio
|
Q1 2025
Added 188.22%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
14,092
shares
|
$2.5 Million
0.36% of portfolio
|
Q4 2022
Reduced 1.14%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
14,081
shares
|
$2.5 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
14,047
shares
|
$2.5 Million
0.84% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
14,045
shares
|
$2.5 Million
0.39% of portfolio
|
Q1 2023
Reduced 39.85%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
14,023
shares
|
$2.49 Million
0.43% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
13,983
shares
|
$2.48 Million
0.15% of portfolio
|
Q1 2025
Reduced 26.69%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Apr 15, 2025 Q1 2025 |
13,981
shares
|
$2.48 Million
4.58% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
13,939
shares
|
$2.48 Million
2.17% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
13,936
shares
|
$2.48 Million
0.68% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
13,931
shares
|
$2.47 Million
1.75% of portfolio
|
Q1 2025
Added 106.57%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
13,920
shares
|
$2.47 Million
0.14% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
13,887
shares
|
$2.47 Million
0.95% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
13,845
shares
|
$2.46 Million
0.07% of portfolio
|
Q1 2025
Reduced 82.59%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
13,831
shares
|
$2.46 Million
0.13% of portfolio
|
Q1 2025
Added 50.12%
|
|
|
Soundwatch Capital LLC
New York, NY |
May 06, 2025 Q1 2025 |
13,819
shares
|
$2.45 Million
1.09% of portfolio
|
Q3 2024
Added 111.98%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
13,798
shares
|
$2.45 Million
0.12% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
13,766
shares
|
$2.45 Million
0.08% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
13,719
shares
|
$2.44 Million
0.67% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
13,681
shares
|
$2.43 Million
1.79% of portfolio
|
Q1 2025
Added 2.32%
|