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 |
|---|---|---|---|---|---|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
11,758
shares
|
$2.15 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
11,740
shares
|
$2.15 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
11,731
shares
|
$2.15 Million
0.77% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
11,668
shares
|
$2.14 Million
0.94% of portfolio
|
Q2 2025
Added 24.42%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
11,512
shares
|
$2.11 Million
1.75% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 30, 2025 Q2 2025 |
11,492
shares
|
$2.1 Million
2.39% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
11,490
shares
|
$2.1 Million
0.46% of portfolio
|
Q2 2025
Added 117.04%
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
11,468
shares
|
$2.1 Million
0.96% of portfolio
|
Q3 2023
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
11,460
shares
|
$2.1 Million
0.2% of portfolio
|
Q2 2025
Reduced 90.37%
|
|
|
J. Goldman & CO LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,399
shares
|
$2.09 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
11,389
shares
|
$2.09 Million
1.16% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
11,380
shares
|
$2.08 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
11,371
shares
|
$2.08 Million
1.49% of portfolio
|
Q2 2025
Added 60.56%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
11,363
shares
|
$2.08 Million
0.07% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
11,356
shares
|
$2.08 Million
0.08% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
11,264
shares
|
$2.06 Million
0.96% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
11,261
shares
|
$2.06 Million
0.01% of portfolio
|
Q2 2025
Added 62.75%
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
11,240
shares
|
$2.06 Million
0.39% of portfolio
|
Q1 2025
Added 33.81%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
11,235
shares
|
$2.06 Million
2.3% of portfolio
|
Q2 2025
Added 30.25%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
11,226
shares
|
$2.06 Million
0.15% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
11,180
shares
|
$2.05 Million
0.32% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
11,128
shares
|
$2.04 Million
0.27% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
11,125
shares
|
$2.04 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
11,120
shares
|
$2.04 Million
0.75% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,939
shares
|
$2 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.09%
|