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 |
|---|---|---|---|---|---|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
10,392
shares
|
$1.85 Million
0.34% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
10,360
shares
|
$1.84 Million
0.94% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
10,346
shares
|
$1.84 Million
0.17% of portfolio
|
Q1 2025
Reduced 21.02%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
10,316
shares
|
$1.83 Million
0.69% of portfolio
|
Q1 2025
Added 174.87%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
10,273
shares
|
$1.82 Million
0.27% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
10,253
shares
|
$1.82 Million
0.52% of portfolio
|
Q1 2025
Added 32.52%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
10,145
shares
|
$1.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 43.89%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
10,128
shares
|
$1.8 Million
1.59% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
10,125
shares
|
$1.8 Million
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
10,109
shares
|
$1.8 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
10,108
shares
|
$1.8 Million
0.52% of portfolio
|
Q1 2025
Added 756.61%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
10,055
shares
|
$1.79 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
10,026
shares
|
$1.78 Million
0.04% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
9,990
shares
|
$1.77 Million
1.18% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,934
shares
|
$1.76 Million
0.1% of portfolio
|
Q4 2023
Reduced 19.99%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
9,921
shares
|
$1.76 Million
0.07% of portfolio
|
Q1 2025
Reduced 64.12%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
9,901
shares
|
$1.76 Million
1.46% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Highlander Partners, L.P.
|
May 05, 2025 Q1 2025 |
9,900
shares
|
$1.76 Million
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
9,845
shares
|
$1.75 Million
0.17% of portfolio
|
Q3 2023
Added 64.22%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
9,823
shares
|
$1.75 Million
0.85% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
May 15, 2025 Q1 2025 |
9,823
shares
|
$1.75 Million
0.6% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
9,798
shares
|
$1.74 Million
0.01% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
9,755
shares
|
$1.73 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
9,750
shares
|
$1.73 Million
0.99% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Northstar Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
9,728
shares
|
$1.73 Million
1.1% of portfolio
|
Q1 2025
New holding
|