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 |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,723
shares
|
$1.41 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 30, 2025 Q2 2025 |
7,720
shares
|
$1.41 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
7,706
shares
|
$1.41 Million
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,703
shares
|
$1.41 Million
0.1% of portfolio
|
Q4 2022
Reduced 44.4%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
7,702
shares
|
$1.41 Million
0.55% of portfolio
|
Q2 2025
Reduced 61.86%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
7,700
shares
|
$1.41 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
7,692
shares
|
$1.41 Million
0.14% of portfolio
|
Q2 2025
Reduced 29.71%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Jul 30, 2025 Q2 2025 |
7,655
shares
|
$1.4 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
7,647
shares
|
$1.4 Million
0.21% of portfolio
|
Q2 2025
Added 40.57%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
7,600
shares
|
$1.39 Million
0.05% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
7,597
shares
|
$1.39 Million
0.56% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,591
shares
|
$1.39 Million
0.19% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Capital Management Associates
New York, NY |
Aug 05, 2025 Q2 2025 |
7,500
shares
|
$1.37 Million
2.56% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
7,474
shares
|
$1.37 Million
0.58% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
7,473
shares
|
$1.37 Million
0.15% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
7,471
shares
|
$1.37 Million
0.25% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
7,461
shares
|
$1.37 Million
0.17% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
7,425
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Added 123.64%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
7,409
shares
|
$1.36 Million
0.03% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
7,394
shares
|
$1.35 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
7,350
shares
|
$1.35 Million
0.24% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
7,315
shares
|
$1.34 Million
0.3% of portfolio
|
Q1 2025
Added 35.76%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,265
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 90.11%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
7,198
shares
|
$1.32 Million
0.73% of portfolio
|
Q2 2025
Added 257.22%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
7,184
shares
|
$1.32 Million
0.14% of portfolio
|
Q1 2025
Reduced 23.34%
|