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 |
|---|---|---|---|---|---|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
6,685
shares
|
$1.22 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,650
shares
|
$1.22 Million
0.19% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
6,632
shares
|
$1.21 Million
0.45% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
6,614
shares
|
$1.21 Million
1.01% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
6,599
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
Added 46.91%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
6,597
shares
|
$1.21 Million
0.3% of portfolio
|
Q2 2023
Reduced 0.39%
|
|
|
Lathrop Investment Management Corp
|
Aug 04, 2025 Q2 2025 |
6,563
shares
|
$1.2 Million
0.23% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
6,552
shares
|
$1.2 Million
3.11% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
6,534
shares
|
$1.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Professional Advisory Services Inc
|
Jul 11, 2025 Q2 2025 |
6,505
shares
|
$1.19 Million
0.16% of portfolio
|
Q2 2025
Added 29.14%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
6,504
shares
|
$1.19 Million
0.37% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
6,504
shares
|
$1.19 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
6,497
shares
|
$1.19 Million
0.3% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
6,463
shares
|
$1.18 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
6,455
shares
|
$1.18 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
6,413
shares
|
$1.17 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
6,408
shares
|
$1.17 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
6,387
shares
|
$1.17 Million
0.23% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
6,325
shares
|
$1.16 Million
0.28% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
6,316
shares
|
$1.16 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
6,312
shares
|
$1.16 Million
0.31% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
6,281
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
6,279
shares
|
$1.15 Million
0.79% of portfolio
|
Q2 2025
Added 11.23%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Jul 31, 2025 Q2 2025 |
6,278
shares
|
$1.15 Million
0.49% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
6,253
shares
|
$1.14 Million
0.14% of portfolio
|
Q1 2025
Added 0.11%
|