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 |
|---|---|---|---|---|---|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
6,310
shares
|
$1.12 Million
0.12% of portfolio
|
Q1 2024
Added 27.22%
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
6,301
shares
|
$1.12 Million
0.25% of portfolio
|
Q1 2025
Added 15.47%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
6,253
shares
|
$1.11 Million
0.15% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
6,250
shares
|
$1.11 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Am Investment Strategies LLC
|
May 07, 2025 Q1 2025 |
6,229
shares
|
$1.11 Million
0.27% of portfolio
|
Q1 2025
Added 287.62%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
6,226
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
6,214
shares
|
$1.1 Million
0.51% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
6,162
shares
|
$1.09 Million
0.07% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
6,156
shares
|
$1.09 Million
0.97% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
6,141
shares
|
$1.09 Million
0.82% of portfolio
|
Q1 2025
Added 28.34%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
6,133
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
6,114
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
6,104
shares
|
$1.08 Million
0.38% of portfolio
|
Q1 2025
Added 46.59%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
6,098
shares
|
$1.08 Million
0.21% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
6,094
shares
|
$1.08 Million
0.29% of portfolio
|
Q1 2025
Reduced 62.39%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
6,089
shares
|
$1.08 Million
0.51% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
6,084
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2025
Added 20.98%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
6,083
shares
|
$1.08 Million
0.25% of portfolio
|
Q2 2024
Reduced 31.71%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
6,074
shares
|
$1.08 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
6,072
shares
|
$1.08 Million
0.36% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
6,040
shares
|
$1.07 Million
0.4% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,034
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
6,022
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
Added 40.77%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
6,020
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
5,989
shares
|
$1.06 Million
0.21% of portfolio
|
Q1 2025
Added 32.44%
|