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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
363,512
shares
|
$64.6 Million
1.0% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
361,484
shares
|
$64.2 Million
0.12% of portfolio
|
Q1 2025
Added 35.51%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
358,586
shares
|
$63.7 Million
9.57% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
350,791
shares
|
$62.3 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
344,704
shares
|
$61.2 Million
7.84% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Spider Management Company, LLC
Richmond, VA |
Apr 23, 2025 Q1 2025 |
343,186
shares
|
$61 Million
25.58% of portfolio
|
Q2 2024
Reduced 39.81%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
338,525
shares
|
$60.1 Million
3.26% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
335,636
shares
|
$59.6 Million
0.1% of portfolio
|
Q1 2025
Added 1221.82%
|
|
|
Southern Farm Bureau Life Insurance
|
May 15, 2025 Q1 2025 |
328,428
shares
|
$58.3 Million
8.35% of portfolio
|
Q3 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
326,332
shares
|
$58 Million
0.24% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
323,481
shares
|
$57.5 Million
12.18% of portfolio
|
Q2 2022
Reduced 0.18%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
314,278
shares
|
$55.8 Million
2.62% of portfolio
|
Q1 2025
Added 33.37%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
311,116
shares
|
$55.3 Million
0.54% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
307,876
shares
|
$54.7 Million
6.7% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
303,014
shares
|
$53.8 Million
5.23% of portfolio
|
Q2 2023
Reduced 2.41%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
302,943
shares
|
$53.8 Million
2.19% of portfolio
|
Q2 2023
Added 1026.31%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
301,266
shares
|
$53.5 Million
4.13% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
283,238
shares
|
$50.3 Million
2.22% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
280,711
shares
|
$49.9 Million
2.36% of portfolio
|
Q1 2025
Added 91.64%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
272,049
shares
|
$48.3 Million
13.11% of portfolio
|
Q1 2025
Added 23.04%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
267,836
shares
|
$47.6 Million
5.89% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
266,519
shares
|
$47.3 Million
2.26% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
265,607
shares
|
$47.2 Million
2.88% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
263,084
shares
|
$46.7 Million
0.56% of portfolio
|
Q3 2023
Added 37.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
261,896
shares
|
$46.5 Million
0.28% of portfolio
|
Q1 2025
Added 1.56%
|