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 2,173 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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
328,181
shares
|
$60.1 Million
0.33% of portfolio
|
Q2 2025
Added 25.31%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
326,390
shares
|
$59.8 Million
2.69% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
323,481
shares
|
$59.2 Million
12.18% of portfolio
|
Q2 2022
Reduced 0.18%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
319,942
shares
|
$58.6 Million
0.06% of portfolio
|
Q2 2025
Added 37.25%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
316,836
shares
|
$58 Million
4.95% of portfolio
|
Q2 2025
Added 50.49%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
307,950
shares
|
$56.4 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
303,014
shares
|
$55.5 Million
5.23% of portfolio
|
Q2 2023
Reduced 2.41%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
302,943
shares
|
$55.5 Million
2.19% of portfolio
|
Q2 2023
Added 1026.31%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
301,266
shares
|
$55.2 Million
4.13% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
294,791
shares
|
$54 Million
12.11% of portfolio
|
Q2 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
294,620
shares
|
$53.9 Million
1.95% of portfolio
|
Q2 2025
Added 23.84%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
286,004
shares
|
$52.4 Million
2.43% of portfolio
|
Q2 2025
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
285,873
shares
|
$52.3 Million
2.19% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
275,872
shares
|
$50.5 Million
0.76% of portfolio
|
Q2 2025
Added 23.59%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
273,981
shares
|
$50.2 Million
8.67% of portfolio
|
Q2 2025
Reduced 23.59%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
267,572
shares
|
$49 Million
0.06% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
266,846
shares
|
$48.9 Million
2.06% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
266,397
shares
|
$48.8 Million
2.14% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
263,084
shares
|
$48.2 Million
0.56% of portfolio
|
Q3 2023
Added 37.88%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
260,888
shares
|
$47.8 Million
0.09% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
257,172
shares
|
$47.1 Million
7.03% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
256,652
shares
|
$47 Million
0.3% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
255,476
shares
|
$46.8 Million
2.59% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
255,025
shares
|
$46.7 Million
12.69% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
253,073
shares
|
$46.3 Million
0.65% of portfolio
|
Q2 2025
Added 0.47%
|