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 |
|---|---|---|---|---|---|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
4,581
shares
|
$813,814
0.42% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Apr 29, 2025 Q1 2025 |
4,574
shares
|
$812,571
0.83% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
4,527
shares
|
$804,221
0.03% of portfolio
|
Q2 2024
Added 5.65%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
4,514
shares
|
$801,912
0.07% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,509
shares
|
$801,023
0.39% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
4,505
shares
|
$800,313
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
4,504
shares
|
$800,135
0.54% of portfolio
|
Q1 2025
Added 27.09%
|
|
|
Alphadyne Asset Management LP
New York, NY |
May 15, 2025 Q1 2025 |
4,500
shares
|
$799,425
0.06% of portfolio
|
Q3 2024
Reduced 55.0%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
4,497
shares
|
$798,892
0.46% of portfolio
|
Q3 2024
Added 54.91%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
4,494
shares
|
$798,359
0.23% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
4,492
shares
|
$798,003
0.06% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
4,492
shares
|
$798,003
0.02% of portfolio
|
Q1 2025
Reduced 72.49%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,451
shares
|
$790,720
0.04% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
4,451
shares
|
$790,720
0.03% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
4,450
shares
|
$790,542
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
4,440
shares
|
$788,766
0.32% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
4,433
shares
|
$787,522
0.07% of portfolio
|
Q1 2025
Added 106.47%
|
|
|
Advisors Management Group Inc
|
Apr 25, 2025 Q1 2025 |
4,428
shares
|
$786,634
0.17% of portfolio
|
Q1 2025
Added 70.64%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
4,427
shares
|
$786,456
0.11% of portfolio
|
Q1 2025
Reduced 23.91%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
4,425
shares
|
$786,101
0.02% of portfolio
|
Q1 2025
Reduced 62.23%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
4,417
shares
|
$784,680
0.26% of portfolio
|
Q1 2025
Added 65.62%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
4,401
shares
|
$781,837
0.34% of portfolio
|
Q2 2024
Added 2685.44%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
4,380
shares
|
$778,107
0.4% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
4,375
shares
|
$777,218
0.62% of portfolio
|
Q1 2025
Added 63.98%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
4,371
shares
|
$776,508
0.17% of portfolio
|
Q1 2025
Added 9.28%
|