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 |
|---|---|---|---|---|---|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
3,970
shares
|
$726,827
0.03% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
3,969
shares
|
$726,644
0.01% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,950
shares
|
$723,166
0.05% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Phraction Management LLC
Stamford, CT |
Jul 21, 2025 Q2 2025 |
3,943
shares
|
$721,884
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
3,901
shares
|
$714,195
0.35% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
3,895
shares
|
$713,096
0.13% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,887
shares
|
$711,631
0.05% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
3,883
shares
|
$710,899
0.21% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
3,853
shares
|
$705,407
0.17% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
3,852
shares
|
$705,224
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
3,849
shares
|
$704,674
0.57% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
3,832
shares
|
$701,562
0.14% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
3,818
shares
|
$698,999
0.11% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
3,800
shares
|
$695,704
0.02% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
3,779
shares
|
$691,859
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Arrien Investments, Inc.
Boise, ID |
Jul 30, 2025 Q2 2025 |
3,779
shares
|
$691,859
0.43% of portfolio
|
Q2 2025
Reduced 23.89%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,769
shares
|
$690,028
0.01% of portfolio
|
Q3 2022
Added 113.06%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
3,768
shares
|
$689,845
0.08% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
3,758
shares
|
$688,014
0.02% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
3,757
shares
|
$687,831
0.17% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
3,750
shares
|
$686,550
0.17% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
3,750
shares
|
$686,550
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
3,748
shares
|
$686,183
0.42% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Unconventional Investor, LLC
|
Aug 01, 2025 Q2 2025 |
3,745
shares
|
$685,634
0.39% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,732
shares
|
$683,254
0.14% of portfolio
|
Q2 2025
Reduced 13.43%
|