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 |
|---|---|---|---|---|---|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
3,676
shares
|
$653,041
0.42% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
Hudson Value Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,668
shares
|
$651,620
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
3,665
shares
|
$651,087
0.09% of portfolio
|
Q1 2025
Reduced 30.93%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
3,661
shares
|
$650,376
0.62% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,617
shares
|
$642,560
0.0% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Apr 16, 2025 Q1 2025 |
3,598
shares
|
$639,184
0.39% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
3,591
shares
|
$637,941
0.6% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
3,587
shares
|
$637,230
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
3,587
shares
|
$637,230
0.27% of portfolio
|
Q1 2025
Reduced 22.29%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,580
shares
|
$635,987
0.07% of portfolio
|
Q4 2020
Reduced 6.82%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
3,575
shares
|
$635,098
0.15% of portfolio
|
Q1 2025
Reduced 96.4%
|
|
|
Moulton Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
3,567
shares
|
$633,677
0.47% of portfolio
|
Q1 2025
Reduced 24.75%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
3,557
shares
|
$631,901
0.08% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
3,545
shares
|
$629,769
0.19% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
3,527
shares
|
$626,571
0.23% of portfolio
|
Q1 2025
Added 131.28%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
3,522
shares
|
$625,683
0.06% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
3,521
shares
|
$625,505
0.11% of portfolio
|
Q1 2025
Added 48.94%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
3,520
shares
|
$625,328
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
3,519
shares
|
$625,150
0.45% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
3,517
shares
|
$624,795
0.02% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
3,508
shares
|
$623,196
0.32% of portfolio
|
Q1 2025
Added 110.69%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
3,500
shares
|
$621,775
0.05% of portfolio
|
Q1 2025
Added 31.33%
|
|
|
Hedges Asset Management LLC
|
Apr 24, 2025 Q1 2025 |
3,500
shares
|
$621,775
0.39% of portfolio
|
Q4 2021
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
3,500
shares
|
$621,775
0.12% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,474
shares
|
$617,156
0.14% of portfolio
|
Q1 2025
Added 0.52%
|