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 |
|---|---|---|---|---|---|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
247,987
shares
|
$45.4 Million
5.36% of portfolio
|
Q2 2025
Reduced 19.45%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
244,644
shares
|
$44.8 Million
0.25% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
244,535
shares
|
$44.8 Million
21.67% of portfolio
|
Q4 2022
Added 2.25%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
244,515
shares
|
$44.8 Million
8.35% of portfolio
|
Q2 2025
Added 104.76%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
243,547
shares
|
$44.6 Million
11.01% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
240,903
shares
|
$44.1 Million
6.16% of portfolio
|
Q2 2025
Added 1143.88%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
236,570
shares
|
$43.3 Million
3.28% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
236,432
shares
|
$43.3 Million
0.35% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
235,301
shares
|
$43.1 Million
0.03% of portfolio
|
Q2 2025
Added 24.66%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
231,534
shares
|
$42.4 Million
3.81% of portfolio
|
Q2 2025
Added 35.7%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
229,646
shares
|
$42 Million
0.2% of portfolio
|
Q2 2025
Added 70.9%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
229,611
shares
|
$42 Million
17.1% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
228,450
shares
|
$41.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
227,715
shares
|
$41.7 Million
2.63% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
224,292
shares
|
$41.1 Million
0.37% of portfolio
|
Q2 2025
Added 51.8%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
222,850
shares
|
$40.8 Million
0.74% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
222,104
shares
|
$40.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
220,300
shares
|
$40.3 Million
13.12% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
215,796
shares
|
$39.5 Million
3.17% of portfolio
|
Q2 2025
Added 20.45%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
210,707
shares
|
$38.6 Million
5.03% of portfolio
|
Q2 2025
Reduced 21.33%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
207,961
shares
|
$38.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
206,817
shares
|
$37.9 Million
0.64% of portfolio
|
Q2 2025
Reduced 60.85%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
199,322
shares
|
$36.5 Million
8.42% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
198,745
shares
|
$36.4 Million
4.81% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
197,355
shares
|
$36.1 Million
6.31% of portfolio
|
Q2 2025
Added 0.49%
|