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 2,183 institutions that hold shares in the stock, with a total of 288 Million shares, which have been reported (via 13F filing form) to have a value of $53.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edge Wealth Management LLC
|
Oct 14, 2025 Q3 2025 |
3,233
shares
|
$604,764
0.12% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
3,233
shares
|
$604,764
0.25% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,230
shares
|
$604,203
0.12% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
3,226
shares
|
$603,455
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
3,222
shares
|
$602,707
0.41% of portfolio
|
Q2 2025
Reduced 46.12%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
3,218
shares
|
$601,959
0.18% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
3,218
shares
|
$601,959
0.04% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,217
shares
|
$601,772
0.02% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Orcam Financial Group
Encinitas, CA |
Aug 15, 2025 Q2 2025 |
3,214
shares
|
$601,210
0.51% of portfolio
|
Q3 2024
Reduced 49.8%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
3,207
shares
|
$599,901
0.43% of portfolio
|
Q4 2022
New holding
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
3,206
shares
|
$599,714
0.5% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
3,178
shares
|
$594,476
0.48% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
3,175
shares
|
$593,915
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
3,161
shares
|
$591,296
0.01% of portfolio
|
Q2 2025
Added 12.69%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
3,157
shares
|
$590,548
0.01% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,154
shares
|
$589,987
0.11% of portfolio
|
Q2 2025
Reduced 33.59%
|
|
|
Inlet Private Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
3,147
shares
|
$588,677
0.15% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Sep 25, 2025 Q2 2025 |
3,138
shares
|
$586,994
0.32% of portfolio
|
Q2 2025
Reduced 14.64%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,135
shares
|
$586,433
0.0% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
3,134
shares
|
$586,246
0.13% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
3,131
shares
|
$585,684
0.07% of portfolio
|
Q3 2025
Reduced 61.17%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
3,127
shares
|
$584,936
0.03% of portfolio
|
Q2 2025
Added 15.6%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
3,110
shares
|
$581,756
0.08% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
3,100
shares
|
$579,886
0.21% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
3,100
shares
|
$579,886
0.08% of portfolio
|
Q3 2025
Added 0.13%
|