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 |
|---|---|---|---|---|---|
|
Edge Wealth Management LLC
|
Apr 10, 2025 Q1 2025 |
3,329
shares
|
$591,396
0.12% of portfolio
|
Q1 2025
Reduced 51.88%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
3,326
shares
|
$590,863
0.03% of portfolio
|
Q1 2025
Added 21.17%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
May 12, 2025 Q1 2025 |
3,318
shares
|
$589,442
0.38% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,313
shares
|
$588,554
0.09% of portfolio
|
Q3 2023
Added 25.21%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
3,308
shares
|
$587,666
0.02% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Braun Stacey Associates Inc
|
Apr 29, 2025 Q1 2025 |
3,306
shares
|
$587,310
0.02% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
3,297
shares
|
$585,712
0.05% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
3,293
shares
|
$585,001
0.25% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
3,280
shares
|
$582,692
0.08% of portfolio
|
Q1 2025
Reduced 49.98%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
3,250
shares
|
$577,362
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,230
shares
|
$573,809
0.12% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
3,228
shares
|
$573,454
0.08% of portfolio
|
Q1 2025
Added 47.6%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
3,226
shares
|
$573,098
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
3,225
shares
|
$572,921
0.28% of portfolio
|
Q1 2025
Added 30.3%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,218
shares
|
$571,677
0.35% of portfolio
|
Q1 2025
Added 21.99%
|
|
|
Orcam Financial Group
Encinitas, CA |
May 14, 2025 Q1 2025 |
3,214
shares
|
$570,967
0.53% of portfolio
|
Q3 2024
Reduced 49.8%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
3,207
shares
|
$569,723
0.43% of portfolio
|
Q4 2022
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
3,206
shares
|
$569,545
0.27% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
3,201
shares
|
$568,657
0.01% of portfolio
|
Q1 2025
Added 23.59%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,187
shares
|
$566,170
0.03% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,178
shares
|
$564,571
0.57% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
3,150
shares
|
$559,597
0.11% of portfolio
|
Q1 2025
Reduced 13.65%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
3,144
shares
|
$558,531
0.17% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
3,126
shares
|
$555,333
0.2% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
3,120
shares
|
$554,268
0.08% of portfolio
|
Q1 2025
Reduced 5.11%
|