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 |
|---|---|---|---|---|---|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
3,000
shares
|
$532,950
0.04% of portfolio
|
Q1 2025
Reduced 51.24%
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
3,000
shares
|
$532,950
0.39% of portfolio
|
Q4 2020
New holding
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
May 28, 2025 Q1 2025 |
3,000
shares
|
$532,950
0.2% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
2,993
shares
|
$531,706
0.05% of portfolio
|
Q1 2025
Added 151.94%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
2,989
shares
|
$530,995
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
2,973
shares
|
$528,153
0.39% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
2,970
shares
|
$527,620
0.44% of portfolio
|
Q1 2025
Reduced 11.95%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
2,956
shares
|
$525,133
0.22% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
2,950
shares
|
$524,067
0.12% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
2,937
shares
|
$521,758
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
2,929
shares
|
$520,336
0.05% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Ht Partners LLC
|
Apr 17, 2025 Q1 2025 |
2,923
shares
|
$519,270
0.17% of portfolio
|
Q1 2025
Added 23.96%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
2,921
shares
|
$518,915
0.29% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
2,920
shares
|
$518,738
0.55% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
2,914
shares
|
$517,672
0.28% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
2,914
shares
|
$517,672
0.06% of portfolio
|
Q1 2025
Added 18.84%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
2,912
shares
|
$517,316
0.01% of portfolio
|
Q1 2025
Reduced 43.07%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
2,897
shares
|
$514,652
0.12% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Center Star Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
2,892
shares
|
$513,763
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
2,887
shares
|
$512,875
0.02% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
2,887
shares
|
$512,875
0.09% of portfolio
|
Q1 2025
Reduced 99.23%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
2,871
shares
|
$510,033
0.06% of portfolio
|
Q1 2025
Added 26.14%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
2,871
shares
|
$510,033
0.42% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
2,868
shares
|
$509,500
0.13% of portfolio
|
Q1 2025
Added 74.24%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,867
shares
|
$509,322
1.87% of portfolio
|
Q4 2024
Reduced 16.75%
|