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 |
|---|---|---|---|---|---|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,642
shares
|
$291,701
0.04% of portfolio
|
Q3 2023
Reduced 1.2%
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
1,631
shares
|
$289,747
0.03% of portfolio
|
Q4 2024
Reduced 41.87%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,628
shares
|
$289,214
0.04% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
1,618
shares
|
$287,437
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
1,610
shares
|
$286,016
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,606
shares
|
$285,305
0.01% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,600
shares
|
$284,240
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,599
shares
|
$284,062
0.09% of portfolio
|
Q4 2019
Reduced 15.8%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
1,597
shares
|
$283,707
0.02% of portfolio
|
Q2 2024
Added 299.25%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,591
shares
|
$282,641
0.06% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,590
shares
|
$282,463
0.1% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
1,589
shares
|
$282,285
0.02% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
1,576
shares
|
$279,976
0.05% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
1,570
shares
|
$278,910
0.02% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
1,566
shares
|
$278,199
0.26% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
1,560
shares
|
$277,134
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
1,556
shares
|
$276,423
0.24% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
1,555
shares
|
$276,245
0.02% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
1,553
shares
|
$275,890
0.04% of portfolio
|
Q1 2025
Added 10.85%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
1,550
shares
|
$275,357
0.1% of portfolio
|
Q1 2025
Reduced 41.44%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,545
shares
|
$274,469
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
1,545
shares
|
$274,469
0.04% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,539
shares
|
$273,403
0.11% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
1,534
shares
|
$272,515
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,519
shares
|
$269,850
0.04% of portfolio
|
Q1 2025
Reduced 10.33%
|