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 |
|---|---|---|---|---|---|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
1,511
shares
|
$268,429
0.18% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
1,511
shares
|
$268,429
0.06% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,509
shares
|
$268,073
0.02% of portfolio
|
Q1 2025
Added 3672.5%
|
|
|
Mad River Investors
|
Apr 22, 2025 Q1 2025 |
1,508
shares
|
$267,896
0.12% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
1,507
shares
|
$267,718
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
1,504
shares
|
$267,185
0.0% of portfolio
|
Q1 2025
Added 13.17%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
1,503
shares
|
$267,007
0.16% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,501
shares
|
$266,652
0.02% of portfolio
|
Q1 2025
Added 20.95%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,500
shares
|
$266,475
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
1,495
shares
|
$265,586
0.18% of portfolio
|
Q1 2022
Added 18.84%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
1,491
shares
|
$264,876
0.21% of portfolio
|
Q1 2024
Reduced 7.51%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
1,489
shares
|
$264,520
0.0% of portfolio
|
Q1 2025
Reduced 25.62%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
1,487
shares
|
$264,165
0.03% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
1,487
shares
|
$264,165
0.05% of portfolio
|
Q1 2025
Reduced 21.16%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
1,483
shares
|
$263,454
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
May 06, 2025 Q1 2025 |
1,480
shares
|
$262,922
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,475
shares
|
$262,033
0.03% of portfolio
|
Q1 2025
Reduced 13.24%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
1,474
shares
|
$261,856
0.02% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
1,471
shares
|
$261,323
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
1,466
shares
|
$260,434
0.09% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Iam Advisory, LLC
|
Apr 11, 2025 Q1 2025 |
1,450
shares
|
$257,592
0.07% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
1,448
shares
|
$257,237
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
1,447
shares
|
$257,059
0.13% of portfolio
|
Q1 2025
Reduced 94.53%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
1,442
shares
|
$256,171
0.1% of portfolio
|
Q2 2024
Reduced 10.43%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,440
shares
|
$255,816
0.02% of portfolio
|
Q4 2022
New holding
|