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 |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
1,319
shares
|
$234,320
0.05% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Apr 17, 2025 Q1 2025 |
1,319
shares
|
$234,320
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,316
shares
|
$233,787
0.09% of portfolio
|
Q4 2023
Reduced 23.31%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
1,314
shares
|
$233,432
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
1,312
shares
|
$233,076
0.19% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
1,312
shares
|
$233,076
0.05% of portfolio
|
Q1 2025
Reduced 17.43%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
1,308
shares
|
$232,366
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Apr 21, 2025 Q1 2025 |
1,308
shares
|
$232,366
0.04% of portfolio
|
Q2 2024
Reduced 91.79%
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
1,306
shares
|
$232,010
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
1,306
shares
|
$232,010
0.05% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
1,305
shares
|
$231,833
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
1,300
shares
|
$230,945
0.04% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
1,300
shares
|
$230,945
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
1,299
shares
|
$230,767
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
1,291
shares
|
$229,346
0.05% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
1,291
shares
|
$229,346
0.03% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
1,290
shares
|
$229,168
0.05% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
1,289
shares
|
$228,990
0.04% of portfolio
|
Q1 2025
Reduced 77.28%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
1,286
shares
|
$228,457
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
1,285
shares
|
$228,280
0.21% of portfolio
|
Q4 2024
Reduced 43.79%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
1,284
shares
|
$228,102
0.05% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Shaker Investments LLC
|
Apr 23, 2025 Q1 2025 |
1,281
shares
|
$227,569
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,276
shares
|
$226,681
0.03% of portfolio
|
Q1 2025
Added 194.69%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
1,273
shares
|
$226,148
0.19% of portfolio
|
Q3 2024
Reduced 39.9%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
May 12, 2025 Q1 2025 |
1,272
shares
|
$225,970
0.09% of portfolio
|
Q1 2025
Added 0.39%
|