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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
599
shares
|
$106,412
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
592
shares
|
$105,168
0.05% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
577
shares
|
$102,504
0.0% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
559
shares
|
$99,306
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
557
shares
|
$98,951
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
541
shares
|
$96,108
0.07% of portfolio
|
Q2 2024
Added 85.91%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
510
shares
|
$90,601
0.08% of portfolio
|
Q2 2024
Reduced 45.34%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
510
shares
|
$90,601
0.03% of portfolio
|
Q4 2022
Reduced 52.65%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
502
shares
|
$89,180
0.04% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
500
shares
|
$88,825
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
500
shares
|
$88,825
0.06% of portfolio
|
Q2 2023
Reduced 44.44%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
492
shares
|
$87,403
0.04% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
490
shares
|
$87,048
0.01% of portfolio
|
Q1 2024
Added 2.51%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
484
shares
|
$85,982
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
475
shares
|
$84,383
0.01% of portfolio
|
Q2 2024
Added 86.27%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
454
shares
|
$80,653
0.02% of portfolio
|
Q3 2024
Added 127.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
446
shares
|
$79,231
0.07% of portfolio
|
Q1 2025
Added 62.77%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
440
shares
|
$78,166
0.07% of portfolio
|
Q3 2024
Added 405.75%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
437
shares
|
$77,633
0.02% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
433
shares
|
$76,922
0.02% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
431
shares
|
$76,567
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
431
shares
|
$76,567
0.03% of portfolio
|
Q4 2024
Added 31.4%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
417
shares
|
$74,080
0.03% of portfolio
|
Q1 2025
Added 116.06%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
409
shares
|
$72,658
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
409
shares
|
$72,658
0.0% of portfolio
|
Q1 2025
New holding
|