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 2,173 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $52.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
685
shares
|
$125,409
0.03% of portfolio
|
Q3 2024
Added 44.51%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
665
shares
|
$121,748
0.03% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
650
shares
|
$119,002
0.0% of portfolio
|
Q1 2025
Reduced 24.94%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
648
shares
|
$118,635
0.02% of portfolio
|
Q2 2025
Added 49.65%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
640
shares
|
$117,171
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
640
shares
|
$117,171
0.07% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
629
shares
|
$115,157
0.04% of portfolio
|
Q4 2022
Reduced 2.93%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
624
shares
|
$114,241
0.05% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
612
shares
|
$112,044
0.01% of portfolio
|
Q2 2025
Added 49.63%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Aug 13, 2025 Q2 2025 |
560
shares
|
$102,524
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
559
shares
|
$102,341
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
559
shares
|
$102,341
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
557
shares
|
$101,975
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
541
shares
|
$99,046
0.06% of portfolio
|
Q2 2024
Added 85.91%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
529
shares
|
$96,849
0.06% of portfolio
|
Q2 2025
Reduced 74.64%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
510
shares
|
$93,370
0.08% of portfolio
|
Q2 2024
Reduced 45.34%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
510
shares
|
$93,370
0.03% of portfolio
|
Q4 2022
Reduced 52.65%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
502
shares
|
$91,906
0.04% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
500
shares
|
$91,540
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
500
shares
|
$91,540
0.06% of portfolio
|
Q2 2023
Reduced 44.44%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
500
shares
|
$91,540
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
492
shares
|
$90,075
0.04% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
490
shares
|
$89,709
0.01% of portfolio
|
Q1 2024
Added 2.51%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
484
shares
|
$88,610
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
475
shares
|
$86,963
0.01% of portfolio
|
Q2 2024
Added 86.27%
|