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 |
|---|---|---|---|---|---|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
170,627
shares
|
$30.3 Million
2.96% of portfolio
|
Q1 2025
Added 26.78%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
169,671
shares
|
$30.1 Million
0.34% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
169,427
shares
|
$30.1 Million
2.71% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
168,593
shares
|
$30 Million
12.23% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
168,541
shares
|
$29.9 Million
8.37% of portfolio
|
Q1 2025
Added 13.78%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
166,045
shares
|
$29.5 Million
3.54% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
164,560
shares
|
$29.2 Million
1.52% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
164,506
shares
|
$29.2 Million
5.79% of portfolio
|
Q1 2025
Added 64.82%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
164,443
shares
|
$29.2 Million
2.81% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
163,400
shares
|
$29 Million
4.1% of portfolio
|
Q1 2025
Reduced 44.11%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
163,313
shares
|
$29 Million
6.93% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
162,090
shares
|
$28.8 Million
0.8% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
162,033
shares
|
$28.8 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
162,003
shares
|
$28.8 Million
1.43% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
161,533
shares
|
$28.7 Million
1.77% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
161,087
shares
|
$28.6 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
160,917
shares
|
$28.6 Million
0.31% of portfolio
|
Q1 2024
Added 56.69%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
160,739
shares
|
$28.6 Million
7.81% of portfolio
|
Q1 2025
Added 50.6%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Apr 21, 2025 Q1 2025 |
158,613
shares
|
$28.2 Million
7.53% of portfolio
|
Q1 2025
New holding
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
158,455
shares
|
$28.1 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
157,931
shares
|
$28.1 Million
0.96% of portfolio
|
Q1 2025
Reduced 25.9%
|
|
|
Goodman Financial Corp
Houston, TX |
May 08, 2025 Q1 2025 |
157,630
shares
|
$28 Million
6.1% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
157,289
shares
|
$27.9 Million
0.42% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
155,901
shares
|
$27.7 Million
9.56% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
155,378
shares
|
$27.6 Million
0.23% of portfolio
|
Q1 2025
Added 2.42%
|