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 2,183 institutions that hold shares in the stock, with a total of 288 Million shares, which have been reported (via 13F filing form) to have a value of $53.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
170,829
shares
|
$32 Million
1.25% of portfolio
|
Q3 2025
Reduced 35.98%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
168,046
shares
|
$31.4 Million
2.72% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
167,470
shares
|
$31.3 Million
0.8% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
166,281
shares
|
$31.1 Million
0.96% of portfolio
|
Q2 2025
Added 64.48%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 20, 2025 Q3 2025 |
166,007
shares
|
$31.1 Million
10.77% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
165,476
shares
|
$31 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Goodman Financial Corp
Houston, TX |
Aug 11, 2025 Q2 2025 |
165,203
shares
|
$30.9 Million
6.29% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
164,763
shares
|
$30.8 Million
8.35% of portfolio
|
Q3 2025
Added 12.04%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
163,949
shares
|
$30.7 Million
0.24% of portfolio
|
Q2 2025
Added 17.6%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
163,405
shares
|
$30.6 Million
0.91% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jul 30, 2025 Q2 2025 |
163,271
shares
|
$30.5 Million
21.97% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
162,176
shares
|
$30.3 Million
0.46% of portfolio
|
Q3 2025
Added 68.99%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Aug 07, 2025 Q2 2025 |
161,798
shares
|
$30.3 Million
7.18% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
161,449
shares
|
$30.2 Million
1.43% of portfolio
|
Q2 2025
New holding
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Aug 14, 2025 Q2 2025 |
161,015
shares
|
$30.1 Million
3.02% of portfolio
|
Q2 2025
New holding
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
160,917
shares
|
$30.1 Million
0.31% of portfolio
|
Q1 2024
Added 56.69%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
158,120
shares
|
$29.6 Million
0.44% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
155,901
shares
|
$29.2 Million
9.56% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
154,620
shares
|
$28.9 Million
6.88% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
154,496
shares
|
$28.9 Million
0.91% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
153,866
shares
|
$28.8 Million
3.38% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
152,206
shares
|
$28.5 Million
0.17% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
151,029
shares
|
$28.3 Million
0.09% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
151,011
shares
|
$28.2 Million
1.36% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
150,808
shares
|
$28.2 Million
4.22% of portfolio
|
Q2 2025
Reduced 18.95%
|