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 2,174 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 |
|---|---|---|---|---|---|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
26,873
shares
|
$4.92 Million
2.35% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
26,788
shares
|
$4.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
26,551
shares
|
$4.86 Million
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
26,497
shares
|
$4.85 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
26,451
shares
|
$4.84 Million
2.74% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
26,435
shares
|
$4.84 Million
0.37% of portfolio
|
Q2 2025
Added 10.24%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
26,315
shares
|
$4.82 Million
0.17% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
26,309
shares
|
$4.82 Million
0.32% of portfolio
|
Q4 2023
Added 62.8%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
26,260
shares
|
$4.81 Million
0.86% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
26,250
shares
|
$4.81 Million
0.87% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
26,234
shares
|
$4.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 33.25%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
26,157
shares
|
$4.79 Million
0.24% of portfolio
|
Q2 2025
Added 22.66%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
26,156
shares
|
$4.79 Million
0.28% of portfolio
|
Q2 2025
Added 13.43%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
26,133
shares
|
$4.78 Million
1.44% of portfolio
|
Q2 2025
Reduced 24.69%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
26,120
shares
|
$4.78 Million
0.7% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
26,084
shares
|
$4.78 Million
1.32% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
26,067
shares
|
$4.77 Million
1.09% of portfolio
|
Q2 2025
Reduced 38.33%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
26,034
shares
|
$4.77 Million
0.68% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
25,887
shares
|
$4.74 Million
0.89% of portfolio
|
Q2 2025
Reduced 17.68%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
25,807
shares
|
$4.72 Million
1.52% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
25,753
shares
|
$4.71 Million
1.08% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
25,722
shares
|
$4.71 Million
0.04% of portfolio
|
Q2 2025
Reduced 69.02%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
25,526
shares
|
$4.67 Million
1.17% of portfolio
|
Q2 2025
Added 56.39%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
25,360
shares
|
$4.64 Million
0.14% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
25,222
shares
|
$4.62 Million
0.03% of portfolio
|
Q2 2025
Added 3.76%
|