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 |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
23,341
shares
|
$4.27 Million
3.76% of portfolio
|
Q4 2024
Reduced 8.86%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
23,320
shares
|
$4.27 Million
0.19% of portfolio
|
Q2 2025
Added 93.64%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
23,318
shares
|
$4.27 Million
1.23% of portfolio
|
Q2 2022
Added 0.94%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
23,250
shares
|
$4.26 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
23,231
shares
|
$4.25 Million
3.35% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
23,148
shares
|
$4.24 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
23,021
shares
|
$4.21 Million
2.99% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
22,916
shares
|
$4.2 Million
1.59% of portfolio
|
Q2 2025
Reduced 21.71%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
22,886
shares
|
$4.19 Million
2.14% of portfolio
|
Q4 2023
Reduced 87.12%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
22,859
shares
|
$4.19 Million
0.46% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
22,806
shares
|
$4.18 Million
2.05% of portfolio
|
Q2 2025
Reduced 72.68%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
22,806
shares
|
$4.18 Million
2.05% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
22,619
shares
|
$4.14 Million
0.31% of portfolio
|
Q2 2025
Added 655.73%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
22,616
shares
|
$4.14 Million
0.2% of portfolio
|
Q2 2025
Reduced 86.26%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
22,533
shares
|
$4.13 Million
0.49% of portfolio
|
Q2 2025
Reduced 41.39%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
22,431
shares
|
$4.11 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
22,322
shares
|
$4.09 Million
0.0% of portfolio
|
Q2 2025
Added 46.51%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
22,291
shares
|
$4.08 Million
2.68% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
22,196
shares
|
$4.06 Million
0.12% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
22,175
shares
|
$4.06 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Gator Capital Management, LLC
|
Aug 13, 2025 Q2 2025 |
22,107
shares
|
$4.05 Million
1.27% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jul 30, 2025 Q2 2025 |
22,098
shares
|
$4.05 Million
2.25% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
22,095
shares
|
$4.05 Million
0.32% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
22,083
shares
|
$4.04 Million
0.14% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
21,977
shares
|
$4.02 Million
2.26% of portfolio
|
Q2 2025
Reduced 15.5%
|