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 2,143 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 $53.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
94,250
shares
|
$17.3 Million
5.98% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
93,741
shares
|
$17.2 Million
4.83% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
93,736
shares
|
$17.2 Million
0.39% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
93,638
shares
|
$17.2 Million
1.3% of portfolio
|
Q1 2025
Added 13.42%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
93,027
shares
|
$17.1 Million
1.55% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
92,761
shares
|
$17.1 Million
2.19% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
92,337
shares
|
$17 Million
3.32% of portfolio
|
Q2 2025
Added 146.23%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
91,061
shares
|
$16.7 Million
0.44% of portfolio
|
Q1 2025
Added 12.72%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
90,844
shares
|
$16.7 Million
3.05% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
89,144
shares
|
$16.4 Million
0.97% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
88,741
shares
|
$16.3 Million
0.39% of portfolio
|
Q4 2023
Reduced 12.3%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
88,725
shares
|
$16.3 Million
7.9% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
88,290
shares
|
$16.2 Million
2.97% of portfolio
|
Q1 2025
Added 37.1%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
May 13, 2025 Q1 2025 |
88,249
shares
|
$16.2 Million
9.39% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
88,078
shares
|
$16.2 Million
1.02% of portfolio
|
Q4 2022
Added 32.03%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
87,811
shares
|
$16.1 Million
9.84% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
87,738
shares
|
$16.1 Million
5.77% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Port Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
87,628
shares
|
$16.1 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
86,883
shares
|
$16 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
86,768
shares
|
$16 Million
6.37% of portfolio
|
Q4 2023
Added 98.8%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
86,663
shares
|
$15.9 Million
0.19% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
86,065
shares
|
$15.8 Million
6.78% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
85,912
shares
|
$15.8 Million
0.4% of portfolio
|
Q2 2021
Closed
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
85,876
shares
|
$15.8 Million
1.31% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
85,556
shares
|
$15.7 Million
1.12% of portfolio
|
Q1 2025
Added 6.09%
|