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 |
|---|---|---|---|---|---|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
71,949
shares
|
$13.2 Million
0.15% of portfolio
|
Q1 2025
Added 48.29%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
71,574
shares
|
$13.2 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
71,107
shares
|
$13.1 Million
1.59% of portfolio
|
Q1 2025
Reduced 56.08%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
70,787
shares
|
$13 Million
0.7% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
70,504
shares
|
$13 Million
1.66% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
70,167
shares
|
$12.9 Million
0.06% of portfolio
|
Q2 2023
Reduced 29.33%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
70,082
shares
|
$12.9 Million
10.72% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
69,854
shares
|
$12.8 Million
0.39% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Financial Services Advisory Inc
|
May 12, 2025 Q1 2025 |
69,344
shares
|
$12.8 Million
4.55% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
69,309
shares
|
$12.7 Million
1.3% of portfolio
|
Q4 2024
Added 139.75%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
69,228
shares
|
$12.7 Million
0.95% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
69,221
shares
|
$12.7 Million
0.21% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
68,586
shares
|
$12.6 Million
12.89% of portfolio
|
Q1 2025
Reduced 37.0%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
68,500
shares
|
$12.6 Million
0.75% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
68,366
shares
|
$12.6 Million
3.14% of portfolio
|
Q1 2025
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
68,304
shares
|
$12.6 Million
3.05% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
68,236
shares
|
$12.5 Million
1.8% of portfolio
|
Q1 2025
Added 138.89%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
68,089
shares
|
$12.5 Million
10.13% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
67,802
shares
|
$12.5 Million
0.12% of portfolio
|
Q1 2025
Added 435.56%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
67,749
shares
|
$12.5 Million
0.59% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
67,074
shares
|
$12.3 Million
3.6% of portfolio
|
Q1 2025
Added 12.32%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
66,972
shares
|
$12.3 Million
5.27% of portfolio
|
Q1 2025
Added 23.19%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
66,933
shares
|
$12.3 Million
2.05% of portfolio
|
Q1 2025
Added 20.7%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
66,692
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
66,518
shares
|
$12.2 Million
5.31% of portfolio
|
Q1 2025
Added 10.39%
|