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 |
|---|---|---|---|---|---|
|
Clarus Group, Inc.
|
Apr 24, 2025 Q1 2025 |
53,932
shares
|
$9.92 Million
3.68% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
53,733
shares
|
$9.88 Million
3.27% of portfolio
|
Q1 2025
New holding
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
53,537
shares
|
$9.84 Million
0.24% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
52,000
shares
|
$9.56 Million
0.21% of portfolio
|
Q1 2025
Added 121.28%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
51,805
shares
|
$9.53 Million
3.22% of portfolio
|
Q1 2025
Added 28.66%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
51,751
shares
|
$9.52 Million
1.51% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
51,607
shares
|
$9.49 Million
3.63% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
51,298
shares
|
$9.43 Million
0.07% of portfolio
|
Q1 2025
Added 11.28%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
51,137
shares
|
$9.4 Million
0.14% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
50,806
shares
|
$9.34 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
50,764
shares
|
$9.33 Million
1.13% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Del Sette Capital Management, LLC
|
May 05, 2025 Q1 2025 |
50,358
shares
|
$9.26 Million
7.21% of portfolio
|
Q1 2025
Reduced 38.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
50,290
shares
|
$9.25 Million
0.27% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
50,251
shares
|
$9.24 Million
3.05% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
50,220
shares
|
$9.23 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
50,170
shares
|
$9.22 Million
1.73% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
49,923
shares
|
$9.18 Million
5.24% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
49,700
shares
|
$9.14 Million
2.62% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
49,646
shares
|
$9.13 Million
4.21% of portfolio
|
Q1 2024
Added 3.88%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
49,400
shares
|
$9.08 Million
0.36% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
49,380
shares
|
$9.08 Million
0.09% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
49,283
shares
|
$9.06 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
49,179
shares
|
$9.04 Million
0.16% of portfolio
|
Q1 2025
Reduced 23.09%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
49,107
shares
|
$9.03 Million
6.13% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
49,074
shares
|
$9.02 Million
0.18% of portfolio
|
Q2 2025
Reduced 23.72%
|