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 2,153 institutions that hold shares in the stock, with a total of 290 Million shares, which have been reported (via 13F filing form) to have a value of $53.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
29,851
shares
|
$5.49 Million
0.02% of portfolio
|
Q1 2025
Added 55.85%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
29,786
shares
|
$5.48 Million
2.06% of portfolio
|
Q1 2025
Added 20.41%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
29,675
shares
|
$5.46 Million
0.89% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
29,643
shares
|
$5.45 Million
2.26% of portfolio
|
Q1 2025
Added 22.47%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
29,591
shares
|
$5.44 Million
1.44% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
29,288
shares
|
$5.39 Million
3.71% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
29,271
shares
|
$5.38 Million
1.85% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jul 15, 2025 Q2 2025 |
29,238
shares
|
$5.38 Million
2.96% of portfolio
|
Q2 2025
Added 32.3%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
29,178
shares
|
$5.36 Million
1.93% of portfolio
|
Q1 2025
Added 126.06%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
29,111
shares
|
$5.35 Million
0.85% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
29,092
shares
|
$5.35 Million
6.1% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
28,863
shares
|
$5.31 Million
1.43% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
28,834
shares
|
$5.3 Million
4.17% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
28,818
shares
|
$5.3 Million
2.79% of portfolio
|
Q1 2025
Reduced 22.32%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
28,757
shares
|
$5.29 Million
0.29% of portfolio
|
Q1 2025
Added 68.45%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
28,722
shares
|
$5.28 Million
2.56% of portfolio
|
Q1 2025
New holding
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
28,701
shares
|
$5.28 Million
2.3% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
First Washington Corp
Seattle, WA |
May 14, 2025 Q1 2025 |
28,637
shares
|
$5.27 Million
1.86% of portfolio
|
Q1 2025
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
28,596
shares
|
$5.26 Million
0.63% of portfolio
|
Q2 2024
New holding
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
28,595
shares
|
$5.26 Million
2.1% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
28,520
shares
|
$5.24 Million
2.79% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
28,369
shares
|
$5.22 Million
1.11% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
28,109
shares
|
$5.17 Million
0.39% of portfolio
|
Q1 2025
Reduced 30.87%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
28,055
shares
|
$5.16 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
27,991
shares
|
$5.15 Million
0.3% of portfolio
|
Q1 2025
Added 2.07%
|