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 |
|---|---|---|---|---|---|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
18,647
shares
|
$3.43 Million
1.59% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
18,498
shares
|
$3.4 Million
0.42% of portfolio
|
Q1 2025
Added 24.17%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
18,369
shares
|
$3.38 Million
0.21% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
18,307
shares
|
$3.37 Million
1.28% of portfolio
|
Q1 2025
Added 406.84%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
18,239
shares
|
$3.35 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
18,144
shares
|
$3.34 Million
0.26% of portfolio
|
Q2 2025
Added 59.76%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
18,102
shares
|
$3.33 Million
0.93% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
18,096
shares
|
$3.33 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
18,085
shares
|
$3.33 Million
0.35% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
18,073
shares
|
$3.32 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
18,066
shares
|
$3.32 Million
1.23% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
17,985
shares
|
$3.31 Million
0.59% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
17,961
shares
|
$3.3 Million
1.44% of portfolio
|
Q1 2025
Added 22.21%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
17,817
shares
|
$3.28 Million
0.36% of portfolio
|
Q1 2025
Added 43.89%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
17,815
shares
|
$3.28 Million
1.27% of portfolio
|
Q1 2025
Added 57.25%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
17,794
shares
|
$3.27 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
17,735
shares
|
$3.26 Million
0.02% of portfolio
|
Q1 2025
Added 120.91%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
17,699
shares
|
$3.25 Million
0.55% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
17,684
shares
|
$3.25 Million
1.09% of portfolio
|
Q4 2023
Reduced 0.45%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
17,665
shares
|
$3.25 Million
1.25% of portfolio
|
Q1 2025
Reduced 18.35%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
17,651
shares
|
$3.25 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
17,634
shares
|
$3.24 Million
0.59% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
17,625
shares
|
$3.24 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
17,562
shares
|
$3.23 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
17,468
shares
|
$3.21 Million
0.65% of portfolio
|
Q4 2024
Reduced 5.84%
|