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 2,152 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 |
|---|---|---|---|---|---|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
14,550
shares
|
$2.68 Million
2.49% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
14,428
shares
|
$2.65 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
14,403
shares
|
$2.65 Million
0.15% of portfolio
|
Q2 2025
Added 593.12%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
14,398
shares
|
$2.65 Million
0.74% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
14,287
shares
|
$2.63 Million
2.14% of portfolio
|
Q1 2025
Added 55.39%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
14,258
shares
|
$2.62 Million
0.04% of portfolio
|
Q1 2025
Added 65.35%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
14,140
shares
|
$2.6 Million
2.07% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
14,137
shares
|
$2.6 Million
0.2% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
14,125
shares
|
$2.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 74.9%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
14,097
shares
|
$2.59 Million
0.17% of portfolio
|
Q1 2025
Added 188.22%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
14,092
shares
|
$2.59 Million
0.36% of portfolio
|
Q4 2022
Reduced 1.14%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
14,081
shares
|
$2.59 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
14,045
shares
|
$2.58 Million
0.39% of portfolio
|
Q1 2023
Reduced 39.85%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
14,023
shares
|
$2.58 Million
0.43% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
13,983
shares
|
$2.57 Million
0.15% of portfolio
|
Q1 2025
Reduced 26.69%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jul 07, 2025 Q2 2025 |
13,981
shares
|
$2.57 Million
4.19% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
13,939
shares
|
$2.56 Million
2.17% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
13,936
shares
|
$2.56 Million
0.68% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
13,931
shares
|
$2.56 Million
1.75% of portfolio
|
Q1 2025
Added 106.57%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
13,920
shares
|
$2.56 Million
0.14% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
13,887
shares
|
$2.55 Million
0.95% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
13,845
shares
|
$2.55 Million
0.07% of portfolio
|
Q1 2025
Reduced 82.59%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
13,831
shares
|
$2.54 Million
0.13% of portfolio
|
Q1 2025
Added 50.12%
|
|
|
Soundwatch Capital LLC
New York, NY |
May 06, 2025 Q1 2025 |
13,819
shares
|
$2.54 Million
1.09% of portfolio
|
Q3 2024
Added 111.98%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
13,798
shares
|
$2.54 Million
0.12% of portfolio
|
Q4 2024
Added 4.2%
|