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 2,147 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 $53.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
12,517
shares
|
$2.33 Million
0.08% of portfolio
|
Q3 2023
Added 0.45%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
12,512
shares
|
$2.33 Million
0.08% of portfolio
|
Q1 2025
Added 13.56%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
12,500
shares
|
$2.32 Million
0.31% of portfolio
|
Q1 2025
Added 28.47%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
12,496
shares
|
$2.32 Million
0.1% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
12,488
shares
|
$2.32 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
May 09, 2025 Q1 2025 |
12,488
shares
|
$2.32 Million
0.51% of portfolio
|
Q2 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
12,434
shares
|
$2.31 Million
0.08% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
12,305
shares
|
$2.29 Million
0.59% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
12,293
shares
|
$2.29 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
12,199
shares
|
$2.27 Million
0.16% of portfolio
|
Q1 2025
Reduced 14.72%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
12,193
shares
|
$2.27 Million
0.41% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
12,174
shares
|
$2.26 Million
1.27% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
12,162
shares
|
$2.26 Million
0.04% of portfolio
|
Q1 2025
Reduced 60.62%
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
12,080
shares
|
$2.25 Million
1.91% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
12,060
shares
|
$2.24 Million
0.26% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
12,000
shares
|
$2.23 Million
0.18% of portfolio
|
Q3 2021
New holding
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
11,998
shares
|
$2.23 Million
2.0% of portfolio
|
Q1 2025
Added 73.03%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
11,997
shares
|
$2.23 Million
0.23% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
11,968
shares
|
$2.22 Million
0.16% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
11,965
shares
|
$2.22 Million
0.07% of portfolio
|
Q1 2025
Added 34.44%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
11,908
shares
|
$2.21 Million
0.85% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
11,894
shares
|
$2.21 Million
0.3% of portfolio
|
Q2 2025
Added 25.23%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
11,854
shares
|
$2.2 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
11,852
shares
|
$2.2 Million
0.02% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
11,834
shares
|
$2.2 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.88%
|