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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
8,301
shares
|
$1.54 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
8,286
shares
|
$1.54 Million
0.99% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
8,245
shares
|
$1.53 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
8,207
shares
|
$1.53 Million
0.75% of portfolio
|
Q1 2025
Reduced 21.83%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
8,202
shares
|
$1.52 Million
0.62% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
8,192
shares
|
$1.52 Million
0.21% of portfolio
|
Q2 2025
Reduced 14.43%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
8,156
shares
|
$1.52 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
8,144
shares
|
$1.51 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
8,136
shares
|
$1.51 Million
0.14% of portfolio
|
Q4 2024
Reduced 86.38%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
8,076
shares
|
$1.5 Million
0.29% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
8,075
shares
|
$1.5 Million
1.37% of portfolio
|
Q4 2023
Reduced 62.7%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
8,063
shares
|
$1.5 Million
0.17% of portfolio
|
Q2 2025
Added 135.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,966
shares
|
$1.48 Million
0.15% of portfolio
|
Q3 2022
Added 5.5%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
7,959
shares
|
$1.48 Million
0.56% of portfolio
|
Q1 2025
Reduced 65.79%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
7,958
shares
|
$1.48 Million
1.03% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
7,936
shares
|
$1.48 Million
0.2% of portfolio
|
Q1 2025
Reduced 34.94%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
7,921
shares
|
$1.47 Million
0.21% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
7,909
shares
|
$1.47 Million
0.15% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
7,896
shares
|
$1.47 Million
0.19% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
7,830
shares
|
$1.46 Million
0.64% of portfolio
|
Q2 2025
Added 448.7%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
7,812
shares
|
$1.45 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
7,797
shares
|
$1.45 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
7,783
shares
|
$1.45 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
7,724
shares
|
$1.44 Million
1.24% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
7,722
shares
|
$1.44 Million
0.31% of portfolio
|
Q1 2025
Reduced 5.05%
|