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 |
|---|---|---|---|---|---|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
6,201
shares
|
$1.15 Million
0.25% of portfolio
|
Q2 2025
Added 24.02%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
6,162
shares
|
$1.15 Million
0.07% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
6,156
shares
|
$1.14 Million
0.97% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Jul 22, 2025 Q2 2025 |
6,150
shares
|
$1.14 Million
0.74% of portfolio
|
Q2 2025
Reduced 55.85%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
6,141
shares
|
$1.14 Million
0.82% of portfolio
|
Q1 2025
Added 28.34%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
6,133
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
6,098
shares
|
$1.13 Million
0.21% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
6,094
shares
|
$1.13 Million
0.29% of portfolio
|
Q1 2025
Reduced 62.39%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
6,089
shares
|
$1.13 Million
0.51% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
6,083
shares
|
$1.13 Million
0.2% of portfolio
|
Q2 2024
Reduced 31.71%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
6,074
shares
|
$1.13 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
6,072
shares
|
$1.13 Million
0.36% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
6,052
shares
|
$1.13 Million
0.33% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
6,050
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
6,040
shares
|
$1.12 Million
0.4% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,034
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
6,034
shares
|
$1.12 Million
0.36% of portfolio
|
Q2 2025
Reduced 12.97%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
6,022
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Added 40.77%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
6,020
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
6,012
shares
|
$1.12 Million
0.28% of portfolio
|
Q2 2025
Reduced 47.55%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
5,989
shares
|
$1.11 Million
0.21% of portfolio
|
Q1 2025
Added 32.44%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
5,989
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
5,987
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2022
Reduced 0.98%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
5,980
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2023
Added 6.44%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
5,967
shares
|
$1.11 Million
0.18% of portfolio
|
Q1 2025
Reduced 54.44%
|