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 |
|---|---|---|---|---|---|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
5,958
shares
|
$1.11 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
5,957
shares
|
$1.11 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
5,955
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
5,953
shares
|
$1.11 Million
0.23% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
5,951
shares
|
$1.11 Million
0.13% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
5,939
shares
|
$1.1 Million
1.46% of portfolio
|
Q1 2025
Reduced 72.82%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
5,935
shares
|
$1.1 Million
0.61% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
5,917
shares
|
$1.1 Million
0.21% of portfolio
|
Q2 2025
Added 18.67%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
5,912
shares
|
$1.1 Million
0.16% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
5,880
shares
|
$1.09 Million
0.53% of portfolio
|
Q1 2025
Reduced 72.29%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
5,877
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,876
shares
|
$1.09 Million
0.12% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
5,866
shares
|
$1.09 Million
0.07% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
5,865
shares
|
$1.09 Million
0.68% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
5,856
shares
|
$1.09 Million
0.13% of portfolio
|
Q1 2025
Added 96.18%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
5,841
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Added 19.72%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
5,834
shares
|
$1.08 Million
0.33% of portfolio
|
Q2 2025
Added 26.5%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
5,832
shares
|
$1.08 Million
0.3% of portfolio
|
Q1 2025
Added 2906.19%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
5,820
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
5,779
shares
|
$1.07 Million
0.21% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
5,778
shares
|
$1.07 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
5,767
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
5,755
shares
|
$1.07 Million
0.24% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Apr 16, 2025 Q1 2025 |
5,751
shares
|
$1.07 Million
0.4% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
5,720
shares
|
$1.06 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.05%
|