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 |
|---|---|---|---|---|---|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
4,056
shares
|
$745,776
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,042
shares
|
$743,202
0.28% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
4,040
shares
|
$742,834
0.29% of portfolio
|
Q2 2025
Reduced 43.05%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
4,037
shares
|
$742,283
0.03% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
4,030
shares
|
$740,996
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,025
shares
|
$740,076
0.09% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
4,008
shares
|
$736,950
0.21% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
4,005
shares
|
$736,399
0.11% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
4,000
shares
|
$735,480
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
3,996
shares
|
$734,744
0.04% of portfolio
|
Q2 2025
Reduced 19.4%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
3,992
shares
|
$734,009
0.35% of portfolio
|
Q4 2023
Reduced 2.47%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
3,991
shares
|
$733,825
0.41% of portfolio
|
Q2 2025
Reduced 45.71%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
3,985
shares
|
$732,721
0.21% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
3,966
shares
|
$729,228
0.04% of portfolio
|
Q1 2025
Reduced 52.74%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
3,958
shares
|
$727,757
0.29% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
3,951
shares
|
$726,470
0.17% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,950
shares
|
$726,286
0.05% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Phraction Management LLC
Stamford, CT |
Jul 21, 2025 Q2 2025 |
3,943
shares
|
$724,999
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
3,941
shares
|
$724,631
0.01% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
3,920
shares
|
$720,770
0.36% of portfolio
|
Q1 2025
Added 31.99%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
3,915
shares
|
$719,851
0.05% of portfolio
|
Q1 2025
Added 20.09%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
3,901
shares
|
$717,276
0.35% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,887
shares
|
$714,702
0.05% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
3,836
shares
|
$705,325
0.58% of portfolio
|
Q1 2025
Added 17.24%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
3,822
shares
|
$702,751
0.01% of portfolio
|
Q1 2025
Added 44.28%
|