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 |
|---|---|---|---|---|---|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
3,812
shares
|
$700,912
0.14% of portfolio
|
Q1 2025
Added 223.05%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
3,812
shares
|
$700,912
0.12% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
3,800
shares
|
$698,706
0.02% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
3,794
shares
|
$697,602
0.0% of portfolio
|
Q1 2025
Added 48.49%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
3,794
shares
|
$697,602
0.23% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
3,779
shares
|
$694,844
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
3,773
shares
|
$693,741
0.0% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,769
shares
|
$693,006
0.01% of portfolio
|
Q3 2022
Added 113.06%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
3,768
shares
|
$692,822
0.08% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
3,757
shares
|
$690,799
0.17% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
3,757
shares
|
$690,799
0.2% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,750
shares
|
$689,512
0.0% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
3,750
shares
|
$689,512
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
3,748
shares
|
$689,144
0.44% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Unconventional Investor, LLC
|
May 14, 2025 Q1 2025 |
3,743
shares
|
$688,225
0.4% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
3,712
shares
|
$682,525
0.08% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
May 13, 2025 Q1 2025 |
3,707
shares
|
$681,606
0.44% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
3,699
shares
|
$680,135
0.12% of portfolio
|
Q4 2024
Added 23.34%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
3,695
shares
|
$679,399
0.12% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
3,679
shares
|
$676,457
0.02% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
3,676
shares
|
$675,906
0.42% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
3,670
shares
|
$674,802
0.23% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
3,665
shares
|
$673,883
0.09% of portfolio
|
Q1 2025
Reduced 30.93%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
3,661
shares
|
$673,148
0.62% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,617
shares
|
$665,057
0.0% of portfolio
|
Q1 2025
Reduced 5.95%
|