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 2,146 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 $54.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
257,172
shares
|
$48.1 Million
7.03% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
256,652
shares
|
$48 Million
0.3% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
255,476
shares
|
$47.8 Million
2.59% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
255,024
shares
|
$47.7 Million
12.9% of portfolio
|
Q4 2024
Reduced 95.87%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
251,899
shares
|
$47.1 Million
0.65% of portfolio
|
Q1 2025
Added 24.36%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
251,828
shares
|
$47.1 Million
0.07% of portfolio
|
Q1 2025
Added 86.75%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
247,987
shares
|
$46.4 Million
5.36% of portfolio
|
Q2 2025
Reduced 19.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
247,042
shares
|
$46.2 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
245,245
shares
|
$45.9 Million
0.08% of portfolio
|
Q1 2025
Added 13.8%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
244,535
shares
|
$45.8 Million
21.67% of portfolio
|
Q4 2022
Added 2.25%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
244,515
shares
|
$45.8 Million
8.35% of portfolio
|
Q2 2025
Added 104.76%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
243,915
shares
|
$45.6 Million
12.19% of portfolio
|
Q1 2025
Added 35.51%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
242,565
shares
|
$45.4 Million
10.32% of portfolio
|
Q1 2025
Reduced 27.05%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
241,694
shares
|
$45.2 Million
0.02% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
239,657
shares
|
$44.8 Million
0.26% of portfolio
|
Q1 2025
Added 121.41%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
237,903
shares
|
$44.5 Million
1.57% of portfolio
|
Q1 2025
Reduced 27.58%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
233,718
shares
|
$43.7 Million
3.49% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
233,107
shares
|
$43.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 27.64%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
229,811
shares
|
$43 Million
0.04% of portfolio
|
Q1 2025
Added 18.31%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
229,611
shares
|
$43 Million
17.1% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
223,219
shares
|
$41.8 Million
0.64% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
222,850
shares
|
$41.7 Million
0.74% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
222,504
shares
|
$41.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 78.71%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
220,300
shares
|
$41.2 Million
13.12% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
216,685
shares
|
$40.5 Million
0.43% of portfolio
|
Q1 2025
Reduced 59.23%
|