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 2,153 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 |
|---|---|---|---|---|---|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
May 12, 2025 Q1 2025 |
3,318
shares
|
$610,080
0.38% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,313
shares
|
$609,161
0.09% of portfolio
|
Q3 2023
Added 25.21%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
3,308
shares
|
$608,241
0.02% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Braun Stacey Associates Inc
|
Apr 29, 2025 Q1 2025 |
3,306
shares
|
$607,874
0.02% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
3,297
shares
|
$606,219
0.05% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
3,293
shares
|
$605,483
0.15% of portfolio
|
Q2 2025
Added 14.82%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
3,280
shares
|
$603,093
0.08% of portfolio
|
Q1 2025
Reduced 49.98%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
3,250
shares
|
$597,577
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
3,231
shares
|
$594,083
0.12% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,230
shares
|
$593,900
0.12% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
3,228
shares
|
$593,532
0.08% of portfolio
|
Q1 2025
Added 47.6%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
3,226
shares
|
$593,164
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
3,225
shares
|
$592,980
0.28% of portfolio
|
Q1 2025
Added 30.3%
|
|
|
Orcam Financial Group
Encinitas, CA |
May 14, 2025 Q1 2025 |
3,214
shares
|
$590,958
0.53% of portfolio
|
Q3 2024
Reduced 49.8%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
3,207
shares
|
$589,671
0.43% of portfolio
|
Q4 2022
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
3,206
shares
|
$589,487
0.27% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
3,201
shares
|
$588,567
0.01% of portfolio
|
Q1 2025
Added 23.59%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,187
shares
|
$585,993
0.03% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
3,182
shares
|
$585,074
0.03% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,178
shares
|
$584,338
0.57% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,138
shares
|
$576,984
0.1% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
3,129
shares
|
$575,329
0.16% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
3,126
shares
|
$574,777
0.2% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
3,120
shares
|
$573,674
0.08% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Apr 28, 2025 Q1 2025 |
3,114
shares
|
$572,571
3.19% of portfolio
|
Q4 2024
New holding
|