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 |
|---|---|---|---|---|---|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
2,651
shares
|
$487,439
0.18% of portfolio
|
Q1 2025
Added 25.88%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
2,648
shares
|
$486,887
0.23% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
In Track Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
2,635
shares
|
$484,497
0.42% of portfolio
|
Q1 2025
Reduced 19.2%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
2,630
shares
|
$483,578
0.04% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Sfm, LLC
Manchester, NH |
Jul 16, 2025 Q2 2025 |
2,630
shares
|
$483,578
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,625
shares
|
$482,658
0.15% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
2,623
shares
|
$482,291
0.17% of portfolio
|
Q1 2025
Reduced 33.66%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
2,606
shares
|
$479,165
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
2,595
shares
|
$477,142
0.32% of portfolio
|
Q1 2025
Reduced 14.72%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
2,594
shares
|
$476,958
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
2,592
shares
|
$476,591
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
2,588
shares
|
$475,855
0.42% of portfolio
|
Q1 2025
Added 60.05%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
2,564
shares
|
$471,442
0.09% of portfolio
|
Q4 2024
Added 23.63%
|
|
|
Tran Capital Management, L.P.
|
Jul 14, 2025 Q2 2025 |
2,560
shares
|
$470,707
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
2,556
shares
|
$469,971
0.14% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
2,550
shares
|
$468,868
0.08% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
2,540
shares
|
$467,029
0.04% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
2,534
shares
|
$465,926
0.16% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
2,534
shares
|
$465,926
0.03% of portfolio
|
Q1 2025
Reduced 11.18%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,522
shares
|
$463,720
0.04% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
2,516
shares
|
$462,616
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
2,514
shares
|
$462,249
0.22% of portfolio
|
Q1 2025
Added 17.15%
|
|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
2,509
shares
|
$461,329
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
2,508
shares
|
$461,145
0.17% of portfolio
|
Q1 2025
Reduced 14.49%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,493
shares
|
$458,387
0.01% of portfolio
|
Q2 2024
Added 80.13%
|