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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
155,378
shares
|
$29.1 Million
0.23% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
153,323
shares
|
$28.7 Million
2.13% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
152,182
shares
|
$28.5 Million
3.27% of portfolio
|
Q1 2025
Added 26.8%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
151,962
shares
|
$28.4 Million
1.73% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
151,184
shares
|
$28.3 Million
17.22% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
151,137
shares
|
$28.3 Million
2.66% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
150,000
shares
|
$28.1 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
149,030
shares
|
$27.9 Million
0.46% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
147,758
shares
|
$27.6 Million
0.24% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
147,713
shares
|
$27.6 Million
10.0% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
147,689
shares
|
$27.6 Million
1.99% of portfolio
|
Q1 2025
Added 11.97%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
147,266
shares
|
$27.6 Million
0.72% of portfolio
|
Q1 2025
Added 183.3%
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
147,062
shares
|
$27.5 Million
8.59% of portfolio
|
Q2 2025
Added 10.02%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
146,802
shares
|
$27.5 Million
9.38% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
146,294
shares
|
$27.4 Million
0.83% of portfolio
|
Q1 2025
Added 21.68%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
146,264
shares
|
$27.4 Million
1.94% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
145,869
shares
|
$27.3 Million
5.46% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
145,048
shares
|
$27.1 Million
4.6% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
143,854
shares
|
$26.9 Million
17.69% of portfolio
|
Q2 2025
Reduced 22.77%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
143,818
shares
|
$26.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
142,341
shares
|
$26.6 Million
7.99% of portfolio
|
Q1 2025
Reduced 20.89%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
142,109
shares
|
$26.6 Million
0.1% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
May 15, 2025 Q1 2025 |
140,820
shares
|
$26.4 Million
6.55% of portfolio
|
Q1 2025
Reduced 57.71%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
139,647
shares
|
$26.1 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
139,413
shares
|
$26.1 Million
0.26% of portfolio
|
Q1 2025
Added 0.04%
|