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 2,224 institutions that hold shares in the stock, with a total of 281 Million shares, which have been reported (via 13F filing form) to have a value of $52.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
114,815
shares
|
$21.5 Million
4.01% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
114,451
shares
|
$21.4 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
114,405
shares
|
$21.4 Million
2.45% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
113,317
shares
|
$21.2 Million
4.24% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
112,906
shares
|
$21.2 Million
2.7% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Ltg Capital LLC
|
Dec 01, 2025 Q3 2025 |
112,778
shares
|
$21.1 Million
18.15% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
112,515
shares
|
$21.1 Million
1.3% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
112,338
shares
|
$21 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
111,388
shares
|
$20.9 Million
8.98% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
111,332
shares
|
$20.9 Million
3.86% of portfolio
|
Q3 2025
Added 20.57%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
110,592
shares
|
$20.7 Million
5.07% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
109,840
shares
|
$20.6 Million
3.38% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
109,772
shares
|
$20.6 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Roth Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
108,920
shares
|
$20.4 Million
7.0% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
107,230
shares
|
$20.1 Million
0.24% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
106,774
shares
|
$20 Million
0.56% of portfolio
|
Q2 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
106,753
shares
|
$20 Million
0.54% of portfolio
|
Q3 2025
Reduced 8.68%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
106,322
shares
|
$19.9 Million
1.89% of portfolio
|
Q3 2025
Added 14.55%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
105,004
shares
|
$19.7 Million
0.94% of portfolio
|
Q2 2024
Reduced 98.3%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
104,721
shares
|
$19.6 Million
0.06% of portfolio
|
Q3 2025
Added 19.61%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
104,541
shares
|
$19.6 Million
1.04% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
103,836
shares
|
$19.5 Million
0.08% of portfolio
|
Q3 2025
Reduced 40.91%
|
|
|
Echo45 Advisors LLC
|
Nov 06, 2025 Q3 2025 |
103,072
shares
|
$19.3 Million
12.07% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
101,050
shares
|
$18.9 Million
8.2% of portfolio
|
Q1 2023
Reduced 0.91%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Nov 06, 2025 Q3 2025 |
100,348
shares
|
$18.8 Million
11.05% of portfolio
|
Q3 2025
Reduced 12.36%
|
|