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 2,225 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 |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
50,251
shares
|
$9.41 Million
3.05% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
50,099
shares
|
$9.39 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Nov 05, 2025 Q3 2025 |
49,918
shares
|
$9.35 Million
0.53% of portfolio
|
Q3 2025
Added 254.1%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
49,795
shares
|
$9.33 Million
3.65% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
49,715
shares
|
$9.31 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
49,669
shares
|
$9.3 Million
2.48% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
49,646
shares
|
$9.3 Million
4.21% of portfolio
|
Q1 2024
Added 3.88%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
49,380
shares
|
$9.25 Million
0.09% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
48,465
shares
|
$9.08 Million
0.37% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
48,252
shares
|
$9.04 Million
1.98% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
48,097
shares
|
$9.01 Million
2.26% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
48,071
shares
|
$9.01 Million
6.99% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
48,056
shares
|
$9 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
47,900
shares
|
$8.97 Million
3.55% of portfolio
|
Q3 2025
Reduced 25.21%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
47,896
shares
|
$8.97 Million
0.61% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
47,880
shares
|
$8.97 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
47,820
shares
|
$8.96 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
47,809
shares
|
$8.96 Million
0.17% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
47,764
shares
|
$8.95 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
47,288
shares
|
$8.86 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
47,203
shares
|
$8.84 Million
1.95% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
47,176
shares
|
$8.84 Million
0.4% of portfolio
|
Q3 2025
Added 53.48%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
47,093
shares
|
$8.82 Million
2.63% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
47,043
shares
|
$8.81 Million
1.93% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
46,870
shares
|
$8.78 Million
3.94% of portfolio
|
Q3 2025
Added 1.78%
|
|