Invesco S&P 500 Equal WeightRSPETF
13F holders, Q1 2025 (March 31)1,943holders +28
154new positions
109sold out
6famous investors
$171.94avg. 13F price*
At the end of Q1 2025, 1,943 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, up 28 from Q4 2024. 154 opened new positions and 109 sold out. The largest holders were Morgan Stanley ($5.2B), Northwestern Mutual Wealth Management Co. ($4.1B) and Bank of America Corp. ($3.8B). 6 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V357
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 154 | $1.7B |
| Exits | 109 | $1.7B |
All 13F filers, Q4 2024 → Q1 2025: 38,092,908 shares bought and 19,759,358 shares sold, net +18,333,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,943 holders
| Morgan Stanley | 0.37% | Add +3.3% | 29,739,500 | $5.2B |
| Northwestern Mutual Wealth Management Co. | 3.34% | Add +1.7% | 23,554,043 | $4.1B |
| Bank of America Corp. | 0.34% | Add +2.6% | 22,212,820 | $3.8B |
| Invesco Ltd. | 0.37% | Add +12.0% | 11,189,061 | $1.9B |
| Texas Permanent School Fund Corp. | 56.60% | Add +12.5% | 9,181,818 | $1.6B |
| Goldman Sachs Group Inc. | 0.27% | Add +12.6% | 8,181,068 | $1.4B |
| Wells Fargo & Company | 0.30% | Add +9.2% | 7,175,565 | $1.2B |
| UBS Group AG | 0.27% | Add +6.2% | 6,976,535 | $1.2B |
| LPL Financial LLC | 0.35% | Add +20.5% | 5,260,788 | $911.3M |
| JPMorgan Chase & Co. | 0.07% | Add +26.8% | 5,057,195 | $876.1M |
| State of Wisconsin Investment Board | 2.06% | Add +3848.3% | 4,584,878 | $794.2M |
| Truist Financial Corp. | 1.22% | Reduce -4.1% | 4,380,352 | $758.8M |
| Cresset Asset Management, LLC | 3.47% | Add +6.9% | 3,987,375 | $690.7M |
| Keybank National Association | 2.74% | Add +0.4% | 3,953,423 | $684.9M |
| Japan Science & Technology Agency | 10.10% | New | 3,792,112 | $656.9M |
| Raymond James Financial Inc. | 0.24% | Reduce -2.3% | 3,736,130 | $647.2M |
| Ameriprise Financial Inc. | 0.17% | Add +1.8% | 3,724,141 | $646.1M |
| Royal Bank of Canada | 0.12% | Add +12.8% | 3,200,832 | $554.5M |
| Envestnet Asset Management Inc. | 0.17% | Add +26.7% | 3,047,308 | $527.9M |
| Employees Retirement System of Texas | 4.98% | Add +27.9% | 2,629,372 | $455.5M |
| BNP Paribas Financial Markets | 0.31% | Add +92.3% | 2,345,492 | $406.3M |
| Caisse de depot et placement du Quebec | 0.84% | Reduce -35.0% | 2,302,200 | $398.8M |
| Commonwealth Equity Services, LLC | 0.42% | Add +34.0% | 1,711,087 | $296.4M |
| Bank of New York Mellon Corp | 0.06% | Add +7.9% | 1,684,786 | $291.9M |
| Phoenix Financial Ltd. | 4.12% | New | 1,554,312 | $269.3M |
| HighTower Advisors, LLC | 0.35% | Add +5.7% | 1,508,684 | $261.3M |
| Junto Capital Management LP | 5.73% | Add +5.0% | 1,445,513 | $250.4M |
| Cerity Partners LLC | 0.49% | Add +14.2% | 1,371,615 | $237.6M |
| LBMC Investment Advisors, LLC | 18.02% | Reduce -0.9% | 1,330,882 | $230.5M |
| Horizon Investments, LLC | 6.50% | Add +31.2% | 1,258,767 | $218.1M |
| Jane Street Group, LLC | 0.39% | Add +151.0% | 1,253,012 | $217.1M |
| Rockefeller Capital Management L.P. | 0.52% | Add +7.7% | 1,224,133 | $212.1M |
| TD Asset Management Inc | 0.19% | Add +3.3% | 1,189,656 | $206.1M |
| Citigroup Inc. | 0.15% | Reduce -34.0% | 1,162,023 | $201.3M |
| Ally Financial Inc. | 22.06% | Add +17.0% | 1,135,000 | $196.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.42% | Reduce -39.7% | 1,085,000 | $188.0M |
| Focus Partners Wealth | 0.45% | Reduce -14.6% | 1,034,547 | $179.2M |
| Cetera Investment Advisers | 0.34% | Add +42.5% | 1,007,738 | $174.6M |
| Stifel Financial Corp. | 0.18% | Add +0.6% | 989,985 | $171.5M |
| Sei Investments Co. | 0.21% | Reduce -0.6% | 937,944 | $162.5M |
| Citadel Advisors | 0.16% | Reduce -4.5% | 936,707 | $162.3M |
| Summit Trail Advisors, LLC | 5.35% | Add +14.2% | 936,055 | $162.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.95% | Reduce -33.2% | 925,230 | $160.3M |
| Brown Advisory Inc. | 0.23% | Add +24.1% | 918,979 | $159.2M |
| Osaic Holdings, Inc. | 0.34% | Reduce -12.7% | 883,409 | $153.1M |
| First Interstate Bank | 8.48% | Add +108.7% | 819,635 | $142.0M |
| Cercano Management LLC | 4.08% | Reduce -45.4% | 800,864 | $138.7M |
| Cambridge Investment Research Advisors, Inc. | 0.44% | Add +11.9% | 756,599 | $131.1M |
| Meitav Investment House Ltd. | 2.34% | Add +9.6% | 734,154 | $127.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.41% | Add +100.7% | 727,315 | $126.0M |
| CI Investments Inc. | 0.53% | New | 718,686 | $124.5M |
| Trust Co of Tennessee | 30.60% | New | 704,914 | $122.1M |
| US Bancorp \de | 0.16% | Reduce -0.5% | 694,153 | $120.2M |
| CW Advisors, LLC | 1.41% | Add +1.0% | 679,526 | $117.7M |
| Valeo Financial Advisors, LLC | 3.15% | Reduce -0.7% | 651,029 | $112.8M |
| Rock Creek Group LLC | 13.17% | Reduce -5.5% | 638,205 | $111.2M |
| Synovus Financial Corp. | 1.36% | Add +20.6% | 606,719 | $105.1M |
| Janney Montgomery Scott LLC | 0.30% | Reduce -3.4% | 604,066 | $104.6M |
| Clearstead Advisors, LLC | 1.62% | Add +67.5% | 601,594 | $104.2M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Reduce -3.6% | 590,120 | $102.2M |
| Waverly Advisors, LLC | 1.23% | Add +2.6% | 584,437 | $101.2M |
| MML Investors Services, LLC | 0.34% | Add +43.0% | 583,103 | $101.0M |
| Members Trust Co | 3.42% | Reduce -4.9% | 566,446 | $98.1M |
| Naman Capital Ltda | 37.99% | Add +139.4% | 558,556 | $96.8M |
| Csenge Advisory Group | 5.44% | Add +2.4% | 589,813 | $95.9M |
| MAI Capital Management | 0.71% | Add +6.5% | 543,659 | $94.2M |
| Glenmede Trust Co. NA | 0.50% | Add +2.0% | 539,004 | $93.4M |
| Moment Partners, LLC | 17.99% | Reduce -1.5% | 524,116 | $90.8M |
| First Manhattan Co. Llc. | 0.25% | Add +2.7% | 502,611 | $87.1M |
| Fiduciary Trust Co | 1.13% | Reduce -16.1% | 500,139 | $86.6M |
| Bank of Nova Scotia | 0.20% | No change | 500,000 | $86.6M |
| Private Advisor Group, LLC | 0.52% | Reduce -14.6% | 494,881 | $85.7M |
| Vanderbilt University | 15.26% | Add +0.5% | 461,323 | $79.9M |
| PNC Financial Services Group, Inc. | 0.04% | Add +15.9% | 460,378 | $79.8M |
| CENTRAL TRUST Co | 1.91% | Add +3.8% | 448,309 | $77.7M |
| Aptus Capital Advisors, LLC | 0.86% | Reduce -4.0% | 437,922 | $75.9M |
| Mercer Global Advisors Inc. | 0.17% | Add +30.6% | 441,358 | $74.5M |
| SPC Financial, Inc. | 6.51% | Add +0.3% | 427,607 | $74.1M |
| Sand Hill Global Advisors, LLC | 3.02% | Add +2.1% | 423,086 | $73.3M |
| NorthCoast Asset Management LLC | 0.37% | Reduce -7.4% | 420,449 | $72.8M |
| Dakota Wealth Management | 1.67% | Add +2.8% | 411,880 | $71.3M |
| RIA Advisory Group LLC | 23.15% | Add +10491.2% | 410,726 | $71.2M |
| Kestra Advisory Services, LLC | 0.34% | Reduce -51.4% | 401,905 | $69.6M |
| New Harbor Financial Group, LLC | 18.38% | Add +55.0% | 398,971 | $69.1M |
| Mariner, LLC | 0.11% | Add +8.7% | 394,048 | $68.3M |
| FAS Wealth Partners, Inc. | 5.56% | Add +570.7% | 393,209 | $68.1M |
| Cibc World Market Inc. | 0.15% | Add +76.7% | 386,870 | $67.0M |
| Blair William & Co. | 0.20% | Add +4.3% | 382,792 | $66.3M |
| HSBC Holdings PLC | 0.04% | Add +50.6% | 381,107 | $65.5M |
| Barclays PLC | 0.03% | Reduce -36.6% | 369,287 | $64.0M |
| Chai Trust Co. LLC | 3.96% | No change | 1,865,494 | $63.8M |
| Consolidated Investment Group LLC | 9.73% | Reduce -0.7% | 366,395 | $63.5M |
| Venture Visionary Partners LLC | 2.66% | Reduce -0.0% | 366,081 | $63.4M |
| Stratos Wealth Partners, LTD. | 0.97% | Reduce -9.6% | 363,512 | $63.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9.48% | Add +0.1% | 358,586 | $62.1M |
| Choreo, LLC | 0.94% | Reduce -1.1% | 350,791 | $60.8M |
| Total Investment Management Inc. | 7.81% | Add +0.8% | 344,704 | $59.7M |
| Spider Management Company, LLC | 25.58% | No change | 343,186 | $59.5M |
| Baltimore-Washington Financial Advisors, Inc. | 3.16% | Add +0.3% | 338,525 | $58.6M |
| Balyasny Asset Management L.P. | 0.15% | Add +1221.8% | 335,636 | $58.1M |
"% of holder's portfolio" is RSP's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.