Invesco S&P 500 Equal WeightRSPETF

13F holders, Q2 2025 (June 30)
1,950holders +7
137new positions
129sold out
8famous investors
$180.65avg. 13F price*

At the end of Q2 2025, 1,950 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, up 7 from Q1 2025. 137 opened new positions and 129 sold out. The largest holders were Morgan Stanley ($5.9B), Northwestern Mutual Wealth Management Co. ($4.5B) and Bank of America Corp. ($4.1B). 8 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Invesco S&P 500 Equal Weight
CUSIP
46137V357
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,578Q1 2024Q2 2024: 1,602Q2 2024Q3 2024: 1,698Q3 2024Q4 2024: 1,915Q4 2024Q1 2025: 1,943Q1 2025Q2 2025: 1,950Q2 2025Q3 2025: 1,949Q3 2025Q4 2025: 2,132Q4 2025Q1 2026: 2,230Q1 2026Q2 2026: 2,317Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions137$919.7M
Exits129$1.3B

All 13F filers, Q1 2025 → Q2 2025: 23,220,993 shares bought and 24,924,607 shares sold, net −1,703,614 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,950 holders

Morgan Stanley 0.39% Add +9.8% 32,653,255 $5.9B
Northwestern Mutual Wealth Management Co. 3.27% Add +4.7% 24,657,672 $4.5B
Bank of America Corp. 0.33% Add +1.2% 22,475,692 $4.1B
Invesco Ltd. 0.32% Reduce -9.0% 10,181,554 $1.9B
Texas Permanent School Fund Corp. 56.14% Add +0.1% 9,190,491 $1.7B
Goldman Sachs Group Inc. 0.21% Reduce -12.4% 7,167,311 $1.3B
UBS Group AG 0.27% Add +2.4% 7,143,393 $1.3B
Wells Fargo & Company 0.28% Reduce -3.4% 6,934,162 $1.3B
State of Wisconsin Investment Board 3.04% Add +49.3% 6,845,838 $1.2B
JPMorgan Chase & Co. 0.07% Add +11.7% 5,646,560 $1.0B
LPL Financial LLC 0.31% Reduce -3.6% 5,069,864 $921.4M
Cresset Asset Management, LLC 3.54% Reduce -2.5% 3,889,335 $706.8M
Keybank National Association 2.60% Reduce -2.8% 3,843,692 $698.6M
Japan Science & Technology Agency 10.94% No change 3,792,112 $689.2M
Raymond James Financial Inc. 0.23% Reduce -1.7% 3,673,896 $667.7M
Ameriprise Financial Inc. 0.16% Reduce -1.9% 3,652,507 $663.7M
Truist Financial Corp. 0.88% Reduce -24.8% 3,294,369 $598.7M
BNP Paribas Financial Markets 0.46% Add +35.8% 3,184,827 $578.8M
Royal Bank of Canada 0.11% Reduce -2.2% 3,130,493 $568.9M
Envestnet Asset Management Inc. 0.11% Reduce -31.0% 2,101,387 $381.9M
Healthcare of Ontario Pension Plan Trust Fund 0.77% Add +91.9% 2,082,000 $378.4M
Junto Capital Management LP 7.82% Add +40.6% 2,032,491 $369.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.95% Add +119.1% 2,027,552 $368.5M
Cerity Partners LLC 0.55% Add +24.1% 1,701,457 $309.2M
Bank of New York Mellon Corp 0.06% Add +0.3% 1,689,136 $307.0M
Phoenix Financial Ltd. 3.73% Reduce -0.0% 1,554,000 $282.4M
North Peak Capital Management, LLC 19.61% New 1,374,131 $249.7M
HighTower Advisors, LLC 0.31% Reduce -9.1% 1,371,794 $249.3M
Citigroup Inc. 0.17% Add +16.0% 1,348,253 $245.0M
Commonwealth Equity Services, LLC 0.32% Reduce -21.5% 1,343,710 $244.2M
LBMC Investment Advisors, LLC 17.23% Reduce -0.1% 1,329,740 $241.7M
Rockefeller Capital Management L.P. 0.51% Add +5.4% 1,290,658 $234.6M
Horizon Investments, LLC 3.61% Reduce -0.3% 1,255,164 $228.1M
Ally Financial Inc. 24.53% Add +5.3% 1,195,000 $217.2M
Focus Partners Wealth 0.45% Add +10.8% 1,146,235 $208.3M
Osaic Holdings, Inc. 0.36% Add +25.3% 1,106,984 $201.3M
Freedom Together Foundation 24.48% New 1,100,000 $199.9M
Corient Private Wealth LP 0.25% Add +303.3% 1,015,653 $184.5M
Stifel Financial Corp. 0.18% Add +0.3% 993,373 $180.5M
Meitav Investment House Ltd. 2.42% Add +34.3% 986,210 $179.3M
Sei Investments Co. 0.19% Reduce -2.1% 918,466 $166.9M
Cambridge Investment Research Advisors, Inc. 0.49% Add +16.7% 883,193 $160.5M
Brown Advisory Inc. 0.21% Reduce -5.7% 867,080 $157.6M
Janney Montgomery Scott LLC 0.38% Add +31.6% 795,087 $144.5M
Cercano Management LLC 4.07% Reduce -2.0% 784,408 $142.6M
Summit Trail Advisors, LLC 2.44% Reduce -16.3% 783,662 $142.4M
Cetera Investment Advisers 0.24% Reduce -23.3% 772,732 $140.4M
First Interstate Bank 8.01% Reduce -8.4% 750,597 $136.4M
Trust Co of Tennessee 30.39% Add +1.8% 717,617 $130.4M
CW Advisors, LLC 1.26% Add +5.3% 715,904 $130.1M
CI Investments Inc. 0.48% Reduce -1.8% 705,470 $128.2M
US Bancorp \de 0.16% Reduce -2.4% 677,793 $123.2M
Rock Creek Group LLC 13.88% Add +2.4% 653,433 $118.4M
Valeo Financial Advisors, LLC 2.86% Add +10.5% 719,108 $116.1M
Synovus Financial Corp. 1.39% Add +2.8% 623,815 $113.4M
Clearstead Advisors, LLC 1.52% Reduce -1.4% 593,262 $107.8M
Wealth Enhancement Advisory Services, LLC 0.18% Reduce -1.4% 581,706 $107.7M
Csenge Advisory Group 5.53% Add +1.0% 595,494 $105.1M
MAI Capital Management 0.70% Add +2.4% 556,734 $101.2M
Members Trust Co 3.36% Reduce -5.3% 536,556 $97.5M
Waverly Advisors, LLC 1.06% Reduce -8.8% 532,828 $96.8M
Glenmede Investment Management, LP 0.49% — 531,112 $96.5M
Moment Partners, LLC 17.41% Reduce -2.6% 510,379 $92.8M
First Manhattan Co. Llc. 0.26% Reduce -0.2% 501,600 $91.2M
Naman Capital Ltda 28.95% Reduce -12.2% 490,199 $89.1M
MML Investors Services, LLC 0.25% Reduce -18.6% 474,489 $86.2M
PNC Financial Services Group, Inc. 0.06% Add +2.5% 472,132 $85.8M
Aptus Capital Advisors, LLC 0.85% Add +7.8% 471,910 $85.8M
CENTRAL TRUST Co 1.94% Add +3.3% 463,193 $84.2M
Vanderbilt University 15.88% Add +0.4% 463,169 $84.2M
Mercer Global Advisors Inc. 0.18% Reduce -0.6% 438,743 $80.1M
Barclays PLC 0.03% Add +18.9% 439,102 $79.8M
NorthCoast Asset Management LLC 0.34% Add +4.3% 438,618 $79.7M
Private Advisor Group, LLC 0.42% Reduce -12.4% 433,620 $78.8M
FAS Wealth Partners, Inc. 5.75% Add +8.7% 427,572 $77.7M
Chai Trust Co. LLC 4.66% No change 1,865,494 $76.1M
Kestra Advisory Services, LLC 0.36% Add +1.3% 407,230 $74.0M
Mariner, LLC 0.11% Add +3.1% 406,144 $73.8M
Fiduciary Trust Co 0.91% Reduce -19.0% 405,057 $73.6M
Blair William & Co. 0.20% Add +1.3% 387,870 $70.5M
Cibc World Market Inc. 0.15% Reduce -0.5% 384,939 $70.0M
Consolidated Investment Group LLC 9.26% Add +3.8% 380,395 $69.1M
Dakota Wealth Management 1.46% Reduce -7.7% 380,120 $69.1M
CIBC Private Wealth Group LLC 0.12% Add +4.8% 378,661 $68.8M
Venture Visionary Partners LLC 2.54% Add +1.5% 371,603 $67.5M
SPC Financial, Inc. 5.57% Reduce -14.4% 366,138 $66.5M
HSBC Holdings PLC 0.04% Reduce -6.9% 354,977 $64.4M
Choreo, LLC 0.88% Reduce -0.7% 348,451 $63.3M
Banco Santander, S.A. 0.60% Add +59.4% 345,279 $62.8M
Total Investment Management Inc. 9.06% Add +0.1% 345,132 $62.7M
Spider Management Company, LLC 23.58% No change 343,186 $62.4M
Stratos Wealth Partners, LTD. 0.85% Reduce -5.8% 342,628 $62.3M
Comerica Bank 0.24% Add +4.5% 341,167 $62.0M
Baltimore-Washington Financial Advisors, Inc. 2.84% Reduce -0.8% 335,741 $61.0M
Southern Farm Bureau Life Insurance 7.63% No change 328,428 $59.7M
NewEdge Advisors, LLC 0.31% Add +25.3% 328,181 $59.6M
First Western Trust Bank 2.67% Add +3.9% 326,390 $59.3M
National Bank of Canada 0.06% Add +37.3% 319,942 $58.2M
Heck Capital Advisors, LLC 4.95% Add +50.5% 316,836 $57.6M
Equitable Holdings, Inc. 0.46% Reduce -1.0% 307,950 $56.0M

"% 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.

Show all 1,950 holders