Invesco S&P 500 Equal WeightRSPETF
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 137 | $919.7M |
| Exits | 129 | $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.