Invesco S&P 500 Equal WeightRSPETF

13F holders, Q3 2025 (September 30)
1,949holders −1
126new positions
111sold out
10famous investors
$188.63avg. 13F price*

At the end of Q3 2025, 1,949 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, down 1 from Q2 2025. 126 opened new positions and 111 sold out. The largest holders were Morgan Stanley ($5.5B), Northwestern Mutual Wealth Management Co. ($4.8B) and Bank of America Corp. ($4.0B). 10 famous investors held it, including George Soros (3.6% of Soros Fund Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management'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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions126$610.0M
Exits111$669.0M

All 13F filers, Q2 2025 → Q3 2025: 14,656,777 shares bought and 24,000,017 shares sold, net −9,343,240 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,949 holders

Morgan Stanley 0.33% Reduce -11.0% 29,060,691 $5.5B
Northwestern Mutual Wealth Management Co. 3.20% Add +2.6% 25,293,041 $4.8B
Bank of America Corp. 0.30% Reduce -6.5% 21,018,837 $4.0B
Invesco Ltd. 0.29% Reduce -4.7% 9,699,938 $1.8B
Texas Permanent School Fund Corp. 56.82% No change 9,190,491 $1.7B
Goldman Sachs Group Inc. 0.22% Add +11.3% 7,974,676 $1.5B
State of Wisconsin Investment Board 3.24% Add +8.5% 7,425,338 $1.4B
UBS Group AG 0.26% Reduce -1.6% 7,029,161 $1.3B
Wells Fargo & Company 0.26% Reduce -3.9% 6,667,447 $1.3B
LPL Financial LLC 0.28% Add +1.1% 5,124,536 $972.1M
Cresset Asset Management, LLC 3.36% Add +3.5% 4,027,391 $764.0M
Japan Science & Technology Agency 12.81% No change 3,792,112 $719.4M
Raymond James Financial Inc. 0.23% Add +1.2% 3,719,108 $705.5M
Keybank National Association 2.41% Reduce -5.9% 3,616,565 $686.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 3.40% Add +76.1% 3,570,341 $677.3M
Ameriprise Financial Inc. 0.15% Reduce -3.5% 3,525,558 $669.2M
Royal Bank of Canada 0.12% Add +11.9% 3,503,707 $664.7M
Truist Financial Corp. 0.74% Reduce -12.7% 2,874,611 $545.3M
JPMorgan Chase & Co. 0.03% Reduce -51.0% 2,769,667 $525.4M
BNP Paribas Financial Markets 0.38% Reduce -21.3% 2,506,199 $475.4M
Healthcare of Ontario Pension Plan Trust Fund 0.77% Add +4.5% 2,175,000 $412.6M
Phoenix Financial Ltd. 4.09% Add +13.8% 1,768,432 $335.5M
Envestnet Asset Management Inc. 0.10% Reduce -16.3% 1,759,298 $333.7M
Cerity Partners LLC 0.54% Add +3.2% 1,756,382 $333.2M
Osaic Holdings, Inc. 0.39% Add +32.5% 1,466,302 $277.6M
HighTower Advisors, LLC 0.29% Reduce -1.3% 1,354,361 $256.9M
LBMC Investment Advisors, LLC 16.16% Add +0.5% 1,336,510 $253.5M
Rockefeller Capital Management L.P. 0.49% Add +2.7% 1,325,996 $251.5M
Focus Partners Wealth 0.40% Add +13.2% 1,297,134 $245.6M
Junto Capital Management LP 4.85% Reduce -39.9% 1,222,043 $231.8M
Citigroup Inc. 0.15% Reduce -14.2% 1,157,122 $219.5M
Bank of New York Mellon Corp 0.04% Reduce -33.1% 1,130,648 $214.5M
Freedom Together Foundation 23.89% No change 1,100,000 $208.7M
Commonwealth Equity Services, LLC 0.27% Reduce -19.7% 1,079,375 $204.8M
Stifel Financial Corp. 0.19% Add +7.8% 1,071,010 $203.2M
Cetera Investment Advisers 0.23% Add +37.9% 1,065,809 $202.2M
Brown Advisory Inc. 0.22% Add +3.4% 896,377 $170.0M
Summit Trail Advisors, LLC 2.33% Add +13.3% 888,239 $168.5M
Soros Fund Management 3.59% New 829,615 $157.4M
Meitav Investment House Ltd. 2.06% Reduce -16.6% 822,935 $155.7M
Cambridge Investment Research Advisors, Inc. 0.41% Reduce -10.1% 794,272 $150.7M
Horizon Investments, LLC 1.96% Reduce -37.5% 784,998 $148.9M
Trust Co of Tennessee 31.15% Add +8.5% 778,774 $147.7M
Ally Financial Inc. 17.99% Reduce -35.7% 768,000 $145.7M
First Interstate Bank 7.84% Reduce -0.3% 748,450 $142.0M
Janney Montgomery Scott LLC 0.33% Reduce -7.7% 734,169 $139.3M
CI Investments Inc. 0.49% No change 705,470 $133.8M
Synovus Financial Corp. 1.48% Add +9.1% 680,638 $129.1M
Rock Creek Group LLC 13.00% Reduce -0.4% 651,038 $123.5M
Schusterman Interests, LLC 27.09% Add +420.8% 625,000 $118.6M
Cercano Management LLC 4.55% Reduce -20.4% 624,081 $118.4M
Valeo Financial Advisors, LLC 2.68% Reduce -13.7% 620,514 $117.7M
US Bancorp \de 0.14% Reduce -9.2% 615,311 $116.7M
Kestra Advisory Services, LLC 0.53% Add +49.5% 608,799 $115.5M
Clearstead Advisors, LLC 1.68% Add +2.1% 606,007 $115.0M
Squarepoint Ops LLC 0.23% Add +209.1% 571,865 $108.5M
MAI Capital Management 0.68% Add +2.6% 571,002 $108.3M
Wealth Enhancement Advisory Services, LLC 0.16% Reduce -2.3% 568,546 $108.2M
Csenge Advisory Group 5.04% Reduce -6.7% 555,790 $105.4M
Barclays PLC 0.04% Add +25.6% 551,313 $104.6M
SPC Financial, Inc. 7.86% Add +44.9% 530,389 $100.6M
Bracebridge Capital, LLC 43.89% New 529,100 $100.4M
Endurance Services Ltd 16.24% New 511,000 $97.0M
Moment Partners, LLC 16.93% Reduce -1.1% 504,601 $95.7M
Glenmede Investment Management, LP 0.46% Reduce -5.2% 503,743 $95.6M
Waverly Advisors, LLC 0.94% Reduce -7.1% 495,033 $93.9M
First Manhattan Co. Llc. 0.25% Reduce -1.3% 494,939 $93.9M
Naman Capital Ltda 26.18% Add +0.3% 491,699 $93.3M
CENTRAL TRUST Co 1.92% Add +4.7% 485,114 $92.0M
PNC Financial Services Group, Inc. 0.06% Add +1.9% 481,117 $91.3M
Vanderbilt University 14.65% Add +0.4% 465,199 $88.2M
MML Investors Services, LLC 0.23% Reduce -3.7% 457,019 $86.7M
Aptus Capital Advisors, LLC 0.78% Reduce -4.0% 452,873 $85.9M
FAS Wealth Partners, Inc. 5.80% Add +5.5% 451,260 $85.6M
Chai Trust Co. LLC 5.50% No change 1,865,494 $83.2M
Private Advisor Group, LLC 0.40% Reduce -1.5% 427,123 $81.0M
Mariner, LLC 0.10% Add +1.4% 411,817 $78.1M
Blair William & Co. 0.21% Add +5.8% 410,399 $77.9M
NorthCoast Asset Management LLC 0.29% Reduce -11.6% 387,864 $73.6M
SCS Capital Management LLC 0.79% Add +920.5% 381,978 $72.5M
Consolidated Investment Group LLC 8.86% No change 380,395 $72.2M
Dakota Wealth Management 1.45% Reduce -0.6% 377,940 $71.7M
Venture Visionary Partners LLC 2.47% Add +1.6% 377,623 $71.6M
CIBC Private Wealth Group LLC 0.12% Reduce -0.4% 377,069 $71.5M
Cibc World Market Inc. 0.14% Reduce -4.9% 366,085 $69.4M
Fiduciary Trust Co 0.77% Reduce -12.1% 356,137 $67.6M
Stratos Wealth Partners, LTD. 0.78% Add +1.4% 347,387 $65.9M
First Western Trust Bank 3.02% Add +6.3% 346,849 $65.8M
Baltimore-Washington Financial Advisors, Inc. 2.81% Add +3.0% 345,778 $65.6M
Spider Management Company, LLC 29.58% No change 343,186 $65.1M
Choreo, LLC 0.85% Reduce -1.8% 342,189 $64.9M
Exencial Wealth Advisors, LLC 2.10% Add +15.0% 338,889 $64.3M
Total Investment Management Inc. 8.32% Reduce -2.2% 337,418 $64.0M
Comerica Bank 0.24% Reduce -1.6% 335,850 $63.7M
NewEdge Advisors, LLC 0.29% Add +0.7% 330,615 $62.7M
Equitable Holdings, Inc. 0.46% Add +7.1% 329,913 $62.6M
Southern Farm Bureau Life Insurance 7.35% No change 328,428 $62.3M
Peapack Gladstone Financial Corp. 0.80% Add +28.3% 324,606 $61.6M
Heck Capital Advisors, LLC 4.43% Reduce -4.6% 302,240 $57.3M
Erste Asset Management GmbH 0.55% Add +59.7% 301,060 $57.1M

"% 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.

Show all 1,949 holders