Invesco S&P 500 Equal WeightRSPETF

13F holders, Q4 2025 (December 31)
2,132holders +183
162new positions
89sold out
10famous investors
$190.72avg. 13F price*

At the end of Q4 2025, 2,132 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, up 183 from Q3 2025. 162 opened new positions and 89 sold out. The largest holders were Morgan Stanley ($6.0B), Northwestern Mutual Wealth Management Co. ($5.0B) and Bank of America Corp. ($4.2B). 10 famous investors held it, including Stanley Druckenmiller (5.3% of Duquesne Family Office's portfolio), George Soros (0.4% of Soros Fund Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions162$2.3B
Exits89$621.9M

All 13F filers, Q3 2025 → Q4 2025: 37,891,709 shares bought and 17,138,994 shares sold, net +20,752,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,132 holders

Morgan Stanley 0.36% Add +7.9% 31,346,217 $6.0B
Northwestern Mutual Wealth Management Co. 3.18% Add +3.8% 26,252,217 $5.0B
Bank of America Corp. 0.30% Add +3.7% 21,802,619 $4.2B
Goldman Sachs Group Inc. 0.32% Add +46.7% 11,696,710 $2.2B
Invesco Ltd. 0.18% Add +4.6% 10,144,784 $1.9B
UBS Group AG 0.37% Add +39.8% 9,824,792 $1.9B
State of Wisconsin Investment Board 3.65% Add +14.3% 8,485,519 $1.6B
Wells Fargo & Company 0.25% Reduce -0.7% 6,624,063 $1.3B
LPL Financial LLC 0.29% Add +7.1% 5,486,948 $1.1B
Texas Permanent School Fund Corp. 47.94% Reduce -40.5% 5,469,896 $1.0B
Cresset Asset Management, LLC 3.49% Add +6.4% 4,284,454 $820.7M
Japan Science & Technology Agency 13.35% No change 3,792,112 $726.4M
Raymond James Financial Inc. 0.22% Reduce -0.5% 3,700,072 $708.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 3.47% Add +0.3% 3,579,650 $685.7M
Ameriprise Financial Inc. 0.15% Add +0.7% 3,551,658 $680.3M
Royal Bank of Canada 0.10% Reduce -11.8% 3,090,892 $592.1M
Truist Financial Corp. 0.71% Reduce -4.1% 2,757,713 $528.3M
Healthcare of Ontario Pension Plan Trust Fund 0.80% Add +13.1% 2,460,000 $471.2M
Keybank National Association 1.59% Reduce -35.8% 2,320,620 $444.5M
BNP Paribas Financial Markets 0.28% Reduce -9.8% 2,260,584 $433.0M
Cerity Partners LLC 0.55% Add +11.8% 1,963,478 $376.1M
Focus Partners Wealth 0.41% Add +44.5% 1,874,285 $359.0M
Citigroup Inc. 0.25% Add +61.8% 1,872,303 $358.7M
JPMorgan Chase & Co. 0.02% Reduce -33.0% 1,856,291 $355.6M
Envestnet Asset Management Inc. 0.10% Add +0.9% 1,774,952 $340.0M
Varma Mutual Pension Insurance Co 1.98% New 1,708,000 $327.2M
Phoenix Financial Ltd. 3.37% Reduce -8.1% 1,625,542 $311.4M
Clal Insurance Enterprises Holdings Ltd 1.98% New 1,600,000 $306.5M
Barclays PLC 0.12% Add +176.4% 1,524,057 $291.9M
BW Gestao de Investimentos Ltda. 10.12% New 1,499,100 $287.2M
Rockefeller Capital Management L.P. 0.49% Add +8.2% 1,434,548 $274.8M
HighTower Advisors, LLC 0.30% Add +4.1% 1,409,611 $270.0M
Osaic Holdings, Inc. 0.37% Reduce -8.8% 1,337,435 $256.3M
LBMC Investment Advisors, LLC 15.81% Reduce -0.3% 1,332,133 $255.2M
Moore Capital Management, LP 4.98% Add +3315.5% 1,222,346 $234.2M
Duquesne Family Office 5.33% New 1,173,925 $224.9M
Voya Investment Management LLC 0.25% New 1,141,275 $218.6M
Freedom Together Foundation 26.72% No change 1,100,000 $210.7M
Stifel Financial Corp. 0.19% Add +2.1% 1,094,052 $209.6M
Commonwealth Equity Services, LLC 0.27% Reduce -0.7% 1,071,458 $205.2M
Cetera Investment Advisers 0.22% Reduce -2.1% 1,043,865 $200.0M
Brown Advisory Inc. 0.23% Reduce -4.2% 858,865 $164.5M
Bank of New York Mellon Corp 0.03% Reduce -29.0% 802,717 $153.8M
Trust Co of Tennessee 30.36% Add +2.4% 797,760 $152.8M
Horizon Investments, LLC 1.91% Add +0.2% 786,841 $150.7M
Ally Financial Inc. 17.96% No change 768,000 $147.1M
Caisse de depot et placement du Quebec 0.25% New 757,000 $145.0M
First Interstate Bank 7.78% Add +1.1% 756,370 $144.9M
CI Investments Inc. 0.59% No change 705,470 $135.1M
Janney Montgomery Scott LLC 0.31% Reduce -5.2% 695,867 $133.3M
Cambridge Investment Research Advisors, Inc. 0.35% Reduce -13.8% 684,869 $131.2M
Erste Asset Management GmbH 1.10% Add +127.0% 683,360 $130.9M
Clearstead Advisors, LLC 1.65% Add +12.4% 681,315 $130.5M
Summit Trail Advisors, LLC 2.22% Reduce -24.6% 669,322 $128.2M
MAI Capital Management 0.70% Add +11.0% 633,714 $121.4M
Schusterman Interests, LLC 27.40% No change 625,000 $119.7M
Valeo Financial Advisors, LLC 2.56% Reduce -3.3% 599,980 $114.9M
SCS Capital Management LLC 1.21% Add +56.2% 596,705 $114.3M
AlphaCore Capital LLC 2.55% Add +622.2% 593,537 $113.7M
Bell Bank 4.81% Add +102.2% 587,480 $112.5M
Wealth Enhancement Advisory Services, LLC 0.15% Reduce -0.2% 567,165 $111.7M
Csenge Advisory Group 5.03% Add +4.4% 580,044 $111.1M
Kestra Advisory Services, LLC 0.46% Reduce -5.0% 578,600 $110.8M
Aptus Capital Advisors, LLC 0.92% Add +24.9% 565,821 $108.4M
US Bancorp \de 0.12% Reduce -10.0% 554,054 $106.1M
Blair William & Co. 0.28% Add +34.0% 549,986 $105.4M
Cercano Management LLC 3.88% Reduce -14.4% 534,478 $102.4M
MKP Capital Management, L.L.C. 3.56% New 522,000 $100.0M
Moment Partners, LLC 20.47% Add +2.9% 519,455 $99.5M
Endurance Services Ltd 17.33% No change 511,000 $97.9M
Glenmede Trust Co. NA 0.44% — 490,046 $93.9M
MML Investors Services, LLC 0.23% Add +6.1% 484,997 $92.9M
CENTRAL TRUST Co 1.81% Reduce -0.4% 483,298 $92.6M
PNC Financial Services Group, Inc. 0.05% Reduce -1.4% 474,334 $90.9M
Rock Creek Group LLC 10.05% Reduce -28.1% 467,881 $89.6M
Vanderbilt University 15.27% Add +0.4% 467,029 $89.5M
FAS Wealth Partners, Inc. 5.68% Add +1.6% 458,668 $87.9M
Beacon Pointe Advisors, LLC 0.62% Add +176.7% 457,299 $87.6M
CIBC Private Wealth Group LLC 0.15% Add +20.0% 452,511 $86.7M
Waverly Advisors, LLC 0.69% Reduce -9.8% 446,606 $85.6M
Chai Trust Co. LLC 7.32% No change 1,865,494 $84.9M
Jabodon PT Co. 11.05% New 436,069 $83.5M
Naman Capital Ltda 23.06% Reduce -13.0% 427,975 $82.0M
Mariner, LLC 0.10% Add +3.4% 425,884 $81.6M
Private Advisor Group, LLC 0.38% Reduce -1.2% 421,963 $80.8M
NewEdge Advisors, LLC 0.29% Add +24.3% 410,857 $78.7M
Wellington Management Group LLP 0.01% New 396,364 $75.9M
Peapack Gladstone Financial Corp. 0.93% Add +18.1% 383,502 $73.5M
Consolidated Investment Group LLC 8.72% No change 380,395 $72.9M
First Manhattan Co. Llc. 0.19% Reduce -23.2% 380,152 $72.8M
Dakota Wealth Management 1.29% Add +0.1% 378,130 $72.4M
Venture Visionary Partners LLC 2.35% Reduce -0.6% 375,222 $71.9M
Bernicke Wealth Management, Ltd. 9.22% — 374,721 $71.8M
Choreo, LLC 0.89% Add +5.8% 362,087 $70.0M
Jones Financial Companies LLLP 0.04% Add +21.8% 355,271 $68.1M
Exencial Wealth Advisors, LLC 2.15% Add +4.8% 355,002 $68.0M
Baltimore-Washington Financial Advisors, Inc. 2.84% Add +2.6% 354,814 $68.0M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 9.07% Add +27.5% 352,732 $67.6M
Equitable Holdings, Inc. 0.46% Add +6.2% 350,466 $67.1M
Stratos Wealth Partners, LTD. 0.76% Reduce -0.2% 346,769 $66.4M

"% 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 2,132 holders