Invesco S&P 500 Equal WeightRSPETF
13F holders, Q1 2026 (March 31)2,230holders +98
216new positions
116sold out
9famous investors
$190.74avg. 13F price*
At the end of Q1 2026, 2,230 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, up 98 from Q4 2025. 216 opened new positions and 116 sold out. The largest holders were Morgan Stanley ($6.6B), Northwestern Mutual Wealth Management Co. ($5.2B) and Bank of America Corp. ($4.9B). 9 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Francois Rochon (0.0% of Giverny Capital'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 216 | $1.1B |
| Exits | 116 | $1.3B |
All 13F filers, Q4 2025 → Q1 2026: 38,106,180 shares bought and 26,741,075 shares sold, net +11,365,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,230 holders
| Morgan Stanley | 0.40% | Add +9.0% | 34,154,520 | $6.6B |
| Northwestern Mutual Wealth Management Co. | 3.20% | Add +3.2% | 27,094,873 | $5.2B |
| Bank of America Corp. | 0.36% | Add +16.4% | 25,370,060 | $4.9B |
| UBS Group AG | 0.39% | Add +15.4% | 11,342,821 | $2.2B |
| Invesco Ltd. | 0.20% | Add +7.7% | 10,924,826 | $2.1B |
| Goldman Sachs Group Inc. | 0.20% | Reduce -30.6% | 8,113,675 | $1.6B |
| Wells Fargo & Company | 0.26% | Add +0.8% | 6,677,729 | $1.3B |
| LPL Financial LLC | 0.34% | Add +21.4% | 6,660,526 | $1.3B |
| State of Wisconsin Investment Board | 2.90% | Reduce -22.3% | 6,596,500 | $1.3B |
| Texas Permanent School Fund Corp. | 38.92% | No change | 5,469,896 | $1.0B |
| Cresset Asset Management, LLC | 3.72% | Add +4.4% | 4,473,614 | $858.6M |
| Raymond James Financial Inc. | 0.24% | Add +9.4% | 4,048,901 | $777.1M |
| Ameriprise Financial Inc. | 0.17% | Add +6.6% | 3,785,677 | $726.7M |
| Envestnet Asset Management Inc. | 0.17% | Add +81.0% | 3,213,222 | $616.7M |
| Royal Bank of Canada | 0.12% | Add +3.8% | 3,208,484 | $615.8M |
| Truist Financial Corp. | 0.83% | Add +16.1% | 3,200,453 | $614.2M |
| Japan Science & Technology Agency | 11.35% | Reduce -25.0% | 2,844,812 | $546.0M |
| Cerity Partners LLC | 0.65% | Add +21.3% | 2,381,435 | $457.0M |
| BNP Paribas Financial Markets | 0.28% | Reduce -3.5% | 2,182,396 | $418.8M |
| JPMorgan Chase & Co. | 0.03% | Add +17.1% | 2,173,043 | $408.7M |
| Phoenix Financial Ltd. | 3.77% | Add +27.4% | 2,070,542 | $397.4M |
| Migdal Insurance & Financial Holdings Ltd. | 3.16% | Add +9517.8% | 1,900,000 | $364.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 1.78% | Reduce -49.2% | 1,817,211 | $348.8M |
| Keybank National Association | 1.26% | Reduce -22.8% | 1,791,371 | $343.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.56% | Reduce -28.9% | 1,750,000 | $335.9M |
| Blair William & Co. | 0.92% | Add +205.6% | 1,680,604 | $322.5M |
| Clal Insurance Enterprises Holdings Ltd | 1.93% | Add +3.8% | 1,660,000 | $318.6M |
| Focus Partners Wealth | 0.34% | Reduce -13.9% | 1,614,164 | $309.8M |
| Rockefeller Capital Management L.P. | 0.54% | Add +11.5% | 1,599,136 | $306.9M |
| HighTower Advisors, LLC | 0.32% | Add +10.0% | 1,551,101 | $297.7M |
| LBMC Investment Advisors, LLC | 15.49% | Reduce -0.7% | 1,323,360 | $254.0M |
| Osaic Holdings, Inc. | 0.37% | Reduce -1.5% | 1,317,421 | $252.9M |
| Citigroup Inc. | 0.16% | Reduce -29.9% | 1,311,970 | $251.8M |
| Cetera Investment Advisers | 0.25% | Add +18.1% | 1,233,014 | $236.6M |
| Commonwealth Equity Services, LLC | 0.32% | Add +12.6% | 1,206,911 | $231.6M |
| Freedom Together Foundation | 27.70% | No change | 1,100,000 | $211.1M |
| Stifel Financial Corp. | 0.18% | Reduce -7.0% | 1,017,191 | $195.2M |
| Caisse de depot et placement du Quebec | 0.31% | Add +33.1% | 1,007,781 | $193.4M |
| Trust Co of Tennessee | 35.43% | Add +24.3% | 991,459 | $190.3M |
| Brown Advisory Inc. | 0.30% | Add +10.5% | 948,859 | $182.1M |
| Westwood Holdings Group Inc. | 1.18% | Add +761.3% | 841,866 | $161.6M |
| Janney Montgomery Scott LLC | 0.39% | Add +19.4% | 830,928 | $159.5M |
| CIBC Bancorp USA Inc. | 0.20% | — | 813,494 | $151.3M |
| Horizon Investments, LLC | 1.69% | Add +0.1% | 787,644 | $151.2M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.0% | 778,315 | $149.4M |
| MAI Capital Management | 0.84% | Add +21.4% | 769,321 | $147.6M |
| First Interstate Bank | 8.21% | Add +0.6% | 761,230 | $146.1M |
| Cambridge Investment Research Advisors, Inc. | 0.38% | Add +10.8% | 758,937 | $145.7M |
| CI Investments Inc. | 0.70% | Add +6.8% | 753,425 | $144.6M |
| Cercano Management LLC | 6.15% | Add +38.7% | 741,425 | $142.3M |
| Summit Trail Advisors, LLC | 1.99% | Add +8.2% | 723,923 | $138.9M |
| MML Investors Services, LLC | 0.38% | Add +48.8% | 721,889 | $138.5M |
| Rokos Capital Management LLP | 2.40% | New | 701,812 | $134.7M |
| SCS Capital Management LLC | 1.36% | Add +11.7% | 666,560 | $127.9M |
| Clearstead Advisors, LLC | 1.16% | Reduce -3.1% | 660,464 | $126.8M |
| Empower Advisory Group, LLC | 0.32% | Add +26710.1% | 650,682 | $124.9M |
| Schusterman Interests, LLC | 30.66% | No change | 625,000 | $120.0M |
| Wellington Management Group LLP | 0.02% | Add +57.0% | 622,406 | $119.5M |
| Bell Bank | 5.00% | Add +4.6% | 614,254 | $117.9M |
| Bank of Montreal | 0.05% | Add +141.1% | 613,555 | $117.8M |
| Kestra Advisory Services, LLC | 0.44% | Add +5.5% | 610,240 | $117.1M |
| Csenge Advisory Group | 5.34% | Add +4.8% | 607,965 | $116.7M |
| US Bancorp \de | 0.14% | Add +8.9% | 603,422 | $115.8M |
| Valeo Financial Advisors, LLC | 2.72% | Reduce -1.4% | 591,654 | $113.5M |
| AlphaCore Capital LLC | 2.62% | Reduce -2.9% | 576,464 | $110.6M |
| Equitable Holdings, Inc. | 0.66% | Add +53.7% | 538,722 | $103.3M |
| Jabodon PT Co. | 11.97% | Add +23.1% | 536,600 | $103.0M |
| Private Advisor Group, LLC | 0.47% | Add +24.4% | 524,881 | $100.7M |
| PNC Financial Services Group, Inc. | 0.06% | Add +10.3% | 523,432 | $100.5M |
| Moment Partners, LLC | 17.85% | Add +0.4% | 521,313 | $100.1M |
| Glenmede Trust Co. NA | 0.49% | Add +6.0% | 519,598 | $99.7M |
| Endurance Services Ltd | 16.52% | No change | 511,000 | $98.1M |
| Junto Capital Management LP | 2.08% | New | 509,559 | $97.8M |
| Emory University | 35.37% | New | 492,740 | $94.6M |
| Eastern Bank | 1.58% | New | 480,506 | $92.2M |
| Mariner, LLC | 0.11% | Add +12.7% | 480,042 | $92.1M |
| FAS Wealth Partners, Inc. | 5.71% | Add +4.2% | 477,901 | $91.7M |
| GR Financial Group, LLC | 30.12% | New | 473,160 | $90.8M |
| Waverly Advisors, LLC | 0.68% | Add +5.8% | 472,602 | $90.7M |
| Vanderbilt University | 17.10% | Add +0.4% | 469,014 | $90.0M |
| Rock Creek Group LLC | 9.09% | No change | 467,881 | $89.8M |
| Fifth Third Bancorp | 0.16% | Add +733.4% | 464,555 | $89.2M |
| CENTRAL TRUST Co | 1.71% | Reduce -6.1% | 453,756 | $87.1M |
| NewEdge Advisors, LLC | 0.31% | Add +10.0% | 451,779 | $86.7M |
| Chai Trust Co. LLC | 7.15% | No change | 1,865,494 | $84.4M |
| Steward Partners Investment Advisory, LLC | 0.42% | Add +74.5% | 428,972 | $82.3M |
| Naman Capital Ltda | 22.83% | No change | 427,975 | $82.1M |
| Jones Financial Companies LLLP | 0.04% | Add +22.1% | 433,952 | $81.8M |
| Exencial Wealth Advisors, LLC | 2.48% | Add +16.9% | 415,109 | $79.7M |
| Consolidated Investment Group LLC | 8.62% | Add +8.9% | 414,175 | $79.5M |
| First Manhattan Co. Llc. | 0.22% | Add +7.2% | 407,463 | $78.2M |
| Peapack Gladstone Financial Corp. | 0.97% | Add +2.5% | 393,248 | $75.5M |
| Picton Mahoney Asset Management | 0.76% | Add +2679.8% | 381,604 | $73.2M |
| Pinnacle Financial Partners, Inc. | 0.55% | Add +96.6% | 374,647 | $71.9M |
| Bernicke Wealth Management, Ltd. | 9.25% | Reduce -0.5% | 372,932 | $71.6M |
| Stratos Wealth Partners, LTD. | 0.82% | Add +7.5% | 372,877 | $71.6M |
| Venture Visionary Partners LLC | 2.38% | Reduce -0.7% | 372,486 | $71.5M |
| Erste Asset Management GmbH | 0.66% | Reduce -45.6% | 371,480 | $71.1M |
| Sage Financial Group Inc. | 4.62% | Add +113.9% | 370,387 | $71.1M |
| Baltimore-Washington Financial Advisors, Inc. | 3.04% | Add +3.0% | 365,327 | $70.1M |
"% 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.