Invesco S&P 500 Equal WeightRSPDETF
13F holders, Q1 2025 (March 31)81holders −15
6new positions
15sold out
1famous investor
$49.82avg. 13F price*
At the end of Q1 2025, 81 institutions reported holding Invesco S&P 500 Equal Weight (RSPD) in their 13F filings, down 15 from Q4 2024. 6 opened new positions and 15 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($25.3M), CoreCap Advisors, LLC ($15.2M) and HighTower Advisors, LLC ($6.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V381
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.4M |
| Exits | 15 | $40.5M |
All 13F filers, Q4 2024 → Q1 2025: 467,377 shares bought and 2,804,025 shares sold, net −2,336,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| Harel Insurance Investments & Financial Services Ltd. | 0.33% | Reduce -74.6% | 507,341 | $25.3M |
| CoreCap Advisors, LLC | 0.67% | Add +2933.6% | 305,092 | $15.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -17.0% | 131,939 | $6.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -49.9% | 129,934 | $6.5M |
| Legend Financial Advisors, Inc. | 4.69% | Reduce -6.4% | 128,043 | $6.4M |
| LPL Financial LLC | 0.00% | Add +5.0% | 124,927 | $6.2M |
| Wells Fargo & Company | 0.00% | Add +17.2% | 117,315 | $5.9M |
| NewEdge Advisors, LLC | 0.03% | Reduce -2.1% | 87,861 | $4.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.3% | 61,297 | $3.1M |
| Farther Finance Advisors, LLC | 0.07% | Add +27228.5% | 56,570 | $2.8M |
| Winthrop Capital Management, LLC | 0.76% | Reduce -1.7% | 55,032 | $2.7M |
| Bank of America Corp. | 0.00% | Reduce -21.6% | 52,301 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.4% | 52,189 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -45.4% | 49,502 | $2.5M |
| UBS Group AG | 0.00% | Add +42.8% | 48,155 | $2.4M |
| Scotia Capital Inc. | 0.01% | Add +10.3% | 42,478 | $2.1M |
| Morgan Stanley | 0.00% | Reduce -26.5% | 41,035 | $2.0M |
| Legacy Private Trust Co. | 0.12% | Add +32.8% | 35,310 | $1.8M |
| Vista Investment Management | 0.62% | Add +0.9% | 31,779 | $1.6M |
| Citadel Advisors | 0.00% | Add +457.9% | 31,485 | $1.6M |
| Davis Investment Partners, LLC | 0.68% | Add +16.2% | 32,337 | $1.5M |
| Yoder Wealth Management, Inc. | 0.85% | Reduce -3.9% | 30,104 | $1.5M |
| Carnegie Investment Counsel | 0.03% | Reduce -3.8% | 30,695 | $1.4M |
| Friedenthal Financial | 0.76% | Reduce -2.3% | 25,625 | $1.3M |
| Joseph P. Lucia & Associates, LLC | 0.56% | No change | 24,363 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | No change | 24,015 | $1.2M |
| Leuthold Group, LLC | 0.15% | New | 23,186 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -68.0% | 22,523 | $1.1M |
| Strategy Asset Managers LLC | 0.23% | Add +1.4% | 22,373 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Add +27.3% | 21,888 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -41.1% | 20,923 | $1.0M |
| Walker Asset Management, LLC | 0.63% | Reduce -1.4% | 20,851 | $1.0M |
| Madison Park Capital Advisors, LLC | 0.83% | Reduce -2.8% | 18,969 | $947K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -84.0% | 16,868 | $842K |
| Susquehanna International Group, LLP | 0.00% | Reduce -10.6% | 12,372 | $617K |
| Advisory Services Network, LLC | 0.01% | Reduce -3.9% | 10,931 | $545K |
| Lido Advisors, LLC | 0.00% | Reduce -25.6% | 10,871 | $542K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -36.5% | 10,409 | $519K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -11.7% | 8,803 | $439K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -19.7% | 6,483 | $323K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +10.0% | 5,484 | $274K |
| Empirical Asset Management, LLC | 0.09% | Add +0.6% | 5,410 | $270K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.2% | 5,154 | $257K |
| Corient Private Wealth LP | 0.00% | Reduce -1.0% | 5,143 | $257K |
| GTS Securities LLC | 0.01% | New | 4,779 | $239K |
| Stifel Financial Corp. | 0.00% | Reduce -0.9% | 4,691 | $234K |
| James Investment Research, Inc. | 0.03% | No change | 4,685 | $234K |
| ABLE Financial Group, LLC | 0.06% | Reduce -0.0% | 4,450 | $222K |
| Private Trust Co. NA | 0.02% | Reduce -46.0% | 4,155 | $207K |
| Tradewinds Capital Management, LLC | 0.04% | Add +0.4% | 3,293 | $164K |
| Osaic Holdings, Inc. | 0.00% | Reduce -96.2% | 3,201 | $160K |
| Collier Financial | 0.12% | No change | 2,737 | $137K |
| Jones Financial Companies LLLP | 0.00% | Add +23.5% | 2,070 | $103K |
| Bank of Montreal | 0.00% | Reduce -39.3% | 1,895 | $95K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -33.6% | 1,682 | $84K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,350 | $67K |
| Comerica Bank | 0.00% | Reduce -13.5% | 891 | $44K |
| National Bank of Canada | 0.00% | No change | 829 | $41K |
| US Bancorp \de | 0.00% | Reduce -34.0% | 596 | $30K |
| Allworth Financial LP | 0.00% | New | 600 | $29K |
| Clearstead Advisors, LLC | 0.00% | No change | 540 | $27K |
| Valley National Advisers Inc. | 0.00% | Reduce -10.9% | 245 | $24K |
| FMR LLC | 0.00% | Add +30.8% | 272 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 270 | $13K |
| TCTC Holdings, LLC | 0.00% | No change | 231 | $12K |
| Joseph Group Capital Management | 0.00% | Reduce -99.6% | 228 | $11K |
| Front Row Advisors LLC | 0.00% | No change | 225 | $11K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 172 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 165 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 163 | $8K |
| MCF Advisors LLC | 0.00% | No change | 141 | $7K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 140 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -96.5% | 131 | $6K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -29.1% | 105 | $5K |
| CX Institutional | 0.00% | New | 104 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 92 | $5K |
| AlphaCore Capital LLC | 0.00% | New | 90 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 72 | $3K |
| Sound Income Strategies, LLC | 0.00% | New | 10 | $499 |
| Kiker Wealth Management, LLC | 0.00% | No change | 7 | $349 |
| Simplex Trading, LLC | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is RSPD's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.