Invesco S&P 500 Equal WeightRSPDETF

13F holders, Q2 2025 (June 30)
81holders
7new positions
8sold out
1famous investor
$53.11avg. 13F price*

At the end of Q2 2025, 81 institutions reported holding Invesco S&P 500 Equal Weight (RSPD) in their 13F filings, unchanged from Q1 2025. 7 opened new positions and 8 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($34.4M), Raymond James Financial Inc. ($7.6M) and Strategic Wealth Partners, Ltd. ($7.2M). 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

020406080100 Q1 2024: 92Q1 2024Q2 2024: 98Q2 2024Q3 2024: 78Q3 2024Q4 2024: 96Q4 2024Q1 2025: 81Q1 2025Q2 2025: 81Q2 2025Q3 2025: 87Q3 2025Q4 2025: 87Q4 2025Q1 2026: 87Q1 2026Q2 2026: 88Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions7$5.0M
Exits8$2.2M

All 13F filers, Q1 2025 → Q2 2025: 348,114 shares bought and 657,159 shares sold, net −309,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 81 holders

Harel Insurance Investments & Financial Services Ltd. 0.39% Add +27.3% 645,873 $34.4M
Raymond James Financial Inc. 0.00% Add +9.4% 142,153 $7.6M
Strategic Wealth Partners, Ltd. 0.56% — 134,724 $7.2M
HighTower Advisors, LLC 0.01% Reduce -1.6% 129,828 $6.9M
Legend Financial Advisors, Inc. 4.54% Add +0.4% 128,526 $6.8M
LPL Financial LLC 0.00% Reduce -12.5% 109,305 $5.8M
Royal Bank of Canada 0.00% Add +346.9% 100,667 $5.4M
Wells Fargo & Company 0.00% Reduce -17.8% 96,472 $5.1M
Park Avenue Securities LLC 0.03% New 68,498 $3.6M
Bank of America Corp. 0.00% Add +10.8% 57,956 $3.1M
Farther Finance Advisors, LLC 0.06% Reduce -0.7% 56,195 $3.0M
JPMorgan Chase & Co. 0.00% Reduce -0.1% 52,165 $2.8M
Scotia Capital Inc. 0.01% Add +21.4% 51,552 $2.7M
Morgan Stanley 0.00% Reduce -1.3% 40,514 $2.2M
Goldman Sachs Group Inc. 0.00% Reduce -23.4% 37,914 $2.0M
UBS Group AG 0.00% Reduce -23.9% 36,626 $1.9M
Yoder Wealth Management, Inc. 0.90% Add +7.8% 32,451 $1.7M
Vista Investment Management 0.63% Reduce -0.3% 31,698 $1.7M
Legacy Private Trust Co. 0.11% Reduce -10.9% 31,476 $1.7M
Carnegie Investment Counsel 0.03% Reduce -4.4% 29,352 $1.6M
Davis Investment Partners, LLC 0.55% Reduce -13.3% 28,049 $1.5M
Friedenthal Financial 0.77% Add +2.7% 26,306 $1.4M
Joseph P. Lucia & Associates, LLC 0.52% Reduce -1.3% 24,048 $1.3M
Leuthold Group, LLC 0.15% Add +2.7% 23,805 $1.3M
Pinnacle Associates Ltd. 0.02% Reduce -1.3% 23,715 $1.3M
Citadel Advisors 0.00% Reduce -32.9% 21,132 $1.1M
Walker Asset Management, LLC 0.62% Reduce -3.7% 20,083 $1.1M
Private Advisor Group, LLC 0.00% Reduce -24.6% 15,772 $839K
Sanctuary Advisors, LLC 0.00% Reduce -79.1% 12,824 $682K
Brian Low Financial Group, LLC 0.62% — 12,533 $667K
Advisory Services Network, LLC 0.01% No change 10,931 $601K
Lido Advisors, LLC 0.00% Reduce -5.2% 10,302 $548K
BNP Paribas Financial Markets 0.00% New 10,000 $532K
PGIM Custom Harvest LLC 0.01% Reduce -8.5% 9,521 $507K
Madison Park Capital Advisors, LLC 0.41% Reduce -51.1% 9,267 $493K
Freedom Investment Management, Inc. 0.04% Reduce -2.3% 8,599 $458K
Quantinno Capital Management LP 0.00% New 6,733 $358K
CoreCap Advisors, LLC 0.01% Reduce -97.8% 6,689 $356K
Great Valley Advisor Group, Inc. 0.01% Add +0.1% 6,487 $345K
Envestnet Asset Management Inc. 0.00% Reduce -62.4% 6,350 $338K
NewEdge Advisors, LLC 0.00% Reduce -93.2% 6,006 $320K
Winthrop Capital Management, LLC 0.08% Reduce -89.7% 5,694 $303K
Ameriprise Financial Inc. 0.00% Reduce -74.4% 5,602 $298K
Corient Private Wealth LP 0.00% Add +0.0% 5,144 $274K
Empirical Asset Management, LLC 0.08% Reduce -5.4% 5,116 $272K
Commonwealth Equity Services, LLC 0.00% Reduce -5.1% 4,889 $260K
James Investment Research, Inc. 0.03% Reduce -4.9% 4,454 $237K
Stifel Financial Corp. 0.00% Reduce -7.1% 4,356 $232K
Redmont Wealth Advisors LLC 0.34% New 10,000 $229K
Waverly Advisors, LLC 0.00% New 3,922 $209K
Tradewinds Capital Management, LLC 0.04% Add +0.4% 3,306 $176K
Osaic Holdings, Inc. 0.00% Reduce -0.2% 3,194 $170K
Private Trust Co. NA 0.02% Reduce -26.1% 3,072 $163K
Jones Financial Companies LLLP 0.00% Add +40.8% 2,915 $155K
Global Retirement Partners, LLC 0.00% — 2,674 $142K
Tower Research Capital LLC (TRC) 0.00% Reduce -65.3% 1,900 $101K
Bank of Montreal 0.00% No change 1,895 $101K
Glenmede Investment Management, LP 0.00% — 1,350 $72K
Comerica Bank 0.00% No change 891 $47K
Richard Bernstein Advisors LLC 0.00% Reduce -50.9% 826 $44K
Allworth Financial LP 0.00% Add +0.3% 602 $32K
Clearstead Advisors, LLC 0.00% No change 540 $29K
US Bancorp \de 0.00% Reduce -14.9% 507 $27K
Valley National Advisers Inc. 0.00% No change 245 $24K
National Bank of Canada 0.00% Reduce -59.1% 339 $18K
FMR LLC 0.00% Reduce -0.4% 271 $14K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 270 $14K
TCTC Holdings, LLC 0.00% No change 231 $12K
Front Row Advisors LLC 0.00% No change 225 $12K
Simplex Trading, LLC 0.00% Add +21300.0% 214 $11K
Steward Partners Investment Advisory, LLC 0.00% Add +0.6% 166 $9K
MCF Advisors LLC 0.00% No change 141 $8K
Financial Gravity Companies, Inc. 0.00% — 123 $7K
Sunbelt Securities, Inc. 0.00% New 111 $6K
O'shaughnessy Asset Management, LLC 0.00% Reduce -33.1% 109 $6K
Fourth Dimension Wealth, LLC 0.00% No change 105 $6K
CX Institutional 0.00% Reduce -3.9% 100 $5K
Northwestern Mutual Wealth Management Co. 0.00% No change 92 $5K
AlphaCore Capital LLC 0.00% No change 90 $5K
Trust Co. of Toledo NA 0.00% New 17 $905
Sound Income Strategies, LLC 0.00% No change 10 $532

"% 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.