Invesco S&P 500 Equal WeightRSPDETF

13F holders, Q3 2025 (September 30)
87holders +6
9new positions
5sold out
1famous investor
$57.68avg. 13F price*

At the end of Q3 2025, 87 institutions reported holding Invesco S&P 500 Equal Weight (RSPD) in their 13F filings, up 6 from Q2 2025. 9 opened new positions and 5 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($41.6M), LPL Financial LLC ($13.3M) and Raymond James Financial Inc. ($8.3M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions9$4.2M
Exits5$489K

All 13F filers, Q2 2025 → Q3 2025: 399,646 shares bought and 67,084 shares sold, net +332,562 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 87 holders

Harel Insurance Investments & Financial Services Ltd. 0.37% Add +11.6% 720,557 $41.6M
LPL Financial LLC 0.00% Add +111.2% 230,901 $13.3M
Raymond James Financial Inc. 0.00% Add +1.3% 143,978 $8.3M
Strategic Wealth Partners, Ltd. 0.60% Add +2.5% 138,119 $8.0M
Legend Financial Advisors, Inc. 4.52% Reduce -0.6% 127,775 $7.4M
Wells Fargo & Company 0.00% Add +30.5% 125,853 $7.3M
HighTower Advisors, LLC 0.01% Reduce -5.5% 122,713 $7.1M
Royal Bank of Canada 0.00% Add +1.2% 101,891 $5.9M
Park Avenue Securities LLC 0.04% Add +14.8% 78,653 $4.5M
JPMorgan Chase & Co. 0.00% Add +40.4% 73,241 $4.2M
Leuthold Group, LLC 0.43% Add +187.4% 68,409 $3.9M
Farther Finance Advisors, LLC 0.05% Reduce -3.8% 54,086 $3.1M
Bank of America Corp. 0.00% Reduce -9.9% 52,216 $3.0M
Scotia Capital Inc. 0.01% Reduce -3.5% 49,764 $2.9M
Morgan Stanley 0.00% Reduce -4.3% 38,752 $2.2M
Sykon Capital LLC 0.66% New 34,532 $2.0M
UBS Group AG 0.00% Reduce -9.3% 33,238 $1.9M
Yoder Wealth Management, Inc. 0.90% Add +1.9% 33,079 $1.9M
Vista Investment Management 0.64% Add +0.3% 31,802 $1.8M
Goldman Sachs Group Inc. 0.00% Reduce -19.3% 30,606 $1.8M
Legacy Private Trust Co. 0.10% Reduce -5.6% 29,723 $1.7M
Carnegie Investment Counsel 0.03% Add +0.0% 29,356 $1.7M
Friedenthal Financial 0.81% Add +2.8% 27,045 $1.6M
Joseph P. Lucia & Associates, LLC 0.52% Reduce -0.2% 23,998 $1.4M
Pinnacle Associates Ltd. 0.02% No change 23,715 $1.4M
Davis Investment Partners, LLC 0.45% Reduce -18.0% 23,002 $1.3M
Walker Asset Management, LLC 0.68% Add +4.9% 21,061 $1.2M
Baird Financial Group, Inc. 0.00% New 19,541 $1.1M
Private Advisor Group, LLC 0.00% Reduce -3.9% 15,152 $874K
Osaic Holdings, Inc. 0.00% Add +322.6% 13,498 $790K
Sanctuary Advisors, LLC 0.00% Reduce -5.4% 12,128 $700K
Brian Low Financial Group, LLC 0.54% Reduce -3.2% 12,128 $700K
Citadel Advisors 0.00% Reduce -48.4% 10,911 $630K
Advisory Services Network, LLC 0.01% Reduce -0.5% 10,878 $628K
Lido Advisors, LLC 0.00% Reduce -0.8% 10,223 $590K
BNP Paribas Financial Markets 0.00% No change 10,000 $577K
PGIM Custom Harvest LLC 0.01% Reduce -0.3% 9,497 $548K
Lion Street Advisors, LLC 0.16% New 2,951 $452K
Quantinno Capital Management LP 0.00% Reduce -1.1% 6,658 $384K
Great Valley Advisor Group, Inc. 0.01% Add +0.0% 6,489 $374K
Madison Park Capital Advisors, LLC 0.30% Reduce -31.2% 6,376 $368K
Clearstead Advisors, LLC 0.01% Add +1076.5% 6,353 $367K
NewEdge Advisors, LLC 0.00% Reduce -1.2% 5,934 $342K
Envestnet Asset Management Inc. 0.00% Reduce -6.9% 5,912 $341K
Ameriprise Financial Inc. 0.00% Add +3.8% 5,812 $335K
Waverly Advisors, LLC 0.00% Add +38.9% 5,447 $314K
Winthrop Capital Management, LLC 0.07% Reduce -8.1% 5,235 $302K
Corient Private Wealth LP 0.00% No change 5,144 $297K
Empirical Asset Management, LLC 0.08% No change 5,116 $295K
Commonwealth Equity Services, LLC 0.00% Add +2.0% 4,987 $288K
Envestnet Portfolio Solutions, Inc. 0.00% New 4,536 $262K
Stifel Financial Corp. 0.00% Add +2.3% 4,457 $257K
James Investment Research, Inc. 0.03% No change 4,454 $257K
Redmont Wealth Advisors LLC 0.33% No change 10,000 $239K
CoreCap Advisors, LLC 0.01% Reduce -39.0% 4,078 $235K
Tradewinds Capital Management, LLC 0.04% Add +0.2% 3,312 $191K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 3,203 $185K
Private Trust Co. NA 0.02% No change 3,072 $177K
Jones Financial Companies LLLP 0.00% Add +4.4% 3,042 $176K
CX Institutional 0.01% Add +2799.0% 2,899 $167K
Global Retirement Partners, LLC 0.00% Reduce -14.4% 2,289 $132K
Rockefeller Capital Management L.P. 0.00% New 2,143 $124K
Bank of Montreal 0.00% Reduce -2.1% 1,856 $107K
Glenmede Investment Management, LP 0.00% No change 1,350 $78K
Collier Financial 0.05% — 1,177 $68K
Richard Bernstein Advisors LLC 0.00% Reduce -3.1% 800 $44K
Allworth Financial LP 0.00% Add +0.3% 604 $35K
Tower Research Capital LLC (TRC) 0.00% Reduce -69.4% 582 $34K
Comerica Bank 0.00% Reduce -41.1% 525 $30K
US Bancorp \de 0.00% No change 507 $29K
NFSG Corp 0.00% New 500 $29K
Asset Dedication, LLC 0.00% New 450 $26K
Wealthspire Advisors, LLC 0.00% New 405 $23K
National Bank of Canada 0.00% Reduce -11.8% 299 $17K
FMR LLC 0.00% Add +1.9% 276 $16K
TCTC Holdings, LLC 0.00% No change 231 $13K
Front Row Advisors LLC 0.00% No change 225 $13K
MCF Advisors LLC 0.00% No change 141 $8K
O'shaughnessy Asset Management, LLC 0.00% No change 109 $6K
Financial Gravity Asset Management, Inc. 0.00% — 107 $6K
Fourth Dimension Wealth, LLC 0.00% No change 105 $6K
AlphaCore Capital LLC 0.00% No change 90 $5K
Valley National Advisers Inc. 0.00% Reduce -63.3% 90 $5K
Steward Partners Investment Advisory, LLC 0.00% Reduce -48.8% 85 $5K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -27.2% 67 $4K
Trust Co. of Toledo NA 0.00% No change 17 $981
Sound Income Strategies, LLC 0.00% No change 10 $559

"% 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.