Invesco S&P 500 Equal WeightRSPDETF
13F holders, Q4 2025 (December 31)87holders
10new positions
10sold out
$56.92avg. 13F price*
At the end of Q4 2025, 87 institutions reported holding Invesco S&P 500 Equal Weight (RSPD) in their 13F filings, unchanged from Q3 2025. 10 opened new positions and 10 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($47.0M), LPL Financial LLC ($11.4M) and Wells Fargo & Company ($8.8M).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V381
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $9.6M |
| Exits | 10 | $8.6M |
All 13F filers, Q3 2025 → Q4 2025: 332,776 shares bought and 443,220 shares sold, net −110,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| Harel Insurance Investments & Financial Services Ltd. | 0.41% | Add +14.4% | 824,352 | $47.0M |
| LPL Financial LLC | 0.00% | Reduce -13.6% | 199,620 | $11.4M |
| Wells Fargo & Company | 0.00% | Add +22.7% | 154,469 | $8.8M |
| Raymond James Financial Inc. | 0.00% | Add +1.8% | 146,612 | $8.4M |
| Legend Financial Advisors, Inc. | 4.49% | Add +1.8% | 130,086 | $7.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.3% | 121,070 | $6.9M |
| Leuthold Group, LLC | 0.41% | Reduce -3.5% | 65,981 | $3.8M |
| Bank of America Corp. | 0.00% | Add +8.0% | 56,415 | $3.2M |
| United Asset Strategies, Inc. | 0.24% | New | 55,154 | $3.1M |
| Farther Finance Advisors, LLC | 0.03% | Add +0.9% | 54,589 | $3.1M |
| Scotia Capital Inc. | 0.01% | Add +7.6% | 53,543 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.8% | 52,138 | $3.0M |
| Morgan Stanley | 0.00% | Add +11.6% | 43,228 | $2.5M |
| UBS Group AG | 0.00% | Add +17.3% | 38,994 | $2.2M |
| Focus Partners Wealth | 0.00% | New | 37,925 | $2.2M |
| Legacy Private Trust Co. | 0.11% | Add +14.0% | 33,879 | $1.9M |
| Vista Investment Management | 0.61% | Add +2.7% | 32,649 | $1.9M |
| Yoder Wealth Management, Inc. | 0.81% | Reduce -5.1% | 31,378 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | No change | 30,606 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -70.6% | 29,965 | $1.7M |
| Precedent Wealth Partners, LLC | 0.36% | New | 29,739 | $1.7M |
| Carnegie Investment Counsel | 0.03% | Reduce -0.8% | 29,110 | $1.7M |
| Friedenthal Financial | 0.76% | Reduce -4.2% | 25,901 | $1.5M |
| Joseph P. Lucia & Associates, LLC | 0.49% | Reduce -0.7% | 23,823 | $1.4M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -4.9% | 22,545 | $1.3M |
| Walker Asset Management, LLC | 0.63% | Reduce -2.4% | 20,564 | $1.2M |
| Hills Bank & Trust Co | 0.06% | New | 17,851 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -10.1% | 17,572 | $1.0M |
| Davis Investment Partners, LLC | 0.34% | Reduce -26.1% | 17,002 | $975K |
| Private Advisor Group, LLC | 0.00% | Add +2.0% | 15,457 | $882K |
| Strategic Wealth Partners, Ltd. | 0.05% | Reduce -90.6% | 13,022 | $743K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.3% | 11,733 | $669K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.2% | 10,752 | $613K |
| Lido Advisors, LLC | 0.00% | No change | 10,223 | $590K |
| BNP Paribas Financial Markets | 0.00% | No change | 10,000 | $570K |
| TD Waterhouse Canada Inc. | 0.00% | New | 9,892 | $564K |
| PGIM Custom Harvest LLC | 0.01% | No change | 9,497 | $542K |
| Susquehanna International Group, LLP | 0.00% | New | 8,465 | $483K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.7% | 6,446 | $367K |
| Madison Park Capital Advisors, LLC | 0.30% | No change | 6,376 | $364K |
| NewEdge Advisors, LLC | 0.00% | No change | 5,934 | $338K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.5% | 5,764 | $329K |
| Waverly Advisors, LLC | 0.00% | Reduce -3.8% | 5,238 | $299K |
| Range Advisory, LLC | 0.08% | — | 5,214 | $297K |
| Blue Chip Partners, LLC | 0.02% | New | 5,170 | $295K |
| Corient Private Wealth LP | 0.00% | Add +0.0% | 5,145 | $293K |
| Empirical Asset Management, LLC | 0.08% | No change | 5,116 | $292K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 4,988 | $284K |
| Winthrop Capital Management, LLC | 0.06% | Reduce -7.7% | 4,833 | $276K |
| Ameriprise Financial Inc. | 0.00% | Reduce -20.8% | 4,606 | $263K |
| Stifel Financial Corp. | 0.00% | Add +1.4% | 4,519 | $258K |
| James Investment Research, Inc. | 0.03% | No change | 4,454 | $254K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,312 | $246K |
| CoreCap Advisors, LLC | 0.01% | Reduce -16.2% | 3,419 | $195K |
| Tradewinds Capital Management, LLC | 0.04% | Add +0.2% | 3,319 | $189K |
| Redmont Wealth Advisors LLC | 0.28% | Reduce -10.2% | 8,980 | $188K |
| Private Trust Co. NA | 0.02% | No change | 3,072 | $175K |
| Jones Financial Companies LLLP | 0.00% | Reduce -2.4% | 2,968 | $169K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,289 | $131K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.2% | 2,118 | $121K |
| Osaic Holdings, Inc. | 0.00% | Reduce -84.8% | 2,055 | $117K |
| Bank of Montreal | 0.00% | No change | 1,856 | $106K |
| Glenmede Trust Co. NA | 0.00% | — | 1,350 | $77K |
| Sound Income Strategies, LLC | 0.00% | Add +11840.0% | 1,194 | $70K |
| National Bank of Canada | 0.00% | Add +270.9% | 1,109 | $63K |
| Collier Financial | 0.03% | Reduce -31.7% | 804 | $46K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -0.1% | 799 | $46K |
| Allworth Financial LP | 0.00% | Add +0.2% | 605 | $34K |
| International Assets Investment Management, LLC | 0.00% | New | 600 | $34K |
| Clearstead Advisors, LLC | 0.00% | Reduce -91.5% | 540 | $31K |
| US Bancorp \de | 0.00% | No change | 507 | $29K |
| NFSG Corp | 0.00% | No change | 500 | $29K |
| Comerica Bank | 0.00% | Reduce -7.0% | 488 | $28K |
| Valley National Advisers Inc. | 0.00% | Add +172.2% | 245 | $25K |
| FMR LLC | 0.00% | Reduce -8.0% | 254 | $14K |
| TCTC Holdings, LLC | 0.00% | No change | 231 | $13K |
| Front Row Advisors LLC | 0.00% | No change | 225 | $13K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -94.2% | 186 | $11K |
| MCF Advisors LLC | 0.00% | No change | 141 | $8K |
| CX Institutional | 0.00% | Reduce -95.8% | 123 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 109 | $6K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 105 | $6K |
| AlphaCore Capital LLC | 0.00% | No change | 90 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 70 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -50.8% | 33 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -72.0% | 30 | $2K |
| Trust Co. of Toledo NA | 0.00% | No change | 17 | $970 |
"% 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.