Invesco S&P 500 Equal WeightRSPFETF

13F holders, Q2 2026 (June 30)
105holders +10
15new positions
4sold out
$77.57avg. 13F price*

At the end of Q2 2026, 105 institutions reported holding Invesco S&P 500 Equal Weight (RSPF) in their 13F filings, up 10 from Q1 2026. 15 opened new positions and 4 sold out. The largest holders were Bank of America Corp. ($19.2M), Morgan Stanley ($14.5M) and Joseph Group Capital Management ($8.4M).

Company
Invesco S&P 500 Equal Weight
CUSIP
46137V340
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 99Q1 2024Q2 2024: 98Q2 2024Q3 2024: 94Q3 2024Q4 2024: 100Q4 2024Q1 2025: 104Q1 2025Q2 2025: 103Q2 2025Q3 2025: 103Q3 2025Q4 2025: 100Q4 2025Q1 2026: 95Q1 2026Q2 2026: 105Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions15$8.7M
Exits4$90K

All 13F filers, Q1 2026 → Q2 2026: 230,308 shares bought and 151,315 shares sold, net +78,993 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 105 holders

Bank of America Corp. 0.00% Reduce -2.0% 247,166 $19.2M
Morgan Stanley 0.00% Add +88.7% 187,386 $14.5M
Joseph Group Capital Management 1.77% Add +0.5% 108,498 $8.4M
Joseph P. Lucia & Associates, LLC 1.84% Add +0.2% 78,992 $6.1M
Davis Investment Partners, LLC 1.58% Add +0.6% 66,724 $5.2M
Blue Chip Partners, LLC 0.32% New 65,648 $5.1M
JPMorgan Chase & Co. 0.00% Add +2.0% 63,988 $5.0M
Allen Capital Group, LLC 0.32% Reduce -0.5% 50,839 $3.9M
Farther Finance Advisors, LLC 0.03% Add +0.0% 50,118 $3.9M
Yoder Wealth Management, Inc. 1.38% Add +2.6% 45,649 $3.5M
Cetera Investment Advisers 0.00% Reduce -15.8% 45,367 $3.5M
UBS Group AG 0.00% Reduce -0.5% 41,067 $3.2M
PGIM Custom Harvest LLC 0.04% Add +1.2% 39,668 $3.1M
Goldman Sachs Group Inc. 0.00% Add +1.1% 37,840 $2.9M
Arkansas Financial Group, Inc. 0.37% Add +0.7% 36,356 $2.8M
Wells Fargo & Company 0.00% Reduce -27.0% 32,434 $2.5M
LPL Financial LLC 0.00% Reduce -53.7% 30,514 $2.4M
Raymond James Financial Inc. 0.00% Reduce -1.1% 25,920 $2.0M
Walker Asset Management, LLC 0.89% Add +4.3% 22,712 $1.8M
MAI Capital Management 0.01% Add +91.2% 20,741 $1.6M
NewEdge Advisors, LLC 0.00% Reduce -41.4% 18,777 $1.5M
Harbour Investments, Inc. 0.02% Reduce -3.6% 18,573 $1.4M
Two Sigma Investments, LP 0.00% Add +7.1% 18,210 $1.4M
Susquehanna International Group, LLP 0.00% New 17,633 $1.4M
HighTower Advisors, LLC 0.00% Reduce -1.9% 17,573 $1.4M
Arkadios Wealth Advisors 0.02% Reduce -1.2% 16,697 $1.3M
Osaic Holdings, Inc. 0.00% Add +33.7% 15,432 $1.2M
Silver Oak Securities, Incorporated 0.07% Reduce -0.3% 14,195 $1.1M
Stifel Financial Corp. 0.00% Add +0.5% 14,121 $1.1M
Lido Advisors, LLC 0.00% Add +22.3% 14,093 $1.1M
Hills Bank & Trust Co 0.05% Reduce -17.2% 13,997 $1.1M
Ausdal Financial Partners, Inc. 0.04% Reduce -40.1% 13,620 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +0.1% 13,065 $1.0M
Mission Wealth Management, LP 0.01% New 12,912 $1.0M
Jones Financial Companies LLLP 0.00% Add +1.8% 12,701 $986K
Pacific Sun Financial Corp 0.40% Reduce -2.6% 12,520 $971K
Geneos Wealth Management Inc. 0.02% Add +60.3% 12,217 $947K
Dumont & Blake Investment Advisors LLC 0.21% Add +1.5% 11,986 $930K
Focus Financial Network, Inc. 0.03% Reduce -22.6% 11,513 $893K
Perryman Financial Advisory Inc. 0.10% Reduce -11.0% 9,272 $719K
Private Advisor Group, LLC 0.00% Reduce -48.9% 9,166 $711K
Creative Planning 0.00% Add +4.8% 8,299 $644K
Friedenthal Financial 0.27% Reduce -1.9% 7,663 $594K
Empirical Asset Management, LLC 0.12% Reduce -3.0% 6,985 $542K
Berger Financial Group, Inc 0.03% No change 6,680 $518K
Kestra Advisory Services, LLC 0.00% Reduce -17.3% 6,547 $508K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -4.1% 6,531 $507K
Corient Private Wealth LP 0.00% Reduce -10.5% 6,347 $492K
Envestnet Asset Management Inc. 0.00% Reduce -1.0% 6,322 $490K
MML Investors Services, LLC 0.00% Add +2.6% 5,406 $419K
BIP Wealth, LLC 0.01% Reduce -10.2% 5,298 $411K
Asset One Wealth Management LLC 0.04% Add +16.5% 4,935 $406K
Regal Investment Advisors LLC 0.02% No change 5,025 $390K
Harbor Asset Planning, Inc. 0.28% Add +0.4% 4,776 $370K
One Charles Private Wealth Services, LLC 0.08% No change 4,718 $366K
Royal Bank of Canada 0.00% Reduce -59.5% 4,275 $331K
IMA Advisory Services, Inc. 0.02% No change 3,985 $309K
FMR LLC 0.00% Reduce -21.8% 3,703 $287K
Beacon Pointe Advisors, LLC 0.00% New 3,253 $252K
Wealthcare Advisory Partners LLC 0.00% Reduce -6.8% 3,161 $245K
Ameriprise Financial Inc. 0.00% Reduce -89.8% 3,142 $244K
StoneX Group Inc. 0.01% New 3,143 $240K
Mgo One Seven LLC 0.00% Reduce -19.9% 2,983 $231K
Snowden Capital Advisors LLC 0.01% New 2,873 $223K
Vaquero Private Wealth, Ltd. 0.04% — 2,816 $218K
McAdam, LLC 0.01% New 2,718 $211K
Sanctuary Advisors, LLC 0.00% New 2,597 $201K
HHM Wealth Advisors, LLC 0.01% No change 1,800 $140K
National Bank of Canada 0.00% Add +113.5% 1,691 $131K
Waverly Advisors, LLC 0.00% No change 1,625 $126K
Aptus Capital Advisors, LLC 0.00% No change 1,200 $93K
Blair William & Co. 0.00% Reduce -45.5% 1,200 $93K
Allworth Financial LP 0.00% No change 1,168 $91K
Steward Partners Investment Advisory, LLC 0.00% No change 1,163 $90K
AlphaCore Capital LLC 0.00% No change 798 $62K
AE Wealth Management LLC 0.00% Reduce -29.4% 777 $60K
Bank of Montreal 0.00% Add +0.1% 708 $55K
Clearstead Advisors, LLC 0.00% Add +0.4% 681 $53K
Banque Transatlantique SA 0.00% No change 572 $44K
Private Trust Co. NA 0.00% Reduce -81.9% 564 $44K
CX Institutional 0.00% Reduce -90.9% 514 $40K
International Assets Investment Management, LLC 0.00% New 491 $39K
Arax Advisory Partners 0.00% No change 449 $35K
Regatta Research & Money Management 0.03% — 395 $31K
Tidemark, LLC 0.01% Add +0.3% 372 $29K
IFP Advisors, Inc 0.00% No change 371 $29K
Reicon Wealth Advisors, LLC 0.02% No change 344 $27K
McDonald Partners LLC 0.01% New 314 $24K
DHJJ Financial Advisors, Ltd. 0.01% No change 270 $21K
Northwestern Mutual Wealth Management Co. 0.00% No change 243 $19K
Measured Wealth Private Client Group, LLC 0.00% No change 232 $18K
Federation des caisses Desjardins du Quebec 0.00% No change 224 $17K
Mondrian Investment Partners LTD 0.00% New 177 $14K
Princeton Global Asset Management LLC 0.00% No change 136 $11K
Signaturefd, LLC 0.00% New 131 $10K
Rockefeller Capital Management L.P. 0.00% No change 125 $10K
Comprehensive Financial Planning, Inc. 0.00% No change 108 $8K
Ancora Advisors LLC 0.00% No change 82 $6K
Qube Research & Technologies Ltd 0.00% Reduce -4.8% 60 $5K
PNC Financial Services Group, Inc. 0.00% No change 49 $4K

"% of holder's portfolio" is RSPF's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.

Show all 105 holders