Invesco S&P 500 Equal WeightRSPFETF
13F holders, Q1 2025 (March 31)104holders +4
11new positions
6sold out
$72.20avg. 13F price*
At the end of Q1 2025, 104 institutions reported holding Invesco S&P 500 Equal Weight (RSPF) in their 13F filings, up 4 from Q4 2024. 11 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($18.7M), NewEdge Advisors, LLC ($9.8M) and Joseph Group Capital Management ($7.4M).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V340
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $10.2M |
| Exits | 6 | $3.7M |
All 13F filers, Q4 2024 → Q1 2025: 287,855 shares bought and 185,333 shares sold, net +102,522 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| Bank of America Corp. | 0.00% | Add +0.0% | 257,303 | $18.7M |
| NewEdge Advisors, LLC | 0.06% | Add +13.7% | 135,740 | $9.8M |
| Joseph Group Capital Management | 2.84% | Reduce -0.2% | 102,627 | $7.4M |
| LPL Financial LLC | 0.00% | Reduce -29.3% | 90,679 | $6.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3138.3% | 90,315 | $6.6M |
| Joseph P. Lucia & Associates, LLC | 2.70% | Add +0.1% | 81,520 | $5.9M |
| Cetera Investment Advisers | 0.01% | Add +1.3% | 72,253 | $5.2M |
| Davis Investment Partners, LLC | 2.28% | Add +0.7% | 75,918 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 64,600 | $4.7M |
| Morgan Stanley | 0.00% | Reduce -1.8% | 63,208 | $4.6M |
| UBS Group AG | 0.00% | Add +40.6% | 60,305 | $4.4M |
| Allen Capital Group, LLC | 0.45% | Reduce -0.7% | 54,258 | $3.9M |
| Farther Finance Advisors, LLC | 0.10% | New | 51,534 | $3.7M |
| Wells Fargo & Company | 0.00% | Add +16.6% | 42,418 | $3.1M |
| PGIM Custom Harvest LLC | 0.07% | Reduce -24.9% | 40,818 | $3.0M |
| Yoder Wealth Management, Inc. | 1.62% | Reduce -1.5% | 39,655 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -4.4% | 36,495 | $2.6M |
| Arkansas Financial Group, Inc. | 0.43% | Add +0.6% | 37,741 | $2.5M |
| ForthRight Wealth Management, LLC | 0.77% | Reduce -2.0% | 31,678 | $2.3M |
| Shaker Investments LLC | 0.90% | New | 25,835 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -70.7% | 24,226 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | No change | 22,301 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +37.4% | 21,734 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +13.7% | 21,605 | $1.6M |
| Sandbox Financial Partners, LLC | 0.55% | Add +2.8% | 21,401 | $1.6M |
| Live Oak Investment Partners | 1.16% | New | 20,334 | $1.5M |
| Focus Financial Network, Inc. | 0.06% | Reduce -13.4% | 19,937 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 19,393 | $1.4M |
| FRG Family Wealth Advisors LLC | 0.26% | Reduce -0.7% | 18,870 | $1.4M |
| Walker Asset Management, LLC | 0.81% | Reduce -0.8% | 18,465 | $1.3M |
| IHT Wealth Management, LLC | 0.04% | New | 17,947 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.0% | 17,689 | $1.3M |
| Sunbelt Securities, Inc. | 0.11% | Reduce -0.7% | 17,195 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +3.2% | 16,715 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Reduce -1.6% | 16,676 | $1.2M |
| CX Institutional | 0.04% | New | 15,391 | $1.1M |
| National Bank of Canada | 0.00% | Add +68.7% | 13,661 | $992K |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.1% | 13,274 | $963K |
| Dumont & Blake Investment Advisors LLC | 0.26% | Reduce -0.2% | 12,733 | $924K |
| Lido Advisors, LLC | 0.01% | Reduce -21.0% | 12,354 | $896K |
| Pacific Sun Financial Corp | 0.50% | Reduce -1.7% | 12,090 | $877K |
| Cascade Wealth Advisors, Inc | 0.58% | No change | 12,300 | $835K |
| MAI Capital Management | 0.01% | Reduce -3.4% | 10,163 | $737K |
| Strategic Blueprint, LLC | 0.04% | Reduce -6.7% | 9,957 | $722K |
| Creative Planning | 0.00% | Reduce -4.8% | 8,606 | $624K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.5% | 8,531 | $619K |
| Jones Financial Companies LLLP | 0.00% | Add +25.5% | 8,596 | $615K |
| Friedenthal Financial | 0.36% | Reduce -13.7% | 8,398 | $609K |
| Truist Financial Corp. | 0.00% | Reduce -2.3% | 7,973 | $578K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -9.9% | 7,759 | $563K |
| Empirical Asset Management, LLC | 0.19% | No change | 7,704 | $559K |
| Silver Oak Securities, Incorporated | 0.05% | New | 7,365 | $527K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -3.3% | 7,134 | $517K |
| Private Trust Co. NA | 0.05% | No change | 6,847 | $497K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.2% | 6,830 | $495K |
| Corient Private Wealth LP | 0.00% | No change | 6,716 | $487K |
| Berger Financial Group, Inc | 0.03% | Reduce -5.9% | 6,688 | $485K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -8.5% | 6,468 | $469K |
| Sebold Capital Management, Inc. | 0.28% | Add +0.1% | 5,869 | $426K |
| Clearstead Advisors, LLC | 0.01% | Reduce -34.8% | 5,538 | $402K |
| Mgo One Seven LLC | 0.02% | Reduce -7.0% | 5,477 | $397K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 5,453 | $396K |
| Regal Investment Advisors LLC | 0.03% | No change | 5,025 | $364K |
| MML Investors Services, LLC | 0.00% | Reduce -2.3% | 4,891 | $355K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +2.7% | 4,879 | $354K |
| One Charles Private Wealth Services, LLC | 0.10% | No change | 4,347 | $315K |
| PFG Investments, LLC | 0.02% | Reduce -18.7% | 4,141 | $300K |
| IMA Advisory Services, Inc. | 0.03% | No change | 3,985 | $289K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -28.0% | 3,666 | $266K |
| Ameriprise Financial Inc. | 0.00% | Add +5.5% | 3,601 | $261K |
| McDonald Partners LLC | 0.07% | Reduce -5.3% | 3,575 | $259K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.5% | 3,195 | $232K |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.4% | 3,193 | $232K |
| Blair William & Co. | 0.00% | No change | 2,350 | $170K |
| Principal Securities, Inc. | 0.00% | No change | 2,341 | $169K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 2,145 | $156K |
| Promus Capital, LLC | 0.11% | No change | 2,028 | $147K |
| FMR LLC | 0.00% | Add +9.8% | 1,585 | $115K |
| Allworth Financial LP | 0.00% | Reduce -1.1% | 1,168 | $81K |
| AlphaCore Capital LLC | 0.01% | New | 848 | $62K |
| ORG Partners LLC | 0.01% | Add +0.5% | 651 | $47K |
| AE Wealth Management LLC | 0.00% | Add +0.5% | 643 | $47K |
| Bank of Montreal | 0.00% | Reduce -47.1% | 555 | $40K |
| Spire Wealth Management | 0.00% | No change | 450 | $33K |
| Arax Advisory Partners | 0.00% | New | 400 | $29K |
| Coldstream Capital Management Inc. | 0.00% | New | 375 | $27K |
| Glenmede Trust Co. NA | 0.00% | No change | 368 | $27K |
| Tidemark, LLC | 0.01% | Add +0.3% | 364 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 332 | $24K |
| North Capital, Inc. | 0.02% | — | 320 | $23K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 270 | $20K |
| Comerica Bank | 0.00% | New | 270 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -17.9% | 243 | $18K |
| Midwest Capital Advisors, LLC | 0.01% | No change | 200 | $15K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 200 | $15K |
| CVA Family Office, LLC | 0.00% | No change | 150 | $11K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 148 | $11K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 108 | $8K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 108 | $8K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 100 | $7K |
"% 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.