Invesco S&P 500 Equal WeightRSPFETF
13F holders, Q2 2025 (June 30)103holders −1
9new positions
11sold out
1famous investor
$76.17avg. 13F price*
At the end of Q2 2025, 103 institutions reported holding Invesco S&P 500 Equal Weight (RSPF) in their 13F filings, down 1 from Q1 2025. 9 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($19.4M), NewEdge Advisors, LLC ($10.8M) and UBS Group AG ($8.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V340
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.8M |
| Exits | 11 | $7.2M |
All 13F filers, Q1 2025 → Q2 2025: 120,204 shares bought and 156,533 shares sold, net −36,329 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| Bank of America Corp. | 0.00% | Reduce -0.9% | 254,979 | $19.4M |
| NewEdge Advisors, LLC | 0.06% | Add +5.0% | 142,532 | $10.8M |
| UBS Group AG | 0.00% | Add +74.6% | 105,298 | $8.0M |
| Joseph Group Capital Management | 2.63% | Add +0.4% | 103,052 | $7.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.0% | 93,885 | $7.3M |
| LPL Financial LLC | 0.00% | Add +1.6% | 92,116 | $7.0M |
| Joseph P. Lucia & Associates, LLC | 2.51% | Reduce -1.3% | 80,446 | $6.1M |
| Davis Investment Partners, LLC | 2.04% | Reduce -2.2% | 74,235 | $5.7M |
| Cetera Investment Advisers | 0.01% | Reduce -3.5% | 69,733 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | No change | 64,600 | $4.9M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 62,298 | $4.7M |
| Farther Finance Advisors, LLC | 0.08% | Add +4.0% | 53,623 | $4.1M |
| Allen Capital Group, LLC | 0.42% | Reduce -2.6% | 52,825 | $4.0M |
| Yoder Wealth Management, Inc. | 1.67% | Add +6.4% | 42,176 | $3.2M |
| PGIM Custom Harvest LLC | 0.06% | Add +0.9% | 41,204 | $3.1M |
| Wells Fargo & Company | 0.00% | Reduce -4.8% | 40,399 | $3.1M |
| Arkansas Financial Group, Inc. | 0.44% | Reduce -0.8% | 37,458 | $2.9M |
| Osaic Holdings, Inc. | 0.00% | Add +2.5% | 24,822 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +9.1% | 24,340 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -34.6% | 23,859 | $1.8M |
| Live Oak Investment Partners | 1.29% | Add +8.9% | 22,138 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +0.3% | 21,807 | $1.7M |
| Sandbox Financial Partners, LLC | 0.51% | Reduce -0.6% | 21,271 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +4.4% | 20,250 | $1.5M |
| Focus Financial Network, Inc. | 0.06% | Reduce -1.5% | 19,637 | $1.5M |
| National Bank of Canada | 0.00% | Add +42.3% | 19,444 | $1.5M |
| FRG Family Wealth Advisors LLC | 0.25% | No change | 18,870 | $1.4M |
| Walker Asset Management, LLC | 0.82% | Add +0.9% | 18,638 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -16.6% | 18,007 | $1.4M |
| Arkadios Wealth Advisors | 0.04% | New | 17,657 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 17,458 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.1% | 16,970 | $1.3M |
| Harbour Investments, Inc. | 0.03% | Reduce -0.5% | 16,597 | $1.3M |
| Sunbelt Securities, Inc. | 0.11% | Add +0.8% | 17,324 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.3% | 13,099 | $997K |
| Dumont & Blake Investment Advisors LLC | 0.25% | Reduce -0.7% | 12,639 | $962K |
| Pacific Sun Financial Corp | 0.48% | Add +0.4% | 12,140 | $924K |
| MAI Capital Management | 0.01% | Add +11.6% | 11,340 | $863K |
| Lido Advisors, LLC | 0.00% | Reduce -9.7% | 11,151 | $849K |
| Jones Financial Companies LLLP | 0.00% | Add +23.3% | 10,599 | $800K |
| Creative Planning | 0.00% | Add +11.9% | 9,632 | $733K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.9% | 9,206 | $701K |
| Truist Financial Corp. | 0.00% | Add +8.1% | 8,617 | $656K |
| Friedenthal Financial | 0.35% | Reduce -1.5% | 8,272 | $630K |
| Two Sigma Investments, LP | 0.00% | New | 7,900 | $601K |
| Silver Oak Securities, Incorporated | 0.05% | Add +5.2% | 7,746 | $590K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -1.6% | 7,638 | $581K |
| Empirical Asset Management, LLC | 0.18% | Reduce -1.4% | 7,598 | $578K |
| Corient Private Wealth LP | 0.00% | No change | 6,716 | $511K |
| Berger Financial Group, Inc | 0.03% | No change | 6,688 | $509K |
| Geneos Wealth Management Inc. | 0.01% | Add +2.9% | 6,658 | $507K |
| Strategic Blueprint, LLC | 0.02% | Reduce -34.1% | 6,557 | $499K |
| Envestnet Asset Management Inc. | 0.00% | Add +13.4% | 6,184 | $471K |
| Citadel Advisors | 0.00% | New | 5,912 | $450K |
| Sebold Capital Management, Inc. | 0.28% | Add +0.1% | 5,873 | $447K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.2% | 5,657 | $431K |
| Clearstead Advisors, LLC | 0.01% | Reduce -1.2% | 5,473 | $417K |
| Mgo One Seven LLC | 0.01% | Reduce -1.3% | 5,408 | $412K |
| Harbor Asset Planning, Inc. | 0.38% | — | 5,176 | $394K |
| Regal Investment Advisors LLC | 0.03% | No change | 5,025 | $382K |
| MML Investors Services, LLC | 0.00% | Add +1.5% | 4,965 | $378K |
| Susquehanna International Group, LLP | 0.00% | Add +42.3% | 4,545 | $346K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -11.5% | 4,317 | $329K |
| One Charles Private Wealth Services, LLC | 0.09% | Reduce -1.3% | 4,290 | $327K |
| IMA Advisory Services, Inc. | 0.03% | No change | 3,985 | $303K |
| Ameriprise Financial Inc. | 0.00% | Add +1.4% | 3,650 | $278K |
| McDonald Partners LLC | 0.07% | No change | 3,575 | $272K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.1% | 3,515 | $268K |
| Private Trust Co. NA | 0.02% | Reduce -51.9% | 3,293 | $251K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.4% | 3,207 | $244K |
| McAdam, LLC | 0.01% | New | 2,718 | $207K |
| HHM Wealth Advisors, LLC | 0.02% | Add +11.7% | 2,395 | $182K |
| Blair William & Co. | 0.00% | No change | 2,350 | $179K |
| Promus Capital, LLC | 0.10% | No change | 2,028 | $154K |
| Principal Securities, Inc. | 0.00% | Reduce -19.3% | 1,889 | $144K |
| FMR LLC | 0.00% | Add +10.8% | 1,757 | $134K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,200 | $91K |
| Allworth Financial LP | 0.00% | No change | 1,168 | $89K |
| AlphaCore Capital LLC | 0.00% | Add +35.4% | 1,148 | $87K |
| Citigroup Inc. | 0.00% | New | 871 | $66K |
| ORG Partners LLC | 0.01% | Add +0.5% | 654 | $50K |
| AE Wealth Management LLC | 0.00% | Add +0.3% | 645 | $49K |
| Bank of Montreal | 0.00% | No change | 555 | $42K |
| Arax Advisory Partners | 0.00% | No change | 400 | $30K |
| Glenmede Investment Management, LP | 0.00% | — | 368 | $28K |
| Tidemark, LLC | 0.01% | Add +0.6% | 366 | $28K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 332 | $25K |
| North Capital, Inc. | 0.02% | No change | 320 | $24K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 297 | $23K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 270 | $21K |
| Comerica Bank | 0.00% | No change | 270 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 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 |
| Ameritas Advisory Services, LLC | 0.00% | New | 132 | $10K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 108 | $8K |
| Financial Gravity Companies, Inc. | 0.00% | — | 85 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 82 | $6K |
| 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.