Invesco S&P 500 Equal WeightRSPFETF

13F holders, Q3 2025 (September 30)
103holders
6new positions
5sold out
1famous investor
$77.77avg. 13F price*

At the end of Q3 2025, 103 institutions reported holding Invesco S&P 500 Equal Weight (RSPF) in their 13F filings, unchanged from Q2 2025. 6 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($21.8M), NewEdge Advisors, LLC ($11.9M) and Cetera Investment Advisers ($8.8M). 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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions6$1.6M
Exits5$1.3M

All 13F filers, Q2 2025 → Q3 2025: 141,574 shares bought and 48,594 shares sold, net +92,980 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 103 holders

Bank of America Corp. 0.00% Add +9.9% 280,253 $21.8M
NewEdge Advisors, LLC 0.05% Add +7.6% 153,319 $11.9M
Cetera Investment Advisers 0.01% Add +63.1% 113,746 $8.8M
Joseph Group Capital Management 2.28% Add +1.0% 104,088 $8.1M
UBS Group AG 0.00% Reduce -3.0% 102,122 $7.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +0.0% 93,919 $7.3M
LPL Financial LLC 0.00% Reduce -1.9% 90,408 $7.0M
Joseph P. Lucia & Associates, LLC 2.35% Reduce -0.3% 80,226 $6.2M
Davis Investment Partners, LLC 1.91% Reduce -2.3% 72,565 $5.6M
JPMorgan Chase & Co. 0.00% Add +0.8% 65,138 $5.1M
Morgan Stanley 0.00% Reduce -0.3% 62,079 $4.8M
Allen Capital Group, LLC 0.39% Reduce -0.6% 52,509 $4.1M
Farther Finance Advisors, LLC 0.06% Reduce -3.3% 51,851 $4.0M
Wells Fargo & Company 0.00% Add +16.5% 47,060 $3.7M
Yoder Wealth Management, Inc. 1.61% Add +3.8% 43,758 $3.4M
PGIM Custom Harvest LLC 0.05% Reduce -2.6% 40,122 $3.1M
Arkansas Financial Group, Inc. 0.41% Reduce -4.2% 35,893 $2.8M
Osaic Holdings, Inc. 0.00% Reduce -2.5% 24,199 $1.9M
Live Oak Investment Partners 1.19% Add +4.7% 23,173 $1.8M
Private Advisor Group, LLC 0.01% Reduce -3.5% 23,024 $1.8M
Ausdal Financial Partners, Inc. 0.08% Add +2.3% 22,304 $1.7M
Goldman Sachs Group Inc. 0.00% Reduce -8.4% 22,301 $1.7M
Sandbox Financial Partners, LLC 0.48% Add +1.6% 21,613 $1.7M
Walker Asset Management, LLC 0.89% Add +9.4% 20,400 $1.6M
HighTower Advisors, LLC 0.00% Reduce -1.3% 19,997 $1.6M
National Bank of Canada 0.00% Add +1.3% 19,699 $1.5M
Sunbelt Securities, Inc. 0.10% Add +10.2% 19,085 $1.5M
Focus Financial Network, Inc. 0.05% Reduce -3.7% 18,908 $1.5M
Raymond James Financial Inc. 0.00% Add +7.7% 18,269 $1.4M
Arkadios Wealth Advisors 0.03% Add +2.3% 18,063 $1.4M
Stifel Financial Corp. 0.00% Reduce -2.5% 17,556 $1.4M
FRG Family Wealth Advisors LLC 0.22% Reduce -8.1% 17,345 $1.3M
Royal Bank of Canada 0.00% Reduce -1.8% 17,153 $1.3M
Harbour Investments, Inc. 0.03% Reduce -1.8% 16,303 $1.3M
Thrivent Financial for Lutherans 0.00% New 16,135 $1.3M
Silver Oak Securities, Incorporated 0.08% Add +86.6% 14,455 $1.1M
Kestra Advisory Services, LLC 0.00% Add +42.5% 13,118 $1.0M
Susquehanna International Group, LLP 0.00% Add +180.9% 12,769 $993K
Dumont & Blake Investment Advisors LLC 0.24% Reduce -1.0% 12,512 $973K
Pacific Sun Financial Corp 0.46% Reduce -0.1% 12,130 $943K
Jones Financial Companies LLLP 0.00% Add +11.9% 11,857 $922K
Lido Advisors, LLC 0.00% Reduce -0.7% 11,074 $861K
MAI Capital Management 0.01% Reduce -3.3% 10,965 $853K
Creative Planning 0.00% Add +0.0% 9,633 $749K
Friedenthal Financial 0.33% Reduce -1.9% 8,116 $631K
Citadel Advisors 0.00% Add +27.2% 7,522 $585K
Two Sigma Investments, LP 0.00% Reduce -5.1% 7,500 $583K
Empirical Asset Management, LLC 0.16% Reduce -3.9% 7,302 $568K
Berger Financial Group, Inc 0.03% Add +0.0% 6,689 $520K
Geneos Wealth Management Inc. 0.01% Reduce -0.5% 6,628 $516K
Corient Private Wealth LP 0.00% Reduce -1.5% 6,616 $515K
Cambridge Investment Research Advisors, Inc. 0.00% Add +13.3% 6,409 $499K
Envestnet Asset Management Inc. 0.00% Add +0.2% 6,195 $482K
Strategic Blueprint, LLC 0.02% Reduce -6.3% 6,141 $478K
Mgo One Seven LLC 0.01% No change 5,408 $421K
Clearstead Advisors, LLC 0.01% Reduce -4.2% 5,245 $408K
Harbor Asset Planning, Inc. 0.36% Add +0.4% 5,196 $404K
Regal Investment Advisors LLC 0.03% No change 5,025 $391K
One Charles Private Wealth Services, LLC 0.10% Add +11.0% 4,762 $370K
Commonwealth Equity Services, LLC 0.00% Reduce -65.0% 4,588 $357K
MML Investors Services, LLC 0.00% Reduce -8.2% 4,559 $355K
Wealthcare Advisory Partners LLC 0.01% Reduce -1.1% 4,270 $332K
IMA Advisory Services, Inc. 0.03% No change 3,985 $310K
Ameriprise Financial Inc. 0.00% Add +2.6% 3,745 $291K
McDonald Partners LLC 0.08% No change 3,575 $278K
Accordant Advisory Group Inc 0.18% New 3,477 $270K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -7.3% 3,258 $253K
Integrated Wealth Concepts LLC 0.00% Add +0.4% 3,219 $250K
Private Trust Co. NA 0.02% Reduce -5.2% 3,122 $243K
McAdam, LLC 0.01% No change 2,718 $211K
HHM Wealth Advisors, LLC 0.02% Add +6.3% 2,547 $198K
Blair William & Co. 0.00% No change 2,350 $183K
Promus Capital, LLC 0.10% No change 2,028 $158K
Principal Securities, Inc. 0.00% Add +0.4% 1,896 $147K
FMR LLC 0.00% Add +1.1% 1,776 $138K
Aptus Capital Advisors, LLC 0.00% No change 1,200 $93K
Allworth Financial LP 0.00% No change 1,168 $91K
AlphaCore Capital LLC 0.00% Reduce -4.4% 1,098 $85K
Bank of Montreal 0.00% Add +27.2% 706 $55K
ORG Partners LLC 0.01% Add +0.5% 657 $51K
AE Wealth Management LLC 0.00% Add +0.5% 648 $50K
Advisory Services Network, LLC 0.00% New 500 $39K
Tidemark, LLC 0.01% Add +0.3% 367 $29K
North Capital, Inc. 0.02% Add +0.3% 321 $25K
DHJJ Financial Advisors, Ltd. 0.01% No change 270 $21K
CX Institutional 0.00% Add +2570.0% 267 $21K
Comerica Bank 0.00% No change 270 $21K
Measured Wealth Private Client Group, LLC 0.01% New 249 $19K
Northwestern Mutual Wealth Management Co. 0.00% No change 243 $19K
Citigroup Inc. 0.00% Reduce -73.0% 235 $18K
Federation des caisses Desjardins du Quebec 0.00% Reduce -32.5% 224 $17K
Midwest Capital Advisors, LLC 0.01% Add +0.5% 201 $16K
Cardiff Park Advisors, LLC 0.00% No change 200 $16K
CVA Family Office, LLC 0.00% No change 150 $12K
Princeton Global Asset Management LLC 0.00% New 134 $10K
Rockefeller Capital Management L.P. 0.00% New 125 $10K
Comprehensive Financial Planning, Inc. 0.01% No change 108 $8K
Ancora Advisors LLC 0.00% No change 82 $6K
Financial Gravity Asset Management, Inc. 0.00% — 70 $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 103 holders