Invesco S&P 500 Equal WeightRSPFETF

13F holders, Q4 2025 (December 31)
100holders −3
12new positions
18sold out
$78.49avg. 13F price*

At the end of Q4 2025, 100 institutions reported holding Invesco S&P 500 Equal Weight (RSPF) in their 13F filings, down 3 from Q3 2025. 12 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($19.3M), NewEdge Advisors, LLC ($11.8M) and Cetera Investment Advisers ($8.6M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions12$3.2M
Exits18$14.6M

All 13F filers, Q3 2025 → Q4 2025: 70,787 shares bought and 324,613 shares sold, net −253,826 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 100 holders

Bank of America Corp. 0.00% Reduce -12.3% 245,684 $19.3M
NewEdge Advisors, LLC 0.04% Reduce -1.7% 150,684 $11.8M
Cetera Investment Advisers 0.01% Reduce -3.3% 110,023 $8.6M
Joseph Group Capital Management 2.18% Add +1.6% 105,773 $8.3M
LPL Financial LLC 0.00% Reduce -2.3% 88,350 $6.9M
Joseph P. Lucia & Associates, LLC 2.25% Reduce -0.7% 79,653 $6.3M
Davis Investment Partners, LLC 1.82% Reduce -8.7% 66,249 $5.2M
JPMorgan Chase & Co. 0.00% Reduce -0.8% 64,600 $5.1M
Morgan Stanley 0.00% Add +3.0% 63,917 $5.0M
UBS Group AG 0.00% Reduce -45.1% 56,050 $4.4M
Wells Fargo & Company 0.00% Add +14.0% 53,662 $4.2M
Allen Capital Group, LLC 0.37% Reduce -1.1% 51,911 $4.1M
Farther Finance Advisors, LLC 0.04% Reduce -1.4% 51,098 $4.0M
Yoder Wealth Management, Inc. 1.55% Reduce -1.2% 43,252 $3.4M
PGIM Custom Harvest LLC 0.05% Reduce -1.1% 39,698 $3.1M
Arkansas Financial Group, Inc. 0.41% Reduce -0.0% 35,888 $2.8M
Goldman Sachs Group Inc. 0.00% Add +10.8% 24,700 $1.9M
Ausdal Financial Partners, Inc. 0.08% Add +0.3% 22,359 $1.8M
Walker Asset Management, LLC 0.86% Add +0.1% 20,421 $1.6M
National Bank of Canada 0.00% Add +0.6% 19,822 $1.6M
Private Advisor Group, LLC 0.01% Reduce -15.7% 19,420 $1.5M
Sunbelt Securities, Inc. 0.10% Add +0.0% 19,086 $1.5M
HighTower Advisors, LLC 0.00% Reduce -10.2% 17,963 $1.4M
Focus Financial Network, Inc. 0.05% Reduce -5.8% 17,815 $1.4M
Arkadios Wealth Advisors 0.03% Reduce -2.2% 17,668 $1.4M
Ameriprise Financial Inc. 0.00% Add +366.2% 17,460 $1.4M
Raymond James Financial Inc. 0.00% Reduce -7.7% 16,863 $1.3M
FRG Family Wealth Advisors LLC 0.20% Reduce -4.0% 16,660 $1.3M
Harbour Investments, Inc. 0.03% Reduce -3.0% 15,818 $1.2M
Stifel Financial Corp. 0.00% Reduce -10.7% 15,673 $1.2M
Royal Bank of Canada 0.00% Reduce -12.8% 14,954 $1.2M
Kestra Advisory Services, LLC 0.00% Add +12.9% 14,817 $1.2M
Silver Oak Securities, Incorporated 0.08% Reduce -1.5% 14,236 $1.1M
Osaic Holdings, Inc. 0.00% Reduce -44.6% 13,405 $1.1M
Dumont & Blake Investment Advisors LLC 0.23% Reduce -2.0% 12,266 $963K
Pacific Sun Financial Corp 0.46% Add +0.3% 12,170 $955K
Jones Financial Companies LLLP 0.00% Add +1.8% 12,075 $948K
Sykon Capital LLC 0.28% New 11,294 $887K
Lido Advisors, LLC 0.00% No change 11,074 $861K
MAI Capital Management 0.00% Reduce -1.1% 10,839 $851K
Perryman Financial Advisory Inc. 0.12% — 10,270 $806K
Evoke Wealth, LLC 0.02% New 10,029 $787K
Creative Planning 0.00% Reduce -4.3% 9,215 $723K
Hills Bank & Trust Co 0.04% New 8,729 $685K
Friedenthal Financial 0.31% Reduce -5.0% 7,713 $605K
Empirical Asset Management, LLC 0.16% Reduce -1.4% 7,202 $565K
Cambridge Investment Research Advisors, Inc. 0.00% Add +6.3% 6,811 $535K
Berger Financial Group, Inc 0.03% No change 6,689 $525K
Corient Private Wealth LP 0.00% No change 6,616 $519K
Geneos Wealth Management Inc. 0.01% Reduce -3.4% 6,405 $503K
Envestnet Asset Management Inc. 0.00% Add +2.1% 6,326 $497K
BIP Wealth, LLC 0.02% New 5,974 $469K
MML Investors Services, LLC 0.00% Add +15.7% 5,274 $414K
Regal Investment Advisors LLC 0.02% No change 5,025 $394K
One Charles Private Wealth Services, LLC 0.10% No change 4,762 $374K
Harbor Asset Planning, Inc. 0.32% Reduce -8.9% 4,733 $372K
Susquehanna International Group, LLP 0.00% Reduce -66.4% 4,293 $337K
Asset One Wealth Management LLC 0.05% — 4,235 $332K
Clearstead Advisors, LLC 0.00% Reduce -20.1% 4,190 $329K
Commonwealth Equity Services, LLC 0.00% Reduce -11.0% 4,085 $321K
Mgo One Seven LLC 0.01% Reduce -24.5% 4,081 $320K
IMA Advisory Services, Inc. 0.03% No change 3,985 $313K
Wealthcare Advisory Partners LLC 0.01% Reduce -11.2% 3,794 $298K
McDonald Partners LLC 0.09% No change 3,575 $281K
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.2% 3,264 $256K
Private Trust Co. NA 0.02% No change 3,122 $245K
McAdam, LLC 0.01% No change 2,718 $213K
HHM Wealth Advisors, LLC 0.02% No change 2,547 $200K
FMR LLC 0.00% Add +42.8% 2,536 $199K
Blair William & Co. 0.00% Reduce -6.4% 2,200 $173K
Waverly Advisors, LLC 0.00% New 1,625 $128K
Aptus Capital Advisors, LLC 0.00% No change 1,200 $94K
Allworth Financial LP 0.00% No change 1,168 $92K
Steward Partners Investment Advisory, LLC 0.00% New 1,163 $91K
AlphaCore Capital LLC 0.00% No change 1,098 $86K
AE Wealth Management LLC 0.00% Add +18.8% 770 $60K
Bank of Montreal 0.00% No change 706 $55K
IFP Advisors, Inc 0.00% New 451 $35K
Arax Advisory Partners 0.00% New 449 $35K
Tidemark, LLC 0.01% Add +0.5% 369 $29K
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 $19K
Measured Wealth Private Client Group, LLC 0.00% Reduce -6.8% 232 $18K
Federation des caisses Desjardins du Quebec 0.00% No change 224 $18K
Flagship Harbor Advisors, LLC 0.00% New 168 $13K
Salomon & Ludwin, LLC 0.00% New 151 $12K
CVA Family Office, LLC 0.00% No change 150 $12K
Princeton Global Asset Management LLC 0.00% Add +0.8% 135 $11K
Rockefeller Capital Management L.P. 0.00% No change 125 $10K
DecisionPoint Financial, LLC 0.00% New 119 $9K
Comprehensive Financial Planning, Inc. 0.01% No change 108 $8K
Cwm, LLC 0.00% New 100 $8K
IFC & Insurance Marketing, Inc. 0.01% — 85 $7K
Ancora Advisors LLC 0.00% No change 82 $6K
PNC Financial Services Group, Inc. 0.00% No change 49 $4K
Qube Research & Technologies Ltd 0.00% No change 45 $4K
Reicon Wealth Advisors, LLC 0.00% — 35 $3K
CX Institutional 0.00% Reduce -91.0% 24 $2K
Scarborough Advisors, LLC 0.00% No change 10 $785

"% 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.