Invesco S&P 500 Equal WeightRSPFETF
13F holders, Q1 2026 (March 31)95holders −5
7new positions
11sold out
$71.37avg. 13F price*
At the end of Q1 2026, 95 institutions reported holding Invesco S&P 500 Equal Weight (RSPF) in their 13F filings, down 5 from Q4 2025. 7 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($18.0M), Joseph Group Capital Management ($7.7M) and Morgan Stanley ($7.1M).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V340
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.3M |
| Exits | 11 | $2.0M |
All 13F filers, Q4 2025 → Q1 2026: 135,901 shares bought and 303,777 shares sold, net −167,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Bank of America Corp. | 0.00% | Add +2.6% | 252,117 | $18.0M |
| Joseph Group Capital Management | 1.93% | Add +2.1% | 107,983 | $7.7M |
| Morgan Stanley | 0.00% | Add +55.4% | 99,324 | $7.1M |
| Joseph P. Lucia & Associates, LLC | 2.01% | Reduce -1.0% | 78,825 | $5.6M |
| Davis Investment Partners, LLC | 1.67% | Add +0.1% | 66,324 | $4.7M |
| LPL Financial LLC | 0.00% | Reduce -25.4% | 65,924 | $4.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.9% | 62,748 | $4.4M |
| Cetera Investment Advisers | 0.00% | Reduce -51.1% | 53,849 | $3.8M |
| Allen Capital Group, LLC | 0.33% | Reduce -1.6% | 51,087 | $3.6M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -1.9% | 50,105 | $3.6M |
| Yoder Wealth Management, Inc. | 1.45% | Add +2.9% | 44,502 | $3.2M |
| Wells Fargo & Company | 0.00% | Reduce -17.2% | 44,431 | $3.2M |
| UBS Group AG | 0.00% | Reduce -26.3% | 41,288 | $2.9M |
| PGIM Custom Harvest LLC | 0.04% | Reduce -1.2% | 39,208 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +51.5% | 37,425 | $2.7M |
| Arkansas Financial Group, Inc. | 0.37% | Add +0.6% | 36,111 | $2.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -78.7% | 32,038 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Add +76.0% | 30,735 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +55.3% | 26,194 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +1.7% | 22,740 | $1.6M |
| Walker Asset Management, LLC | 0.84% | Add +6.6% | 21,765 | $1.6M |
| Sunbelt Securities, Inc. | 0.09% | Add +9.2% | 20,838 | $1.5M |
| Harbour Investments, Inc. | 0.02% | Add +21.8% | 19,272 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -7.6% | 17,949 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.3% | 17,910 | $1.3M |
| Two Sigma Investments, LP | 0.00% | New | 17,000 | $1.2M |
| Hills Bank & Trust Co | 0.06% | Add +93.6% | 16,898 | $1.2M |
| Arkadios Wealth Advisors | 0.02% | Reduce -4.4% | 16,897 | $1.2M |
| Focus Financial Network, Inc. | 0.04% | Reduce -16.6% | 14,866 | $1.1M |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -0.0% | 14,232 | $1.0M |
| Stifel Financial Corp. | 0.00% | Reduce -10.3% | 14,058 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +219.7% | 13,059 | $932K |
| Pacific Sun Financial Corp | 0.44% | Add +5.6% | 12,850 | $917K |
| Jones Financial Companies LLLP | 0.00% | Add +3.3% | 12,471 | $861K |
| Dumont & Blake Investment Advisors LLC | 0.21% | Reduce -3.7% | 11,814 | $843K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.9% | 11,545 | $825K |
| Lido Advisors, LLC | 0.00% | Add +4.1% | 11,526 | $823K |
| FRG Family Wealth Advisors LLC | 0.13% | Reduce -31.7% | 11,375 | $812K |
| MAI Capital Management | 0.00% | Add +0.1% | 10,846 | $774K |
| Royal Bank of Canada | 0.00% | Reduce -29.5% | 10,543 | $753K |
| Perryman Financial Advisory Inc. | 0.11% | Add +1.4% | 10,414 | $743K |
| Evoke Wealth, LLC | 0.01% | No change | 10,029 | $716K |
| Creative Planning | 0.00% | Reduce -14.1% | 7,919 | $565K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -46.6% | 7,916 | $565K |
| Friedenthal Financial | 0.28% | Add +1.2% | 7,808 | $557K |
| Geneos Wealth Management Inc. | 0.01% | Add +19.0% | 7,623 | $544K |
| Empirical Asset Management, LLC | 0.14% | No change | 7,202 | $514K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.0% | 6,809 | $486K |
| Berger Financial Group, Inc | 0.03% | Reduce -0.1% | 6,680 | $477K |
| Corient Private Wealth LP | 0.00% | Add +7.2% | 7,091 | $472K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.0% | 6,388 | $456K |
| BIP Wealth, LLC | 0.02% | Reduce -1.3% | 5,898 | $421K |
| CX Institutional | 0.01% | Add +23475.0% | 5,658 | $404K |
| MML Investors Services, LLC | 0.00% | Reduce -0.1% | 5,267 | $376K |
| Regal Investment Advisors LLC | 0.02% | No change | 5,025 | $359K |
| Harbor Asset Planning, Inc. | 0.29% | Add +0.6% | 4,759 | $340K |
| FMR LLC | 0.00% | Add +86.6% | 4,732 | $338K |
| One Charles Private Wealth Services, LLC | 0.08% | Reduce -0.9% | 4,718 | $337K |
| Asset One Wealth Management LLC | 0.04% | No change | 4,235 | $326K |
| IMA Advisory Services, Inc. | 0.03% | No change | 3,985 | $284K |
| Mgo One Seven LLC | 0.01% | Reduce -8.7% | 3,725 | $266K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -10.6% | 3,391 | $242K |
| Private Trust Co. NA | 0.02% | No change | 3,122 | $223K |
| Blair William & Co. | 0.00% | No change | 2,200 | $157K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -29.3% | 1,800 | $129K |
| Waverly Advisors, LLC | 0.00% | No change | 1,625 | $116K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,200 | $86K |
| Allworth Financial LP | 0.00% | No change | 1,168 | $83K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,163 | $83K |
| AE Wealth Management LLC | 0.00% | Add +43.0% | 1,101 | $79K |
| AlphaCore Capital LLC | 0.00% | Reduce -27.3% | 798 | $57K |
| National Bank of Canada | 0.00% | Reduce -96.0% | 792 | $57K |
| Bank of Montreal | 0.00% | Add +0.1% | 707 | $50K |
| Clearstead Advisors, LLC | 0.00% | Reduce -83.8% | 678 | $48K |
| Banque Transatlantique SA | 0.00% | New | 572 | $41K |
| Advisory Services Network, LLC | 0.00% | New | 500 | $36K |
| Creative Financial Designs Inc. | 0.00% | New | 452 | $32K |
| Arax Advisory Partners | 0.00% | No change | 449 | $32K |
| IFP Advisors, Inc | 0.00% | Reduce -17.7% | 371 | $26K |
| Tidemark, LLC | 0.01% | Add +0.5% | 371 | $26K |
| Reicon Wealth Advisors, LLC | 0.02% | Add +882.9% | 344 | $25K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 297 | $21K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 270 | $19K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 243 | $17K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 232 | $17K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 224 | $16K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.7% | 136 | $10K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 125 | $9K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 108 | $8K |
| Ancora Advisors LLC | 0.00% | No change | 82 | $6K |
| Qube Research & Technologies Ltd | 0.00% | Add +40.0% | 63 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 49 | $3K |
| City State Bank | 0.00% | New | 15 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 15 | $1K |
| Scarborough Advisors, LLC | 0.00% | No change | 10 | $714 |
"% 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.