Invesco S&P 500 Equal WeightRSPGETF
13F holders, Q1 2025 (March 31)135holders
18new positions
14sold out
2famous investors
$81.67avg. 13F price*
At the end of Q1 2025, 135 institutions reported holding Invesco S&P 500 Equal Weight (RSPG) in their 13F filings, unchanged from Q4 2024. 18 opened new positions and 14 sold out. The largest holders were Bank of America Corp. ($40.3M), Flaharty Asset Management, LLC ($33.0M) and UBS Group AG ($26.5M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V365
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $9.6M |
| Exits | 14 | $7.8M |
All 13F filers, Q4 2024 → Q1 2025: 410,843 shares bought and 775,454 shares sold, net −364,611 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 135 holders
| Bank of America Corp. | 0.00% | Reduce -39.9% | 492,792 | $40.3M |
| Flaharty Asset Management, LLC | 4.76% | Add +20.4% | 403,170 | $33.0M |
| UBS Group AG | 0.01% | Add +4.5% | 323,605 | $26.5M |
| Matauro, LLC | 4.68% | Add +8.4% | 281,718 | $23.1M |
| LPL Financial LLC | 0.01% | Add +57.1% | 200,742 | $16.4M |
| Morgan Stanley | 0.00% | Add +13.6% | 187,709 | $15.4M |
| Wells Fargo & Company | 0.00% | Add +49.7% | 159,004 | $13.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -40.6% | 138,262 | $11.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.7% | 123,096 | $10.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.6% | 86,143 | $7.1M |
| Raub Brock Capital Management LP | 1.55% | Reduce -11.5% | 84,645 | $6.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -49.5% | 76,221 | $6.2M |
| Oarsman Capital, Inc. | 0.83% | Reduce -0.3% | 56,514 | $4.6M |
| Ethos Financial Group, LLC | 0.44% | Add +7.1% | 56,375 | $4.6M |
| Stonebridge Financial Group, LLC | 0.45% | Reduce -13.0% | 51,247 | $4.2M |
| Royal Bank of Canada | 0.00% | Reduce -10.5% | 41,668 | $3.4M |
| Mason & Associates Inc | 0.80% | Add +6.0% | 39,430 | $3.2M |
| Fortis Advisors, LLC | 2.07% | Add +1.7% | 38,765 | $3.2M |
| Davis Investment Partners, LLC | 1.30% | Reduce -11.7% | 42,672 | $2.9M |
| Ocean Park Asset Management, LLC | 0.10% | New | 34,954 | $2.9M |
| Beck Capital Management, LLC | 0.77% | Add +2.8% | 32,149 | $2.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -9.4% | 31,361 | $2.6M |
| Joseph P. Lucia & Associates, LLC | 1.09% | Add +1.1% | 29,170 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.3% | 25,751 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +16.4% | 24,323 | $2.0M |
| Evernest Financial Advisors, LLC | 0.70% | Add +17.1% | 23,894 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +2.7% | 21,649 | $1.8M |
| PGIM Custom Harvest LLC | 0.04% | Reduce -0.1% | 20,187 | $1.7M |
| IHT Wealth Management, LLC | 0.05% | Add +11.4% | 19,836 | $1.6M |
| Farther Finance Advisors, LLC | 0.04% | New | 19,432 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -54.1% | 19,566 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +11.4% | 18,138 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +73.4% | 16,484 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -3.3% | 16,113 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -20.1% | 15,629 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -23.4% | 13,950 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.7% | 13,004 | $1.1M |
| Eq Wealth Advisors, LLC | 0.83% | Reduce -8.2% | 12,684 | $1.0M |
| Arkfeld Wealth Strategies, L.L.C. | 0.42% | Reduce -4.8% | 13,647 | $977K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.9% | 11,806 | $967K |
| CX Institutional | 0.03% | New | 10,142 | $830K |
| BNP Paribas Financial Markets | 0.00% | Reduce -66.7% | 10,000 | $819K |
| Stephens Inc. | 0.01% | New | 9,961 | $816K |
| JPMorgan Chase & Co. | 0.00% | Add +17.4% | 9,251 | $757K |
| Flow Traders U.S. LLC | 0.03% | New | 9,209 | $754K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -77.0% | 8,887 | $728K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +354.2% | 8,266 | $677K |
| Gotham Asset Management | 0.01% | New | 8,258 | $676K |
| CMC Financial Group | 1.46% | Reduce -74.7% | 7,883 | $645K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.9% | 7,802 | $639K |
| Rothschild Investment LLC | 0.04% | Add +10.6% | 7,594 | $622K |
| Requisite Capital Management, LLC | 0.14% | No change | 7,403 | $606K |
| Friedenthal Financial | 0.34% | Reduce -12.3% | 6,983 | $572K |
| Longview Financial Advisors, Inc. | 0.46% | Reduce -2.1% | 6,609 | $541K |
| FMR LLC | 0.00% | Add +14.5% | 6,577 | $538K |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.5% | 6,533 | $535K |
| &partners | 0.01% | Reduce -30.1% | 6,250 | $506K |
| Walker Asset Management, LLC | 0.31% | Reduce -4.3% | 6,154 | $504K |
| Somerset Trust Co | 0.18% | Reduce -0.3% | 6,020 | $493K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -30.1% | 5,963 | $488K |
| Capital Wealth Alliance, LLC | 0.29% | Reduce -8.4% | 5,963 | $488K |
| Sfmg, LLC | 0.04% | No change | 5,481 | $449K |
| Vista Investment Management | 0.17% | Reduce -1.7% | 5,383 | $441K |
| MAI Capital Management | 0.00% | No change | 5,250 | $430K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +4.5% | 5,208 | $426K |
| Sylvest Advisors, LLC | 0.26% | Add +12.4% | 5,174 | $424K |
| Atria Investments, Inc | 0.01% | Reduce -2.8% | 4,798 | $393K |
| Jane Street Group, LLC | 0.00% | New | 4,793 | $392K |
| OneAscent Financial Services LLC | 0.03% | Reduce -3.2% | 4,780 | $391K |
| Jones Financial Companies LLLP | 0.00% | Add +30.9% | 4,751 | $385K |
| Truist Financial Corp. | 0.00% | Add +4.0% | 4,691 | $384K |
| Bank of Montreal | 0.00% | No change | 4,632 | $379K |
| Synovus Financial Corp. | 0.00% | Add +9.0% | 4,606 | $377K |
| Comerica Bank | 0.00% | Add +5.5% | 4,486 | $367K |
| Financial Partners Group, Inc | 0.05% | Add +0.6% | 4,281 | $350K |
| Clearstead Advisors, LLC | 0.01% | New | 4,130 | $338K |
| Strategic Advisors LLC | 0.06% | Reduce -5.2% | 4,104 | $336K |
| Tradition Wealth Management, LLC | 0.03% | Add +0.0% | 4,025 | $330K |
| Worth Asset Management, LLC | 0.17% | Reduce -38.8% | 3,872 | $317K |
| Howard Financial Services, LTD. | 0.04% | New | 3,836 | $314K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -50.0% | 3,800 | $314K |
| Kovack Advisors, Inc. | 0.03% | Reduce -5.2% | 3,728 | $305K |
| SeaBridge Investment Advisors LLC | 0.06% | Reduce -12.1% | 3,581 | $293K |
| Advisor OS, LLC | 0.03% | Add +1.7% | 3,409 | $279K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,360 | $275K |
| MML Investors Services, LLC | 0.00% | Add +4.6% | 3,329 | $273K |
| Fermata Advisors, LLC | 0.05% | Add +0.5% | 3,217 | $263K |
| Anchor Investment Management, LLC | 0.02% | Reduce -3.1% | 3,141 | $257K |
| Essex Financial Services, Inc. | 0.02% | Reduce -9.0% | 3,096 | $253K |
| Lido Advisors, LLC | 0.00% | Reduce -14.4% | 3,065 | $251K |
| Mariner, LLC | 0.00% | Reduce -10.3% | 3,000 | $246K |
| Summit Financial, LLC | 0.01% | Add +5.6% | 2,984 | $244K |
| Advisory Services Network, LLC | 0.00% | New | 2,953 | $242K |
| Blue Chip Partners, LLC | 0.02% | Add +0.6% | 2,711 | $222K |
| Live Oak Investment Partners | 0.17% | New | 2,641 | $216K |
| Harbour Investment Management LLC | 0.10% | New | 2,571 | $210K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -9.6% | 2,521 | $206K |
| Astoria Portfolio Advisors LLC. | 0.07% | Add +13.6% | 2,841 | $201K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -25.2% | 3,000 | $196K |
| Private Trust Co. NA | 0.02% | No change | 2,380 | $195K |
"% of holder's portfolio" is RSPG's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.