Invesco S&P 500 Equal WeightRSPGETF
13F holders, Q2 2025 (June 30)125holders −10
15new positions
27sold out
2famous investors
$74.60avg. 13F price*
At the end of Q2 2025, 125 institutions reported holding Invesco S&P 500 Equal Weight (RSPG) in their 13F filings, down 10 from Q1 2025. 15 opened new positions and 27 sold out. The largest holders were Bank of America Corp. ($36.3M), Flaharty Asset Management, LLC ($31.9M) and UBS Group AG ($21.7M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $10.3M |
| Exits | 27 | $19.1M |
All 13F filers, Q1 2025 → Q2 2025: 437,098 shares bought and 617,621 shares sold, net −180,523 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| Bank of America Corp. | 0.00% | Reduce -1.0% | 487,942 | $36.3M |
| Flaharty Asset Management, LLC | 4.37% | Add +6.4% | 428,795 | $31.9M |
| UBS Group AG | 0.00% | Reduce -10.0% | 291,300 | $21.7M |
| Morgan Stanley | 0.00% | Add +47.9% | 277,526 | $20.7M |
| Matauro, LLC | 3.42% | Reduce -13.3% | 244,243 | $18.2M |
| LPL Financial LLC | 0.00% | Reduce -10.0% | 180,603 | $13.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.7% | 121,003 | $9.0M |
| Arkfeld Wealth Strategies, L.L.C. | 3.40% | Add +736.0% | 114,096 | $8.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.5% | 81,407 | $6.1M |
| Wells Fargo & Company | 0.00% | Reduce -56.4% | 69,305 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -13.3% | 66,079 | $4.9M |
| Oarsman Capital, Inc. | 0.68% | Add +2.8% | 58,112 | $4.3M |
| Stonebridge Financial Group, LLC | 0.39% | Add +4.8% | 53,706 | $4.0M |
| Ethos Financial Group, LLC | 0.33% | Reduce -10.1% | 50,682 | $3.8M |
| BNP Paribas Financial Markets | 0.00% | Add +402.6% | 50,256 | $3.7M |
| Davis Investment Partners, LLC | 1.08% | Reduce -5.5% | 40,327 | $3.0M |
| Mason & Associates Inc | 0.69% | Add +2.5% | 40,406 | $3.0M |
| Ocean Park Asset Management, LLC | 0.10% | No change | 34,954 | $2.9M |
| Fortis Advisors, LLC | 1.83% | Reduce -0.9% | 38,421 | $2.9M |
| Win Advisors, Inc. | 1.31% | New | 36,405 | $2.7M |
| Royal Bank of Canada | 0.00% | Reduce -12.7% | 36,374 | $2.7M |
| Baird Financial Group, Inc. | 0.00% | Add +0.3% | 31,446 | $2.3M |
| Citadel Advisors | 0.00% | Add +83.6% | 28,695 | $2.1M |
| Joseph P. Lucia & Associates, LLC | 0.84% | Reduce -5.2% | 27,645 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -81.4% | 25,672 | $1.9M |
| Aptus Capital Advisors, LLC | 0.02% | New | 23,169 | $1.7M |
| Financial Guidance Group, Inc. | 0.84% | New | 23,119 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.4% | 22,815 | $1.7M |
| Cetera Investment Advisers | 0.00% | Reduce -2.8% | 21,035 | $1.6M |
| Farther Finance Advisors, LLC | 0.03% | Add +4.8% | 20,368 | $1.5M |
| PGIM Custom Harvest LLC | 0.03% | Reduce -0.1% | 20,156 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Add +0.4% | 19,911 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.0% | 19,451 | $1.4M |
| HRT Financial LP | 0.01% | New | 19,258 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.5% | 17,692 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +79.2% | 16,575 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -15.6% | 16,505 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.0% | 15,475 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -7.7% | 14,876 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.7% | 12,739 | $949K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.4% | 11,757 | $898K |
| Goldman Sachs Group Inc. | 0.00% | Add +23.1% | 10,936 | $815K |
| Claris Financial LLC | 0.61% | New | 10,915 | $813K |
| Eq Wealth Advisors, LLC | 0.52% | Reduce -19.5% | 10,205 | $760K |
| Stephens Inc. | 0.01% | Reduce -0.2% | 9,939 | $740K |
| Gotham Asset Management | 0.00% | No change | 8,258 | $615K |
| Rothschild Investment LLC | 0.04% | Add +4.0% | 7,898 | $588K |
| McKinley Carter Wealth Services, Inc. | 0.03% | New | 7,814 | $582K |
| Arkadios Wealth Advisors | 0.02% | New | 7,307 | $544K |
| Friedenthal Financial | 0.29% | Add +2.3% | 7,144 | $532K |
| &partners | 0.00% | Add +8.8% | 6,797 | $506K |
| FMR LLC | 0.00% | Add +0.4% | 6,605 | $492K |
| Longview Financial Advisors, Inc. | 0.40% | Reduce -5.3% | 6,257 | $466K |
| Walker Asset Management, LLC | 0.26% | Reduce -0.6% | 6,115 | $455K |
| Somerset Trust Co | 0.14% | Reduce -1.9% | 5,905 | $440K |
| Truist Financial Corp. | 0.00% | Add +23.3% | 5,786 | $431K |
| Capital Wealth Alliance, LLC | 0.23% | Reduce -4.6% | 5,690 | $424K |
| Sylvest Advisors, LLC | 0.24% | Add +9.3% | 5,656 | $421K |
| Private Advisor Group, LLC | 0.00% | Reduce -76.9% | 5,627 | $419K |
| Vista Investment Management | 0.15% | No change | 5,383 | $401K |
| Jones Financial Companies LLLP | 0.00% | Add +10.3% | 5,242 | $392K |
| Sfmg, LLC | 0.03% | Reduce -5.0% | 5,208 | $388K |
| MAI Capital Management | 0.00% | Reduce -3.9% | 5,045 | $376K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -35.6% | 5,023 | $374K |
| Synovus Financial Corp. | 0.00% | Add +8.9% | 5,016 | $374K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -10.8% | 4,645 | $346K |
| Jane Street Group, LLC | 0.00% | Reduce -11.4% | 4,246 | $316K |
| Comerica Bank | 0.00% | Reduce -5.6% | 4,235 | $315K |
| Bank of Montreal | 0.00% | Reduce -9.9% | 4,172 | $311K |
| Advisory Services Network, LLC | 0.01% | Add +36.6% | 4,035 | $308K |
| Nwam LLC | 0.02% | New | 4,021 | $306K |
| Strategic Advisors LLC | 0.06% | Reduce -1.6% | 4,038 | $301K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -52.7% | 3,910 | $291K |
| Kingswood Wealth Advisors, LLC | 0.02% | No change | 3,800 | $283K |
| MML Investors Services, LLC | 0.00% | Add +2.8% | 3,423 | $255K |
| Howard Financial Services, LTD. | 0.03% | Reduce -13.0% | 3,336 | $248K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +100.5% | 3,300 | $246K |
| Anchor Investment Management, LLC | 0.02% | Add +0.0% | 3,142 | $234K |
| LM Advisors LLC | 0.03% | New | 3,066 | $228K |
| Essex Financial Services, Inc. | 0.01% | Reduce -2.6% | 3,016 | $225K |
| Worth Asset Management, LLC | 0.11% | Reduce -22.5% | 3,000 | $223K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,000 | $223K |
| Summit Financial, LLC | 0.01% | Add +0.2% | 2,991 | $223K |
| Mariner, LLC | 0.00% | Reduce -1.7% | 2,948 | $220K |
| Lido Advisors, LLC | 0.00% | Reduce -6.2% | 2,876 | $214K |
| Simplex Trading, LLC | 0.01% | New | 2,499 | $186K |
| Geneos Wealth Management Inc. | 0.00% | Add +188.2% | 2,450 | $182K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.9% | 2,028 | $151K |
| Activest Wealth Management | 0.04% | No change | 2,022 | $151K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 1,805 | $134K |
| Creative Financial Designs Inc. | 0.01% | Add +0.6% | 1,724 | $128K |
| AE Wealth Management LLC | 0.00% | Add +0.7% | 1,414 | $105K |
| Blair William & Co. | 0.00% | Reduce -43.1% | 1,350 | $101K |
| Cape Investment Advisory, Inc. | 0.04% | No change | 1,317 | $98K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $74K |
| Salomon & Ludwin, LLC | 0.01% | New | 750 | $57K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.6% | 662 | $49K |
| Howe & Rusling Inc. | 0.00% | No change | 659 | $49K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.6% | 508 | $38K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -64.8% | 500 | $37K |
"% 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.