Invesco S&P 500 Equal WeightRSPGETF
13F holders, Q3 2025 (September 30)122holders −3
8new positions
10sold out
2famous investors
$79.59avg. 13F price*
At the end of Q3 2025, 122 institutions reported holding Invesco S&P 500 Equal Weight (RSPG) in their 13F filings, down 3 from Q2 2025. 8 opened new positions and 10 sold out. The largest holders were Flaharty Asset Management, LLC ($35.8M), Bank of America Corp. ($32.9M) and Morgan Stanley ($23.4M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.3M |
| Exits | 10 | $10.8M |
All 13F filers, Q2 2025 → Q3 2025: 286,753 shares bought and 552,981 shares sold, net −266,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 122 holders
| Flaharty Asset Management, LLC | 4.55% | Add +5.0% | 450,226 | $35.8M |
| Bank of America Corp. | 0.00% | Reduce -15.3% | 413,503 | $32.9M |
| Morgan Stanley | 0.00% | Add +5.7% | 293,436 | $23.4M |
| UBS Group AG | 0.00% | Reduce -4.4% | 278,374 | $22.2M |
| Matauro, LLC | 3.19% | Add +3.3% | 252,323 | $20.1M |
| LPL Financial LLC | 0.00% | Reduce -26.7% | 132,335 | $10.5M |
| Arkfeld Wealth Strategies, L.L.C. | 3.23% | Reduce -2.1% | 111,692 | $8.9M |
| Farther Finance Advisors, LLC | 0.10% | Add +290.4% | 79,507 | $6.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -37.6% | 75,492 | $6.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +555.8% | 71,720 | $5.7M |
| Guild Investment Management, Inc. | 4.14% | New | 65,550 | $5.2M |
| Wells Fargo & Company | 0.00% | Reduce -14.9% | 58,941 | $4.7M |
| Oarsman Capital, Inc. | 0.62% | Reduce -4.8% | 55,294 | $4.4M |
| Stonebridge Financial Group, LLC | 0.38% | Add +0.8% | 54,109 | $4.3M |
| Ethos Financial Group, LLC | 0.29% | Reduce -9.7% | 45,783 | $3.6M |
| Fortis Advisors, LLC | 1.91% | Add +9.5% | 42,059 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +1.4% | 36,890 | $2.9M |
| Davis Investment Partners, LLC | 0.89% | Reduce -19.2% | 32,571 | $2.6M |
| Baird Financial Group, Inc. | 0.00% | Add +1.3% | 31,848 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -39.8% | 30,256 | $2.4M |
| IHT Wealth Management, LLC | 0.06% | Add +41.2% | 28,122 | $2.2M |
| Joseph P. Lucia & Associates, LLC | 0.81% | Reduce -2.8% | 26,873 | $2.1M |
| Aptus Capital Advisors, LLC | 0.02% | Add +13.9% | 26,402 | $2.1M |
| Financial Guidance Group, Inc. | 0.94% | Add +14.0% | 26,352 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -70.4% | 24,123 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +34.2% | 23,743 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -64.1% | 23,740 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +8.1% | 22,741 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.4% | 21,358 | $1.7M |
| PGIM Custom Harvest LLC | 0.02% | Reduce -4.1% | 19,333 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.0% | 18,875 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.5% | 15,990 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -0.9% | 14,735 | $1.2M |
| Somerset Trust Co | 0.32% | Add +123.8% | 13,215 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.1% | 11,625 | $929K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -16.6% | 10,621 | $846K |
| Stephens Inc. | 0.01% | Reduce -0.7% | 9,874 | $786K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -38.2% | 9,557 | $761K |
| Arkadios Wealth Advisors | 0.02% | Add +23.4% | 9,017 | $718K |
| Gotham Asset Management | 0.00% | No change | 8,258 | $657K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -0.6% | 7,767 | $618K |
| Rothschild Investment LLC | 0.03% | Reduce -2.5% | 7,701 | $613K |
| Friedenthal Financial | 0.30% | Add +2.6% | 7,327 | $583K |
| Longview Financial Advisors, Inc. | 0.41% | Add +16.1% | 7,261 | $578K |
| Citadel Advisors | 0.00% | Reduce -75.8% | 6,939 | $552K |
| Capital Wealth Alliance, LLC | 0.27% | Add +20.8% | 6,876 | $547K |
| Stifel Financial Corp. | 0.00% | Reduce -58.7% | 6,823 | $543K |
| Walker Asset Management, LLC | 0.30% | Add +10.4% | 6,753 | $538K |
| &partners | 0.00% | Reduce -2.6% | 6,618 | $527K |
| Ameriprise Financial Inc. | 0.00% | Reduce -75.3% | 6,334 | $504K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +59.9% | 6,251 | $498K |
| FMR LLC | 0.00% | Reduce -10.4% | 5,918 | $471K |
| Sylvest Advisors, LLC | 0.25% | Add +3.5% | 5,854 | $466K |
| Truist Financial Corp. | 0.00% | Add +0.5% | 5,812 | $463K |
| Vista Investment Management | 0.15% | Reduce -0.2% | 5,370 | $428K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.0% | 5,347 | $426K |
| Eq Wealth Advisors, LLC | 0.27% | Reduce -49.0% | 5,207 | $415K |
| Sfmg, LLC | 0.03% | Reduce -0.1% | 5,200 | $414K |
| Jones Financial Companies LLLP | 0.00% | Reduce -7.3% | 4,858 | $396K |
| MAI Capital Management | 0.00% | Reduce -2.0% | 4,946 | $394K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.1% | 4,865 | $387K |
| Synovus Financial Corp. | 0.00% | Reduce -4.3% | 4,800 | $382K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.2% | 4,636 | $369K |
| Centurion Wealth Management LLC | 0.08% | New | 4,600 | $366K |
| Susquehanna International Group, LLP | 0.00% | New | 4,456 | $355K |
| Comerica Bank | 0.00% | No change | 4,235 | $337K |
| Bank of Montreal | 0.00% | No change | 4,172 | $332K |
| Strategic Advisors LLC | 0.05% | No change | 4,038 | $321K |
| Claris Financial LLC | 0.18% | Reduce -63.2% | 4,016 | $320K |
| Nwam LLC | 0.02% | Reduce -0.9% | 3,986 | $306K |
| Kingswood Wealth Advisors, LLC | 0.02% | No change | 3,800 | $303K |
| MML Investors Services, LLC | 0.00% | Add +4.0% | 3,560 | $283K |
| Howard Financial Services, LTD. | 0.03% | Add +0.3% | 3,346 | $266K |
| Advisory Services Network, LLC | 0.00% | Reduce -17.2% | 3,342 | $266K |
| Anchor Investment Management, LLC | 0.02% | Add +0.0% | 3,143 | $250K |
| LM Advisors LLC | 0.04% | No change | 3,066 | $244K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,000 | $239K |
| Summit Financial, LLC | 0.00% | Add +0.2% | 2,997 | $239K |
| Essex Financial Services, Inc. | 0.01% | Reduce -1.2% | 2,980 | $237K |
| Lido Advisors, LLC | 0.00% | Reduce -0.8% | 2,853 | $227K |
| Harbour Investment Management LLC | 0.09% | New | 2,571 | $205K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,450 | $195K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -28.0% | 2,377 | $189K |
| Simplex Trading, LLC | 0.00% | Reduce -5.7% | 2,356 | $187K |
| Activest Wealth Management | 0.03% | No change | 2,022 | $161K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.9% | 1,909 | $152K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 1,812 | $144K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,325 | $105K |
| Cape Investment Advisory, Inc. | 0.10% | No change | 1,317 | $105K |
| AE Wealth Management LLC | 0.00% | Reduce -16.1% | 1,187 | $94K |
| Blair William & Co. | 0.00% | Reduce -22.1% | 1,052 | $84K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $79K |
| Salomon & Ludwin, LLC | 0.01% | No change | 750 | $59K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.8% | 667 | $53K |
| Howe & Rusling Inc. | 0.00% | No change | 659 | $52K |
| Wealthspire Advisors, LLC | 0.00% | New | 513 | $41K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.8% | 512 | $41K |
| Cwm, LLC | 0.00% | No change | 457 | $36K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 423 | $34K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -22.0% | 390 | $31K |
"% 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.