Invesco S&P 500 Equal WeightRSPGETF
13F holders, Q4 2025 (December 31)132holders +10
17new positions
10sold out
3famous investors
$79.64avg. 13F price*
At the end of Q4 2025, 132 institutions reported holding Invesco S&P 500 Equal Weight (RSPG) in their 13F filings, up 10 from Q3 2025. 17 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($49.0M), Flaharty Asset Management, LLC ($34.8M) and Matauro, LLC ($21.4M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $5.0M |
| Exits | 10 | $1.6M |
All 13F filers, Q3 2025 → Q4 2025: 352,828 shares bought and 210,752 shares sold, net +142,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 132 holders
| Bank of America Corp. | 0.00% | Add +49.0% | 616,192 | $49.0M |
| Flaharty Asset Management, LLC | 4.35% | Reduce -2.8% | 437,740 | $34.8M |
| Matauro, LLC | 3.22% | Add +6.4% | 268,561 | $21.4M |
| Morgan Stanley | 0.00% | Reduce -9.2% | 266,315 | $21.2M |
| UBS Group AG | 0.00% | Reduce -4.6% | 265,534 | $21.1M |
| LPL Financial LLC | 0.00% | Reduce -15.8% | 111,488 | $8.9M |
| Arkfeld Wealth Strategies, L.L.C. | 3.04% | Reduce -1.2% | 110,317 | $8.8M |
| Raymond James Financial Inc. | 0.00% | Add +40.2% | 105,807 | $8.4M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -0.8% | 78,874 | $6.3M |
| Guild Investment Management, Inc. | 3.76% | Reduce -2.7% | 63,780 | $5.1M |
| Wells Fargo & Company | 0.00% | Reduce -1.5% | 58,063 | $4.6M |
| Oarsman Capital, Inc. | 0.60% | Add +4.7% | 57,879 | $4.6M |
| Stonebridge Financial Group, LLC | 0.38% | Add +4.4% | 56,467 | $4.5M |
| Ethos Financial Group, LLC | 0.22% | Reduce -18.2% | 37,437 | $3.0M |
| Fortis Advisors, LLC | 1.54% | Reduce -16.3% | 35,205 | $2.8M |
| Royal Bank of Canada | 0.00% | Reduce -13.0% | 32,091 | $2.6M |
| Baird Financial Group, Inc. | 0.00% | Add +0.6% | 32,035 | $2.5M |
| Davis Investment Partners, LLC | 0.88% | Reduce -4.5% | 31,100 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -1.1% | 29,921 | $2.4M |
| Aptus Capital Advisors, LLC | 0.02% | Add +11.7% | 29,483 | $2.3M |
| Financial Guidance Group, Inc. | 0.96% | Add +11.7% | 29,433 | $2.3M |
| IHT Wealth Management, LLC | 0.06% | Add +1.1% | 28,446 | $2.3M |
| Joseph P. Lucia & Associates, LLC | 0.76% | Reduce -0.9% | 26,619 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.6% | 26,033 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.4% | 24,019 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.6% | 23,364 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -0.1% | 22,713 | $1.8M |
| Keating Financial Advisory Services, Inc. | 0.22% | — | 20,077 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -72.1% | 20,008 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +338.0% | 19,518 | $1.6M |
| PGIM Custom Harvest LLC | 0.02% | Reduce -1.7% | 19,007 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.9% | 17,197 | $1.4M |
| Sykon Capital LLC | 0.43% | New | 16,741 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.9% | 15,605 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.9% | 15,524 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -4.3% | 14,104 | $1.1M |
| Somerset Trust Co | 0.32% | Add +0.7% | 13,308 | $1.1M |
| Sanctuary Advisors, LLC | 0.00% | Add +132.2% | 11,295 | $899K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.6% | 10,979 | $887K |
| Stephens Inc. | 0.01% | Reduce -0.9% | 9,781 | $778K |
| Citadel Advisors | 0.00% | Add +36.6% | 9,477 | $754K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.5% | 9,222 | $734K |
| Gotham Asset Management | 0.00% | No change | 8,258 | $657K |
| Arkadios Wealth Advisors | 0.01% | Reduce -10.9% | 8,032 | $639K |
| Northwest Wealth Advisors, LLC | 0.49% | — | 7,992 | $636K |
| Rothschild Investment LLC | 0.03% | Add +0.1% | 7,705 | $613K |
| Hills Bank & Trust Co | 0.03% | New | 7,378 | $587K |
| Friedenthal Financial | 0.29% | Reduce -3.5% | 7,069 | $563K |
| Sylvest Advisors, LLC | 0.29% | Add +17.9% | 6,904 | $549K |
| Walker Asset Management, LLC | 0.29% | Add +1.2% | 6,834 | $544K |
| Truist Financial Corp. | 0.00% | Add +9.8% | 6,384 | $508K |
| Longview Financial Advisors, Inc. | 0.34% | Reduce -13.1% | 6,307 | $502K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -22.2% | 6,042 | $481K |
| FMR LLC | 0.00% | Add +1.3% | 5,994 | $477K |
| Flow Traders U.S. LLC | 0.02% | New | 5,843 | $465K |
| Capital Wealth Alliance, LLC | 0.18% | Reduce -32.9% | 4,615 | $432K |
| Vista Investment Management | 0.14% | No change | 5,370 | $427K |
| Wakefield Asset Management LLLP | 0.11% | New | 5,238 | $417K |
| Jones Financial Companies LLLP | 0.00% | Add +3.0% | 5,006 | $398K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 4,937 | $393K |
| Sfmg, LLC | 0.03% | Reduce -6.6% | 4,858 | $387K |
| MAI Capital Management | 0.00% | Reduce -5.5% | 4,672 | $372K |
| Prosperitas Financial LLC | 0.14% | New | 4,623 | $368K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -56.6% | 4,613 | $367K |
| Centurion Wealth Management LLC | 0.08% | No change | 4,600 | $366K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -27.2% | 4,548 | $362K |
| Nwam LLC | 0.02% | Reduce -0.3% | 3,972 | $342K |
| Ameriprise Financial Inc. | 0.00% | Reduce -32.4% | 4,284 | $341K |
| Eq Wealth Advisors, LLC | 0.20% | Reduce -19.2% | 4,207 | $335K |
| &partners | 0.00% | Reduce -36.9% | 4,176 | $327K |
| Strategic Advisors LLC | 0.05% | No change | 4,038 | $321K |
| Bank of Montreal | 0.00% | Reduce -3.9% | 4,009 | $319K |
| Private Advisor Group, LLC | 0.00% | Reduce -27.0% | 3,905 | $311K |
| Advisory Services Network, LLC | 0.00% | Add +13.0% | 3,775 | $300K |
| MML Investors Services, LLC | 0.00% | Add +1.1% | 3,601 | $287K |
| Clearstead Advisors, LLC | 0.00% | New | 3,473 | $276K |
| Howard Financial Services, LTD. | 0.03% | Add +0.1% | 3,351 | $267K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,331 | $265K |
| Indivisible Partners | 0.03% | — | 3,304 | $263K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -30.2% | 3,235 | $257K |
| GTS Securities LLC | 0.01% | New | 3,226 | $257K |
| D. E. Shaw & Co. | 0.00% | New | 3,169 | $252K |
| Anchor Investment Management, LLC | 0.02% | Reduce -1.6% | 3,093 | $246K |
| Essex Financial Services, Inc. | 0.01% | Add +3.1% | 3,073 | $245K |
| Capital Advisors Inc. | 0.00% | New | 3,060 | $244K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,000 | $239K |
| Lido Advisors, LLC | 0.00% | No change | 2,853 | $227K |
| Summit Financial, LLC | 0.00% | Reduce -6.0% | 2,817 | $224K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.4% | 2,695 | $214K |
| Yoder Wealth Management, Inc. | 0.09% | New | 2,592 | $206K |
| Harbour Investment Management LLC | 0.11% | No change | 2,571 | $205K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,450 | $195K |
| Reicon Wealth Advisors, LLC | 0.13% | — | 2,206 | $176K |
| Activest Wealth Management | 0.03% | No change | 2,022 | $161K |
| Comerica Bank | 0.00% | Reduce -53.1% | 1,986 | $158K |
| Harbour Investments, Inc. | 0.00% | Add +3.8% | 1,881 | $150K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,631 | $130K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.7% | 1,628 | $130K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 1,325 | $105K |
| Cape Investment Advisory, Inc. | 0.03% | No change | 1,317 | $105K |
| AE Wealth Management LLC | 0.00% | Add +8.9% | 1,293 | $103K |
| Blair William & Co. | 0.00% | Add +0.1% | 1,053 | $84K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 696 | $55K |
| Brown Brothers Harriman & Co. | 0.00% | New | 695 | $55K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.6% | 671 | $53K |
| Howe & Rusling Inc. | 0.00% | No change | 659 | $52K |
| International Assets Investment Management, LLC | 0.00% | New | 565 | $45K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.6% | 515 | $41K |
| Cwm, LLC | 0.00% | No change | 457 | $36K |
| Global Retirement Partners, LLC | 0.00% | Add +0.5% | 425 | $34K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 390 | $31K |
| IFP Advisors, Inc | 0.00% | No change | 385 | $31K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.7% | 333 | $26K |
| Waverly Advisors, LLC | 0.00% | New | 234 | $19K |
| CX Institutional | 0.00% | Reduce -5.8% | 226 | $18K |
| US Bancorp \de | 0.00% | No change | 201 | $16K |
| HighMark Wealth Management LLC | 0.01% | No change | 200 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 200 | $16K |
| Ancora Advisors LLC | 0.00% | Reduce -22.8% | 176 | $14K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 175 | $13K |
| Allworth Financial LP | 0.00% | No change | 103 | $8K |
| Archer Investment Corp | 0.00% | No change | 90 | $7K |
| AlphaCore Capital LLC | 0.00% | Add +166.7% | 80 | $6K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 68 | $5K |
| BlackRock, Inc. | 0.00% | Reduce -65.1% | 60 | $5K |
| LM Advisors LLC | 0.01% | Reduce -92.0% | 244 | $3K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 30 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 10 | $796 |
| Creative Financial Designs Inc. | 0.00% | No change | 9 | $723 |
| Woodard & Co. Asset Management Group Inc. | 0.00% | New | 6 | $478 |
| TCTC Holdings, LLC | 0.00% | No change | 4 | $318 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 3 | $239 |
"% 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.