Invesco S&P 500 Equal WeightRSPGETF
13F holders, Q1 2026 (March 31)163holders +31
43new positions
12sold out
1famous investor
$109.16avg. 13F price*
At the end of Q1 2026, 163 institutions reported holding Invesco S&P 500 Equal Weight (RSPG) in their 13F filings, up 31 from Q4 2025. 43 opened new positions and 12 sold out. The largest holders were UBS Group AG ($42.1M), Bank of America Corp. ($39.8M) and Morgan Stanley ($37.4M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $50.3M |
| Exits | 12 | $6.2M |
All 13F filers, Q4 2025 → Q1 2026: 975,455 shares bought and 622,552 shares sold, net +352,903 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 163 holders
| UBS Group AG | 0.01% | Add +45.0% | 385,035 | $42.1M |
| Bank of America Corp. | 0.00% | Reduce -41.0% | 363,231 | $39.8M |
| Morgan Stanley | 0.00% | Add +28.2% | 341,442 | $37.4M |
| Matauro, LLC | 4.62% | Add +8.8% | 292,212 | $32.0M |
| Flaharty Asset Management, LLC | 3.31% | Reduce -44.4% | 243,438 | $26.6M |
| LPL Financial LLC | 0.01% | Add +70.9% | 190,563 | $20.9M |
| Raymond James Financial Inc. | 0.00% | Add +29.3% | 136,826 | $15.0M |
| BNP Paribas Financial Markets | 0.01% | Add +337.4% | 130,869 | $14.3M |
| Cresset Asset Management, LLC | 0.04% | New | 94,614 | $10.4M |
| Arkfeld Wealth Strategies, L.L.C. | 3.20% | Reduce -8.6% | 100,850 | $10.1M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -9.7% | 71,228 | $7.5M |
| Stonebridge Financial Group, LLC | 0.60% | Add +18.3% | 66,795 | $7.3M |
| Lee Johnson Capital Management, LLC | 2.45% | New | 62,328 | $6.8M |
| Guild Investment Management, Inc. | 4.57% | Reduce -8.4% | 58,410 | $6.4M |
| Oarsman Capital, Inc. | 0.76% | Reduce -3.2% | 56,008 | $6.1M |
| Concurrent Investment Advisors, LLC | 0.06% | New | 46,052 | $5.0M |
| Royal Bank of Canada | 0.00% | Add +28.6% | 41,264 | $4.5M |
| Ocean Park Asset Management, LLC | 0.26% | New | 41,114 | $4.5M |
| Wells Fargo & Company | 0.00% | Reduce -34.4% | 38,094 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +128.2% | 35,611 | $3.9M |
| Aptus Capital Advisors, LLC | 0.03% | Add +6.4% | 31,376 | $3.4M |
| Financial Guidance Group, Inc. | 1.38% | Add +6.4% | 31,326 | $3.4M |
| Davis Investment Partners, LLC | 1.16% | Reduce -3.5% | 30,007 | $3.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -7.0% | 29,795 | $3.3M |
| IHT Wealth Management, LLC | 0.07% | Reduce -4.7% | 27,108 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.5% | 26,673 | $2.9M |
| Joseph P. Lucia & Associates, LLC | 1.02% | Reduce -1.8% | 26,145 | $2.9M |
| Marshall Wace, LLP | 0.00% | New | 25,540 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Add +4.3% | 25,060 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.8% | 24,720 | $2.7M |
| Courage Miller Partners, LLC | 0.65% | New | 21,053 | $2.3M |
| Cetera Investment Advisers | 0.00% | Reduce -7.6% | 20,988 | $2.3M |
| Tableaux LLC | 1.10% | New | 20,719 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | No change | 20,008 | $2.2M |
| Ethos Financial Group, LLC | 0.15% | Reduce -49.0% | 19,095 | $2.1M |
| Shaker Investments LLC | 0.91% | New | 18,242 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.8% | 17,606 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +10.6% | 17,168 | $1.9M |
| Empowered Funds, LLC | 0.01% | New | 17,011 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.0% | 16,849 | $1.8M |
| Keating Financial Advisory Services, Inc. | 0.29% | Reduce -18.3% | 16,395 | $1.8M |
| Sykon Capital LLC | 0.56% | Reduce -8.8% | 15,271 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +35.2% | 15,268 | $1.7M |
| Synergy Asset Management, LLC | 0.17% | New | 14,418 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -1.9% | 13,841 | $1.5M |
| Somerset Trust Co | 0.46% | Add +3.8% | 13,817 | $1.5M |
| PGIM Custom Harvest LLC | 0.02% | Reduce -27.3% | 13,811 | $1.5M |
| Hills Bank & Trust Co | 0.06% | Add +50.5% | 11,107 | $1.2M |
| Stephens Inc. | 0.01% | Reduce -0.5% | 9,734 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +84.4% | 9,232 | $1.0M |
| Northwest Wealth Advisors, LLC | 0.72% | Add +15.8% | 9,254 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +82.0% | 8,275 | $906K |
| Gotham Asset Management | 0.00% | No change | 8,258 | $904K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.9% | 7,758 | $849K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -28.4% | 7,857 | $838K |
| Rothschild Investment LLC | 0.04% | Reduce -3.9% | 7,406 | $811K |
| Arkadios Wealth Advisors | 0.01% | Reduce -10.0% | 7,230 | $791K |
| StoneCrest Wealth Management, Inc. | 0.33% | New | 7,166 | $784K |
| Mariner, LLC | 0.00% | New | 7,132 | $781K |
| Friedenthal Financial | 0.39% | Add +0.3% | 7,092 | $776K |
| Rockefeller Capital Management L.P. | 0.00% | Add +433.4% | 7,067 | $774K |
| Walker Asset Management, LLC | 0.39% | Reduce -3.9% | 6,568 | $719K |
| HRT Financial LP | 0.00% | New | 6,396 | $700K |
| Ferguson Shapiro LLC | 0.20% | New | 6,130 | $671K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -3.0% | 5,861 | $642K |
| Longview Financial Advisors, Inc. | 0.39% | Reduce -8.2% | 5,788 | $634K |
| Truist Financial Corp. | 0.00% | Reduce -10.2% | 5,732 | $628K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +242.4% | 5,585 | $611K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +11.0% | 5,480 | $601K |
| NewEdge Advisors, LLC | 0.00% | Add +1486.5% | 5,283 | $578K |
| FMR LLC | 0.00% | Reduce -11.9% | 5,278 | $578K |
| Vista Investment Management | 0.19% | Reduce -1.9% | 5,270 | $577K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 4,951 | $542K |
| Sfmg, LLC | 0.04% | No change | 4,858 | $532K |
| Independent Advisor Alliance | 0.01% | New | 4,808 | $526K |
| Ameriprise Financial Inc. | 0.00% | Add +11.5% | 4,777 | $523K |
| Geneos Wealth Management Inc. | 0.01% | Add +92.3% | 4,712 | $516K |
| Prosperitas Financial LLC | 0.19% | No change | 4,623 | $506K |
| Centurion Wealth Management LLC | 0.11% | No change | 4,600 | $504K |
| MAI Capital Management | 0.00% | Reduce -2.1% | 4,572 | $500K |
| Capital Wealth Alliance, LLC | 0.22% | Reduce -2.3% | 4,508 | $493K |
| Cibc World Market Inc. | 0.00% | New | 4,460 | $488K |
| Indivisible Partners | 0.04% | Add +32.3% | 4,371 | $478K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.4% | 4,318 | $473K |
| Finivi Inc. | 0.26% | New | 4,299 | $471K |
| Florida Financial Advisors, LLC | 0.11% | New | 4,125 | $452K |
| WealthPlan Investment Management, LLC | 0.02% | New | 3,994 | $437K |
| &partners | 0.00% | Reduce -7.2% | 3,874 | $424K |
| Nwam LLC | 0.02% | Reduce -2.8% | 3,862 | $423K |
| Strategic Advisors LLC | 0.07% | Reduce -5.5% | 3,814 | $418K |
| Advisory Services Network, LLC | 0.01% | Add +0.9% | 3,811 | $417K |
| Eq Wealth Advisors, LLC | 0.23% | Reduce -13.8% | 3,625 | $397K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,625 | $397K |
| Private Advisor Group, LLC | 0.00% | Reduce -11.1% | 3,471 | $380K |
| Howard Financial Services, LTD. | 0.04% | Add +1.1% | 3,388 | $371K |
| IMC-Chicago, LLC | 0.01% | New | 3,380 | $370K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +2.9% | 3,328 | $364K |
| Integrity Alliance, Llc. | 0.01% | New | 3,300 | $361K |
| Bank of Montreal | 0.00% | Reduce -19.8% | 3,216 | $352K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 3,195 | $350K |
"% 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.