Invesco S&P 500 Equal WeightRSPGETF
13F holders, Q2 2026 (June 30)155holders −8
15new positions
24sold out
2famous investors
$97.88avg. 13F price*
At the end of Q2 2026, 155 institutions reported holding Invesco S&P 500 Equal Weight (RSPG) in their 13F filings, down 8 from Q1 2026. 15 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($33.9M), Matauro, LLC ($30.5M) and Bank of America Corp. ($23.8M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $33.4M |
| Exits | 24 | $30.7M |
All 13F filers, Q1 2026 → Q2 2026: 521,659 shares bought and 1,065,399 shares sold, net −543,740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| Morgan Stanley | 0.00% | Add +1.2% | 345,657 | $33.9M |
| Matauro, LLC | 4.03% | Add +6.6% | 311,503 | $30.5M |
| Bank of America Corp. | 0.00% | Reduce -33.1% | 242,859 | $23.8M |
| Modern Wealth Management, LLC | 0.26% | New | 220,963 | $21.6M |
| UBS Group AG | 0.00% | Reduce -48.7% | 197,562 | $19.4M |
| LPL Financial LLC | 0.00% | Reduce -22.9% | 146,920 | $14.4M |
| Cresset Asset Management, LLC | 0.04% | Add +29.9% | 122,886 | $12.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -20.5% | 108,806 | $10.7M |
| Farther Finance Advisors, LLC | 0.05% | Add +0.4% | 71,506 | $7.0M |
| Stonebridge Financial Group, LLC | 0.53% | Add +6.0% | 70,793 | $6.9M |
| Arkfeld Wealth Strategies, L.L.C. | 2.02% | Reduce -31.2% | 69,392 | $6.7M |
| Guild Investment Management, Inc. | 3.93% | Add +0.6% | 58,760 | $5.8M |
| Oarsman Capital, Inc. | 0.59% | Add +0.9% | 56,517 | $5.5M |
| Wells Fargo & Company | 0.00% | Add +30.1% | 49,545 | $4.9M |
| Sanctuary Advisors, LLC | 0.02% | Add +173.2% | 41,717 | $4.1M |
| JPMorgan Chase & Co. | 0.00% | Add +128.7% | 39,268 | $3.9M |
| Private Advisory Group LLC | 0.20% | New | 37,376 | $3.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.3% | 34,792 | $3.4M |
| Aptus Capital Advisors, LLC | 0.02% | Add +2.2% | 32,074 | $3.1M |
| Financial Guidance Group, Inc. | 1.17% | Add +2.2% | 32,024 | $3.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -76.4% | 30,842 | $3.0M |
| Davis Investment Partners, LLC | 0.90% | Add +0.1% | 30,053 | $2.9M |
| Cetera Investment Advisers | 0.00% | Add +42.8% | 29,975 | $2.9M |
| Ethos Financial Group, LLC | 0.20% | Add +56.7% | 29,921 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +64.3% | 28,922 | $2.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.6% | 28,414 | $2.8M |
| Royal Bank of Canada | 0.00% | Reduce -34.1% | 27,185 | $2.7M |
| Joseph P. Lucia & Associates, LLC | 0.76% | Reduce -1.8% | 25,677 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -8.7% | 24,341 | $2.4M |
| IHT Wealth Management, LLC | 0.05% | Reduce -11.5% | 23,993 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.8% | 23,858 | $2.3M |
| Tableaux LLC | 0.94% | Add +10.0% | 22,800 | $2.2M |
| Courage Miller Partners, LLC | 0.53% | Reduce -2.8% | 20,472 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -17.8% | 20,326 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | No change | 20,008 | $2.0M |
| Two Sigma Investments, LP | 0.00% | New | 18,500 | $1.8M |
| Shaker Investments LLC | 0.64% | Reduce -0.7% | 18,110 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.1% | 16,500 | $1.6M |
| Keating Financial Advisory Services, Inc. | 0.21% | No change | 16,395 | $1.6M |
| Flaharty Asset Management, LLC | 2.29% | Reduce -93.3% | 16,436 | $1.6M |
| Somerset Trust Co | 0.39% | Add +1.2% | 13,982 | $1.4M |
| Lane Generational LLC | 1.17% | New | 13,586 | $1.3M |
| PGIM Custom Harvest LLC | 0.02% | Reduce -3.6% | 13,317 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +40.1% | 12,931 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +65.2% | 12,814 | $1.3M |
| Hills Bank & Trust Co | 0.05% | Add +14.0% | 12,659 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -14.9% | 11,781 | $1.2M |
| Vanguard Capital Wealth Advisors | 0.75% | New | 11,242 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Add +120.7% | 10,542 | $1.0M |
| Stephens Inc. | 0.01% | Reduce -1.0% | 9,638 | $944K |
| Peapack Gladstone Financial Corp. | 0.01% | New | 8,850 | $867K |
| HRT Financial LP | 0.00% | Add +30.6% | 8,351 | $818K |
| Gotham Asset Management | 0.00% | No change | 8,258 | $809K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.8% | 7,483 | $753K |
| Northwest Wealth Advisors, LLC | 0.43% | Reduce -17.2% | 7,662 | $751K |
| Rothschild Investment LLC | 0.03% | Add +0.0% | 7,408 | $726K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.4% | 7,305 | $716K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.8% | 7,169 | $702K |
| Walker Asset Management, LLC | 0.33% | Add +2.0% | 6,698 | $656K |
| Friedenthal Financial | 0.29% | Reduce -9.5% | 6,416 | $629K |
| Flow Traders U.S. LLC | 0.02% | New | 6,111 | $599K |
| Longview Financial Advisors, Inc. | 0.35% | Add +4.3% | 6,039 | $592K |
| XTX Topco Ltd | 0.01% | New | 5,891 | $577K |
| Truist Financial Corp. | 0.00% | Add +2.3% | 5,862 | $574K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -2.9% | 5,694 | $558K |
| Private Advisor Group, LLC | 0.00% | Add +58.2% | 5,491 | $538K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.5% | 5,443 | $533K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -1.4% | 5,404 | $529K |
| D. E. Shaw & Co. | 0.00% | New | 5,387 | $528K |
| StoneX Group Inc. | 0.02% | New | 5,326 | $524K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 5,288 | $518K |
| Vista Investment Management | 0.15% | Reduce -0.6% | 5,240 | $513K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -36.9% | 5,219 | $511K |
| FMR LLC | 0.00% | Reduce -4.0% | 5,068 | $497K |
| Howard Financial Services, LTD. | 0.05% | Add +40.7% | 4,767 | $467K |
| Centurion Wealth Management LLC | 0.11% | No change | 4,600 | $451K |
| Capital Wealth Alliance, LLC | 0.20% | No change | 4,508 | $442K |
| MAI Capital Management | 0.00% | Reduce -2.2% | 4,471 | $438K |
| Summit Financial, LLC | 0.00% | Add +55.3% | 4,382 | $429K |
| Eq Wealth Advisors, LLC | 0.23% | Add +20.1% | 4,355 | $427K |
| Sfmg, LLC | 0.03% | Reduce -13.3% | 4,211 | $413K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -0.6% | 3,971 | $389K |
| Citigroup Inc. | 0.00% | New | 3,937 | $386K |
| Nwam LLC | 0.02% | Reduce -0.5% | 3,842 | $376K |
| Allied Private Wealth LLC | 0.24% | — | 3,621 | $369K |
| Indivisible Partners | 0.02% | Reduce -14.7% | 3,729 | $365K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -20.9% | 3,728 | $365K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.1% | 3,629 | $355K |
| Cibc World Market Inc. | 0.00% | Reduce -20.4% | 3,550 | $348K |
| Advisory Services Network, LLC | 0.00% | Reduce -8.4% | 3,489 | $342K |
| Lido Advisors, LLC | 0.00% | Add +15.6% | 3,460 | $339K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.4% | 3,342 | $327K |
| &partners | 0.00% | Reduce -15.0% | 3,292 | $322K |
| Bank of Montreal | 0.00% | No change | 3,216 | $315K |
| AMJ Financial Wealth Management | 0.07% | No change | 2,751 | $301K |
| Capital Advisors Inc. | 0.00% | No change | 3,060 | $300K |
| Essex Financial Services, Inc. | 0.01% | Add +0.3% | 3,012 | $295K |
| CIBC Bancorp USA Inc. | 0.00% | No change | 3,000 | $294K |
| Strategic Advisors LLC | 0.06% | Reduce -21.7% | 2,986 | $293K |
| Yoder Wealth Management, Inc. | 0.11% | Add +0.7% | 2,898 | $284K |
| Anchor Investment Management, LLC | 0.02% | No change | 2,794 | $274K |
| Stifel Financial Corp. | 0.00% | Reduce -7.8% | 2,654 | $260K |
| Harbour Investment Management LLC | 0.13% | No change | 2,571 | $252K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,509 | $246K |
| First Heartland Consultants, Inc. | 0.02% | Add +29.2% | 2,501 | $245K |
| Novak & Powell Financial Services, Inc. | 0.11% | Add +20.9% | 2,461 | $241K |
| Reicon Wealth Advisors, LLC | 0.15% | Reduce -1.0% | 2,412 | $236K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.0% | 2,399 | $235K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.5% | 2,358 | $231K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -45.7% | 2,343 | $230K |
| Northwest Financial Advisors | 0.03% | No change | 2,347 | $230K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 2,337 | $229K |
| Mgo One Seven LLC | 0.00% | No change | 2,235 | $219K |
| Fifth Third Bancorp | 0.00% | Reduce -4.8% | 2,172 | $213K |
| Tradition Wealth Management, LLC | 0.01% | Reduce -1.5% | 2,042 | $200K |
| Innovative Asset Advisors Group, LLC | 0.07% | Add +8.1% | 1,676 | $164K |
| Activest Wealth Management | 0.03% | Reduce -32.0% | 1,374 | $135K |
| Cape Investment Advisory, Inc. | 0.03% | New | 1,317 | $129K |
| Centaurus Financial, Inc. | 0.00% | No change | 1,234 | $121K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -23.8% | 1,226 | $120K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 1,172 | $115K |
| AE Wealth Management LLC | 0.00% | Reduce -8.4% | 1,151 | $113K |
| Blair William & Co. | 0.00% | Add +0.1% | 1,056 | $103K |
| Regatta Research & Money Management | 0.09% | — | 972 | $95K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 695 | $68K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.6% | 678 | $66K |
| Howe & Rusling Inc. | 0.00% | No change | 659 | $65K |
| BlackRock, Inc. | 0.00% | No change | 615 | $60K |
| International Assets Investment Management, LLC | 0.00% | No change | 565 | $55K |
| CX Institutional | 0.00% | No change | 522 | $51K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.6% | 520 | $51K |
| Global Retirement Partners, LLC | 0.00% | — | 427 | $42K |
| National Bank of Canada | 0.00% | No change | 397 | $41K |
| Ancora Advisors LLC | 0.00% | No change | 346 | $34K |
| IFP Advisors, Inc | 0.00% | Reduce -25.7% | 286 | $28K |
| Waverly Advisors, LLC | 0.00% | No change | 234 | $23K |
| US Bancorp \de | 0.00% | No change | 201 | $20K |
| HighMark Wealth Management LLC | 0.01% | No change | 200 | $20K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 200 | $20K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 200 | $20K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 175 | $17K |
| Banque Transatlantique SA | 0.00% | No change | 143 | $14K |
| Allworth Financial LP | 0.00% | No change | 103 | $10K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 68 | $7K |
| IFG Advisory, LLC | 0.00% | New | 53 | $5K |
| Trust Co | 0.00% | New | 36 | $4K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 30 | $3K |
| AlphaCore Capital LLC | 0.00% | No change | 30 | $3K |
| Clearstead Advisors, LLC | 0.00% | No change | 30 | $3K |
| Glenmede Trust Co. NA | 0.00% | No change | 30 | $3K |
| Leo H. Evart, Inc. | 0.00% | Add +3.5% | 30 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 29 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | — | 4 | $392 |
| LM Advisors LLC | 0.00% | Add +812.5% | 3,066 | $300 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 3 | $294 |
"% 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.