Invesco S&P 500 Equal WeightRSPHETF

13F holders, Q2 2026 (June 30)
187holders +5
23new positions
17sold out
1famous investor
$33.11avg. 13F price*

At the end of Q2 2026, 187 institutions reported holding Invesco S&P 500 Equal Weight (RSPH) in their 13F filings, up 5 from Q1 2026. 23 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($44.2M), Summit Trail Advisors, LLC ($21.4M) and JPMorgan Chase & Co. ($21.0M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Invesco S&P 500 Equal Weight
CUSIP
46137V332
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 188Q1 2024Q2 2024: 187Q2 2024Q3 2024: 186Q3 2024Q4 2024: 191Q4 2024Q1 2025: 186Q1 2025Q2 2025: 164Q2 2025Q3 2025: 166Q3 2025Q4 2025: 184Q4 2025Q1 2026: 182Q1 2026Q2 2026: 187Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions23$27.1M
Exits17$4.2M

All 13F filers, Q1 2026 → Q2 2026: 2,147,009 shares bought and 2,598,018 shares sold, net −451,009 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 187 holders

Morgan Stanley 0.00% Add +96.7% 1,332,257 $44.2M
Summit Trail Advisors, LLC 0.27% New 645,280 $21.4M
JPMorgan Chase & Co. 0.00% Add +89.1% 627,768 $21.0M
Walled Lake Planning & Wealth Management, LLC 3.81% Add +3.3% 455,121 $15.1M
Bank of America Corp. 0.00% Reduce -6.7% 401,114 $13.3M
LPL Financial LLC 0.00% Reduce -2.4% 366,785 $12.2M
Raymond James Financial Inc. 0.00% Reduce -0.1% 333,942 $11.1M
MAI Capital Management 0.04% Reduce -0.1% 323,015 $10.7M
Cresset Asset Management, LLC 0.04% Add +29.6% 305,433 $10.1M
Royal Bank of Canada 0.00% Reduce -20.8% 277,231 $9.2M
Osaic Holdings, Inc. 0.01% Add +26.8% 233,436 $7.7M
Federation des caisses Desjardins du Quebec 0.02% Reduce -13.0% 188,470 $6.3M
Cetera Investment Advisers 0.01% Add +12.6% 172,814 $5.7M
Bank of Montreal 0.00% Reduce -0.1% 172,597 $5.7M
HighTower Advisors, LLC 0.01% Reduce -92.7% 156,104 $5.2M
Wells Fargo & Company 0.00% Reduce -2.9% 154,993 $5.1M
Fca Corp. 1.24% Add +3.0% 152,116 $5.0M
Commonwealth Equity Services, LLC 0.01% Add +64.7% 141,855 $4.7M
National Bank of Canada 0.00% Add +16.2% 137,579 $4.6M
Friedenthal Financial 2.01% Add +6.9% 131,197 $4.4M
Farther Finance Advisors, LLC 0.03% Reduce -0.4% 127,480 $4.2M
Focus Financial Network, Inc. 0.13% Add +1.7% 126,116 $4.2M
PGIM Custom Harvest LLC 0.05% Reduce -1.1% 114,215 $3.8M
Joseph P. Lucia & Associates, LLC 1.12% Reduce -0.2% 112,545 $3.7M
Ameriprise Financial Inc. 0.00% Reduce -39.4% 111,310 $3.7M
UBS Group AG 0.00% Add +33.9% 111,153 $3.7M
Stelac Advisory Services LLC 0.56% Reduce -26.9% 90,287 $3.0M
Creative Planning 0.00% Reduce -14.0% 81,064 $2.7M
Cahill Financial Advisors Inc. 0.24% Add +0.1% 75,587 $2.5M
Yoder Wealth Management, Inc. 0.93% Add +1.3% 71,741 $2.4M
Cornerstone Advisory, LLC 0.19% Add +0.2% 69,287 $2.3M
Rainey & Randall Wealth Advisors Inc. 0.32% Reduce -9.0% 68,203 $2.3M
Coastal Bridge Advisors, LLC 0.12% Add +0.1% 60,682 $2.0M
Berger Financial Group, Inc 0.10% Reduce -1.8% 59,353 $2.0M
Peak Financial Management, Inc. 0.43% Reduce -1.2% 55,886 $1.9M
Hartford Financial Management Inc. 0.41% Add +0.0% 55,788 $1.9M
Jones Financial Companies LLLP 0.00% Add +6.0% 51,399 $1.7M
Hills Bank & Trust Co 0.07% Reduce -33.9% 48,696 $1.6M
Ironsides Asset Advisors, LLC 0.36% Reduce -0.9% 45,806 $1.5M
Walker Asset Management, LLC 0.76% Add +4.9% 45,577 $1.5M
BNP Paribas Financial Markets 0.00% Reduce -41.6% 42,122 $1.4M
Sandler Capital Management 0.80% New 41,000 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.8% 38,201 $1.3M
Arax Advisory Partners 0.01% New 37,266 $1.2M
Biltmore Family Office, LLC 0.16% No change 37,200 $1.2M
Lido Advisors, LLC 0.00% Add +15.2% 36,249 $1.2M
Beacon Pointe Advisors, LLC 0.01% No change 35,320 $1.2M
Ausdal Financial Partners, Inc. 0.05% Reduce -44.3% 35,172 $1.2M
Citigroup Inc. 0.00% Add +3372800.0% 33,729 $1.1M
Optas, LLC 0.14% Reduce -50.0% 30,154 $1.0M
Envestnet Asset Management Inc. 0.00% Reduce -12.8% 29,815 $990K
Red Mountain Financial, LLC 0.79% Add +0.6% 28,212 $936K
Great Valley Advisor Group, Inc. 0.01% Reduce -1.2% 27,860 $925K
Empirical Asset Management, LLC 0.21% Reduce -3.7% 27,830 $924K
Clearstead Advisors, LLC 0.01% Add +50.5% 27,010 $896K
Merit Financial Group, LLC 0.01% Reduce -29.5% 26,423 $877K
Quantinno Capital Management LP 0.00% Add +4.7% 26,022 $864K
Corient Private Wealth LP 0.00% Reduce -5.3% 25,831 $857K
&partners 0.00% Reduce -3.5% 25,296 $840K
UMB Bank, n.a. 0.01% Reduce -14.4% 24,832 $824K
HHM Wealth Advisors, LLC 0.08% Add +3.5% 23,915 $794K
Choreo, LLC 0.01% No change 22,780 $756K
Private Advisor Group, LLC 0.00% Add +144.9% 22,498 $747K
Sensible Money, LLC 0.19% No change 21,825 $724K
Asset Dedication, LLC 0.05% No change 21,825 $724K
Mercer Global Advisors Inc. 0.00% Reduce -0.5% 21,223 $704K
Rockefeller Capital Management L.P. 0.00% Reduce -17.7% 21,149 $702K
Mariner, LLC 0.00% Reduce -3.0% 20,049 $665K
Susquehanna International Group, LLP 0.00% New 19,400 $644K
Oppenheimer & Co. Inc. 0.01% Add +1.4% 19,317 $641K
FMR LLC 0.00% Reduce -9.4% 19,228 $638K
First Heartland Consultants, Inc. 0.04% Reduce -3.0% 18,979 $630K
Principal Securities, Inc. 0.01% Add +7.8% 18,966 $629K
Janney Montgomery Scott LLC 0.00% Reduce -0.3% 16,070 $533K
Harbor Asset Planning, Inc. 0.40% Reduce -15.5% 15,870 $527K
Avidian Wealth Enterprises, LLC 0.01% No change 15,640 $519K
Kovack Advisors, Inc. 0.02% Reduce -8.3% 15,213 $512K
Kestra Advisory Services, LLC 0.00% Reduce -3.3% 15,364 $510K
Allworth Financial LP 0.00% Reduce -43.2% 15,297 $508K
Perryman Financial Advisory Inc. 0.07% Reduce -14.5% 14,808 $491K
DHJJ Financial Advisors, Ltd. 0.14% No change 14,560 $483K
CRA Financial Services, LLC 0.05% Reduce -1.7% 14,241 $473K
StoneX Group Inc. 0.02% Add +19.2% 13,851 $456K
Silver Oak Securities, Incorporated 0.03% Reduce -5.8% 13,385 $444K
Blue Sky Capital Consultants Group, Inc. 0.19% Reduce -12.3% 13,354 $443K
Hilltop Holdings Inc. 0.04% Reduce -0.8% 13,085 $434K
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.1% 12,597 $428K
Koshinski Asset Management, Inc. 0.02% Add +0.6% 12,781 $424K
Ellis Investment Partners, LLC 0.06% Add +0.0% 12,680 $421K
Elmwood Wealth Management, Inc. 0.10% Reduce -3.9% 12,126 $402K
Cooper Financial Group 0.03% No change 11,492 $381K
Stifel Financial Corp. 0.00% Reduce -0.5% 11,400 $378K
McAdam, LLC 0.01% Reduce -6.9% 11,259 $374K
Perissos Private Wealth Management, LLC 0.24% Add +0.0% 10,488 $348K
Sequoia Financial Advisors, LLC 0.00% Reduce -11.9% 10,176 $338K
Leo H. Evart, Inc. 0.26% Add +0.2% 9,768 $324K
OneDigital Investment Advisors LLC 0.00% Reduce -10.9% 9,327 $310K
Equitable Holdings, Inc. 0.00% Add +8.8% 9,303 $309K
Advisory Services Network, LLC 0.00% Reduce -28.3% 8,906 $296K
D. E. Shaw & Co. 0.00% New 8,883 $295K

"% of holder's portfolio" is RSPH's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.

Show all 187 holders