Invesco S&P 500 Equal WeightRSPHETF
13F holders, Q1 2025 (March 31)186holders −5
14new positions
16sold out
2famous investors
$29.72avg. 13F price*
At the end of Q1 2025, 186 institutions reported holding Invesco S&P 500 Equal Weight (RSPH) in their 13F filings, down 5 from Q4 2024. 14 opened new positions and 16 sold out. The largest holders were HighTower Advisors, LLC ($72.0M), Rainey & Randall Wealth Advisors Inc. ($21.2M) and Morgan Stanley ($21.0M). 2 famous investors held it, including 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
- 46137V332
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $3.8M |
| Exits | 16 | $10.1M |
All 13F filers, Q4 2024 → Q1 2025: 712,849 shares bought and 952,148 shares sold, net −239,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 186 holders
| HighTower Advisors, LLC | 0.10% | Add +8.4% | 2,418,528 | $72.0M |
| Rainey & Randall Wealth Advisors Inc. | 4.16% | Add +0.4% | 713,988 | $21.2M |
| Morgan Stanley | 0.00% | Add +11.1% | 707,093 | $21.0M |
| LPL Financial LLC | 0.01% | Reduce -20.3% | 464,096 | $13.8M |
| Bank of America Corp. | 0.00% | Reduce -7.8% | 452,018 | $13.4M |
| Walled Lake Planning & Wealth Management, LLC | 4.09% | Add +5.9% | 387,256 | $11.5M |
| Raymond James Financial Inc. | 0.00% | Add +25.7% | 355,449 | $10.6M |
| Royal Bank of Canada | 0.00% | Reduce -6.9% | 346,671 | $10.3M |
| MAI Capital Management | 0.08% | Reduce -3.7% | 336,044 | $10.0M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +1.7% | 274,806 | $8.2M |
| Wells Fargo & Company | 0.00% | Reduce -0.3% | 258,944 | $7.7M |
| Bank of Montreal | 0.00% | Add +0.2% | 175,754 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.5% | 164,776 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Add +0.8% | 141,888 | $4.2M |
| Fca Corp. | 1.30% | Reduce -2.8% | 136,556 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -18.7% | 131,932 | $3.9M |
| PGIM Custom Harvest LLC | 0.09% | Reduce -1.8% | 131,753 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.8% | 124,177 | $3.7M |
| Joseph P. Lucia & Associates, LLC | 1.66% | Reduce -1.1% | 121,945 | $3.6M |
| Farther Finance Advisors, LLC | 0.09% | Add +1189.2% | 121,697 | $3.6M |
| Focus Financial Network, Inc. | 0.15% | Add +1.1% | 119,523 | $3.6M |
| Friedenthal Financial | 1.85% | Reduce -0.7% | 104,357 | $3.1M |
| UBS Group AG | 0.00% | Reduce -11.2% | 100,559 | $3.0M |
| Cetera Investment Advisers | 0.01% | Add +16.7% | 98,688 | $2.9M |
| Creative Planning | 0.00% | Reduce -4.8% | 95,418 | $2.8M |
| Berger Financial Group, Inc | 0.19% | Reduce -7.8% | 94,169 | $2.8M |
| Cahill Financial Advisors Inc. | 0.30% | Reduce -0.9% | 75,071 | $2.2M |
| Cornerstone Advisory, LLC | 0.26% | Reduce -6.1% | 79,708 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -41.5% | 74,426 | $2.2M |
| Peak Financial Management, Inc. | 0.65% | Reduce -14.0% | 73,467 | $2.2M |
| Stelac Advisory Services LLC | 0.87% | Reduce -0.7% | 71,118 | $2.1M |
| Hartford Financial Management Inc. | 0.40% | No change | 64,537 | $1.9M |
| Acorn Wealth Advisors, LLC | 0.79% | Reduce -4.7% | 64,138 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.14% | Add +31.2% | 61,268 | $1.8M |
| Yoder Wealth Management, Inc. | 1.02% | Add +2.0% | 60,634 | $1.8M |
| McAdam, LLC | 0.11% | Reduce -5.4% | 59,955 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.4% | 55,665 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.8% | 47,505 | $1.4M |
| Walker Asset Management, LLC | 0.73% | Reduce -0.9% | 40,339 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -4.3% | 40,020 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +95.6% | 38,954 | $1.2M |
| Ironsides Asset Advisors, LLC | 0.33% | Add +0.0% | 38,004 | $1.1M |
| Biltmore Family Office, LLC | 0.19% | No change | 37,200 | $1.1M |
| Red Mountain Financial, LLC | 1.32% | Add +1.8% | 36,495 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +13.9% | 36,092 | $1.1M |
| LM Advisors LLC | 0.19% | Reduce -5.9% | 34,471 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +50.7% | 34,443 | $1.0M |
| Lido Advisors, LLC | 0.01% | Reduce -14.4% | 33,480 | $996K |
| Optas, LLC | 0.16% | Reduce -3.1% | 31,371 | $933K |
| Empirical Asset Management, LLC | 0.31% | Reduce -3.2% | 30,880 | $919K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 30,050 | $894K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -1.1% | 29,574 | $880K |
| Clearstead Advisors, LLC | 0.01% | Add +63.6% | 29,351 | $873K |
| UMB Bank, n.a. | 0.01% | No change | 29,000 | $863K |
| Eagle Capital Management, LLC | 0.37% | Add +3.3% | 28,376 | $844K |
| Pettinga Financial Advisors LLC | 0.20% | New | 28,235 | $840K |
| Blue Sky Capital Consultants Group, Inc. | 0.53% | Reduce -81.1% | 27,182 | $809K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -27.1% | 26,789 | $797K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.6% | 26,461 | $787K |
| &partners | 0.01% | Reduce -0.7% | 26,167 | $774K |
| First Heartland Consultants, Inc. | 0.08% | Add +1.1% | 25,750 | $766K |
| Wakefield Asset Management LLLP | 0.22% | New | 24,579 | $731K |
| Corient Private Wealth LP | 0.00% | Add +1.5% | 23,728 | $706K |
| Choreo, LLC | 0.01% | Add +1.0% | 22,780 | $678K |
| Allworth Financial LP | 0.00% | Reduce -5.1% | 23,963 | $677K |
| Sensible Money, LLC | 0.28% | No change | 21,825 | $649K |
| FMR LLC | 0.00% | Add +111.4% | 21,772 | $648K |
| HHM Wealth Advisors, LLC | 0.09% | Add +15.2% | 21,645 | $644K |
| Cascade Wealth Advisors, Inc | 0.42% | No change | 21,900 | $610K |
| Measured Wealth Private Client Group, LLC | 0.19% | New | 20,148 | $599K |
| Mariner, LLC | 0.00% | Add +0.7% | 19,705 | $586K |
| PCG Wealth Advisors, LLC | 0.20% | Reduce -38.2% | 19,526 | $581K |
| Goldman Sachs Group Inc. | 0.00% | New | 18,893 | $562K |
| CRA Financial Services, LLC | 0.10% | Reduce -14.5% | 18,726 | $557K |
| Kovack Advisors, Inc. | 0.06% | Add +1.4% | 18,324 | $545K |
| Allred Capital Management, LLC | 0.21% | Add +20.9% | 17,932 | $533K |
| Asset Dedication, LLC | 0.04% | No change | 17,685 | $526K |
| Private Trust Co. NA | 0.05% | No change | 17,350 | $516K |
| Socha Financial Group, LLC | 0.25% | Reduce -49.3% | 17,228 | $513K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -7.7% | 16,780 | $499K |
| Kapstone Financial Advisors LLC | 0.27% | No change | 16,010 | $476K |
| Quantinno Capital Management LP | 0.00% | Reduce -6.0% | 15,968 | $475K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -6.0% | 15,640 | $465K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.2% | 15,210 | $452K |
| DAVENPORT & Co LLC | 0.00% | Reduce -15.5% | 15,095 | $449K |
| Stifel Financial Corp. | 0.00% | Reduce -15.5% | 14,896 | $443K |
| DHJJ Financial Advisors, Ltd. | 0.18% | Reduce -2.8% | 14,815 | $441K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -5.5% | 14,765 | $439K |
| Atlas Capital Advisors Inc. | 0.05% | Add +0.0% | 14,566 | $433K |
| Geneos Wealth Management Inc. | 0.01% | Add +5.0% | 14,292 | $425K |
| Principal Securities, Inc. | 0.01% | Add +5.2% | 14,425 | $423K |
| Hilltop Holdings Inc. | 0.03% | Add +19.3% | 13,525 | $402K |
| IHT Wealth Management, LLC | 0.01% | Reduce -8.2% | 13,506 | $402K |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.9% | 13,312 | $396K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.3% | 13,142 | $391K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 12,704 | $378K |
| Perissos Private Wealth Management, LLC | 0.34% | Add +0.0% | 12,474 | $371K |
| Equitable Holdings, Inc. | 0.00% | Add +60.7% | 12,180 | $362K |
| Cooper Financial Group | 0.04% | No change | 11,492 | $342K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.8% | 11,483 | $342K |
"% 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.