Invesco S&P 500 Equal WeightRSPHETF
13F holders, Q2 2025 (June 30)164holders −22
5new positions
27sold out
1famous investor
$29.18avg. 13F price*
At the end of Q2 2025, 164 institutions reported holding Invesco S&P 500 Equal Weight (RSPH) in their 13F filings, down 22 from Q1 2025. 5 opened new positions and 27 sold out. The largest holders were HighTower Advisors, LLC ($65.5M), Morgan Stanley ($22.9M) and LPL Financial LLC ($13.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $690K |
| Exits | 27 | $6.8M |
All 13F filers, Q1 2025 → Q2 2025: 583,428 shares bought and 1,372,228 shares sold, net −788,800 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 164 holders
| HighTower Advisors, LLC | 0.08% | Reduce -7.1% | 2,246,103 | $65.5M |
| Morgan Stanley | 0.00% | Add +11.2% | 785,996 | $22.9M |
| LPL Financial LLC | 0.00% | Reduce -2.9% | 450,503 | $13.1M |
| Walled Lake Planning & Wealth Management, LLC | 3.89% | Add +5.3% | 407,726 | $11.9M |
| Bank of America Corp. | 0.00% | Reduce -11.1% | 401,689 | $11.7M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 355,421 | $10.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.2% | 347,520 | $10.1M |
| MAI Capital Management | 0.07% | Reduce -2.0% | 329,368 | $9.6M |
| JPMorgan Chase & Co. | 0.00% | Add +99.0% | 327,886 | $9.6M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +7.5% | 295,294 | $8.6M |
| Wells Fargo & Company | 0.00% | Reduce -16.1% | 217,128 | $6.3M |
| Bank of Montreal | 0.00% | Add +0.5% | 176,582 | $5.2M |
| Fca Corp. | 1.22% | Add +2.5% | 139,979 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +4.3% | 137,564 | $4.0M |
| UBS Group AG | 0.00% | Add +35.8% | 136,569 | $4.0M |
| PGIM Custom Harvest LLC | 0.08% | Reduce -1.5% | 129,776 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.0% | 124,805 | $3.6M |
| Farther Finance Advisors, LLC | 0.07% | Add +1.7% | 123,776 | $3.6M |
| Focus Financial Network, Inc. | 0.14% | Add +2.1% | 122,087 | $3.6M |
| Creative Planning | 0.00% | Add +23.8% | 118,098 | $3.4M |
| Joseph P. Lucia & Associates, LLC | 1.40% | Reduce -3.6% | 117,495 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.5% | 114,840 | $3.4M |
| Cetera Investment Advisers | 0.01% | Add +12.2% | 110,709 | $3.2M |
| Friedenthal Financial | 1.76% | Add +5.3% | 109,934 | $3.2M |
| Rainey & Randall Wealth Advisors Inc. | 0.55% | Reduce -85.7% | 102,175 | $3.0M |
| Cornerstone Advisory, LLC | 0.25% | Reduce -1.1% | 78,813 | $2.3M |
| Berger Financial Group, Inc | 0.14% | Reduce -19.6% | 75,710 | $2.2M |
| Cahill Financial Advisors Inc. | 0.27% | Add +0.1% | 75,175 | $2.2M |
| Stelac Advisory Services LLC | 0.78% | Reduce -1.5% | 70,061 | $2.0M |
| Citadel Advisors | 0.00% | Add +584.0% | 69,916 | $2.0M |
| Peak Financial Management, Inc. | 0.56% | Reduce -7.4% | 68,031 | $2.0M |
| Yoder Wealth Management, Inc. | 1.01% | Add +9.8% | 66,595 | $1.9M |
| Hartford Financial Management Inc. | 0.50% | Reduce -3.4% | 62,366 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.12% | Reduce -3.1% | 59,345 | $1.7M |
| McAdam, LLC | 0.09% | Reduce -4.1% | 57,520 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +308.7% | 53,713 | $1.6M |
| Pettinga Financial Advisors LLC | 0.34% | Add +88.2% | 53,129 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -19.5% | 44,831 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.7% | 44,819 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +25.1% | 43,100 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.9% | 41,637 | $1.2M |
| Walker Asset Management, LLC | 0.70% | Add +2.3% | 41,282 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | No change | 40,020 | $1.2M |
| Acorn Wealth Advisors, LLC | 0.43% | Reduce -37.9% | 39,855 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +110.6% | 39,781 | $1.2M |
| Ironsides Asset Advisors, LLC | 0.32% | Reduce -1.0% | 37,628 | $1.1M |
| Biltmore Family Office, LLC | 0.18% | No change | 37,200 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -4.0% | 34,642 | $1.0M |
| LM Advisors LLC | 0.13% | No change | 34,471 | $1.0M |
| Red Mountain Financial, LLC | 1.04% | Reduce -12.2% | 32,029 | $935K |
| Lido Advisors, LLC | 0.01% | Reduce -4.4% | 32,002 | $934K |
| Optas, LLC | 0.17% | Reduce -3.1% | 30,398 | $887K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 30,050 | $877K |
| Empirical Asset Management, LLC | 0.27% | Reduce -3.6% | 29,780 | $869K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -1.3% | 29,187 | $852K |
| UMB Bank, n.a. | 0.01% | No change | 29,000 | $846K |
| Private Advisor Group, LLC | 0.00% | Reduce -61.8% | 28,414 | $829K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.2% | 26,847 | $783K |
| &partners | 0.01% | Add +0.7% | 26,357 | $769K |
| Blue Sky Capital Consultants Group, Inc. | 0.39% | Reduce -5.4% | 25,725 | $751K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -2.8% | 25,025 | $730K |
| Allworth Financial LP | 0.00% | Add +0.2% | 24,001 | $700K |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 23,743 | $693K |
| Choreo, LLC | 0.01% | No change | 22,780 | $665K |
| Sensible Money, LLC | 0.24% | No change | 21,825 | $637K |
| HHM Wealth Advisors, LLC | 0.08% | No change | 21,645 | $632K |
| Mariner, LLC | 0.00% | Add +9.2% | 21,523 | $628K |
| Susquehanna International Group, LLP | 0.00% | Add +50.6% | 20,052 | $585K |
| Coastal Bridge Advisors, LLC | 0.05% | New | 20,035 | $585K |
| Harbor Asset Planning, Inc. | 0.54% | — | 19,251 | $562K |
| Kovack Advisors, Inc. | 0.05% | Reduce -2.0% | 17,954 | $524K |
| Clearstead Advisors, LLC | 0.01% | Reduce -38.9% | 17,945 | $524K |
| Asset Dedication, LLC | 0.04% | No change | 17,685 | $516K |
| FMR LLC | 0.00% | Reduce -21.4% | 17,112 | $499K |
| CRA Financial Services, LLC | 0.08% | Reduce -8.7% | 17,106 | $499K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -1.5% | 16,522 | $482K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 15,640 | $456K |
| Quantinno Capital Management LP | 0.00% | Reduce -4.8% | 15,200 | $444K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -42.6% | 15,198 | $443K |
| DHJJ Financial Advisors, Ltd. | 0.16% | Add +0.0% | 14,816 | $432K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.8% | 14,669 | $428K |
| Atlas Capital Advisors Inc. | 0.05% | Add +0.0% | 14,567 | $425K |
| Stifel Financial Corp. | 0.00% | Reduce -5.2% | 14,115 | $412K |
| Principal Securities, Inc. | 0.01% | Reduce -3.0% | 13,998 | $408K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.4% | 13,786 | $402K |
| Hilltop Holdings Inc. | 0.03% | Reduce -1.3% | 13,350 | $390K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -7.2% | 13,269 | $387K |
| Koshinski Asset Management, Inc. | 0.03% | Add +0.0% | 12,705 | $371K |
| Avantax Advisory Services, Inc. | 0.00% | Add +8.9% | 12,508 | $365K |
| Perissos Private Wealth Management, LLC | 0.29% | Add +0.0% | 12,477 | $364K |
| Cooper Financial Group | 0.04% | No change | 11,492 | $335K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.1% | 10,568 | $308K |
| IHT Wealth Management, LLC | 0.01% | Reduce -22.7% | 10,446 | $305K |
| Advisory Services Network, LLC | 0.00% | Add +10.2% | 10,854 | $303K |
| StoneX Group Inc. | 0.01% | Add +1.2% | 10,119 | $295K |
| Cerity Partners LLC | 0.00% | Reduce -0.9% | 9,124 | $266K |
| One Charles Private Wealth Services, LLC | 0.07% | No change | 8,980 | $262K |
| Equitable Holdings, Inc. | 0.00% | Reduce -29.8% | 8,550 | $249K |
| Wagner Wealth Management, LLC | 0.06% | Add +0.2% | 8,337 | $243K |
| Live Oak Investment Partners | 0.18% | No change | 8,241 | $240K |
"% 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.