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

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions5$690K
Exits27$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
Socha Financial Group, LLC 0.10% Reduce -53.5% 8,020 $234K
United Capital Financial Advisors, LLC 0.00% No change 8,000 $233K
Bank Ozk 0.09% No change 7,800 $228K
Gateway Wealth Partners, LLC 0.04% Add +0.0% 7,529 $220K
Country Club Bank 0.01% No change 7,500 $218K
MML Investors Services, LLC 0.00% Reduce -0.4% 7,249 $212K
Seven Mile Advisory 0.12% No change 7,000 $204K
Blair William & Co. 0.00% No change 7,000 $204K
Occidental Asset Management, LLC 0.03% Reduce -6.8% 6,898 $201K
EP Wealth Advisors, LLC 0.00% Add +15.9% 6,400 $187K
Bogart Wealth, LLC 0.01% Add +0.2% 5,727 $167K
Harbor Investment Advisory, LLC 0.01% No change 5,300 $155K
National Bank of Canada 0.00% No change 5,295 $155K
NewEdge Advisors, LLC 0.00% Reduce -30.7% 5,285 $154K
Legacy Bridge, LLC 0.07% No change 5,210 $152K
Private Trust Co. NA 0.01% Reduce -70.1% 5,183 $151K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.5% 5,032 $147K
Parkside Financial Bank & Trust 0.02% No change 4,930 $144K
SOA Wealth Advisors, LLC. 0.02% Add +0.2% 4,555 $133K
AdvisorNet Financial, Inc 0.01% No change 3,660 $107K
Harbour Investments, Inc. 0.00% Add +0.1% 3,412 $100K
Joseph Group Capital Management 0.03% Add +0.3% 3,269 $95K
IFP Advisors, Inc 0.00% No change 3,250 $95K
Valley National Advisers Inc. 0.01% No change 3,020 $88K
BNP Paribas Financial Markets 0.00% No change 2,422 $71K
Cwm, LLC 0.00% Reduce -12.3% 2,210 $64K
Comerica Bank 0.00% Reduce -39.9% 2,100 $61K
Citigroup Inc. 0.00% New 1,936 $56K
Montag A & Associates Inc. 0.00% Reduce -39.1% 1,662 $48K
Steward Partners Investment Advisory, LLC 0.00% Reduce -78.3% 1,650 $48K
CoreCap Advisors, LLC 0.00% No change 1,540 $45K
Hollencrest Capital Management 0.00% No change 1,420 $41K
Clearstead Trust, LLC 0.01% No change 1,250 $36K
Lavaca Capital LLC 0.01% No change 1,100 $32K
Signaturefd, LLC 0.00% No change 1,087 $32K
North Capital, Inc. 0.03% No change 1,080 $32K
Assetmark, Inc. 0.00% No change 1,080 $32K
AlphaCore Capital LLC 0.00% Add +486.0% 1,049 $31K
O'shaughnessy Asset Management, LLC 0.00% Add +0.2% 1,037 $30K
Exchange Traded Concepts, LLC 0.00% New 1,001 $29K
Avalon Trust Co 0.00% No change 1,000 $29K
AE Wealth Management LLC 0.00% Add +3.8% 977 $29K
US Bancorp \de 0.00% No change 920 $27K
Franklin Resources Inc. 0.00% No change 900 $26K
GPS Wealth Strategies Group, LLC 0.00% No change 720 $21K
CIBC Private Wealth Group LLC 0.00% No change 713 $21K
Pacific Center for Financial Services 0.01% Add +0.3% 701 $20K
Rothschild Investment LLC 0.00% No change 700 $20K
Front Row Advisors LLC 0.01% No change 550 $16K
CX Institutional 0.00% Reduce -79.3% 534 $16K
Medallion Wealth Advisors, LLC 0.01% No change 500 $15K
Pin Oak Investment Advisors Inc. 0.01% No change 500 $14K
Lanark Financial, Inc. 0.00% No change 500 $14K
Silver Oak Securities, Incorporated 0.00% New 354 $10K
Scarborough Advisors, LLC 0.00% New 323 $9K
Parallel Advisors, LLC 0.00% No change 190 $6K
Global Retirement Partners, LLC 0.00% — 163 $5K
Flagship Wealth Advisors, LLC 0.00% No change 150 $4K
Physician Wealth Advisors, Inc. 0.00% No change 130 $4K
Howe & Rusling Inc. 0.00% No change 125 $4K
Aptus Capital Advisors, LLC 0.00% Reduce -38.5% 104 $3K
Silicon Valley Capital Partners 0.00% No change 101 $3K
Financial Gravity Companies, Inc. 0.00% — 93 $3K
Dunhill Financial, LLC 0.00% No change 34 $994

"% 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.