Invesco S&P 500 Equal WeightRSPHETF

13F holders, Q3 2025 (September 30)
166holders +2
10new positions
6sold out
1famous investor
$29.39avg. 13F price*

At the end of Q3 2025, 166 institutions reported holding Invesco S&P 500 Equal Weight (RSPH) in their 13F filings, up 2 from Q2 2025. 10 opened new positions and 6 sold out. The largest holders were HighTower Advisors, LLC ($66.7M), Morgan Stanley ($18.9M) and LPL Financial LLC ($12.3M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions10$3.3M
Exits6$1.9M

All 13F filers, Q2 2025 → Q3 2025: 406,688 shares bought and 657,090 shares sold, net −250,402 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 166 holders

HighTower Advisors, LLC 0.08% Add +1.0% 2,267,935 $66.7M
Morgan Stanley 0.00% Reduce -18.1% 643,306 $18.9M
LPL Financial LLC 0.00% Reduce -7.4% 417,149 $12.3M
Walled Lake Planning & Wealth Management, LLC 4.00% Add +1.5% 413,772 $12.2M
Bank of America Corp. 0.00% Reduce -1.4% 396,004 $11.6M
Royal Bank of Canada 0.00% Add +2.2% 363,231 $10.7M
MAI Capital Management 0.06% Reduce -0.2% 328,844 $9.7M
JPMorgan Chase & Co. 0.00% Add +0.2% 328,625 $9.7M
Raymond James Financial Inc. 0.00% Reduce -11.5% 307,527 $9.0M
Federation des caisses Desjardins du Quebec 0.03% Reduce -10.2% 265,240 $7.8M
Wells Fargo & Company 0.00% Reduce -17.2% 179,744 $5.3M
Bank of Montreal 0.00% Reduce -1.1% 174,603 $5.1M
Osaic Holdings, Inc. 0.01% Add +12.5% 154,816 $4.5M
Fca Corp. 1.19% Add +3.8% 145,355 $4.3M
Commonwealth Equity Services, LLC 0.00% Add +10.2% 126,530 $3.7M
PGIM Custom Harvest LLC 0.06% Reduce -2.9% 125,985 $3.7M
Friedenthal Financial 1.87% Add +12.1% 123,188 $3.6M
Ameriprise Financial Inc. 0.00% Reduce -3.0% 121,112 $3.6M
Focus Financial Network, Inc. 0.13% Reduce -2.0% 119,653 $3.5M
Cetera Investment Advisers 0.00% Add +6.2% 117,560 $3.5M
Joseph P. Lucia & Associates, LLC 1.29% Reduce -0.6% 116,745 $3.4M
Farther Finance Advisors, LLC 0.05% Reduce -6.3% 116,035 $3.4M
National Bank of Canada 0.00% Add +1954.6% 108,792 $3.2M
Creative Planning 0.00% Reduce -11.1% 105,010 $3.1M
Rainey & Randall Wealth Advisors Inc. 0.45% Reduce -10.9% 91,030 $2.7M
UBS Group AG 0.00% Reduce -39.6% 82,468 $2.4M
Cahill Financial Advisors Inc. 0.25% Add +0.1% 75,289 $2.2M
Cornerstone Advisory, LLC 0.21% Reduce -5.8% 74,270 $2.2M
Yoder Wealth Management, Inc. 0.99% Add +6.6% 70,996 $2.1M
Stelac Advisory Services LLC 0.71% No change 70,061 $2.1M
Berger Financial Group, Inc 0.12% Reduce -7.8% 69,810 $2.1M
Sykon Capital LLC 0.68% New 69,021 $2.0M
Mercer Global Advisors Inc. 0.00% Add +15.0% 61,769 $1.8M
Ausdal Financial Partners, Inc. 0.09% Add +2.9% 61,067 $1.8M
Peak Financial Management, Inc. 0.47% Reduce -11.8% 59,975 $1.8M
Coastal Bridge Advisors, LLC 0.13% Add +194.8% 59,055 $1.7M
Hartford Financial Management Inc. 0.44% Reduce -10.0% 56,107 $1.6M
Goldman Sachs Group Inc. 0.00% Add +28.0% 50,908 $1.5M
Walker Asset Management, LLC 0.71% Add +5.0% 43,339 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -8.3% 41,097 $1.2M
U.S. Capital Wealth Advisors, LLC 0.03% No change 40,020 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -11.5% 39,652 $1.2M
Jones Financial Companies LLLP 0.00% Reduce -6.5% 40,304 $1.2M
Ironsides Asset Advisors, LLC 0.29% Add +0.0% 37,632 $1.1M
Biltmore Family Office, LLC 0.16% No change 37,200 $1.1M
Pettinga Financial Advisors LLC 0.20% Reduce -33.8% 35,160 $1.0M
Red Mountain Financial, LLC 0.94% Reduce -1.1% 31,678 $931K
LM Advisors LLC 0.13% Reduce -8.4% 31,573 $928K
Oppenheimer & Co. Inc. 0.01% Reduce -9.2% 31,469 $925K
Acorn Wealth Advisors, LLC 0.29% Reduce -21.9% 31,106 $914K
Citadel Advisors 0.00% Reduce -56.7% 30,295 $890K
Optas, LLC 0.15% Reduce -0.5% 30,245 $889K
Empirical Asset Management, LLC 0.24% Reduce -1.9% 29,210 $858K
UMB Bank, n.a. 0.01% No change 29,000 $852K
Lido Advisors, LLC 0.00% Reduce -9.6% 28,943 $851K
Great Valley Advisor Group, Inc. 0.02% Reduce -3.6% 28,122 $827K
Private Advisor Group, LLC 0.00% Reduce -3.4% 27,448 $807K
Envestnet Asset Management Inc. 0.00% Reduce -36.3% 26,527 $780K
&partners 0.01% Add +0.6% 26,525 $780K
Corient Private Wealth LP 0.00% Add +9.9% 26,101 $767K
Janney Montgomery Scott LLC 0.00% Reduce -6.5% 25,103 $738K
First Heartland Consultants, Inc. 0.06% Reduce -1.2% 24,715 $726K
HHM Wealth Advisors, LLC 0.08% Add +7.2% 23,195 $682K
Allworth Financial LP 0.00% Reduce -4.6% 22,888 $673K
Choreo, LLC 0.01% No change 22,780 $670K
Sensible Money, LLC 0.22% No change 21,825 $641K
Mariner, LLC 0.00% Add +0.0% 21,524 $633K
Susquehanna International Group, LLP 0.00% Add +4.5% 20,964 $616K
Harbor Asset Planning, Inc. 0.50% Reduce -1.5% 18,963 $557K
FMR LLC 0.00% Add +5.7% 18,089 $532K
Clearstead Advisors, LLC 0.01% No change 17,945 $527K
Blue Sky Capital Consultants Group, Inc. 0.23% Reduce -30.5% 17,870 $525K
Asset Dedication, LLC 0.03% No change 17,685 $520K
Quantinno Capital Management LP 0.00% Add +15.2% 17,512 $515K
CRA Financial Services, LLC 0.07% Reduce -4.2% 16,392 $482K
Kovack Advisors, Inc. 0.04% Reduce -11.7% 15,856 $466K
Avidian Wealth Enterprises, LLC 0.02% No change 15,640 $460K
DHJJ Financial Advisors, Ltd. 0.15% No change 14,816 $435K
Principal Securities, Inc. 0.01% Add +5.7% 14,799 $435K
Silver Oak Securities, Incorporated 0.03% Add +3909.6% 14,194 $417K
McAdam, LLC 0.02% Reduce -76.9% 13,297 $391K
Kestra Advisory Services, LLC 0.00% Reduce -4.0% 13,236 $389K
IHT Wealth Management, LLC 0.01% Add +24.3% 12,980 $381K
Hilltop Holdings Inc. 0.02% Reduce -3.1% 12,935 $380K
Stifel Financial Corp. 0.00% Reduce -9.1% 12,828 $377K
Koshinski Asset Management, Inc. 0.03% No change 12,705 $373K
Geneos Wealth Management Inc. 0.01% Reduce -6.9% 12,350 $363K
Rockefeller Capital Management L.P. 0.00% Reduce -18.8% 12,340 $363K
DAVENPORT & Co LLC 0.00% Reduce -20.6% 11,650 $342K
Cooper Financial Group 0.04% No change 11,492 $338K
Cerity Partners LLC 0.00% Add +23.8% 11,292 $332K
Advisory Services Network, LLC 0.00% Reduce -0.0% 10,852 $319K
Sequoia Financial Advisors, LLC 0.00% New 10,736 $316K
Perissos Private Wealth Management, LLC 0.22% Reduce -16.0% 10,480 $308K
OneDigital Investment Advisors LLC 0.00% Reduce -0.8% 10,479 $308K
Shorepoint Capital Partners LLC 0.06% — 10,300 $303K
StoneX Group Inc. 0.01% Reduce -1.0% 10,015 $294K
One Charles Private Wealth Services, LLC 0.07% No change 8,980 $264K
Equitable Holdings, Inc. 0.00% No change 8,550 $251K
Wagner Wealth Management, LLC 0.06% Add +0.2% 8,354 $246K
United Capital Financial Advisors, LLC 0.00% No change 8,000 $235K
Capasso Planning Partners LLC 0.15% New 7,947 $234K
Bank Ozk 0.08% No change 7,800 $229K
Gateway Wealth Partners, LLC 0.03% Add +0.0% 7,530 $221K
Country Club Bank 0.01% No change 7,500 $216K
Seven Mile Advisory 0.03% No change 7,000 $206K
Live Oak Investment Partners 0.14% Reduce -15.7% 6,951 $204K
HRT Financial LP 0.00% New 6,932 $203K
Zhang Financial LLC 0.01% New 6,900 $203K
Occidental Asset Management, LLC 0.03% No change 6,898 $203K
Trinity Financial Advisors LLC 0.06% New 6,827 $201K
Blair William & Co. 0.00% Reduce -2.9% 6,800 $200K
CX Institutional 0.01% Add +991.4% 5,828 $171K
Bogart Wealth, LLC 0.01% Add +0.2% 5,737 $169K
Harbor Investment Advisory, LLC 0.01% No change 5,300 $156K
NewEdge Advisors, LLC 0.00% No change 5,285 $155K
Legacy Bridge, LLC 0.06% No change 5,210 $153K
Private Trust Co. NA 0.01% No change 5,183 $152K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.0% 4,980 $146K
Parkside Financial Bank & Trust 0.01% No change 4,930 $145K
SOA Wealth Advisors, LLC. 0.02% Reduce -16.2% 3,819 $112K
AdvisorNet Financial, Inc 0.01% No change 3,660 $108K
IFP Advisors, Inc 0.00% No change 3,250 $96K
Joseph Group Capital Management 0.03% Reduce -2.1% 3,201 $94K
Harbour Investments, Inc. 0.00% Reduce -9.8% 3,077 $90K
Valley National Advisers Inc. 0.01% No change 3,020 $88K
BNP Paribas Financial Markets 0.00% No change 2,422 $71K
Comerica Bank 0.00% No change 2,100 $62K
Wealthspire Advisors, LLC 0.00% New 1,860 $55K
Cwm, LLC 0.00% Reduce -22.6% 1,710 $50K
Montag A & Associates Inc. 0.00% No change 1,662 $49K
Steward Partners Investment Advisory, LLC 0.00% Reduce -3.0% 1,600 $47K
CoreCap Advisors, LLC 0.00% No change 1,540 $45K
Hollencrest Capital Management 0.00% No change 1,420 $42K
Clearstead Trust, LLC 0.01% No change 1,250 $37K
CIBC Private Wealth Group LLC 0.00% Add +55.7% 1,110 $33K
Lavaca Capital LLC 0.01% No change 1,100 $32K
Signaturefd, LLC 0.00% No change 1,087 $32K
North Capital, Inc. 0.02% Add +0.1% 1,081 $32K
Assetmark, Inc. 0.00% No change 1,080 $32K
AlphaCore Capital LLC 0.00% No change 1,049 $31K
O'shaughnessy Asset Management, LLC 0.00% Add +0.2% 1,039 $31K
Mather Group, Llc. 0.00% New 1,000 $29K
AE Wealth Management LLC 0.00% Add +0.1% 978 $29K
US Bancorp \de 0.00% No change 920 $27K
Franklin Resources Inc. 0.00% No change 900 $26K
Measured Wealth Private Client Group, LLC 0.01% New 762 $22K
GPS Wealth Strategies Group, LLC 0.00% No change 720 $21K
Pacific Center for Financial Services 0.01% Add +0.1% 702 $21K
Rothschild Investment LLC 0.00% No change 700 $21K
Front Row Advisors LLC 0.01% No change 550 $16K
Pin Oak Investment Advisors Inc. 0.01% No change 500 $15K
Medallion Wealth Advisors, LLC 0.01% No change 500 $15K
Lanark Financial, Inc. 0.00% No change 500 $15K
Global Retirement Partners, LLC 0.00% Add +137.4% 387 $11K
Scarborough Advisors, LLC 0.00% Add +0.3% 324 $10K
Steigerwald, Gordon & Koch Inc. 0.00% New 285 $8K
Parallel Advisors, LLC 0.00% No change 190 $6K
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
Silicon Valley Capital Partners 0.00% No change 101 $3K
Aptus Capital Advisors, LLC 0.00% Reduce -6.7% 97 $3K
Financial Gravity Asset Management, Inc. 0.00% — 63 $2K
Exchange Traded Concepts, LLC 0.00% Reduce -94.4% 56 $2K
Dunhill Financial, LLC 0.00% No change 34 $1K

"% 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.