Invesco S&P 500 Equal WeightRSPHETF
13F holders, Q4 2025 (December 31)184holders +18
26new positions
12sold out
$31.89avg. 13F price*
At the end of Q4 2025, 184 institutions reported holding Invesco S&P 500 Equal Weight (RSPH) in their 13F filings, up 18 from Q3 2025. 26 opened new positions and 12 sold out. The largest holders were HighTower Advisors, LLC ($70.0M), Morgan Stanley ($20.3M) and Walled Lake Planning & Wealth Management, LLC ($13.6M).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V332
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $13.6M |
| Exits | 12 | $1.9M |
All 13F filers, Q3 2025 → Q4 2025: 623,621 shares bought and 536,203 shares sold, net +87,418 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 184 holders
| HighTower Advisors, LLC | 0.08% | Reduce -3.0% | 2,199,175 | $70.0M |
| Morgan Stanley | 0.00% | Reduce -1.1% | 635,983 | $20.3M |
| Walled Lake Planning & Wealth Management, LLC | 4.31% | Add +3.4% | 427,644 | $13.6M |
| Bank of America Corp. | 0.00% | Add +7.3% | 424,867 | $13.5M |
| LPL Financial LLC | 0.00% | Reduce -4.2% | 399,805 | $12.7M |
| Royal Bank of Canada | 0.00% | Reduce -8.2% | 333,526 | $10.6M |
| MAI Capital Management | 0.06% | Reduce -0.5% | 327,168 | $10.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.2% | 324,775 | $10.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.7% | 299,096 | $9.5M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -10.2% | 238,263 | $7.6M |
| Focus Partners Wealth | 0.01% | New | 214,014 | $6.8M |
| Osaic Holdings, Inc. | 0.01% | Add +31.7% | 203,831 | $6.5M |
| Bank of Montreal | 0.00% | Add +0.7% | 175,782 | $5.6M |
| Wells Fargo & Company | 0.00% | Reduce -5.2% | 170,321 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Add +20.0% | 145,287 | $4.6M |
| Fca Corp. | 1.28% | Reduce -1.7% | 142,871 | $4.6M |
| Farther Finance Advisors, LLC | 0.05% | Add +15.5% | 134,061 | $4.3M |
| PGIM Custom Harvest LLC | 0.06% | Reduce -0.4% | 125,521 | $4.0M |
| Cetera Investment Advisers | 0.00% | Add +2.8% | 120,860 | $3.8M |
| Focus Financial Network, Inc. | 0.13% | Add +1.0% | 120,843 | $3.8M |
| Friedenthal Financial | 1.95% | Reduce -3.4% | 119,056 | $3.8M |
| Joseph P. Lucia & Associates, LLC | 1.33% | Reduce -1.0% | 115,580 | $3.7M |
| National Bank of Canada | 0.00% | Add +1.9% | 110,850 | $3.5M |
| Creative Planning | 0.00% | Reduce -2.9% | 101,963 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -31.4% | 86,767 | $2.8M |
| Rainey & Randall Wealth Advisors Inc. | 0.43% | Reduce -9.6% | 82,254 | $2.6M |
| Cahill Financial Advisors Inc. | 0.26% | Add +0.1% | 75,380 | $2.4M |
| Cornerstone Advisory, LLC | 0.22% | Reduce -3.8% | 71,476 | $2.3M |
| Stelac Advisory Services LLC | 0.79% | No change | 70,061 | $2.2M |
| Yoder Wealth Management, Inc. | 0.98% | Reduce -4.5% | 67,804 | $2.2M |
| Berger Financial Group, Inc | 0.12% | Reduce -9.6% | 63,133 | $2.0M |
| UBS Group AG | 0.00% | Reduce -24.9% | 61,968 | $2.0M |
| Coastal Bridge Advisors, LLC | 0.14% | Add +2.6% | 60,608 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.09% | Reduce -1.0% | 60,429 | $1.9M |
| Peak Financial Management, Inc. | 0.48% | Reduce -3.1% | 58,090 | $1.9M |
| Hartford Financial Management Inc. | 0.46% | Add +0.0% | 56,111 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +14.3% | 46,048 | $1.5M |
| Sykon Capital LLC | 0.44% | Reduce -37.0% | 43,483 | $1.4M |
| Walker Asset Management, LLC | 0.74% | Reduce -0.6% | 43,077 | $1.4M |
| Hills Bank & Trust Co | 0.08% | New | 41,314 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.7% | 40,332 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.3% | 38,507 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -3.0% | 38,804 | $1.2M |
| Ironsides Asset Advisors, LLC | 0.30% | Add +0.0% | 37,635 | $1.2M |
| Biltmore Family Office, LLC | 0.16% | No change | 37,200 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +103.6% | 35,655 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -42.4% | 35,577 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.6% | 33,592 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.9% | 30,860 | $983K |
| Allworth Financial LP | 0.00% | Add +33.4% | 30,539 | $973K |
| Optas, LLC | 0.15% | Reduce -0.1% | 30,210 | $962K |
| Red Mountain Financial, LLC | 0.92% | Reduce -7.3% | 29,379 | $936K |
| Empirical Asset Management, LLC | 0.26% | Reduce -0.3% | 29,110 | $927K |
| UMB Bank, n.a. | 0.01% | Reduce -0.0% | 28,998 | $924K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.0% | 28,134 | $896K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.6% | 27,292 | $869K |
| Sanctuary Advisors, LLC | 0.00% | New | 27,247 | $868K |
| Lido Advisors, LLC | 0.00% | Add +0.6% | 29,110 | $856K |
| &partners | 0.00% | Reduce -1.0% | 26,266 | $837K |
| Merit Financial Group, LLC | 0.01% | New | 25,609 | $816K |
| Corient Private Wealth LP | 0.00% | Reduce -2.7% | 25,387 | $809K |
| HHM Wealth Advisors, LLC | 0.09% | Reduce -0.3% | 23,115 | $736K |
| Choreo, LLC | 0.01% | No change | 22,780 | $731K |
| Sensible Money, LLC | 0.22% | No change | 21,825 | $695K |
| Asset Dedication, LLC | 0.05% | Add +23.4% | 21,825 | $695K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -15.1% | 20,978 | $668K |
| Wakefield Asset Management LLLP | 0.18% | New | 20,814 | $663K |
| Mariner, LLC | 0.00% | Reduce -3.6% | 20,743 | $661K |
| FMR LLC | 0.00% | Add +8.2% | 19,563 | $623K |
| Harbor Asset Planning, Inc. | 0.52% | Add +0.1% | 18,991 | $605K |
| Clearstead Advisors, LLC | 0.01% | No change | 17,945 | $572K |
| Pettinga Financial Advisors LLC | 0.11% | Reduce -49.8% | 17,635 | $562K |
| Blue Sky Capital Consultants Group, Inc. | 0.24% | Reduce -3.2% | 17,298 | $551K |
| Perryman Financial Advisory Inc. | 0.08% | — | 17,284 | $550K |
| Kovack Advisors, Inc. | 0.03% | Add +7.4% | 17,033 | $543K |
| TBH Global Asset Management, LLC | 0.09% | New | 4,559 | $532K |
| Acorn Wealth Advisors, LLC | 0.16% | Reduce -47.1% | 16,448 | $524K |
| Principal Securities, Inc. | 0.01% | Add +9.4% | 16,191 | $516K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 15,640 | $498K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -38.3% | 15,482 | $493K |
| DHJJ Financial Advisors, Ltd. | 0.15% | Reduce -1.7% | 14,560 | $464K |
| CRA Financial Services, LLC | 0.06% | Reduce -11.7% | 14,481 | $461K |
| Rockefeller Capital Management L.P. | 0.00% | Add +16.9% | 14,432 | $460K |
| Silver Oak Securities, Incorporated | 0.03% | Add +0.0% | 14,197 | $456K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.0% | 13,241 | $422K |
| Hilltop Holdings Inc. | 0.03% | Add +1.9% | 13,185 | $420K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 12,705 | $405K |
| Ellis Investment Partners, LLC | 0.07% | New | 12,669 | $404K |
| BNP Paribas Financial Markets | 0.00% | Add +412.9% | 12,422 | $396K |
| Geneos Wealth Management Inc. | 0.01% | No change | 12,350 | $393K |
| McAdam, LLC | 0.02% | Reduce -7.8% | 12,254 | $390K |
| Susquehanna International Group, LLP | 0.00% | Reduce -41.7% | 12,223 | $389K |
| Elmwood Wealth Management, Inc. | 0.12% | New | 12,126 | $386K |
| IHT Wealth Management, LLC | 0.01% | Reduce -9.7% | 11,716 | $373K |
| Stifel Financial Corp. | 0.00% | Reduce -9.2% | 11,651 | $371K |
| Cooper Financial Group | 0.04% | No change | 11,492 | $366K |
| Cerity Partners LLC | 0.00% | Reduce -4.6% | 10,769 | $343K |
| Advisory Services Network, LLC | 0.00% | Reduce -0.9% | 10,757 | $343K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 10,736 | $342K |
| Segment Wealth Management, LLC | 0.02% | New | 10,650 | $339K |
| Perissos Private Wealth Management, LLC | 0.29% | Add +0.0% | 10,483 | $334K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.1% | 10,473 | $334K |
| StoneX Group Inc. | 0.01% | Add +0.2% | 10,039 | $320K |
| DAVENPORT & Co LLC | 0.00% | Reduce -14.2% | 9,995 | $318K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -82.2% | 9,083 | $289K |
| One Charles Private Wealth Services, LLC | 0.07% | No change | 8,980 | $286K |
| Equitable Holdings, Inc. | 0.00% | No change | 8,550 | $272K |
| Wagner Wealth Management, LLC | 0.06% | Add +0.2% | 8,368 | $267K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 8,000 | $255K |
| Bank Ozk | 0.09% | No change | 7,800 | $248K |
| ProCore Advisors, LLC | 0.25% | — | 7,760 | $247K |
| First National Bank of Omaha | 0.01% | New | 7,500 | $241K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | New | 7,030 | $224K |
| Seven Mile Advisory | 0.04% | No change | 7,000 | $223K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.17% | — | 6,995 | $223K |
| Zhang Financial LLC | 0.01% | No change | 6,900 | $220K |
| Occidental Asset Management, LLC | 0.03% | No change | 6,898 | $220K |
| Trinity Financial Advisors LLC | 0.06% | Add +0.1% | 6,832 | $218K |
| International Private Wealth Advisors LLC | 0.13% | New | 6,722 | $214K |
| Blair William & Co. | 0.00% | Reduce -2.0% | 6,664 | $212K |
| Fortune Financial Advisors, LLC | 0.14% | New | 6,402 | $204K |
| Pacific Sun Financial Corp | 0.10% | New | 6,395 | $204K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 5,745 | $183K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 5,300 | $169K |
| Legacy Bridge, LLC | 0.07% | No change | 5,210 | $166K |
| Private Trust Co. NA | 0.01% | No change | 5,183 | $165K |
| Global Retirement Partners, LLC | 0.00% | Add +1204.9% | 5,050 | $161K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.7% | 5,014 | $160K |
| CX Institutional | 0.00% | Reduce -17.1% | 4,832 | $154K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.4% | 4,682 | $149K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -10.0% | 4,438 | $141K |
| Silver Grove Financial Group, Inc. | 0.11% | New | 4,080 | $130K |
| Bayban | 0.11% | — | 4,000 | $127K |
| IFP Advisors, Inc | 0.00% | Add +22.1% | 3,968 | $126K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +0.2% | 3,825 | $122K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,660 | $117K |
| Joseph Group Capital Management | 0.03% | Add +2.6% | 3,283 | $105K |
| Valley National Advisers Inc. | 0.01% | No change | 3,020 | $96K |
| Harbour Investments, Inc. | 0.00% | Reduce -11.3% | 2,729 | $87K |
| Montag A & Associates Inc. | 0.00% | Add +46.4% | 2,433 | $77K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,540 | $49K |
| Cwm, LLC | 0.00% | Reduce -9.4% | 1,550 | $49K |
| Hollencrest Capital Management | 0.00% | No change | 1,420 | $45K |
| Advisors Preferred, LLC | 0.01% | New | 1,365 | $44K |
| Arax Advisory Partners | 0.00% | New | 1,277 | $41K |
| Clearstead Trust, LLC | 0.01% | No change | 1,250 | $40K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,110 | $35K |
| Lavaca Capital LLC | 0.01% | No change | 1,100 | $35K |
| Assetmark, Inc. | 0.00% | No change | 1,080 | $34K |
| AlphaCore Capital LLC | 0.00% | No change | 1,049 | $33K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.1% | 1,040 | $33K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 1,000 | $32K |
| LM Advisors LLC | 0.12% | Reduce -96.9% | 966 | $30K |
| US Bancorp \de | 0.00% | No change | 920 | $29K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -43.8% | 900 | $29K |
| Franklin Resources Inc. | 0.00% | No change | 900 | $29K |
| Lodestone Wealth Management LLC | 0.01% | New | 873 | $28K |
| AE Wealth Management LLC | 0.00% | Reduce -15.2% | 829 | $26K |
| International Assets Investment Management, LLC | 0.00% | New | 816 | $26K |
| BlackRock, Inc. | 0.00% | New | 800 | $25K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 762 | $24K |
| Rothschild Investment LLC | 0.00% | No change | 700 | $22K |
| Pacific Center for Financial Services | 0.01% | No change | 702 | $21K |
| Front Row Advisors LLC | 0.01% | No change | 550 | $18K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 500 | $16K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 500 | $16K |
| Lanark Financial, Inc. | 0.00% | No change | 500 | $16K |
| Signature Equity Partners, LLC | 0.01% | — | 472 | $15K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 425 | $14K |
| Sound Income Strategies, LLC | 0.00% | New | 320 | $11K |
| Scarborough Advisors, LLC | 0.00% | Add +0.3% | 325 | $10K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 285 | $9K |
| Ancora Advisors LLC | 0.00% | New | 275 | $9K |
| Parallel Advisors, LLC | 0.00% | No change | 190 | $6K |
| Comerica Bank | 0.00% | Reduce -92.9% | 150 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 130 | $4K |
| Howe & Rusling Inc. | 0.00% | Add +0.8% | 126 | $4K |
| Silicon Valley Capital Partners | 0.00% | No change | 101 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 97 | $3K |
| Sunbelt Securities, Inc. | 0.00% | New | 80 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 63 | $2K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -48.2% | 29 | $924 |
| Sankala Group LLC | 0.00% | — | 5 | $166 |
| Citigroup Inc. | 0.00% | New | 1 | $32 |
"% 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.