Invesco S&P 500 Equal WeightRSPHETF

13F holders, Q1 2026 (March 31)
182holders −2
14new positions
15sold out
2famous investors
$30.17avg. 13F price*

At the end of Q1 2026, 182 institutions reported holding Invesco S&P 500 Equal Weight (RSPH) in their 13F filings, down 2 from Q4 2025. 14 opened new positions and 15 sold out. The largest holders were HighTower Advisors, LLC ($64.5M), Morgan Stanley ($20.5M) and Walled Lake Planning & Wealth Management, LLC ($13.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions14$10.8M
Exits15$10.8M

All 13F filers, Q4 2025 → Q1 2026: 852,275 shares bought and 656,416 shares sold, net +195,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 182 holders

HighTower Advisors, LLC 0.07% Reduce -2.9% 2,135,924 $64.5M
Morgan Stanley 0.00% Add +6.5% 677,408 $20.5M
Walled Lake Planning & Wealth Management, LLC 3.91% Add +3.0% 440,394 $13.3M
Bank of America Corp. 0.00% Add +1.2% 430,101 $13.0M
LPL Financial LLC 0.00% Reduce -6.0% 375,812 $11.3M
Royal Bank of Canada 0.00% Add +4.9% 350,011 $10.6M
Raymond James Financial Inc. 0.00% Add +11.8% 334,310 $10.1M
JPMorgan Chase & Co. 0.00% Add +2.2% 331,979 $9.8M
MAI Capital Management 0.06% Reduce -1.2% 323,322 $9.8M
Cresset Asset Management, LLC 0.03% New 235,715 $7.1M
Federation des caisses Desjardins du Quebec 0.02% Reduce -9.1% 216,561 $6.5M
Osaic Holdings, Inc. 0.01% Reduce -9.7% 184,092 $5.6M
Ameriprise Financial Inc. 0.00% Add +26.5% 183,723 $5.5M
Bank of Montreal 0.00% Reduce -1.7% 172,745 $5.2M
Wells Fargo & Company 0.00% Reduce -6.3% 159,567 $4.8M
Cetera Investment Advisers 0.00% Add +27.0% 153,515 $4.6M
Fca Corp. 1.26% Add +3.4% 147,683 $4.5M
Farther Finance Advisors, LLC 0.04% Reduce -4.5% 127,972 $3.9M
Focus Financial Network, Inc. 0.13% Add +2.6% 124,038 $3.7M
Stelac Advisory Services LLC 0.75% Add +76.2% 123,451 $3.7M
Friedenthal Financial 1.86% Add +3.1% 122,714 $3.7M
National Bank of Canada 0.00% Add +6.8% 118,387 $3.6M
PGIM Custom Harvest LLC 0.05% Reduce -8.0% 115,541 $3.5M
Joseph P. Lucia & Associates, LLC 1.22% Reduce -2.5% 112,720 $3.4M
Creative Planning 0.00% Reduce -7.6% 94,225 $2.8M
Commonwealth Equity Services, LLC 0.00% Reduce -0.7% 86,140 $2.6M
UBS Group AG 0.00% Add +34.0% 83,021 $2.5M
Cahill Financial Advisors Inc. 0.25% Add +0.1% 75,484 $2.3M
Rainey & Randall Wealth Advisors Inc. 0.37% Reduce -8.9% 74,940 $2.3M
Hills Bank & Trust Co 0.11% Add +78.3% 73,660 $2.2M
BNP Paribas Financial Markets 0.00% Add +480.6% 72,122 $2.2M
Yoder Wealth Management, Inc. 0.98% Add +4.5% 70,846 $2.1M
Cornerstone Advisory, LLC 0.20% Reduce -3.2% 69,174 $2.1M
Ausdal Financial Partners, Inc. 0.09% Add +4.5% 63,172 $1.9M
Coastal Bridge Advisors, LLC 0.13% Add +0.0% 60,612 $1.8M
Berger Financial Group, Inc 0.10% Reduce -4.2% 60,460 $1.8M
Optas, LLC 0.28% Add +99.6% 60,308 $1.8M
Peak Financial Management, Inc. 0.43% Reduce -2.6% 56,571 $1.7M
Hartford Financial Management Inc. 0.43% Reduce -0.6% 55,784 $1.7M
Jones Financial Companies LLLP 0.00% Add +5.3% 48,504 $1.4M
Ironsides Asset Advisors, LLC 0.35% Add +22.8% 46,212 $1.4M
Walker Asset Management, LLC 0.71% Add +0.8% 43,444 $1.3M
Merit Financial Group, LLC 0.01% Add +46.4% 37,500 $1.1M
Biltmore Family Office, LLC 0.16% No change 37,200 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -7.8% 37,171 $1.1M
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -4.5% 37,069 $1.1M
Beacon Pointe Advisors, LLC 0.01% New 35,320 $1.1M
Envestnet Asset Management Inc. 0.00% Add +1.8% 34,208 $1.0M
Lido Advisors, LLC 0.00% Add +8.1% 31,457 $950K
CX Institutional 0.03% Add +521.9% 30,049 $907K
UMB Bank, n.a. 0.01% No change 28,998 $876K
Empirical Asset Management, LLC 0.23% Reduce -0.7% 28,895 $872K
Great Valley Advisor Group, Inc. 0.02% Add +0.2% 28,197 $851K
Red Mountain Financial, LLC 0.80% Reduce -4.5% 28,058 $847K
Allworth Financial LP 0.00% Reduce -11.8% 26,930 $813K
&partners 0.00% Reduce -0.2% 26,208 $791K
Rockefeller Capital Management L.P. 0.00% Add +78.0% 25,686 $776K
Corient Private Wealth LP 0.00% Add +7.4% 27,274 $764K
Quantinno Capital Management LP 0.00% Reduce -30.3% 24,860 $751K
Citadel Advisors 0.00% New 23,166 $699K
HHM Wealth Advisors, LLC 0.08% No change 23,115 $698K
Choreo, LLC 0.01% No change 22,780 $688K
GTS Securities LLC 0.02% New 21,871 $660K
Sensible Money, LLC 0.20% No change 21,825 $659K
Asset Dedication, LLC 0.05% No change 21,825 $659K
Mercer Global Advisors Inc. 0.00% Reduce -40.1% 21,326 $644K
FMR LLC 0.00% Add +8.5% 21,231 $641K
Mariner, LLC 0.00% Reduce -0.4% 20,665 $624K
Sanctuary Advisors, LLC 0.00% Reduce -27.7% 19,689 $594K
First Heartland Consultants, Inc. 0.05% Reduce -6.7% 19,576 $591K
Oppenheimer & Co. Inc. 0.01% Reduce -38.3% 19,053 $575K
Harbor Asset Planning, Inc. 0.48% Reduce -1.1% 18,774 $567K
Clearstead Advisors, LLC 0.01% No change 17,945 $542K
Principal Securities, Inc. 0.01% Add +8.7% 17,597 $531K
Perryman Financial Advisory Inc. 0.08% Add +0.2% 17,311 $523K
Kovack Advisors, Inc. 0.03% Reduce -2.6% 16,585 $503K
Janney Montgomery Scott LLC 0.00% Add +4.1% 16,117 $487K
Kestra Advisory Services, LLC 0.00% Add +19.9% 15,880 $479K
Avidian Wealth Enterprises, LLC 0.01% No change 15,640 $472K
Blue Sky Capital Consultants Group, Inc. 0.22% Reduce -12.0% 15,219 $460K
DHJJ Financial Advisors, Ltd. 0.15% No change 14,560 $440K
CRA Financial Services, LLC 0.06% Add +0.0% 14,486 $437K
Silver Oak Securities, Incorporated 0.03% Add +0.0% 14,201 $429K
Hilltop Holdings Inc. 0.04% No change 13,185 $398K
Koshinski Asset Management, Inc. 0.02% Add +0.0% 12,706 $384K
Ellis Investment Partners, LLC 0.07% Add +0.1% 12,675 $383K
Elmwood Wealth Management, Inc. 0.11% Add +4.0% 12,617 $381K
Advisory Services Network, LLC 0.01% Add +15.5% 12,422 $375K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -68.3% 12,217 $370K
McAdam, LLC 0.02% Reduce -1.4% 12,088 $365K
StoneX Group Inc. 0.02% Add +15.7% 11,618 $351K
Sequoia Financial Advisors, LLC 0.00% Add +7.5% 11,547 $349K
Cooper Financial Group 0.04% No change 11,492 $347K
IHT Wealth Management, LLC 0.01% Reduce -2.0% 11,482 $347K
Stifel Financial Corp. 0.00% Reduce -1.7% 11,451 $346K
Gateway Wealth Partners, LLC 0.01% New 11,310 $341K
Goldman Sachs Group Inc. 0.00% Add +16.7% 10,598 $320K
Perissos Private Wealth Management, LLC 0.27% Add +0.0% 10,485 $317K
OneDigital Investment Advisors LLC 0.00% Reduce -0.1% 10,468 $316K
Arkadios Wealth Advisors 0.01% New 10,264 $310K

"% 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.

Show all 182 holders