Invesco S&P 500 Equal WeightRSPHETF
13F holders, Q2 2026 (June 30)187holders +5
23new positions
17sold out
1famous investor
$33.11avg. 13F price*
At the end of Q2 2026, 187 institutions reported holding Invesco S&P 500 Equal Weight (RSPH) in their 13F filings, up 5 from Q1 2026. 23 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($44.2M), Summit Trail Advisors, LLC ($21.4M) and JPMorgan Chase & Co. ($21.0M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $27.1M |
| Exits | 17 | $4.2M |
All 13F filers, Q1 2026 → Q2 2026: 2,147,009 shares bought and 2,598,018 shares sold, net −451,009 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 187 holders
| Morgan Stanley | 0.00% | Add +96.7% | 1,332,257 | $44.2M |
| Summit Trail Advisors, LLC | 0.27% | New | 645,280 | $21.4M |
| JPMorgan Chase & Co. | 0.00% | Add +89.1% | 627,768 | $21.0M |
| Walled Lake Planning & Wealth Management, LLC | 3.81% | Add +3.3% | 455,121 | $15.1M |
| Bank of America Corp. | 0.00% | Reduce -6.7% | 401,114 | $13.3M |
| LPL Financial LLC | 0.00% | Reduce -2.4% | 366,785 | $12.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 333,942 | $11.1M |
| MAI Capital Management | 0.04% | Reduce -0.1% | 323,015 | $10.7M |
| Cresset Asset Management, LLC | 0.04% | Add +29.6% | 305,433 | $10.1M |
| Royal Bank of Canada | 0.00% | Reduce -20.8% | 277,231 | $9.2M |
| Osaic Holdings, Inc. | 0.01% | Add +26.8% | 233,436 | $7.7M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -13.0% | 188,470 | $6.3M |
| Cetera Investment Advisers | 0.01% | Add +12.6% | 172,814 | $5.7M |
| Bank of Montreal | 0.00% | Reduce -0.1% | 172,597 | $5.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -92.7% | 156,104 | $5.2M |
| Wells Fargo & Company | 0.00% | Reduce -2.9% | 154,993 | $5.1M |
| Fca Corp. | 1.24% | Add +3.0% | 152,116 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +64.7% | 141,855 | $4.7M |
| National Bank of Canada | 0.00% | Add +16.2% | 137,579 | $4.6M |
| Friedenthal Financial | 2.01% | Add +6.9% | 131,197 | $4.4M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -0.4% | 127,480 | $4.2M |
| Focus Financial Network, Inc. | 0.13% | Add +1.7% | 126,116 | $4.2M |
| PGIM Custom Harvest LLC | 0.05% | Reduce -1.1% | 114,215 | $3.8M |
| Joseph P. Lucia & Associates, LLC | 1.12% | Reduce -0.2% | 112,545 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -39.4% | 111,310 | $3.7M |
| UBS Group AG | 0.00% | Add +33.9% | 111,153 | $3.7M |
| Stelac Advisory Services LLC | 0.56% | Reduce -26.9% | 90,287 | $3.0M |
| Creative Planning | 0.00% | Reduce -14.0% | 81,064 | $2.7M |
| Cahill Financial Advisors Inc. | 0.24% | Add +0.1% | 75,587 | $2.5M |
| Yoder Wealth Management, Inc. | 0.93% | Add +1.3% | 71,741 | $2.4M |
| Cornerstone Advisory, LLC | 0.19% | Add +0.2% | 69,287 | $2.3M |
| Rainey & Randall Wealth Advisors Inc. | 0.32% | Reduce -9.0% | 68,203 | $2.3M |
| Coastal Bridge Advisors, LLC | 0.12% | Add +0.1% | 60,682 | $2.0M |
| Berger Financial Group, Inc | 0.10% | Reduce -1.8% | 59,353 | $2.0M |
| Peak Financial Management, Inc. | 0.43% | Reduce -1.2% | 55,886 | $1.9M |
| Hartford Financial Management Inc. | 0.41% | Add +0.0% | 55,788 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +6.0% | 51,399 | $1.7M |
| Hills Bank & Trust Co | 0.07% | Reduce -33.9% | 48,696 | $1.6M |
| Ironsides Asset Advisors, LLC | 0.36% | Reduce -0.9% | 45,806 | $1.5M |
| Walker Asset Management, LLC | 0.76% | Add +4.9% | 45,577 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -41.6% | 42,122 | $1.4M |
| Sandler Capital Management | 0.80% | New | 41,000 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.8% | 38,201 | $1.3M |
| Arax Advisory Partners | 0.01% | New | 37,266 | $1.2M |
| Biltmore Family Office, LLC | 0.16% | No change | 37,200 | $1.2M |
| Lido Advisors, LLC | 0.00% | Add +15.2% | 36,249 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 35,320 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -44.3% | 35,172 | $1.2M |
| Citigroup Inc. | 0.00% | Add +3372800.0% | 33,729 | $1.1M |
| Optas, LLC | 0.14% | Reduce -50.0% | 30,154 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.8% | 29,815 | $990K |
| Red Mountain Financial, LLC | 0.79% | Add +0.6% | 28,212 | $936K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.2% | 27,860 | $925K |
| Empirical Asset Management, LLC | 0.21% | Reduce -3.7% | 27,830 | $924K |
| Clearstead Advisors, LLC | 0.01% | Add +50.5% | 27,010 | $896K |
| Merit Financial Group, LLC | 0.01% | Reduce -29.5% | 26,423 | $877K |
| Quantinno Capital Management LP | 0.00% | Add +4.7% | 26,022 | $864K |
| Corient Private Wealth LP | 0.00% | Reduce -5.3% | 25,831 | $857K |
| &partners | 0.00% | Reduce -3.5% | 25,296 | $840K |
| UMB Bank, n.a. | 0.01% | Reduce -14.4% | 24,832 | $824K |
| HHM Wealth Advisors, LLC | 0.08% | Add +3.5% | 23,915 | $794K |
| Choreo, LLC | 0.01% | No change | 22,780 | $756K |
| Private Advisor Group, LLC | 0.00% | Add +144.9% | 22,498 | $747K |
| Sensible Money, LLC | 0.19% | No change | 21,825 | $724K |
| Asset Dedication, LLC | 0.05% | No change | 21,825 | $724K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.5% | 21,223 | $704K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -17.7% | 21,149 | $702K |
| Mariner, LLC | 0.00% | Reduce -3.0% | 20,049 | $665K |
| Susquehanna International Group, LLP | 0.00% | New | 19,400 | $644K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.4% | 19,317 | $641K |
| FMR LLC | 0.00% | Reduce -9.4% | 19,228 | $638K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -3.0% | 18,979 | $630K |
| Principal Securities, Inc. | 0.01% | Add +7.8% | 18,966 | $629K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.3% | 16,070 | $533K |
| Harbor Asset Planning, Inc. | 0.40% | Reduce -15.5% | 15,870 | $527K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 15,640 | $519K |
| Kovack Advisors, Inc. | 0.02% | Reduce -8.3% | 15,213 | $512K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.3% | 15,364 | $510K |
| Allworth Financial LP | 0.00% | Reduce -43.2% | 15,297 | $508K |
| Perryman Financial Advisory Inc. | 0.07% | Reduce -14.5% | 14,808 | $491K |
| DHJJ Financial Advisors, Ltd. | 0.14% | No change | 14,560 | $483K |
| CRA Financial Services, LLC | 0.05% | Reduce -1.7% | 14,241 | $473K |
| StoneX Group Inc. | 0.02% | Add +19.2% | 13,851 | $456K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -5.8% | 13,385 | $444K |
| Blue Sky Capital Consultants Group, Inc. | 0.19% | Reduce -12.3% | 13,354 | $443K |
| Hilltop Holdings Inc. | 0.04% | Reduce -0.8% | 13,085 | $434K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.1% | 12,597 | $428K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.6% | 12,781 | $424K |
| Ellis Investment Partners, LLC | 0.06% | Add +0.0% | 12,680 | $421K |
| Elmwood Wealth Management, Inc. | 0.10% | Reduce -3.9% | 12,126 | $402K |
| Cooper Financial Group | 0.03% | No change | 11,492 | $381K |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 11,400 | $378K |
| McAdam, LLC | 0.01% | Reduce -6.9% | 11,259 | $374K |
| Perissos Private Wealth Management, LLC | 0.24% | Add +0.0% | 10,488 | $348K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -11.9% | 10,176 | $338K |
| Leo H. Evart, Inc. | 0.26% | Add +0.2% | 9,768 | $324K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -10.9% | 9,327 | $310K |
| Equitable Holdings, Inc. | 0.00% | Add +8.8% | 9,303 | $309K |
| Advisory Services Network, LLC | 0.00% | Reduce -28.3% | 8,906 | $296K |
| D. E. Shaw & Co. | 0.00% | New | 8,883 | $295K |
| Cerity Partners LLC | 0.00% | Add +6.0% | 8,870 | $294K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 8,746 | $290K |
| Linscomb Wealth, Inc. | 0.01% | Add +13.4% | 8,631 | $286K |
| Wagner Wealth Management, LLC | 0.05% | Add +0.2% | 8,399 | $279K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 8,000 | $265K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -9.1% | 7,984 | $265K |
| Bank Ozk | 0.08% | No change | 7,800 | $259K |
| First National Bank of Omaha | 0.01% | No change | 7,500 | $251K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | No change | 7,460 | $248K |
| DAVENPORT & Co LLC | 0.00% | No change | 7,405 | $246K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 7,112 | $236K |
| Pettinga Financial Advisors LLC | 0.04% | No change | 7,000 | $232K |
| Segment Wealth Management, LLC | 0.01% | No change | 7,000 | $232K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.16% | No change | 6,995 | $232K |
| ProCore Advisors, LLC | 0.29% | No change | 6,970 | $231K |
| Zhang Financial LLC | 0.01% | No change | 6,900 | $229K |
| Snowden Capital Advisors LLC | 0.01% | New | 6,870 | $228K |
| Trinity Financial Advisors LLC | 0.06% | Add +0.1% | 6,843 | $227K |
| Targeted Financial Services LLC | 0.17% | New | 6,818 | $226K |
| Blair William & Co. | 0.00% | No change | 6,664 | $221K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 6,580 | $218K |
| International Private Wealth Advisors LLC | 0.11% | Reduce -3.8% | 6,473 | $215K |
| S&A Financial Services, Inc. | 0.13% | New | 6,243 | $207K |
| Pacific Sun Financial Corp | 0.08% | New | 6,145 | $204K |
| Orographic Financial Advisors, LLC | 0.13% | New | 5,613 | $202K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 5,762 | $191K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 5,300 | $176K |
| Legacy Bridge, LLC | 0.05% | No change | 5,210 | $173K |
| Global Retirement Partners, LLC | 0.00% | — | 5,051 | $168K |
| CX Institutional | 0.00% | Reduce -84.2% | 4,760 | $158K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.2% | 4,704 | $156K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +387.9% | 4,391 | $146K |
| Silver Grove Financial Group, Inc. | 0.07% | No change | 4,080 | $135K |
| Bayban | 0.10% | No change | 4,000 | $133K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.1% | 3,887 | $129K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +0.2% | 3,839 | $127K |
| NewEdge Advisors, LLC | 0.00% | Reduce -32.0% | 3,831 | $127K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,660 | $121K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,631 | $121K |
| Joseph Group Capital Management | 0.02% | New | 3,283 | $109K |
| Valley National Advisers Inc. | 0.01% | No change | 3,020 | $100K |
| Parkside Financial Bank & Trust | 0.01% | No change | 2,910 | $97K |
| IFP Advisors, Inc | 0.00% | Add +42.3% | 2,602 | $86K |
| Montag A & Associates Inc. | 0.00% | No change | 2,433 | $81K |
| BlackRock, Inc. | 0.00% | No change | 2,300 | $76K |
| Allied Private Wealth LLC | 0.04% | — | 1,952 | $66K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,540 | $51K |
| AE Wealth Management LLC | 0.00% | Add +71.9% | 1,427 | $47K |
| Hollencrest Capital Management | 0.00% | No change | 1,420 | $47K |
| Bokf, NA | 0.00% | No change | 1,365 | $45K |
| Clearstead Trust, LLC | 0.01% | No change | 1,250 | $41K |
| Banque Transatlantique SA | 0.00% | No change | 1,178 | $39K |
| Raleigh Capital Management Inc. | 0.01% | Add +0.2% | 1,102 | $37K |
| Lavaca Capital LLC | 0.00% | No change | 1,100 | $37K |
| Assetmark, Inc. | 0.00% | No change | 1,080 | $36K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 1,000 | $34K |
| Mather Group, Llc. | 0.00% | No change | 1,000 | $33K |
| Ancora Advisors LLC | 0.00% | Reduce -36.5% | 988 | $33K |
| US Bancorp \de | 0.00% | No change | 920 | $31K |
| Lodestone Wealth Management LLC | 0.01% | No change | 873 | $29K |
| Compass Financial Management LLC | 0.00% | — | 873 | $29K |
| AlphaCore Capital LLC | 0.00% | No change | 779 | $26K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -70.0% | 769 | $26K |
| Continuum Advisory, LLC | 0.00% | New | 763 | $25K |
| Pacific Center for Financial Services | 0.01% | Add +0.1% | 706 | $23K |
| Rothschild Investment LLC | 0.00% | No change | 700 | $23K |
| First Bancorp, Inc | 0.01% | New | 660 | $22K |
| Front Row Advisors LLC | 0.01% | No change | 550 | $20K |
| Franklin Resources Inc. | 0.00% | Reduce -38.7% | 552 | $18K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 500 | $17K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 500 | $17K |
| Lanark Financial, Inc. | 0.00% | No change | 500 | $17K |
| Signature Equity Partners, LLC | 0.01% | Add +0.2% | 474 | $16K |
| Centerpoint Advisors, LLC | 0.00% | New | 336 | $11K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 285 | $9K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 250 | $8K |
| Parallel Advisors, LLC | 0.00% | No change | 190 | $6K |
| Institute for Wealth Management, LLC. | 0.00% | New | 150 | $5K |
| Fifth Third Bancorp | 0.00% | No change | 148 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 130 | $4K |
| Howe & Rusling Inc. | 0.00% | No change | 126 | $4K |
| Qube Research & Technologies Ltd | 0.00% | New | 102 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | — | 93 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -25.0% | 60 | $2K |
| Simplex Trading, LLC | 0.00% | New | 55 | $2K |
| LM Advisors LLC | 0.00% | Add +3143.2% | 29,189 | $969 |
| Sankala Group LLC | 0.00% | Reduce -80.0% | 1 | $36 |
"% 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.