Invesco S&P 500 Equal WeightRSPMETF
13F holders, Q1 2025 (March 31)73holders −5
6new positions
10sold out
1famous investor
$31.73avg. 13F price*
At the end of Q1 2025, 73 institutions reported holding Invesco S&P 500 Equal Weight (RSPM) in their 13F filings, down 5 from Q4 2024. 6 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($8.9M), Avantax Advisory Services, Inc. ($6.0M) and LPL Financial LLC ($4.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V316
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.4M |
| Exits | 10 | $47.3M |
All 13F filers, Q4 2024 → Q1 2025: 140,352 shares bought and 1,696,629 shares sold, net −1,556,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| Bank of America Corp. | 0.00% | Reduce -2.8% | 280,256 | $8.9M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -6.9% | 188,040 | $6.0M |
| LPL Financial LLC | 0.00% | Reduce -7.8% | 125,379 | $4.0M |
| Friedenthal Financial | 2.10% | Add +5.5% | 110,854 | $3.5M |
| Trinity Legacy Partners, LLC | 0.86% | Add +11.8% | 105,726 | $3.4M |
| Morgan Stanley | 0.00% | Reduce -43.1% | 101,891 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +11.1% | 97,963 | $3.1M |
| Maltin Wealth Management, Inc. | 1.00% | Add +14.0% | 66,847 | $2.1M |
| Obsidian Personal Planning Solutions LLC | 0.87% | Reduce -54.5% | 63,400 | $2.0M |
| Pacific Sun Financial Corp | 1.03% | Reduce -6.5% | 56,970 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -33.0% | 40,990 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.7% | 39,781 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.4% | 37,864 | $1.2M |
| Meitav Investment House Ltd. | 0.02% | No change | 32,715 | $1.0M |
| Two Sigma Investments, LP | 0.00% | New | 32,000 | $1.0M |
| Peak Financial Management, Inc. | 0.28% | Reduce -6.3% | 29,258 | $929K |
| Private Advisor Group, LLC | 0.01% | Add +0.5% | 27,440 | $871K |
| Farther Finance Advisors, LLC | 0.02% | New | 25,104 | $799K |
| UBS Group AG | 0.00% | Add +51.1% | 24,756 | $786K |
| Susquehanna International Group, LLP | 0.00% | Add +50.4% | 23,755 | $754K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -6.8% | 22,608 | $718K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.1% | 19,492 | $619K |
| Citadel Advisors | 0.00% | Reduce -8.1% | 19,191 | $609K |
| Creative Financial Designs Inc. | 0.05% | Add +5.2% | 18,081 | $574K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.8% | 16,943 | $538K |
| Royal Bank of Canada | 0.00% | Add +40.2% | 16,269 | $517K |
| MML Investors Services, LLC | 0.00% | Reduce -25.4% | 16,136 | $512K |
| Principal Securities, Inc. | 0.01% | No change | 14,598 | $475K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +78.8% | 14,261 | $453K |
| Hartford Financial Management Inc. | 0.08% | No change | 11,500 | $365K |
| Wells Fargo & Company | 0.00% | Reduce -46.4% | 10,995 | $349K |
| Flputnam Investment Management Co. | 0.01% | No change | 10,300 | $327K |
| CX Institutional | 0.01% | New | 9,291 | $295K |
| Yoder Wealth Management, Inc. | 0.16% | No change | 9,185 | $292K |
| Lido Advisors, LLC | 0.00% | Reduce -13.4% | 9,090 | $289K |
| Asset Management Group, Inc. | 0.05% | Reduce -10.4% | 8,996 | $286K |
| Merit Financial Group, LLC | 0.00% | Reduce -3.4% | 8,787 | $279K |
| Walker Asset Management, LLC | 0.17% | Reduce -1.1% | 8,638 | $274K |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.1% | 8,560 | $272K |
| Dale Q Rice Investment Management Ltd | 0.13% | New | 8,218 | $261K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -3.6% | 8,186 | $260K |
| Harbour Investments, Inc. | 0.01% | Add +3.8% | 7,980 | $253K |
| Focus Financial Network, Inc. | 0.01% | Reduce -9.4% | 7,855 | $249K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 6,548 | $208K |
| Allworth Financial LP | 0.00% | Add +0.1% | 4,046 | $124K |
| Private Trust Co. NA | 0.01% | No change | 3,040 | $96K |
| Key Financial Inc | 0.02% | No change | 3,010 | $96K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -41.2% | 2,000 | $63K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.6% | 1,547 | $49K |
| Blair William & Co. | 0.00% | No change | 1,510 | $48K |
| MAI Capital Management | 0.00% | No change | 1,170 | $37K |
| North Capital, Inc. | 0.03% | — | 1,090 | $35K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,020 | $32K |
| BlackRock, Inc. | 0.00% | Add +3.1% | 1,002 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 975 | $31K |
| FMR LLC | 0.00% | Add +59.6% | 795 | $25K |
| Jones Financial Companies LLLP | 0.00% | Add +11.3% | 746 | $23K |
| Comerica Bank | 0.00% | No change | 700 | $22K |
| US Bancorp \de | 0.00% | No change | 505 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $16K |
| Lavaca Capital LLC | 0.01% | No change | 450 | $14K |
| Continuum Advisory, LLC | 0.00% | No change | 440 | $14K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 350 | $11K |
| AE Wealth Management LLC | 0.00% | No change | 300 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 265 | $8K |
| Redwood Park Advisors LLC | 0.00% | New | 154 | $5K |
| Bristlecone Advisors, LLC | 0.00% | No change | 115 | $4K |
| Qube Research & Technologies Ltd | 0.00% | No change | 83 | $3K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 55 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 35 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 34 | $1K |
| AlphaCore Capital LLC | 0.00% | New | 23 | $730 |
| TCTC Holdings, LLC | 0.00% | No change | 10 | $317 |
"% of holder's portfolio" is RSPM's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.