Invesco S&P 500 Equal WeightRSPMETF
13F holders, Q2 2025 (June 30)73holders
7new positions
7sold out
1famous investor
$32.47avg. 13F price*
At the end of Q2 2025, 73 institutions reported holding Invesco S&P 500 Equal Weight (RSPM) in their 13F filings, unchanged from Q1 2025. 7 opened new positions and 7 sold out. The largest holders were Bank of America Corp. ($8.5M), Avantax Advisory Services, Inc. ($5.6M) and Friedenthal Financial ($3.8M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.7M |
| Exits | 7 | $2.2M |
All 13F filers, Q1 2025 → Q2 2025: 82,476 shares bought and 223,894 shares sold, net −141,418 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| Bank of America Corp. | 0.00% | Reduce -6.7% | 261,376 | $8.5M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -8.9% | 171,340 | $5.6M |
| Friedenthal Financial | 2.09% | Add +6.2% | 117,680 | $3.8M |
| LPL Financial LLC | 0.00% | Reduce -6.5% | 117,289 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Add +15.8% | 113,478 | $3.7M |
| Trinity Legacy Partners, LLC | 0.86% | Add +0.5% | 106,201 | $3.5M |
| Morgan Stanley | 0.00% | Reduce -30.4% | 70,912 | $2.3M |
| Maltin Wealth Management, Inc. | 0.97% | Reduce -0.4% | 66,552 | $2.2M |
| Obsidian Personal Planning Solutions LLC | 0.82% | Reduce -1.3% | 62,553 | $2.0M |
| Pacific Sun Financial Corp | 0.93% | Reduce -3.3% | 55,070 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.6% | 37,566 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.7% | 35,701 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -15.9% | 34,463 | $1.1M |
| Meitav Investment House Ltd. | 0.01% | No change | 32,715 | $1.1M |
| Peak Financial Management, Inc. | 0.26% | Reduce -3.6% | 28,199 | $914K |
| Farther Finance Advisors, LLC | 0.02% | Add +3.4% | 25,948 | $841K |
| Citadel Advisors | 0.00% | Add +21.2% | 23,260 | $754K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -3.4% | 21,848 | $708K |
| Goldman Sachs Group Inc. | 0.00% | New | 21,761 | $705K |
| Private Advisor Group, LLC | 0.00% | Reduce -31.5% | 18,807 | $610K |
| Creative Financial Designs Inc. | 0.04% | Reduce -2.0% | 17,711 | $574K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -18.5% | 15,888 | $515K |
| Principal Securities, Inc. | 0.01% | Add +7.0% | 15,626 | $506K |
| UBS Group AG | 0.00% | Reduce -41.6% | 14,467 | $469K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -18.8% | 13,757 | $446K |
| Royal Bank of Canada | 0.00% | Reduce -20.6% | 12,922 | $419K |
| MML Investors Services, LLC | 0.00% | Reduce -26.2% | 11,908 | $386K |
| Hartford Financial Management Inc. | 0.10% | No change | 11,500 | $373K |
| Flputnam Investment Management Co. | 0.01% | No change | 10,300 | $334K |
| Wells Fargo & Company | 0.00% | Reduce -9.8% | 9,923 | $322K |
| Yoder Wealth Management, Inc. | 0.16% | No change | 9,185 | $298K |
| Asset Management Group, Inc. | 0.05% | Reduce -0.8% | 8,920 | $289K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 8,874 | $288K |
| Walker Asset Management, LLC | 0.16% | Add +0.1% | 8,644 | $280K |
| JPMorgan Chase & Co. | 0.00% | Add +0.6% | 8,607 | $279K |
| Lido Advisors, LLC | 0.00% | Reduce -10.6% | 8,128 | $263K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -2.2% | 8,004 | $259K |
| Merit Financial Group, LLC | 0.00% | Reduce -14.9% | 7,479 | $242K |
| Harbour Investments, Inc. | 0.01% | Reduce -12.1% | 7,012 | $227K |
| Ameriprise Financial Inc. | 0.00% | New | 6,548 | $212K |
| Arax Advisory Partners | 0.01% | New | 6,548 | $212K |
| Focus Financial Network, Inc. | 0.01% | Reduce -20.5% | 6,244 | $202K |
| Ameritas Advisory Services, LLC | 0.01% | New | 4,984 | $162K |
| Allworth Financial LP | 0.00% | Add +0.1% | 4,049 | $131K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 3,670 | $119K |
| Key Financial Inc | 0.02% | No change | 3,010 | $98K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 1,555 | $50K |
| Jones Financial Companies LLLP | 0.00% | Add +101.7% | 1,505 | $49K |
| Blair William & Co. | 0.00% | No change | 1,510 | $49K |
| MAI Capital Management | 0.00% | No change | 1,170 | $38K |
| North Capital, Inc. | 0.03% | No change | 1,090 | $35K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,020 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 975 | $32K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 783 | $25K |
| FMR LLC | 0.00% | Reduce -8.3% | 729 | $24K |
| AE Wealth Management LLC | 0.00% | Add +106.7% | 620 | $20K |
| US Bancorp \de | 0.00% | No change | 505 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.6% | 480 | $16K |
| Lavaca Capital LLC | 0.01% | No change | 450 | $15K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 350 | $11K |
| CX Institutional | 0.00% | Reduce -96.2% | 350 | $11K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -85.0% | 300 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 265 | $9K |
| Valley Wealth Managers, Inc. | 0.00% | New | 190 | $6K |
| Redwood Park Advisors LLC | 0.00% | Add +0.7% | 155 | $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 |
| AlphaCore Capital LLC | 0.00% | No change | 23 | $745 |
| Financial Gravity Companies, Inc. | 0.00% | — | 19 | $616 |
| TCTC Holdings, LLC | 0.00% | No change | 10 | $324 |
"% 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.