Invesco S&P 500 Equal WeightRSPMETF

13F holders, Q3 2025 (September 30)
70holders −3
7new positions
9sold out
1famous investor
$32.71avg. 13F price*

At the end of Q3 2025, 70 institutions reported holding Invesco S&P 500 Equal Weight (RSPM) in their 13F filings, down 3 from Q2 2025. 7 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($8.3M), Cetera Investment Advisers ($6.5M) and Friedenthal Financial ($4.1M). 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

020406080100 Q1 2024: 88Q1 2024Q2 2024: 84Q2 2024Q3 2024: 84Q3 2024Q4 2024: 78Q4 2024Q1 2025: 73Q1 2025Q2 2025: 73Q2 2025Q3 2025: 70Q3 2025Q4 2025: 70Q4 2025Q1 2026: 70Q1 2026Q2 2026: 74Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions7$980K
Exits9$4.7M

All 13F filers, Q2 2025 → Q3 2025: 245,781 shares bought and 213,576 shares sold, net +32,205 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 70 holders

Bank of America Corp. 0.00% Reduce -2.8% 254,001 $8.3M
Cetera Investment Advisers 0.01% Add +477.6% 199,049 $6.5M
Friedenthal Financial 2.12% Add +6.7% 125,599 $4.1M
LPL Financial LLC 0.00% Add +1.1% 118,633 $3.9M
Raymond James Financial Inc. 0.00% Reduce -2.3% 110,826 $3.6M
Morgan Stanley 0.00% Reduce -0.7% 70,422 $2.3M
Maltin Wealth Management, Inc. 0.92% Add +1.4% 67,456 $2.2M
Obsidian Personal Planning Solutions LLC 0.67% Reduce -3.2% 60,537 $1.9M
Pacific Sun Financial Corp 0.85% Reduce -1.9% 54,005 $1.8M
Goldman Sachs Group Inc. 0.00% Add +114.6% 46,691 $1.5M
Meitav Investment House Ltd. 0.01% No change 32,715 $1.1M
Osaic Holdings, Inc. 0.00% Reduce -16.8% 29,708 $975K
Peak Financial Management, Inc. 0.24% Reduce -2.9% 27,391 $897K
Farther Finance Advisors, LLC 0.01% Reduce -3.1% 25,146 $824K
McKinley Carter Wealth Services, Inc. 0.04% No change 21,848 $716K
Private Advisor Group, LLC 0.00% Add +8.0% 20,311 $665K
Citadel Advisors 0.00% Reduce -23.8% 17,727 $581K
Cambridge Investment Research Advisors, Inc. 0.00% Add +22.5% 16,857 $552K
Creative Financial Designs Inc. 0.04% Reduce -5.9% 16,673 $546K
Envestnet Asset Management Inc. 0.00% Reduce -56.4% 16,399 $537K
UBS Group AG 0.00% Reduce -1.4% 14,261 $467K
Susquehanna International Group, LLP 0.00% New 13,340 $437K
Hartford Financial Management Inc. 0.10% No change 11,500 $377K
Royal Bank of Canada 0.00% Reduce -15.2% 10,959 $359K
Flputnam Investment Management Co. 0.01% No change 10,300 $337K
Wells Fargo & Company 0.00% Add +2.0% 10,125 $332K
Commonwealth Equity Services, LLC 0.00% Reduce -36.6% 10,072 $330K
Harbour Investments, Inc. 0.01% Add +34.6% 9,438 $309K
Walker Asset Management, LLC 0.17% Add +7.7% 9,305 $305K
Yoder Wealth Management, Inc. 0.14% Reduce -1.3% 9,062 $297K
Asset Management Group, Inc. 0.05% Add +0.5% 8,963 $294K
JPMorgan Chase & Co. 0.00% Reduce -0.6% 8,560 $280K
Lido Advisors, LLC 0.00% Reduce -0.7% 8,075 $264K
First Heartland Consultants, Inc. 0.02% Add +0.5% 8,041 $263K
Summit Financial, LLC 0.00% New 7,999 $262K
Merit Financial Group, LLC 0.00% Add +0.4% 7,510 $246K
Tower Research Capital LLC (TRC) 0.01% Add +1322.5% 6,828 $224K
Ameriprise Financial Inc. 0.00% Add +0.9% 6,610 $216K
Arax Advisory Partners 0.00% No change 6,548 $214K
Kestra Advisory Services, LLC 0.00% New 6,290 $206K
Allworth Financial LP 0.00% Add +0.1% 4,052 $133K
Key Financial Inc 0.02% No change 3,010 $98K
Jones Financial Companies LLLP 0.00% Add +39.4% 2,098 $68K
FMR LLC 0.00% Add +150.5% 1,826 $60K
Aptus Capital Advisors, LLC 0.00% Add +0.6% 1,564 $51K
Principal Securities, Inc. 0.00% Reduce -90.2% 1,538 $50K
Blair William & Co. 0.00% No change 1,510 $49K
Rockefeller Capital Management L.P. 0.00% New 1,492 $49K
MAI Capital Management 0.00% No change 1,170 $38K
North Capital, Inc. 0.03% Add +0.1% 1,091 $36K
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% No change 783 $26K
Cwm, LLC 0.00% New 758 $25K
AE Wealth Management LLC 0.00% No change 620 $20K
US Bancorp \de 0.00% No change 505 $17K
Northwestern Mutual Wealth Management Co. 0.00% No change 500 $16K
Lavaca Capital LLC 0.00% No change 450 $15K
CX Institutional 0.00% Add +16.0% 406 $13K
Pin Oak Investment Advisors Inc. 0.01% No change 350 $11K
Geneos Wealth Management Inc. 0.00% No change 300 $10K
Mark Sheptoff Financial Planning, LLC 0.00% No change 265 $9K
Qube Research & Technologies Ltd 0.00% No change 83 $3K
Comprehensive Financial Planning, Inc. 0.00% No change 55 $2K
Measured Wealth Private Client Group, LLC 0.00% New 45 $1K
GHP Investment Advisors, Inc. 0.00% No change 35 $1K
AlphaCore Capital LLC 0.00% No change 23 $753
Financial Gravity Asset Management, Inc. 0.00% — 12 $393
TCTC Holdings, LLC 0.00% No change 10 $328
Citigroup Inc. 0.00% New 1 $33

"% 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.