Invesco S&P 500 Equal WeightRSPMETF
13F holders, Q4 2025 (December 31)70holders
9new positions
8sold out
$34.07avg. 13F price*
At the end of Q4 2025, 70 institutions reported holding Invesco S&P 500 Equal Weight (RSPM) in their 13F filings, unchanged from Q3 2025. 9 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($8.5M), Cetera Investment Advisers ($6.7M) and Altfest L J & Co. Inc. ($4.4M).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V316
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $6.5M |
| Exits | 8 | $1.9M |
All 13F filers, Q3 2025 → Q4 2025: 271,416 shares bought and 124,815 shares sold, net +146,601 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Bank of America Corp. | 0.00% | Reduce -2.1% | 248,679 | $8.5M |
| Cetera Investment Advisers | 0.01% | Reduce -0.6% | 197,821 | $6.7M |
| Altfest L J & Co. Inc. | 0.48% | New | 129,829 | $4.4M |
| Friedenthal Financial | 2.25% | Add +2.2% | 128,356 | $4.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.8% | 107,716 | $3.7M |
| LPL Financial LLC | 0.00% | Reduce -16.1% | 99,514 | $3.4M |
| Morgan Stanley | 0.00% | Add +0.5% | 70,758 | $2.4M |
| Maltin Wealth Management, Inc. | 0.95% | Add +3.4% | 69,741 | $2.4M |
| Pacific Sun Financial Corp | 0.85% | Reduce -3.9% | 51,915 | $1.8M |
| Merit Financial Group, LLC | 0.01% | Add +512.5% | 46,001 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +305.7% | 44,462 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.8% | 40,223 | $1.4M |
| Meitav Investment House Ltd. | 0.01% | No change | 32,715 | $1.1M |
| Sykon Capital LLC | 0.28% | New | 26,056 | $888K |
| Farther Finance Advisors, LLC | 0.01% | Add +2.8% | 25,861 | $881K |
| Peak Financial Management, Inc. | 0.22% | Reduce -8.2% | 25,149 | $857K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.8% | 24,125 | $823K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -2.4% | 21,324 | $727K |
| Private Advisor Group, LLC | 0.00% | Reduce -16.7% | 16,914 | $576K |
| NTV Asset Management LLC | 0.06% | New | 16,785 | $572K |
| UBS Group AG | 0.00% | Add +10.7% | 15,792 | $538K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -20.4% | 13,421 | $457K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -27.1% | 11,962 | $408K |
| Hartford Financial Management Inc. | 0.10% | No change | 11,500 | $392K |
| Flputnam Investment Management Co. | 0.01% | No change | 10,300 | $351K |
| Harbour Investments, Inc. | 0.01% | Add +1.9% | 9,617 | $328K |
| Wells Fargo & Company | 0.00% | Reduce -9.2% | 9,193 | $313K |
| Walker Asset Management, LLC | 0.17% | Reduce -1.9% | 9,126 | $311K |
| Asset Management Group, Inc. | 0.05% | Reduce -1.0% | 8,875 | $302K |
| Creative Financial Designs Inc. | 0.02% | Reduce -48.1% | 8,653 | $295K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 8,551 | $291K |
| Yoder Wealth Management, Inc. | 0.13% | Reduce -6.6% | 8,462 | $288K |
| Clearstead Advisors, LLC | 0.00% | New | 8,204 | $280K |
| Lido Advisors, LLC | 0.00% | Add +4.6% | 8,448 | $277K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 8,094 | $276K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -0.4% | 8,006 | $273K |
| Summit Financial, LLC | 0.00% | Reduce -4.0% | 7,678 | $262K |
| Arax Advisory Partners | 0.01% | No change | 6,548 | $223K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.3% | 6,082 | $207K |
| Allworth Financial LP | 0.00% | Add +0.1% | 4,054 | $138K |
| Key Financial Inc | 0.02% | No change | 3,010 | $103K |
| Jones Financial Companies LLLP | 0.00% | Reduce -4.0% | 2,013 | $69K |
| FMR LLC | 0.00% | Add +8.3% | 1,978 | $67K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 1,572 | $54K |
| Blair William & Co. | 0.00% | No change | 1,510 | $51K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.7% | 1,452 | $49K |
| MAI Capital Management | 0.00% | No change | 1,170 | $40K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,020 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 975 | $33K |
| Nemes Rush Group LLC | 0.00% | New | 805 | $27K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 783 | $27K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 779 | $27K |
| Cwm, LLC | 0.00% | Add +0.5% | 762 | $26K |
| AE Wealth Management LLC | 0.00% | No change | 620 | $21K |
| US Bancorp \de | 0.00% | No change | 505 | $17K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $17K |
| Lavaca Capital LLC | 0.00% | No change | 450 | $15K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 350 | $14K |
| Sound Income Strategies, LLC | 0.00% | New | 335 | $12K |
| Geneos Wealth Management Inc. | 0.00% | No change | 300 | $10K |
| CX Institutional | 0.00% | Reduce -24.6% | 306 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 265 | $9K |
| International Assets Investment Management, LLC | 0.00% | New | 193 | $7K |
| 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 | $784 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 12 | $409 |
| Measured Wealth Private Client Group, LLC | 0.00% | Reduce -77.8% | 10 | $341 |
| TCTC Holdings, LLC | 0.00% | No change | 10 | $341 |
"% 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.