Invesco S&P 500 Equal WeightRSPMETF
13F holders, Q1 2026 (March 31)70holders
9new positions
9sold out
$38.67avg. 13F price*
At the end of Q1 2026, 70 institutions reported holding Invesco S&P 500 Equal Weight (RSPM) in their 13F filings, unchanged from Q4 2025. 9 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($11.9M), Cetera Investment Advisers ($7.6M) and Friedenthal Financial ($4.9M).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V316
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.3M |
| Exits | 9 | $6.4M |
All 13F filers, Q4 2025 → Q1 2026: 389,684 shares bought and 201,909 shares sold, net +187,775 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Bank of America Corp. | 0.00% | Add +23.3% | 306,662 | $11.9M |
| Cetera Investment Advisers | 0.01% | Reduce -0.3% | 197,283 | $7.6M |
| Friedenthal Financial | 2.48% | Reduce -0.3% | 127,927 | $4.9M |
| Raymond James Financial Inc. | 0.00% | Add +4.0% | 112,082 | $4.3M |
| LPL Financial LLC | 0.00% | Reduce -3.6% | 95,879 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +90.6% | 84,749 | $3.3M |
| NTV Asset Management LLC | 0.33% | Add +366.1% | 78,232 | $3.0M |
| Maltin Wealth Management, Inc. | 1.15% | Add +12.0% | 78,123 | $3.0M |
| Morgan Stanley | 0.00% | Add +7.6% | 76,162 | $2.9M |
| Courage Miller Partners, LLC | 0.56% | New | 51,346 | $2.0M |
| Pacific Sun Financial Corp | 0.94% | Reduce -3.6% | 50,035 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +191.8% | 49,354 | $1.9M |
| Merit Financial Group, LLC | 0.01% | Reduce -2.3% | 44,968 | $1.7M |
| Sykon Capital LLC | 0.50% | Add +47.5% | 38,423 | $1.5M |
| Meitav Investment House Ltd. | 0.01% | No change | 32,715 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 30,700 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +221.8% | 29,587 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +20.5% | 29,063 | $1.1M |
| Peak Financial Management, Inc. | 0.24% | Reduce -1.9% | 24,680 | $954K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -7.3% | 23,963 | $934K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -2.7% | 20,739 | $802K |
| Envestnet Asset Management Inc. | 0.00% | Add +42.4% | 17,033 | $659K |
| UBS Group AG | 0.00% | Add +2.6% | 16,211 | $627K |
| Harbour Investments, Inc. | 0.01% | Add +39.8% | 13,441 | $520K |
| Kestra Advisory Services, LLC | 0.00% | Add +114.8% | 13,065 | $505K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.3% | 12,975 | $502K |
| Hartford Financial Management Inc. | 0.11% | No change | 11,500 | $445K |
| Creative Financial Designs Inc. | 0.03% | Add +24.5% | 10,770 | $416K |
| Flputnam Investment Management Co. | 0.01% | No change | 10,300 | $398K |
| Walker Asset Management, LLC | 0.19% | Add +0.9% | 9,205 | $356K |
| Lido Advisors, LLC | 0.00% | Add +4.4% | 8,816 | $341K |
| Asset Management Group, Inc. | 0.05% | Reduce -6.2% | 8,325 | $322K |
| Yoder Wealth Management, Inc. | 0.14% | Reduce -3.5% | 8,162 | $316K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.1% | 8,016 | $310K |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.0% | 7,866 | $299K |
| Summit Financial, LLC | 0.00% | Add +0.1% | 7,687 | $297K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 7,552 | $292K |
| Capital Square, LLC | 0.13% | New | 7,295 | $288K |
| CX Institutional | 0.01% | Add +2278.8% | 7,279 | $281K |
| IMC-Chicago, LLC | 0.00% | New | 6,915 | $267K |
| Jones Financial Companies LLLP | 0.00% | Add +234.8% | 6,739 | $256K |
| Arax Advisory Partners | 0.01% | No change | 6,548 | $253K |
| Ameriprise Financial Inc. | 0.00% | New | 5,433 | $210K |
| Allworth Financial LP | 0.00% | Add +0.0% | 4,055 | $157K |
| Key Financial Inc | 0.02% | No change | 3,010 | $116K |
| FMR LLC | 0.00% | Add +0.1% | 1,980 | $77K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 1,574 | $61K |
| Blair William & Co. | 0.00% | No change | 1,510 | $58K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 1,452 | $56K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 1,421 | $55K |
| MAI Capital Management | 0.00% | No change | 1,170 | $45K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,020 | $39K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 975 | $38K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 783 | $30K |
| AE Wealth Management LLC | 0.00% | No change | 620 | $24K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $19K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 350 | $14K |
| Geneos Wealth Management Inc. | 0.00% | Add +18.7% | 356 | $14K |
| Sound Income Strategies, LLC | 0.00% | No change | 335 | $13K |
| Parallel Advisors, LLC | 0.00% | New | 314 | $12K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 265 | $10K |
| US Bancorp \de | 0.00% | Reduce -60.4% | 200 | $8K |
| International Assets Investment Management, LLC | 0.00% | No change | 193 | $8K |
| Qube Research & Technologies Ltd | 0.00% | Add +6.0% | 88 | $3K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 55 | $2K |
| Hollencrest Capital Management | 0.00% | New | 48 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 35 | $1K |
| AlphaCore Capital LLC | 0.00% | No change | 23 | $889 |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +58.3% | 19 | $735 |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 10 | $387 |
"% 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.