Invesco S&P 500 Equal WeightRSPNETF

13F holders, Q2 2026 (June 30)
168holders +9
22new positions
15sold out
$63.84avg. 13F price*

At the end of Q2 2026, 168 institutions reported holding Invesco S&P 500 Equal Weight (RSPN) in their 13F filings, up 9 from Q1 2026. 22 opened new positions and 15 sold out. The largest holders were JPMorgan Chase & Co. ($210.4M), Goldman Sachs Group Inc. ($125.6M) and Bank of America Corp. ($69.1M).

Company
Invesco S&P 500 Equal Weight
CUSIP
46137V324
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 135Q1 2024Q2 2024: 138Q2 2024Q3 2024: 130Q3 2024Q4 2024: 136Q4 2024Q1 2025: 133Q1 2025Q2 2025: 142Q2 2025Q3 2025: 144Q3 2025Q4 2025: 145Q4 2025Q1 2026: 159Q1 2026Q2 2026: 168Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions22$39.9M
Exits15$7.4M

All 13F filers, Q1 2026 → Q2 2026: 4,796,873 shares bought and 643,590 shares sold, net +4,153,283 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 168 holders

JPMorgan Chase & Co. 0.01% Add +145165.4% 3,317,862 $210.4M
Goldman Sachs Group Inc. 0.01% Add +42.7% 1,963,284 $125.6M
Bank of America Corp. 0.00% Add +10.9% 1,079,727 $69.1M
Affinity Wealth Management LLC 5.19% Reduce -0.1% 629,151 $40.3M
Meitav Investment House Ltd. 0.26% No change 596,431 $38.2M
Annex Advisory Services, LLC 0.58% New 528,466 $33.8M
Morgan Stanley 0.00% Add +4.0% 505,243 $32.3M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.13% No change 430,937 $27.6M
LPL Financial LLC 0.01% Add +3.1% 375,853 $24.1M
Ameriprise Financial Inc. 0.00% Add +3.0% 328,052 $21.0M
Royal Bank of Canada 0.00% Reduce -32.2% 318,668 $20.4M
Davis Investment Partners, LLC 5.27% Reduce -0.1% 270,403 $17.3M
Wells Fargo & Company 0.00% Reduce -17.4% 247,284 $15.8M
Raymond James Financial Inc. 0.00% Reduce -7.4% 244,788 $15.7M
Wealthcare Advisory Partners LLC 0.21% Add +1.3% 175,887 $11.3M
NewEdge Advisors, LLC 0.03% Add +1.1% 175,472 $11.2M
Carmel Capital Management L.L.C. 2.43% Add +0.7% 173,445 $11.1M
Strategic Wealth Partners, Ltd. 0.64% Add +2.1% 162,003 $10.4M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.22% No change 154,563 $9.9M
UBS Group AG 0.00% Add +2.5% 141,607 $9.1M
Bank of New York Mellon Corp 0.00% Reduce -45.9% 134,457 $8.6M
TigerOak Management, L.L.C. 1.99% Reduce -2.2% 110,743 $7.1M
Envestnet Asset Management Inc. 0.00% Reduce -16.4% 102,046 $6.5M
Cetera Investment Advisers 0.01% Reduce -10.4% 86,312 $5.5M
Blue Chip Partners, LLC 0.34% Add +482.4% 83,176 $5.3M
Kestra Advisory Services, LLC 0.02% Reduce -17.7% 75,233 $4.8M
TKG Advisors, LLC 1.65% Add +3.7% 74,188 $4.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -5.3% 67,623 $4.3M
Sage Advisory Services, Ltd.Co. 2.10% Reduce -38.4% 66,585 $4.3M
Graham Capital Wealth Management, LLC 3.20% Reduce -10.1% 64,765 $4.1M
Farther Finance Advisors, LLC 0.03% Reduce -0.2% 58,826 $3.8M
Harbor Asset Planning, Inc. 2.67% Add +0.1% 55,570 $3.6M
Evernest Financial Advisors, LLC 0.74% Add +0.2% 55,497 $3.6M
G&S Capital LLC 1.02% Add +2.6% 54,724 $3.5M
Joseph P. Lucia & Associates, LLC 0.91% Reduce -1.1% 47,088 $3.0M
Hills Bank & Trust Co 0.12% Add +9.3% 44,386 $2.8M
Treasure Coast Financial Planning 1.30% Add +5.1% 41,755 $2.7M
Choice Wealth Advisors LLC 0.91% Reduce -0.2% 40,303 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -7.6% 38,974 $2.5M
Osaic Holdings, Inc. 0.00% Reduce -8.0% 38,328 $2.5M
National Bank of Canada 0.00% Add +4.8% 37,858 $2.4M
Stifel Financial Corp. 0.00% Add +1.2% 37,127 $2.4M
Equitable Holdings, Inc. 0.01% Add +3.0% 36,302 $2.3M
Jones Financial Companies LLLP 0.00% Add +19.1% 34,823 $2.2M
PGIM Custom Harvest LLC 0.03% Reduce -7.5% 32,901 $2.1M
Access Financial Services, Inc. 0.65% Reduce -0.8% 30,975 $2.0M
FDx Advisors, Inc. 0.58% Reduce -37.0% 29,959 $1.9M
Global Retirement Partners, LLC 0.03% — 29,801 $1.9M
Friedenthal Financial 0.82% Add +1.5% 27,621 $1.8M
Live Oak Investment Partners 0.94% Add +25.4% 27,285 $1.7M
FMR LLC 0.00% Reduce -0.1% 26,220 $1.7M
Walker Asset Management, LLC 0.79% Add +2.9% 24,572 $1.6M
Burns Matteson Capital Management, LLC 0.49% Reduce -3.5% 24,044 $1.5M
Stratos Wealth Partners, LTD. 0.02% Add +3.9% 23,754 $1.5M
Nova Wealth Management, Inc. 0.81% Reduce -1.1% 22,846 $1.5M
Lido Advisors, LLC 0.01% Add +1.0% 21,645 $1.4M
Hilltop Holdings Inc. 0.11% Add +0.4% 20,365 $1.3M
Orion Porfolio Solutions, LLC 0.01% Add +43.4% 19,566 $1.3M
Clear Creek Financial Management, LLC 0.08% Add +0.8% 19,464 $1.2M
Brick & Kyle, Associates 0.38% No change 20,241 $1.2M
Brown Advisory Inc. 0.00% No change 15,750 $1.0M
IFG Advisory, LLC 0.03% New 13,929 $891K
Truist Financial Corp. 0.00% Reduce -25.5% 13,546 $867K
MML Investors Services, LLC 0.00% Add +8.2% 13,433 $860K
Brian Low Financial Group, LLC 0.50% Add +8.7% 13,280 $850K
Brown Miller Wealth Management, LLC 0.21% New 13,023 $833K
Cibc World Market Inc. 0.00% Reduce -3.4% 12,056 $772K
Gladstone Institutional Advisory LLC 0.02% New 11,663 $746K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.1% 11,373 $728K
First Heartland Consultants, Inc. 0.05% Add +2.6% 11,300 $723K
CreativeOne Wealth, LLC 0.01% No change 10,875 $696K
Traction Financial Partners, LLC 0.37% Reduce -3.0% 10,867 $695K
Kingsview Wealth Management, LLC 0.01% Add +6.1% 10,186 $652K
&partners 0.00% Add +2.1% 10,130 $648K
Silver Oak Securities, Incorporated 0.04% Reduce -0.5% 9,946 $637K
Capital Wealth Alliance, LLC 0.28% No change 9,443 $604K
Signature Estate & Investment Advisors LLC 0.01% Reduce -24.9% 9,430 $603K
Focus Financial Network, Inc. 0.02% Reduce -0.8% 9,274 $594K
Corient Private Wealth LP 0.00% Add +0.0% 8,796 $563K
Diversify Advisory Services, LLC 0.01% New 8,081 $517K
Diversify Wealth Management, LLC 0.01% New 8,081 $517K
Private Advisor Group, LLC 0.00% Reduce -35.9% 8,017 $513K
McAdam, LLC 0.02% No change 7,905 $506K
Janney Montgomery Scott LLC 0.00% No change 7,566 $484K
Western Wealth Management, LLC 0.02% Add +1.3% 7,556 $484K
Geneos Wealth Management Inc. 0.01% Add +5.6% 7,230 $463K
Vanguard Capital Wealth Advisors 0.31% New 7,112 $455K
Interchange Capital Partners, LLC 0.08% Reduce -47.5% 6,768 $433K
Private Trust Co. NA 0.03% No change 6,702 $429K
Rockefeller Capital Management L.P. 0.00% Add +52.7% 6,392 $409K
Commonwealth Equity Services, LLC 0.00% Reduce -11.5% 6,351 $406K
World Investment Advisors 0.01% No change 7,000 $403K
Colonial River Investments, LLC 0.11% Reduce -10.0% 6,026 $386K
Mercer Global Advisors Inc. 0.00% Add +0.9% 5,875 $376K
Ausdal Financial Partners, Inc. 0.01% Add +54.5% 5,679 $363K
MAI Capital Management 0.00% No change 5,668 $363K
YHB Investment Advisors, Inc. 0.02% Add +10.0% 5,481 $351K
Jacobi Capital Management LLC 0.02% Reduce -9.6% 5,416 $347K
Simplicity Wealth,LLC 0.01% New 5,335 $341K
Mariner, LLC 0.00% Reduce -2.9% 5,269 $337K

"% of holder's portfolio" is RSPN's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.

Show all 168 holders