Invesco S&P 500 Equal WeightRSPNETF
13F holders, Q1 2025 (March 31)133holders −3
11new positions
11sold out
2famous investors
$48.86avg. 13F price*
At the end of Q1 2025, 133 institutions reported holding Invesco S&P 500 Equal Weight (RSPN) in their 13F filings, down 3 from Q4 2024. 11 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($71.7M), Meitav Investment House Ltd. ($43.3M) and Affinity Wealth Management LLC ($30.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V324
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $6.6M |
| Exits | 11 | $12.1M |
All 13F filers, Q4 2024 → Q1 2025: 926,939 shares bought and 581,648 shares sold, net +345,291 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 133 holders
| Bank of America Corp. | 0.01% | Add +74.6% | 1,464,642 | $71.7M |
| Meitav Investment House Ltd. | 0.80% | Reduce -1.3% | 884,431 | $43.3M |
| Affinity Wealth Management LLC | 5.74% | Add +1.6% | 632,492 | $30.9M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.37% | No change | 591,126 | $28.9M |
| Morgan Stanley | 0.00% | Add +3.0% | 395,401 | $19.3M |
| LPL Financial LLC | 0.01% | Add +2.5% | 386,356 | $18.9M |
| Davis Investment Partners, LLC | 6.14% | Add +0.1% | 293,746 | $13.9M |
| NewEdge Advisors, LLC | 0.08% | Reduce -2.9% | 275,714 | $13.5M |
| Ameriprise Financial Inc. | 0.00% | Add +10.1% | 260,045 | $12.7M |
| Goldman Sachs Group Inc. | 0.00% | No change | 250,000 | $12.2M |
| Wells Fargo & Company | 0.00% | Add +1.0% | 229,386 | $11.2M |
| Kestra Advisory Services, LLC | 0.05% | Add +1.2% | 220,939 | $10.8M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.55% | No change | 209,374 | $10.2M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 173,328 | $8.5M |
| UBS Group AG | 0.00% | Add +0.2% | 172,442 | $8.4M |
| Carmel Capital Management L.L.C. | 3.33% | Reduce -0.1% | 167,660 | $8.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.7% | 145,928 | $7.1M |
| TigerOak Management, L.L.C. | 2.27% | No change | 120,235 | $5.9M |
| Clear Creek Financial Management, LLC | 0.49% | Add +81.6% | 95,644 | $4.7M |
| TKG Advisors, LLC | 1.97% | Add +3.2% | 81,757 | $4.0M |
| Wealthcare Advisory Partners LLC | 0.10% | Reduce -55.5% | 75,608 | $3.7M |
| Farther Finance Advisors, LLC | 0.08% | New | 65,198 | $3.2M |
| Private Advisory Group LLC | 0.36% | Reduce -0.7% | 64,031 | $3.1M |
| G&S Capital LLC | 1.22% | Reduce -0.7% | 58,512 | $2.9M |
| Evernest Financial Advisors, LLC | 1.02% | Add +6.3% | 57,830 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -64.4% | 51,371 | $2.5M |
| Joseph P. Lucia & Associates, LLC | 1.15% | Reduce -2.4% | 51,241 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +0.9% | 46,289 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.8% | 44,711 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.6% | 44,614 | $2.2M |
| Choice Wealth Advisors LLC | 1.08% | Add +0.3% | 42,161 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +40.0% | 41,175 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -16.6% | 39,083 | $1.9M |
| PGIM Custom Harvest LLC | 0.05% | Reduce -21.8% | 38,962 | $1.9M |
| Access Financial Services, Inc. | 0.68% | Reduce -2.7% | 34,786 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -64.7% | 34,429 | $1.7M |
| Comprehensive Wealth Management, LLC | 1.13% | Add +23.1% | 33,122 | $1.6M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 6.55% | No change | 33,000 | $1.6M |
| Traction Financial Partners, LLC | 1.23% | Reduce -10.7% | 32,102 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +2.7% | 31,794 | $1.6M |
| Burns Matteson Capital Management, LLC | 0.79% | Reduce -1.1% | 30,064 | $1.5M |
| Brick & Kyle, Associates | 0.64% | Add +0.0% | 28,423 | $1.4M |
| Friedenthal Financial | 0.79% | Reduce -6.4% | 27,118 | $1.3M |
| Walker Asset Management, LLC | 0.73% | Add +0.2% | 24,700 | $1.2M |
| Live Oak Investment Partners | 0.88% | New | 22,874 | $1.1M |
| National Bank of Canada | 0.00% | Add +10.9% | 22,562 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -17.1% | 21,389 | $1.0M |
| Hilltop Holdings Inc. | 0.06% | Add +1.5% | 18,617 | $911K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -14.7% | 16,540 | $805K |
| Nova Wealth Management, Inc. | 0.69% | Add +35.2% | 16,293 | $797K |
| Brown Advisory Inc. | 0.00% | No change | 14,750 | $722K |
| GTS Securities LLC | 0.03% | New | 14,602 | $715K |
| IFG Advisory, LLC | 0.04% | Add +3.4% | 14,215 | $696K |
| Envestnet Asset Management Inc. | 0.00% | Add +11.2% | 14,211 | $695K |
| FMR LLC | 0.00% | Add +22.9% | 14,164 | $693K |
| MML Investors Services, LLC | 0.00% | Add +9.8% | 14,073 | $689K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +227.7% | 14,060 | $688K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.1% | 13,195 | $646K |
| Interchange Capital Partners, LLC | 0.18% | Reduce -2.2% | 12,881 | $630K |
| Kingsview Wealth Management, LLC | 0.01% | Add +5.0% | 11,601 | $568K |
| &partners | 0.01% | Add +1.2% | 11,364 | $553K |
| First Heartland Consultants, Inc. | 0.06% | Add +0.7% | 11,269 | $551K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -5.2% | 10,958 | $536K |
| CreativeOne Wealth, LLC | 0.02% | No change | 10,875 | $532K |
| Capital Wealth Alliance, LLC | 0.31% | Reduce -39.3% | 10,698 | $523K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -6.4% | 10,328 | $505K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.5% | 10,285 | $503K |
| Jones Financial Companies LLLP | 0.00% | Add +24.0% | 10,103 | $492K |
| Truist Financial Corp. | 0.00% | Reduce -1.6% | 9,630 | $471K |
| Citadel Advisors | 0.00% | Reduce -13.7% | 9,567 | $468K |
| Focus Financial Network, Inc. | 0.02% | Add +2.2% | 9,149 | $448K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 8,861 | $434K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -5.6% | 8,550 | $418K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +36.5% | 8,530 | $417K |
| Advisory Alpha, LLC | 0.01% | Add +1.9% | 8,100 | $396K |
| McAdam, LLC | 0.02% | No change | 7,910 | $387K |
| Clearstead Advisors, LLC | 0.01% | Add +664.9% | 7,733 | $378K |
| Private Trust Co. NA | 0.04% | No change | 7,484 | $366K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 7,473 | $366K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.6% | 7,381 | $361K |
| Park Avenue Securities LLC | 0.00% | New | 7,089 | $347K |
| World Investment Advisors | 0.01% | No change | 7,000 | $343K |
| Arax Advisory Partners | 0.02% | New | 6,953 | $340K |
| Jacobi Capital Management LLC | 0.02% | No change | 6,900 | $338K |
| Corient Private Wealth LP | 0.00% | Reduce -3.1% | 6,872 | $336K |
| OneDigital Investment Advisors LLC | 0.00% | Add +2.1% | 6,754 | $330K |
| One Charles Private Wealth Services, LLC | 0.10% | Reduce -10.2% | 6,217 | $304K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -13.9% | 5,825 | $285K |
| Mariner, LLC | 0.00% | Reduce -17.9% | 5,715 | $280K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -23.5% | 5,700 | $279K |
| Grey Fox Wealth Advisors, LLC | 0.07% | Add +0.2% | 5,366 | $263K |
| Diversified Trust Co. | 0.01% | No change | 5,125 | $251K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.2% | 5,119 | $250K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | Add +0.3% | 5,098 | $249K |
| D. E. Shaw & Co. | 0.00% | Reduce -1.9% | 5,098 | $249K |
| Spire Wealth Management | 0.01% | Reduce -11.1% | 4,826 | $236K |
| Benjamin Edwards Inc. | 0.00% | No change | 4,825 | $236K |
| Novak & Powell Financial Services, Inc. | 0.14% | No change | 4,715 | $231K |
| Principal Securities, Inc. | 0.00% | No change | 4,160 | $209K |
| Tradewinds Capital Management, LLC | 0.04% | Add +0.2% | 2,949 | $144K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.2% | 2,855 | $140K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.2% | 2,725 | $133K |
| Key Financial Inc | 0.03% | No change | 2,530 | $124K |
| Bank of Montreal | 0.00% | Add +11.6% | 2,227 | $109K |
| AE Wealth Management LLC | 0.00% | Reduce -0.1% | 1,747 | $85K |
| MAI Capital Management | 0.00% | No change | 1,675 | $82K |
| Comerica Bank | 0.00% | Reduce -1.5% | 1,563 | $76K |
| US Bancorp \de | 0.00% | Add +53.5% | 1,107 | $54K |
| CoreCap Advisors, LLC | 0.00% | Reduce -18.4% | 1,000 | $49K |
| PNC Financial Services Group, Inc. | 0.00% | New | 955 | $47K |
| North Capital, Inc. | 0.04% | — | 830 | $41K |
| Parallel Advisors, LLC | 0.00% | No change | 800 | $39K |
| Painted Porch Advisors LLC | 0.02% | No change | 745 | $36K |
| MTM Investment Management, LLC | 0.01% | Add +0.1% | 682 | $34K |
| Coldstream Capital Management Inc. | 0.00% | New | 675 | $33K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.8% | 602 | $29K |
| Qube Research & Technologies Ltd | 0.00% | No change | 593 | $29K |
| Montag A & Associates Inc. | 0.00% | No change | 535 | $26K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 460 | $23K |
| Rothschild Investment LLC | 0.00% | No change | 430 | $21K |
| CX Institutional | 0.00% | New | 324 | $16K |
| JPMorgan Chase & Co. | 0.00% | Reduce -96.2% | 280 | $14K |
| Wagner Wealth Management, LLC | 0.00% | Reduce -16.2% | 249 | $12K |
| Citigroup Inc. | 0.00% | Reduce -52.9% | 200 | $10K |
| Accredited Wealth Management, LLC | 0.01% | No change | 170 | $8K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 161 | $8K |
| AlphaCore Capital LLC | 0.00% | New | 139 | $7K |
| Clearstead Trust, LLC | 0.00% | No change | 130 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 85 | $4K |
| Copia Wealth Management | 0.00% | No change | 65 | $3K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 55 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 50 | $2K |
| Cwm, LLC | 0.00% | Reduce -80.7% | 30 | $1K |
"% 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.