Invesco S&P 500 Equal WeightRSPNETF

13F holders, Q2 2025 (June 30)
142holders +9
13new positions
7sold out
2famous investors
$53.58avg. 13F price*

At the end of Q2 2025, 142 institutions reported holding Invesco S&P 500 Equal Weight (RSPN) in their 13F filings, up 9 from Q1 2025. 13 opened new positions and 7 sold out. The largest holders were Meitav Investment House Ltd. ($45.6M), Bank of America Corp. ($43.8M) and Affinity Wealth Management LLC ($33.6M). 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

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions13$11.3M
Exits7$3.1M

All 13F filers, Q1 2025 → Q2 2025: 549,973 shares bought and 1,224,935 shares sold, net −674,962 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 142 holders

Meitav Investment House Ltd. 0.61% Reduce -3.7% 851,431 $45.6M
Bank of America Corp. 0.00% Reduce -44.1% 818,073 $43.8M
Affinity Wealth Management LLC 5.37% Reduce -0.7% 628,222 $33.6M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.29% No change 591,126 $31.7M
Morgan Stanley 0.00% Reduce -1.8% 388,285 $20.8M
LPL Financial LLC 0.01% Reduce -3.6% 372,601 $19.9M
Davis Investment Partners, LLC 5.69% Reduce -0.0% 293,628 $15.9M
Ameriprise Financial Inc. 0.00% Add +4.7% 272,339 $14.6M
NewEdge Advisors, LLC 0.07% Reduce -7.1% 256,114 $13.7M
Goldman Sachs Group Inc. 0.00% Add +0.3% 250,813 $13.4M
Raymond James Financial Inc. 0.00% Add +55.6% 227,096 $12.2M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.46% No change 209,374 $11.2M
Carmel Capital Management L.L.C. 3.04% Add +0.4% 168,260 $9.0M
UBS Group AG 0.00% Reduce -5.6% 162,795 $8.7M
Wealthcare Advisory Partners LLC 0.19% Add +110.3% 159,001 $8.5M
Wealth Enhancement Advisory Services, LLC 0.01% New 128,961 $7.1M
Wells Fargo & Company 0.00% Reduce -44.6% 127,033 $6.8M
TigerOak Management, L.L.C. 2.20% Reduce -0.2% 120,010 $6.4M
Clear Creek Financial Management, LLC 0.60% Add +22.2% 116,897 $6.3M
Kestra Advisory Services, LLC 0.02% Reduce -61.2% 85,653 $4.6M
TKG Advisors, LLC 1.98% Add +1.1% 82,645 $4.4M
Commonwealth Equity Services, LLC 0.01% Add +115.8% 74,312 $4.0M
Private Advisory Group LLC 0.35% Add +9.6% 70,176 $3.8M
Farther Finance Advisors, LLC 0.07% Add +4.1% 67,847 $3.6M
Royal Bank of Canada 0.00% Reduce -63.5% 63,278 $3.4M
Osaic Holdings, Inc. 0.01% Add +17.4% 60,302 $3.2M
G&S Capital LLC 1.22% Reduce -1.3% 57,752 $3.1M
Evernest Financial Advisors, LLC 0.99% Reduce -0.8% 57,350 $3.1M
Cetera Investment Advisers 0.00% Add +26.9% 52,266 $2.8M
Harbor Asset Planning, Inc. 2.52% — 49,346 $2.6M
Joseph P. Lucia & Associates, LLC 1.06% Reduce -5.7% 48,309 $2.6M
Equitable Holdings, Inc. 0.02% Reduce -0.1% 46,265 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.5% 45,845 $2.5M
Choice Wealth Advisors LLC 1.02% Reduce -0.2% 42,062 $2.3M
PGIM Custom Harvest LLC 0.04% Add +3.5% 40,343 $2.2M
Private Advisor Group, LLC 0.01% Reduce -16.6% 37,186 $2.0M
National Bank of Canada 0.00% Add +52.4% 34,378 $1.8M
Stifel Financial Corp. 0.00% Add +7.6% 34,210 $1.8M
Access Financial Services, Inc. 0.68% Reduce -4.1% 33,365 $1.8M
Comprehensive Wealth Management, LLC 1.40% Reduce -1.8% 32,522 $1.7M
Traction Financial Partners, LLC 1.16% Reduce -0.1% 32,071 $1.7M
Fsa Wealth Partners, Inc. 0.78% New 30,247 $1.6M
Burns Matteson Capital Management, LLC 0.77% Reduce -0.8% 29,839 $1.6M
Brick & Kyle, Associates 0.70% Add +0.0% 28,429 $1.6M
Friedenthal Financial 0.81% Add +1.8% 27,611 $1.5M
GTS Securities LLC 0.06% Add +83.7% 26,816 $1.4M
Global Retirement Partners, LLC 0.03% — 25,306 $1.4M
Walker Asset Management, LLC 0.77% Add +0.6% 24,846 $1.3M
Live Oak Investment Partners 0.99% Add +5.3% 24,075 $1.3M
Lido Advisors, LLC 0.01% Reduce -1.2% 21,130 $1.1M
Nova Wealth Management, Inc. 0.78% Add +21.0% 19,721 $1.1M
Hilltop Holdings Inc. 0.07% Add +3.5% 19,267 $1.0M
Stratos Wealth Partners, LTD. 0.01% Add +116.4% 18,458 $988K
Atria Wealth Solutions, Inc. 0.02% Add +25.8% 17,689 $965K
Citadel Advisors 0.00% Add +77.1% 16,947 $907K
Jones Financial Companies LLLP 0.00% Add +59.3% 16,089 $858K
Brown Advisory Inc. 0.00% Add +6.8% 15,750 $843K
IFG Advisory, LLC 0.04% Reduce -3.7% 13,691 $733K
FMR LLC 0.00% Reduce -7.5% 13,109 $702K
Cibc World Market Inc. 0.00% New 12,631 $676K
Signature Estate & Investment Advisors LLC 0.02% Add +20.0% 12,341 $661K
Private Trust Co. NA 0.06% Add +60.1% 11,984 $642K
Interchange Capital Partners, LLC 0.14% Reduce -9.6% 11,645 $623K
Kingsview Wealth Management, LLC 0.01% No change 11,601 $621K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -13.0% 11,479 $614K
&partners 0.00% Reduce -0.7% 11,287 $604K
First Heartland Consultants, Inc. 0.05% Reduce -2.3% 11,009 $589K
CreativeOne Wealth, LLC 0.02% No change 10,875 $582K
Capital Wealth Alliance, LLC 0.31% Reduce -0.8% 10,615 $568K
Freedom Investment Management, Inc. 0.04% Reduce -1.7% 10,157 $544K
Focus Financial Network, Inc. 0.02% Add +7.6% 9,848 $527K
Truist Financial Corp. 0.00% Reduce -4.6% 9,183 $492K
Oppenheimer & Co. Inc. 0.01% Reduce -77.9% 8,632 $462K
Clearstead Advisors, LLC 0.01% Add +10.0% 8,507 $455K
Geneos Wealth Management Inc. 0.01% Reduce -0.8% 8,486 $454K
Park Avenue Securities LLC 0.00% Add +18.1% 8,372 $448K
McAdam, LLC 0.02% Reduce -0.1% 7,905 $423K
Advisory Alpha, LLC 0.01% Reduce -3.9% 7,784 $417K
Western Wealth Management, LLC 0.02% No change 7,381 $395K
Quantinno Capital Management LP 0.00% New 7,255 $388K
Envestnet Asset Management Inc. 0.00% Reduce -50.0% 7,100 $380K
World Investment Advisors 0.01% No change 7,000 $375K
MML Investors Services, LLC 0.00% Reduce -50.9% 6,913 $370K
Corient Private Wealth LP 0.00% Add +0.0% 6,874 $368K
Jacobi Capital Management LLC 0.02% Reduce -1.4% 6,800 $364K
OneDigital Investment Advisors LLC 0.00% No change 6,754 $362K
HighTower Advisors, LLC 0.00% New 6,497 $348K
One Charles Private Wealth Services, LLC 0.09% No change 6,217 $333K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -30.8% 6,129 $328K
Mariner, LLC 0.00% Add +0.1% 5,719 $306K
Grey Fox Wealth Advisors, LLC 0.07% Add +0.2% 5,378 $288K
Comprehensive Financial Consultants Institutional, Inc. 0.09% Add +2.9% 5,247 $281K
Capital Investment Advisory Services, LLC 0.02% Add +0.2% 5,131 $275K
Diversified Trust Co. 0.01% No change 5,125 $274K
SteelPeak Wealth, LLC 0.01% Reduce -13.2% 4,950 $265K
Spire Wealth Management 0.01% Add +0.2% 4,837 $259K
Benjamin Edwards Inc. 0.00% No change 4,825 $258K
Tower Research Capital LLC (TRC) 0.01% Reduce -36.1% 4,772 $255K
Novak & Powell Financial Services, Inc. 0.18% No change 4,715 $252K
Arax Advisory Partners 0.01% Reduce -33.4% 4,633 $248K

"% 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 142 holders