Invesco S&P 500 Equal WeightRSPNETF

13F holders, Q3 2025 (September 30)
144holders +2
13new positions
10sold out
1famous investor
$56.08avg. 13F price*

At the end of Q3 2025, 144 institutions reported holding Invesco S&P 500 Equal Weight (RSPN) in their 13F filings, up 2 from Q2 2025. 13 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($51.0M), Meitav Investment House Ltd. ($47.8M) and Goldman Sachs Group Inc. ($40.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions13$11.1M
Exits10$7.2M

All 13F filers, Q2 2025 → Q3 2025: 942,118 shares bought and 291,770 shares sold, net +650,348 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 144 holders

Bank of America Corp. 0.00% Add +11.1% 908,585 $51.0M
Meitav Investment House Ltd. 0.63% No change 851,431 $47.8M
Goldman Sachs Group Inc. 0.01% Add +188.0% 722,350 $40.5M
Affinity Wealth Management LLC 5.16% Add +0.1% 628,631 $35.3M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.23% No change 591,126 $33.1M
Morgan Stanley 0.00% Add +4.2% 404,759 $22.7M
LPL Financial LLC 0.01% Reduce -0.8% 369,687 $20.7M
Davis Investment Partners, LLC 5.45% Reduce -2.8% 285,555 $16.0M
Ameriprise Financial Inc. 0.00% Add +1.0% 275,182 $15.4M
NewEdge Advisors, LLC 0.07% Add +0.6% 257,564 $14.4M
Raymond James Financial Inc. 0.00% Add +3.3% 234,668 $13.2M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.41% No change 209,374 $11.7M
Wealthcare Advisory Partners LLC 0.20% Add +7.2% 170,395 $9.6M
Carmel Capital Management L.L.C. 2.88% Add +0.4% 168,935 $9.5M
UBS Group AG 0.00% Reduce -5.5% 153,885 $8.6M
RFP Financial Group LLC 3.46% New 151,520 $8.5M
Wells Fargo & Company 0.00% Add +2.2% 129,834 $7.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +0.3% 129,299 $7.2M
TigerOak Management, L.L.C. 2.07% Reduce -0.8% 119,083 $6.7M
Royal Bank of Canada 0.00% Add +43.6% 90,852 $5.1M
TKG Advisors, LLC 2.00% Add +0.7% 83,254 $4.7M
Kestra Advisory Services, LLC 0.02% Reduce -5.2% 81,162 $4.6M
Cetera Investment Advisers 0.00% Add +42.9% 74,664 $4.2M
Commonwealth Equity Services, LLC 0.00% Reduce -10.1% 66,831 $3.7M
Farther Finance Advisors, LLC 0.05% Reduce -7.7% 62,639 $3.5M
G&S Capital LLC 1.22% Add +2.3% 59,066 $3.3M
Evernest Financial Advisors, LLC 0.89% Reduce -1.0% 56,783 $3.2M
Harbor Asset Planning, Inc. 2.50% Add +0.8% 49,758 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.8% 48,512 $2.7M
Joseph P. Lucia & Associates, LLC 1.02% Reduce -0.5% 48,066 $2.7M
Equitable Holdings, Inc. 0.02% Add +1.7% 47,072 $2.6M
Osaic Holdings, Inc. 0.00% Reduce -22.3% 46,872 $2.6M
Clear Creek Financial Management, LLC 0.22% Reduce -61.1% 45,438 $2.5M
Choice Wealth Advisors LLC 1.01% No change 42,062 $2.4M
Comprehensive Wealth Management, LLC 1.61% Add +24.4% 40,451 $2.3M
PGIM Custom Harvest LLC 0.03% Reduce -3.8% 38,807 $2.2M
Private Advisor Group, LLC 0.01% Reduce -4.3% 35,574 $2.0M
National Bank of Canada 0.00% Add +1.2% 34,794 $2.0M
Traction Financial Partners, LLC 1.19% Add +6.9% 34,276 $1.9M
Access Financial Services, Inc. 0.67% Reduce -1.5% 32,869 $1.8M
Treasure Coast Financial Planning 1.02% Add +620.8% 32,564 $1.8M
Stifel Financial Corp. 0.00% Reduce -6.3% 32,039 $1.8M
Fsa Wealth Partners, Inc. 0.65% Reduce -1.1% 29,916 $1.7M
Burns Matteson Capital Management, LLC 0.68% Reduce -2.5% 29,096 $1.6M
Brick & Kyle, Associates 0.59% Add +0.0% 28,436 $1.6M
Friedenthal Financial 0.82% Add +2.9% 28,416 $1.6M
Live Oak Investment Partners 0.97% Add +8.4% 26,092 $1.5M
Global Retirement Partners, LLC 0.03% Add +3.0% 26,057 $1.5M
Walker Asset Management, LLC 0.77% Reduce -2.0% 24,344 $1.4M
FMR LLC 0.00% Add +83.4% 24,037 $1.3M
Hilltop Holdings Inc. 0.06% Add +10.2% 21,240 $1.2M
Lido Advisors, LLC 0.00% Reduce -0.4% 21,039 $1.2M
Stratos Wealth Partners, LTD. 0.01% Add +11.9% 20,660 $1.2M
Nova Wealth Management, Inc. 0.80% Add +3.0% 20,308 $1.1M
Jones Financial Companies LLLP 0.00% Add +17.1% 18,834 $1.0M
Brown Advisory Inc. 0.00% No change 15,750 $884K
Private Trust Co. NA 0.07% Add +14.8% 13,759 $772K
Silver Oak Securities, Incorporated 0.06% Add +263.8% 13,693 $768K
IFG Advisory, LLC 0.03% Reduce -0.3% 13,651 $766K
Signature Estate & Investment Advisors LLC 0.01% Add +0.2% 12,369 $694K
Cibc World Market Inc. 0.00% Reduce -3.1% 12,234 $686K
Kingsview Wealth Management, LLC 0.01% No change 11,601 $651K
Interchange Capital Partners, LLC 0.13% Reduce -1.9% 11,425 $641K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.4% 11,313 $635K
First Heartland Consultants, Inc. 0.05% Reduce -0.6% 10,943 $614K
CreativeOne Wealth, LLC 0.01% No change 10,875 $610K
&partners 0.00% Reduce -4.7% 10,761 $604K
BNP Paribas Financial Markets 0.00% New 10,000 $561K
Focus Financial Network, Inc. 0.02% Add +0.3% 9,875 $554K
Capital Wealth Alliance, LLC 0.27% Reduce -7.8% 9,787 $549K
Truist Financial Corp. 0.00% Add +3.7% 9,522 $534K
Oppenheimer & Co. Inc. 0.01% Reduce -4.0% 8,290 $465K
Geneos Wealth Management Inc. 0.01% Reduce -2.3% 8,288 $465K
Envestnet Asset Management Inc. 0.00% Add +15.4% 8,194 $460K
McAdam, LLC 0.02% No change 7,905 $443K
Janney Montgomery Scott LLC 0.00% New 7,566 $424K
Advisory Alpha, LLC 0.01% Reduce -3.8% 7,487 $420K
Western Wealth Management, LLC 0.02% No change 7,381 $414K
MML Investors Services, LLC 0.00% Add +5.6% 7,298 $409K
World Investment Advisors 0.01% No change 7,000 $393K
Colonial River Investments, LLC 0.14% New 6,947 $390K
Axxcess Wealth Management, LLC 0.01% New 6,947 $390K
Corient Private Wealth LP 0.00% Add +0.9% 6,939 $389K
OneDigital Investment Advisors LLC 0.00% Add +0.0% 6,755 $379K
Jacobi Capital Management LLC 0.02% Reduce -2.2% 6,650 $373K
HighTower Advisors, LLC 0.00% Reduce -0.4% 6,471 $363K
Tower Research Capital LLC (TRC) 0.01% Add +31.2% 6,263 $351K
One Charles Private Wealth Services, LLC 0.09% No change 6,217 $349K
Comprehensive Financial Consultants Institutional, Inc. 0.10% Add +15.0% 6,033 $338K
Citadel Advisors 0.00% Reduce -66.5% 5,668 $318K
Mirae Asset Global Investments Co., Ltd. 0.00% New 5,560 $312K
Mariner, LLC 0.00% Reduce -5.2% 5,424 $304K
Park Avenue Securities LLC 0.00% Reduce -35.2% 5,425 $304K
Grey Fox Wealth Advisors, LLC 0.06% Add +0.3% 5,394 $303K
Diversified Trust Co. 0.01% No change 5,125 $288K
SteelPeak Wealth, LLC 0.01% No change 4,950 $278K
Spire Wealth Management 0.01% Add +0.3% 4,851 $272K
Benjamin Edwards Inc. 0.00% No change 4,825 $271K
Novak & Powell Financial Services, Inc. 0.14% No change 4,715 $265K
Capital Investment Advisory Services, LLC 0.02% Reduce -8.6% 4,689 $263K

"% 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 144 holders