Invesco S&P 500 Equal WeightRSPNETF

13F holders, Q4 2025 (December 31)
145holders +1
12new positions
13sold out
$56.70avg. 13F price*

At the end of Q4 2025, 145 institutions reported holding Invesco S&P 500 Equal Weight (RSPN) in their 13F filings, up 1 from Q3 2025. 12 opened new positions and 13 sold out. The largest holders were JPMorgan Chase & Co. ($160.3M), Goldman Sachs Group Inc. ($137.2M) and Bank of America Corp. ($53.5M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions12$9.5M
Exits13$3.6M

All 13F filers, Q3 2025 → Q4 2025: 4,964,098 shares bought and 430,335 shares sold, net +4,533,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 145 holders

JPMorgan Chase & Co. 0.01% Add +1022039.7% 2,831,327 $160.3M
Goldman Sachs Group Inc. 0.02% Add +235.3% 2,422,350 $137.2M
Bank of America Corp. 0.00% Add +3.9% 943,903 $53.5M
Meitav Investment House Ltd. 0.55% Reduce -0.3% 848,531 $48.1M
Affinity Wealth Management LLC 5.10% Add +0.7% 633,237 $35.9M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.18% No change 591,126 $33.5M
Morgan Stanley 0.00% Add +22.4% 495,219 $28.0M
LPL Financial LLC 0.01% Add +2.9% 380,323 $21.5M
Davis Investment Partners, LLC 5.48% Reduce -4.4% 273,052 $15.7M
NewEdge Advisors, LLC 0.05% Reduce -1.4% 253,868 $14.4M
Ameriprise Financial Inc. 0.00% Reduce -13.7% 237,589 $13.5M
Raymond James Financial Inc. 0.00% Reduce -7.5% 217,014 $12.3M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.33% No change 209,374 $11.9M
Wealthcare Advisory Partners LLC 0.19% Add +1.1% 172,251 $9.8M
Carmel Capital Management L.L.C. 2.95% Add +1.6% 171,635 $9.7M
Wells Fargo & Company 0.00% Add +10.8% 143,863 $8.1M
UBS Group AG 0.00% Reduce -9.8% 138,834 $7.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +0.8% 130,360 $7.7M
TigerOak Management, L.L.C. 1.97% Reduce -4.4% 113,823 $6.4M
Royal Bank of Canada 0.00% Add +10.7% 100,588 $5.7M
Cetera Investment Advisers 0.01% Add +20.5% 89,963 $5.1M
Kestra Advisory Services, LLC 0.02% Add +4.0% 84,364 $4.8M
TKG Advisors, LLC 1.88% Reduce -1.2% 82,219 $4.7M
Farther Finance Advisors, LLC 0.04% Add +0.7% 63,102 $3.6M
Graham Capital Wealth Management, LLC 3.23% New 61,727 $3.5M
Evernest Financial Advisors, LLC 0.73% Reduce -2.4% 55,440 $3.5M
G&S Capital LLC 1.17% Reduce -1.0% 58,459 $3.3M
Harbor Asset Planning, Inc. 2.53% Add +5.0% 52,240 $3.0M
BNP Paribas Financial Markets 0.00% Add +400.0% 50,000 $2.8M
Joseph P. Lucia & Associates, LLC 0.98% Reduce -0.1% 48,013 $2.7M
Clear Creek Financial Management, LLC 0.21% Add +0.3% 45,586 $2.6M
Comprehensive Wealth Management, LLC 1.50% Add +10.6% 44,750 $2.5M
Osaic Holdings, Inc. 0.00% Reduce -5.5% 44,290 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -8.8% 44,226 $2.5M
IHT Wealth Management, LLC 0.06% New 42,840 $2.4M
Choice Wealth Advisors LLC 0.94% Reduce -0.1% 42,002 $2.4M
PGIM Custom Harvest LLC 0.03% Reduce -2.5% 37,853 $2.1M
Equitable Holdings, Inc. 0.01% Reduce -23.3% 36,100 $2.0M
Stifel Financial Corp. 0.00% Add +10.1% 35,280 $2.0M
National Bank of Canada 0.00% Add +1.2% 35,207 $2.0M
Treasure Coast Financial Planning 1.04% Add +5.9% 34,471 $2.0M
Access Financial Services, Inc. 0.67% Reduce -1.5% 32,375 $1.8M
Traction Financial Partners, LLC 1.06% Reduce -7.5% 31,702 $1.8M
Brick & Kyle, Associates 0.57% Add +0.0% 28,440 $1.6M
Global Retirement Partners, LLC 0.03% Add +3.7% 27,024 $1.5M
Friedenthal Financial 0.79% Reduce -4.9% 27,018 $1.5M
Burns Matteson Capital Management, LLC 0.60% Reduce -8.9% 26,516 $1.5M
FMR LLC 0.00% Add +6.1% 25,510 $1.4M
Jones Financial Companies LLLP 0.00% Add +28.7% 24,239 $1.4M
Live Oak Investment Partners 0.83% Reduce -8.6% 23,858 $1.4M
Walker Asset Management, LLC 0.72% Reduce -2.2% 23,804 $1.3M
Stratos Wealth Partners, LTD. 0.01% Add +10.2% 22,761 $1.3M
Nova Wealth Management, Inc. 0.86% Add +9.5% 22,245 $1.3M
Hills Bank & Trust Co 0.07% New 21,354 $1.2M
Hilltop Holdings Inc. 0.07% Reduce -1.7% 20,871 $1.2M
Lido Advisors, LLC 0.00% Add +0.1% 21,066 $1.2M
Cibc World Market Inc. 0.00% Add +49.5% 18,295 $1.0M
Brown Advisory Inc. 0.00% No change 15,750 $892K
Sykon Capital LLC 0.28% New 15,628 $885K
RFP Financial Group LLC 0.39% Reduce -90.5% 14,352 $813K
Silver Oak Securities, Incorporated 0.05% Add +0.2% 13,725 $784K
IFG Advisory, LLC 0.03% Add +0.6% 13,731 $778K
Orion Porfolio Solutions, LLC 0.01% New 13,711 $776K
Signature Estate & Investment Advisors LLC 0.01% Add +1.3% 12,532 $710K
Private Advisor Group, LLC 0.00% Reduce -66.3% 11,984 $679K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.2% 11,174 $633K
First Heartland Consultants, Inc. 0.05% Reduce -0.2% 10,923 $619K
CreativeOne Wealth, LLC 0.01% No change 10,875 $616K
Kingsview Wealth Management, LLC 0.01% Reduce -8.2% 10,647 $603K
Capital Wealth Alliance, LLC 0.26% Reduce -3.0% 9,498 $599K
Interchange Capital Partners, LLC 0.10% Reduce -13.6% 9,870 $559K
Focus Financial Network, Inc. 0.02% Reduce -6.2% 9,262 $524K
Envestnet Asset Management Inc. 0.00% Add +8.6% 8,898 $504K
&partners 0.00% Reduce -18.6% 8,756 $496K
Truist Financial Corp. 0.00% Reduce -12.2% 8,358 $473K
Geneos Wealth Management Inc. 0.01% No change 8,288 $469K
Oppenheimer & Co. Inc. 0.01% Reduce -1.2% 8,190 $464K
MML Investors Services, LLC 0.00% Add +11.4% 8,132 $461K
Corient Private Wealth LP 0.00% Add +16.6% 8,092 $458K
McAdam, LLC 0.02% No change 7,905 $448K
Commonwealth Equity Services, LLC 0.00% Reduce -88.3% 7,845 $444K
Janney Montgomery Scott LLC 0.00% No change 7,566 $428K
Advisory Alpha, LLC 0.01% Reduce -0.6% 7,441 $421K
Western Wealth Management, LLC 0.02% Add +0.7% 7,431 $421K
World Investment Advisors 0.01% No change 7,000 $396K
Colonial River Investments, LLC 0.14% Reduce -1.4% 6,852 $388K
Axxcess Wealth Management, LLC 0.01% Reduce -1.4% 6,852 $388K
Private Trust Co. NA 0.03% Reduce -51.3% 6,702 $380K
Jacobi Capital Management LLC 0.02% Reduce -5.6% 6,275 $355K
One Charles Private Wealth Services, LLC 0.09% No change 6,217 $352K
Comprehensive Financial Consultants Institutional, Inc. 0.09% Reduce -9.8% 5,445 $308K
Mariner, LLC 0.00% Add +0.1% 5,427 $307K
Grey Fox Wealth Advisors, LLC 0.06% Add +0.1% 5,402 $306K
OneDigital Investment Advisors LLC 0.00% Reduce -20.7% 5,355 $303K
Diversified Trust Co. 0.01% No change 5,125 $290K
YHB Investment Advisors, Inc. 0.02% Add +30.5% 4,981 $282K
Spire Wealth Management 0.01% Add +0.2% 4,859 $275K
Benjamin Edwards Inc. 0.00% No change 4,825 $273K
Park Avenue Securities LLC 0.00% Reduce -11.7% 4,789 $271K
Novak & Powell Financial Services, Inc. 0.14% No change 4,715 $267K

"% 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 145 holders