Invesco S&P 500 Equal WeightRSPRETF
13F holders, Q1 2025 (March 31)56holders
8new positions
6sold out
$35.71avg. 13F price*
At the end of Q1 2025, 56 institutions reported holding Invesco S&P 500 Equal Weight (RSPR) in their 13F filings, unchanged from Q4 2024. 8 opened new positions and 6 sold out. The largest holders were IFP Advisors, Inc ($10.8M), LPL Financial LLC ($9.4M) and Morgan Stanley ($4.4M).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V290
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.3M |
| Exits | 6 | $1.7M |
All 13F filers, Q4 2024 → Q1 2025: 266,220 shares bought and 160,114 shares sold, net +106,106 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| IFP Advisors, Inc | 0.33% | Add +10.8% | 301,868 | $10.8M |
| LPL Financial LLC | 0.00% | Add +9.5% | 262,600 | $9.4M |
| Morgan Stanley | 0.00% | Add +21.6% | 122,703 | $4.4M |
| Raymond James Financial Inc. | 0.00% | Add +6.6% | 98,920 | $3.5M |
| Capital Management Associates, Inc | 0.48% | Add +209.4% | 59,950 | $2.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.09% | Reduce -5.4% | 54,397 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.9% | 38,625 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +428.4% | 33,745 | $1.2M |
| Bank of America Corp. | 0.00% | Reduce -6.5% | 28,923 | $1.0M |
| 5th Street Advisors, LLC | 0.50% | New | 28,860 | $1.0M |
| Farther Finance Advisors, LLC | 0.03% | New | 27,664 | $987K |
| Private Advisor Group, LLC | 0.01% | Reduce -20.0% | 27,446 | $980K |
| Interactive Financial Advisors, Inc. | 0.51% | Reduce -0.2% | 26,943 | $962K |
| Goldman Sachs Group Inc. | 0.00% | Add +159.3% | 25,179 | $899K |
| Cadent Capital Advisors, LLC | 0.32% | New | 23,535 | $840K |
| Oxinas Partners, LLC | 0.47% | Reduce -13.1% | 22,137 | $791K |
| Avantax Advisory Services, Inc. | 0.00% | Add +17.3% | 21,655 | $773K |
| Collaborative Wealth Managment Inc. | 0.35% | Reduce -2.0% | 20,732 | $740K |
| Cetera Investment Advisers | 0.00% | Reduce -4.4% | 19,447 | $694K |
| James Investment Research, Inc. | 0.09% | Reduce -9.1% | 18,894 | $675K |
| Envestnet Asset Management Inc. | 0.00% | Add +10.2% | 17,607 | $629K |
| Arkadios Wealth Advisors | 0.02% | Add +6.3% | 15,795 | $564K |
| Royal Bank of Canada | 0.00% | Reduce -81.8% | 13,228 | $472K |
| Lido Advisors, LLC | 0.00% | Add +9.6% | 12,039 | $430K |
| Fortem Financial Group, LLC | 0.15% | Reduce -5.3% | 11,013 | $393K |
| Quantinno Capital Management LP | 0.00% | Add +69.5% | 10,171 | $363K |
| UBS Group AG | 0.00% | Reduce -17.5% | 9,712 | $347K |
| Wells Fargo & Company | 0.00% | Reduce -65.3% | 8,799 | $314K |
| Osaic Holdings, Inc. | 0.00% | Reduce -59.6% | 8,641 | $309K |
| MML Investors Services, LLC | 0.00% | Add +1.4% | 8,611 | $308K |
| Burns Matteson Capital Management, LLC | 0.17% | Reduce -10.8% | 8,625 | $308K |
| Walker Asset Management, LLC | 0.18% | Reduce -0.8% | 8,445 | $302K |
| Susquehanna International Group, LLP | 0.00% | New | 7,737 | $276K |
| Kickstand Ventures, Llc. | 0.07% | Add +4.4% | 7,327 | $262K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -10.6% | 7,059 | $252K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -2.3% | 6,999 | $250K |
| Meridian Financial Partners LLC | 0.11% | No change | 6,125 | $219K |
| Seek First Inc. | 0.19% | — | 6,087 | $217K |
| Berger Financial Group, Inc | 0.01% | Reduce -2.6% | 5,789 | $207K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.7% | 5,713 | $204K |
| Principal Securities, Inc. | 0.00% | No change | 5,025 | $177K |
| Private Trust Co. NA | 0.02% | No change | 4,266 | $152K |
| Geneos Wealth Management Inc. | 0.00% | No change | 4,081 | $146K |
| NorthRock Partners, LLC | 0.00% | New | 3,400 | $121K |
| Noble Wealth Management PBC | 0.03% | Reduce -2.0% | 1,225 | $44K |
| Bogart Wealth, LLC | 0.00% | Add +0.6% | 318 | $11K |
| Financial Freedom, LLC | 0.01% | No change | 284 | $10K |
| MAI Capital Management | 0.00% | No change | 185 | $7K |
| Costello Asset Management, INC | 0.00% | New | 150 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 147 | $5K |
| EPG Wealth Management LLC | 0.00% | No change | 67 | $2K |
| Cwm, LLC | 0.00% | No change | 47 | $2K |
| AlphaCore Capital LLC | 0.00% | New | 49 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 45 | $2K |
| Key Financial Inc | 0.00% | No change | 31 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 7 | $250 |
"% of holder's portfolio" is RSPR's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.