Invesco S&P 500 Equal WeightRSPRETF

13F holders, Q2 2025 (June 30)
63holders +7
8new positions
3sold out
1famous investor
$35.03avg. 13F price*

At the end of Q2 2025, 63 institutions reported holding Invesco S&P 500 Equal Weight (RSPR) in their 13F filings, up 7 from Q1 2025. 8 opened new positions and 3 sold out. The largest holders were IFP Advisors, Inc ($10.8M), LPL Financial LLC ($8.5M) and Morgan Stanley ($4.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Invesco S&P 500 Equal Weight
CUSIP
46137V290
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 49Q1 2024Q2 2024: 49Q2 2024Q3 2024: 51Q3 2024Q4 2024: 56Q4 2024Q1 2025: 56Q1 2025Q2 2025: 63Q2 2025Q3 2025: 60Q3 2025Q4 2025: 62Q4 2025Q1 2026: 54Q1 2026Q2 2026: 51Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions8$2.0M
Exits3$1.4M

All 13F filers, Q1 2025 → Q2 2025: 132,647 shares bought and 118,216 shares sold, net +14,431 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 63 holders

IFP Advisors, Inc 0.31% Add +2.1% 308,087 $10.8M
LPL Financial LLC 0.00% Reduce -7.9% 241,874 $8.5M
Morgan Stanley 0.00% Add +4.9% 128,738 $4.5M
Raymond James Financial Inc. 0.00% Add +27.8% 126,441 $4.4M
Kestra Advisory Services, LLC 0.01% Add +15.9% 44,751 $1.6M
Gerber Kawasaki Wealth & Investment Management 0.06% Reduce -19.2% 43,968 $1.5M
Capital Management Associates, Inc 0.45% Reduce -32.9% 40,200 $1.4M
Equitable Holdings, Inc. 0.01% Add +9.8% 37,062 $1.3M
Goldman Sachs Group Inc. 0.00% Add +28.4% 32,330 $1.1M
Bank of America Corp. 0.00% Add +2.7% 29,712 $1.0M
Quaker Wealth Management, LLC 0.34% — 28,945 $1.0M
Farther Finance Advisors, LLC 0.02% Reduce -0.4% 27,543 $965K
Interactive Financial Advisors, Inc. 0.47% Add +1.4% 27,335 $958K
Private Advisor Group, LLC 0.00% Reduce -11.7% 24,245 $849K
Avantax Advisory Services, Inc. 0.00% Add +8.3% 23,448 $821K
Cadent Capital Advisors, LLC 0.26% Reduce -3.0% 22,838 $800K
Burns Matteson Capital Management, LLC 0.37% Add +152.1% 21,742 $762K
Oxinas Partners, LLC 0.38% Reduce -3.5% 21,364 $748K
Sheets Smith Wealth Management 0.09% New 21,089 $739K
James Investment Research, Inc. 0.08% Reduce -3.1% 18,305 $641K
Envestnet Asset Management Inc. 0.00% Add +0.5% 17,702 $620K
Collaborative Wealth Managment Inc. 0.26% Reduce -18.4% 16,917 $593K
Arkadios Wealth Advisors 0.02% Add +7.0% 16,901 $592K
Cambridge Investment Research Advisors, Inc. 0.00% New 14,757 $517K
Cetera Investment Advisers 0.00% Reduce -31.6% 13,301 $466K
Citadel Advisors 0.00% New 11,470 $402K
Quantinno Capital Management LP 0.00% Add +12.7% 11,463 $402K
Lido Advisors, LLC 0.00% Reduce -8.8% 10,979 $385K
Fortem Financial Group, LLC 0.12% Reduce -0.8% 10,930 $383K
Royal Bank of Canada 0.00% Reduce -19.8% 10,615 $372K
UBS Group AG 0.00% Add +1.4% 9,851 $345K
MML Investors Services, LLC 0.00% Add +4.9% 9,033 $316K
Jane Street Group, LLC 0.00% New 8,730 $306K
Walker Asset Management, LLC 0.16% Reduce -4.7% 8,051 $282K
Osaic Holdings, Inc. 0.00% Reduce -13.2% 7,503 $263K
Koshinski Asset Management, Inc. 0.02% No change 6,999 $245K
PGIM Custom Harvest LLC 0.01% Reduce -2.3% 6,900 $242K
Kickstand Ventures, Llc. 0.05% Reduce -8.9% 6,672 $234K
Meridian Financial Partners LLC 0.10% No change 6,125 $215K
Seek First Inc. 0.17% Add +0.6% 6,123 $214K
Berger Financial Group, Inc 0.01% Reduce -0.0% 5,788 $203K
Wealth Advisory Team LLC 0.19% — 5,747 $201K
Aptus Capital Advisors, LLC 0.00% Add +0.6% 5,747 $201K
Principal Securities, Inc. 0.00% Add +7.0% 5,379 $188K
Private Trust Co. NA 0.01% No change 4,266 $149K
Geneos Wealth Management Inc. 0.00% No change 4,081 $143K
Wells Fargo & Company 0.00% Reduce -66.7% 2,930 $103K
MAI Capital Management 0.00% Add +267.6% 680 $24K
Bogart Wealth, LLC 0.00% Add +0.6% 320 $11K
Financial Freedom, LLC 0.01% No change 284 $10K
Costello Asset Management, INC 0.00% No change 150 $5K
Harbour Investments, Inc. 0.00% No change 147 $5K
BlackRock, Inc. 0.00% New 80 $3K
EPG Wealth Management LLC 0.00% No change 67 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 65 $2K
Cwm, LLC 0.00% Add +29.8% 61 $2K
AlphaCore Capital LLC 0.00% No change 49 $2K
Financial Gravity Companies, Inc. 0.00% — 39 $1K
Key Financial Inc 0.00% No change 31 $1K
Global Retirement Partners, LLC 0.00% — 24 $857
Steward Partners Investment Advisory, LLC 0.00% No change 7 $245
Scarborough Advisors, LLC 0.00% New 5 $175
FMR LLC 0.00% New 2 $70

"% 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.