Invesco S&P 500 Equal WeightRSPRETF

13F holders, Q3 2025 (September 30)
60holders −3
6new positions
8sold out
$35.42avg. 13F price*

At the end of Q3 2025, 60 institutions reported holding Invesco S&P 500 Equal Weight (RSPR) in their 13F filings, down 3 from Q2 2025. 6 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($8.6M), IFP Advisors, Inc ($8.3M) and Raymond James Financial Inc. ($5.7M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions6$2.6M
Exits8$3.3M

All 13F filers, Q2 2025 → Q3 2025: 170,056 shares bought and 223,089 shares sold, net −53,033 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 60 holders

LPL Financial LLC 0.00% Add +0.1% 242,034 $8.6M
IFP Advisors, Inc 0.22% Reduce -23.6% 235,316 $8.3M
Raymond James Financial Inc. 0.00% Add +27.1% 160,659 $5.7M
Morgan Stanley 0.00% Reduce -11.0% 114,602 $4.1M
Sound Income Strategies, LLC 0.10% New 55,694 $1.9M
Gerber Kawasaki Wealth & Investment Management 0.05% Add +1.6% 44,691 $1.6M
Equitable Holdings, Inc. 0.01% Add +12.8% 41,817 $1.5M
Capital Management Associates, Inc 0.38% Reduce -0.5% 40,000 $1.4M
Cetera Investment Advisers 0.00% Add +183.2% 37,674 $1.3M
Bank of America Corp. 0.00% Add +21.8% 36,183 $1.3M
Goldman Sachs Group Inc. 0.00% Add +11.7% 36,099 $1.3M
Burns Matteson Capital Management, LLC 0.40% Add +23.6% 26,881 $953K
Interactive Financial Advisors, Inc. 0.51% Reduce -1.9% 26,828 $951K
Farther Finance Advisors, LLC 0.01% Reduce -2.9% 26,740 $948K
Private Advisor Group, LLC 0.00% Reduce -0.6% 24,096 $854K
Sheets Smith Wealth Management 0.09% Add +11.2% 23,454 $832K
Oxinas Partners, LLC 0.38% Reduce -7.0% 19,878 $705K
Envestnet Asset Management Inc. 0.00% Add +8.9% 19,275 $683K
Arkadios Wealth Advisors 0.01% Reduce -1.8% 16,593 $588K
James Investment Research, Inc. 0.06% Reduce -10.0% 16,468 $584K
UBS Group AG 0.00% Add +67.0% 16,449 $583K
Collaborative Wealth Managment Inc. 0.18% Reduce -24.2% 12,821 $455K
Jane Street Group, LLC 0.00% Add +28.7% 11,235 $398K
Quantinno Capital Management LP 0.00% Reduce -2.5% 11,172 $396K
MML Investors Services, LLC 0.00% Add +20.3% 10,865 $385K
Lido Advisors, LLC 0.00% Reduce -1.4% 10,824 $384K
Royal Bank of Canada 0.00% Reduce -0.3% 10,587 $376K
BNP Paribas Financial Markets 0.00% New 10,000 $355K
Fortem Financial Group, LLC 0.09% Reduce -17.6% 9,011 $319K
Walker Asset Management, LLC 0.17% Add +4.3% 8,393 $298K
Evergreen Capital Management LLC 0.01% New 8,100 $287K
Osaic Holdings, Inc. 0.00% Add +5.0% 7,879 $281K
Koshinski Asset Management, Inc. 0.02% Add +6.5% 7,453 $264K
PGIM Custom Harvest LLC 0.00% No change 6,900 $245K
Kickstand Ventures, Llc. 0.05% No change 6,672 $237K
Seek First Inc. 0.16% Add +0.6% 6,159 $218K
Meridian Financial Partners LLC 0.09% No change 6,125 $212K
Berger Financial Group, Inc 0.01% Reduce -0.0% 5,786 $205K
Principal Securities, Inc. 0.00% Add +3.9% 5,589 $198K
Private Trust Co. NA 0.01% No change 4,266 $151K
Geneos Wealth Management Inc. 0.00% No change 4,081 $145K
Aptus Capital Advisors, LLC 0.00% Reduce -31.6% 3,929 $139K
Wells Fargo & Company 0.00% Reduce -5.6% 2,767 $98K
Noble Wealth Management PBC 0.03% — 1,450 $51K
MAI Capital Management 0.00% No change 680 $24K
Quaker Wealth Management, LLC 0.01% Reduce -98.1% 555 $20K
Bogart Wealth, LLC 0.00% Add +0.6% 322 $11K
Financial Freedom, LLC 0.01% No change 284 $10K
Cwm, LLC 0.00% Add +245.9% 211 $7K
Costello Asset Management, INC 0.00% No change 150 $5K
Harbour Investments, Inc. 0.00% No change 147 $5K
Larson Financial Group LLC 0.00% New 143 $5K
AlphaCore Capital LLC 0.00% No change 49 $2K
AE Wealth Management LLC 0.00% New 38 $1K
Financial Gravity Asset Management, Inc. 0.00% — 32 $1K
Key Financial Inc 0.00% No change 31 $1K
Jones Financial Companies LLLP 0.00% New 29 $1K
Global Retirement Partners, LLC 0.00% Add +4.2% 25 $873
Steward Partners Investment Advisory, LLC 0.00% No change 7 $248
Scarborough Advisors, LLC 0.00% No change 5 $177

"% 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.