Invesco S&P 500 Equal WeightRSPRETF
13F holders, Q4 2025 (December 31)62holders +2
11new positions
10sold out
$33.70avg. 13F price*
At the end of Q4 2025, 62 institutions reported holding Invesco S&P 500 Equal Weight (RSPR) in their 13F filings, up 2 from Q3 2025. 11 opened new positions and 10 sold out. The largest holders were IFP Advisors, Inc ($9.5M), Raymond James Financial Inc. ($5.9M) and LPL Financial LLC ($3.7M).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V290
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.4M |
| Exits | 10 | $2.3M |
All 13F filers, Q3 2025 → Q4 2025: 200,914 shares bought and 242,366 shares sold, net −41,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| IFP Advisors, Inc | 0.21% | Add +19.8% | 281,946 | $9.5M |
| Raymond James Financial Inc. | 0.00% | Add +8.4% | 174,150 | $5.9M |
| LPL Financial LLC | 0.00% | Reduce -54.6% | 109,880 | $3.7M |
| Morgan Stanley | 0.00% | Reduce -11.3% | 101,626 | $3.4M |
| Bank of America Corp. | 0.00% | Add +75.8% | 63,594 | $2.1M |
| Sound Income Strategies, LLC | 0.09% | Reduce -4.8% | 53,046 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Add +15.8% | 48,434 | $1.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Reduce -3.1% | 43,313 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +3.2% | 38,879 | $1.3M |
| Capital Management Associates, Inc | 0.27% | Reduce -9.7% | 36,125 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.3% | 35,628 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Add +1.1% | 27,044 | $909K |
| Sheets Smith Wealth Management | 0.10% | Add +14.7% | 26,909 | $905K |
| Interactive Financial Advisors, Inc. | 0.58% | Add +0.2% | 26,881 | $904K |
| Sykon Capital LLC | 0.29% | New | 26,694 | $898K |
| Burns Matteson Capital Management, LLC | 0.35% | Reduce -2.4% | 26,229 | $882K |
| Two Sigma Investments, LP | 0.00% | New | 20,200 | $679K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.9% | 18,144 | $610K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.8% | 16,466 | $554K |
| Oxinas Partners, LLC | 0.26% | Reduce -18.9% | 16,112 | $542K |
| James Investment Research, Inc. | 0.06% | Reduce -2.3% | 16,088 | $541K |
| UBS Group AG | 0.00% | Reduce -19.3% | 13,270 | $446K |
| Lido Advisors, LLC | 0.00% | No change | 10,824 | $384K |
| MML Investors Services, LLC | 0.00% | Add +2.7% | 11,157 | $375K |
| Triad Wealth Partners, LLC | 0.03% | New | 10,573 | $356K |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 10,382 | $349K |
| Summit Financial, LLC | 0.01% | New | 10,300 | $346K |
| BNP Paribas Financial Markets | 0.00% | No change | 10,000 | $336K |
| Quantinno Capital Management LP | 0.00% | Reduce -17.6% | 9,201 | $309K |
| Collaborative Wealth Managment Inc. | 0.11% | Reduce -30.1% | 8,964 | $301K |
| Fielder Capital Group LLC | 0.06% | New | 8,578 | $288K |
| Clearstead Advisors, LLC | 0.00% | New | 8,293 | $279K |
| Walker Asset Management, LLC | 0.15% | Reduce -4.1% | 8,051 | $271K |
| Jane Street Group, LLC | 0.00% | Reduce -29.9% | 7,874 | $265K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 7,675 | $258K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.8% | 7,510 | $253K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.3% | 7,229 | $243K |
| Flow Traders U.S. LLC | 0.01% | New | 7,078 | $238K |
| PGIM Custom Harvest LLC | 0.00% | No change | 6,900 | $232K |
| Meridian Financial Partners LLC | 0.08% | No change | 6,125 | $212K |
| Seek First Inc. | 0.14% | Add +0.7% | 6,200 | $208K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -18.4% | 3,331 | $112K |
| Wells Fargo & Company | 0.00% | Reduce -7.0% | 2,573 | $87K |
| Noble Wealth Management PBC | 0.02% | Reduce -13.8% | 1,250 | $42K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +12528.6% | 884 | $30K |
| MAI Capital Management | 0.00% | Add +0.1% | 681 | $23K |
| IFC & Insurance Marketing, Inc. | 0.02% | — | 603 | $20K |
| FMR LLC | 0.00% | New | 500 | $17K |
| Horizon Investments, LLC | 0.00% | New | 420 | $14K |
| Bogart Wealth, LLC | 0.00% | Add +0.6% | 324 | $11K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 303 | $10K |
| Financial Freedom, LLC | 0.00% | No change | 284 | $10K |
| Quaker Wealth Management, LLC | 0.00% | Reduce -65.6% | 191 | $6K |
| Cwm, LLC | 0.00% | Reduce -21.3% | 166 | $6K |
| JPMorgan Chase & Co. | 0.00% | New | 167 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 150 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 147 | $5K |
| AlphaCore Capital LLC | 0.00% | No change | 49 | $2K |
| Key Financial Inc | 0.00% | No change | 31 | $1K |
| Global Retirement Partners, LLC | 0.00% | No change | 25 | $834 |
| Scarborough Advisors, LLC | 0.00% | No change | 5 | $168 |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -100.0% | 1 | $34 |
"% 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.