Invesco S&P 500 Equal WeightRSPSETF
13F holders, Q1 2025 (March 31)118holders +2
11new positions
9sold out
1famous investor
$30.81avg. 13F price*
At the end of Q1 2025, 118 institutions reported holding Invesco S&P 500 Equal Weight (RSPS) in their 13F filings, up 2 from Q4 2024. 11 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($9.6M), Bank of America Corp. ($7.4M) and HighTower Advisors, LLC ($7.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V373
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.1M |
| Exits | 9 | $3.1M |
All 13F filers, Q4 2024 → Q1 2025: 411,486 shares bought and 729,581 shares sold, net −318,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| LPL Financial LLC | 0.00% | Reduce -18.8% | 310,910 | $9.6M |
| Bank of America Corp. | 0.00% | Reduce -7.3% | 240,164 | $7.4M |
| HighTower Advisors, LLC | 0.01% | Add +423.1% | 228,780 | $7.1M |
| Morgan Stanley | 0.00% | Reduce -9.9% | 192,328 | $5.9M |
| UBS Group AG | 0.00% | Add +15.8% | 120,729 | $3.7M |
| Cetera Investment Advisers | 0.01% | Add +1.0% | 120,378 | $3.7M |
| Private Wealth Group, LLC | 2.04% | Reduce -24.3% | 112,720 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.2% | 110,286 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.6% | 99,411 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -18.8% | 72,293 | $2.2M |
| Pacific Sun Financial Corp | 1.15% | Reduce -9.6% | 65,690 | $2.0M |
| Weaver Capital Management LLC | 0.54% | Reduce -8.5% | 65,509 | $2.0M |
| WealthBridge Capital Management, LLC | 0.54% | Reduce -2.8% | 62,476 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.2% | 60,945 | $1.9M |
| Joseph P. Lucia & Associates, LLC | 0.75% | No change | 53,405 | $1.6M |
| Stelac Advisory Services LLC | 0.66% | Reduce -2.2% | 52,358 | $1.6M |
| Friedenthal Financial | 0.91% | Add +2.2% | 49,413 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +29.7% | 49,400 | $1.5M |
| Farther Finance Advisors, LLC | 0.04% | New | 48,779 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 42,187 | $1.3M |
| Citadel Advisors | 0.00% | Add +114.8% | 41,922 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -26.9% | 41,884 | $1.3M |
| Cahill Financial Advisors Inc. | 0.17% | Add +0.2% | 40,863 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.7% | 40,679 | $1.3M |
| DHJJ Financial Advisors, Ltd. | 0.49% | Reduce -7.4% | 39,282 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Add +350.3% | 36,498 | $1.1M |
| Yoder Wealth Management, Inc. | 0.50% | Reduce -1.2% | 29,065 | $896K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -28.1% | 29,020 | $894K |
| Susquehanna International Group, LLP | 0.00% | Add +307.1% | 28,902 | $891K |
| Mariner, LLC | 0.00% | Reduce -0.9% | 27,762 | $856K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -55.1% | 25,609 | $789K |
| First Heartland Consultants, Inc. | 0.08% | Reduce -8.2% | 25,530 | $787K |
| Planning Directions Inc. | 0.33% | Reduce -4.5% | 25,167 | $776K |
| Quantinno Capital Management LP | 0.00% | Add +76.4% | 21,346 | $658K |
| Raymond James Financial Inc. | 0.00% | Reduce -23.7% | 21,179 | $653K |
| Live Oak Investment Partners | 0.43% | New | 17,691 | $545K |
| Focus Financial Network, Inc. | 0.02% | Reduce -19.1% | 17,031 | $525K |
| Wells Fargo & Company | 0.00% | Reduce -42.1% | 16,981 | $523K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -12.3% | 16,770 | $517K |
| Walker Asset Management, LLC | 0.31% | Add +3.0% | 16,575 | $511K |
| Stonebridge Financial Planning Group, LLC | 0.23% | Reduce -8.9% | 16,389 | $505K |
| TFG Advisers LLC | 0.18% | Reduce -2.5% | 16,272 | $502K |
| Royal Fund Management, LLC | 0.06% | Reduce -2.6% | 16,252 | $501K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -0.8% | 15,360 | $473K |
| Tsfg, LLC | 0.10% | Reduce -8.2% | 15,353 | $473K |
| Brookwood Investment Group LLC | 0.08% | — | 15,175 | $468K |
| Lido Advisors, LLC | 0.00% | Reduce -9.3% | 14,607 | $450K |
| Jane Street Group, LLC | 0.00% | Reduce -54.7% | 13,839 | $427K |
| Sage Capital Management, LLC | 0.23% | Add +0.4% | 13,826 | $426K |
| Blackston Financial Advisory Group, LLC | 0.29% | Reduce -3.1% | 13,726 | $423K |
| QTR Family Wealth, LLC | 0.31% | — | 13,462 | $415K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -17.5% | 13,007 | $401K |
| Vista Investment Management | 0.16% | Add +40.6% | 12,881 | $397K |
| Retirement Planning Group, LLC | 0.02% | No change | 12,409 | $382K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -35.5% | 12,281 | $379K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.9% | 12,099 | $373K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +14.6% | 11,574 | $357K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -33.1% | 11,468 | $353K |
| Optas, LLC | 0.06% | Reduce -28.1% | 11,234 | $346K |
| Fearless Solutions, LLC dba Best Invest | 0.27% | No change | 11,225 | $346K |
| Kovack Advisors, Inc. | 0.04% | Add +2.1% | 10,955 | $338K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -24.3% | 10,730 | $331K |
| Monument Capital Management | 0.10% | Reduce -34.7% | 10,723 | $330K |
| Affiance Financial, LLC | 0.07% | Reduce -93.2% | 10,315 | $318K |
| Mercer Global Advisors Inc. | 0.00% | Add +36.6% | 9,964 | $307K |
| Creative Planning | 0.00% | Add +0.0% | 9,620 | $296K |
| GWN Securities Inc. | 0.02% | New | 9,649 | $286K |
| Fortune Financial Advisors, LLC | 0.24% | Add +0.1% | 8,870 | $273K |
| Csenge Advisory Group | 0.02% | Reduce -88.9% | 8,730 | $266K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,410 | $259K |
| Two Sigma Securities, LLC | 0.04% | New | 8,394 | $259K |
| Advisory Alpha, LLC | 0.01% | Add +3.2% | 8,028 | $247K |
| Empirical Asset Management, LLC | 0.08% | Reduce -4.7% | 7,565 | $233K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 7,405 | $228K |
| Allworth Financial LP | 0.00% | Add +0.4% | 7,503 | $227K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -3.6% | 6,895 | $213K |
| Private Trust Co. NA | 0.02% | No change | 6,720 | $207K |
| Certified Advisory Corp | 0.02% | Reduce -58.0% | 6,600 | $203K |
| Kirtland Hills Capital Management, LLC | 0.12% | New | 6,670 | $203K |
| FMR LLC | 0.00% | Reduce -12.2% | 6,568 | $202K |
| Royal Bank of Canada | 0.00% | Reduce -1.8% | 5,957 | $184K |
| Jones Financial Companies LLLP | 0.00% | Add +34.0% | 4,630 | $141K |
| Silver Oak Securities, Incorporated | 0.01% | New | 4,550 | $139K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,500 | $100K |
| CX Institutional | 0.00% | Add +579.4% | 3,193 | $98K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -4.8% | 3,000 | $92K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -26.9% | 2,923 | $90K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 2,600 | $80K |
| Avalon Trust Co | 0.00% | New | 1,930 | $59K |
| NewEdge Advisors, LLC | 0.00% | Reduce -96.8% | 1,725 | $53K |
| MAI Capital Management | 0.00% | Reduce -20.2% | 1,591 | $49K |
| Principal Securities, Inc. | 0.00% | No change | 1,400 | $42K |
| Howe & Rusling Inc. | 0.00% | No change | 1,338 | $41K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,295 | $40K |
| Costello Asset Management, INC | 0.01% | New | 1,154 | $36K |
| Cwm, LLC | 0.00% | No change | 910 | $28K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.6% | 798 | $25K |
| AE Wealth Management LLC | 0.00% | Add +0.1% | 795 | $25K |
| Bogart Wealth, LLC | 0.00% | Add +0.7% | 618 | $19K |
| Capital Analysts, LLC | 0.00% | No change | 610 | $19K |
"% of holder's portfolio" is RSPS's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.