Invesco S&P 500 Equal WeightRSPSETF
13F holders, Q2 2025 (June 30)115holders −3
7new positions
13sold out
$29.97avg. 13F price*
At the end of Q2 2025, 115 institutions reported holding Invesco S&P 500 Equal Weight (RSPS) in their 13F filings, down 3 from Q1 2025. 7 opened new positions and 13 sold out. The largest holders were UBS Group AG ($9.5M), LPL Financial LLC ($7.9M) and Bank of America Corp. ($7.2M).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V373
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.2M |
| Exits | 13 | $3.5M |
All 13F filers, Q1 2025 → Q2 2025: 365,653 shares bought and 330,928 shares sold, net +34,725 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| UBS Group AG | 0.00% | Add +162.3% | 316,681 | $9.5M |
| LPL Financial LLC | 0.00% | Reduce -15.3% | 263,478 | $7.9M |
| Bank of America Corp. | 0.00% | Add +0.5% | 241,328 | $7.2M |
| HighTower Advisors, LLC | 0.01% | Add +1.0% | 231,082 | $6.9M |
| Morgan Stanley | 0.00% | Reduce -6.0% | 180,749 | $5.4M |
| Cetera Investment Advisers | 0.01% | Reduce -5.4% | 113,918 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.6% | 109,967 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.5% | 105,322 | $3.2M |
| First International Bank of Israel Ltd. | 1.73% | — | 98,000 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Add +87.1% | 78,929 | $2.4M |
| Private Wealth Group, LLC | 1.08% | Reduce -39.9% | 67,772 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.8% | 67,408 | $2.0M |
| Pacific Sun Financial Corp | 0.99% | Reduce -4.1% | 63,010 | $1.9M |
| Weaver Capital Management LLC | 0.46% | Reduce -4.2% | 62,732 | $1.9M |
| WealthBridge Capital Management, LLC | 0.47% | Reduce -1.8% | 61,360 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.4% | 60,728 | $1.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | New | 55,803 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +30.4% | 54,611 | $1.6M |
| Joseph P. Lucia & Associates, LLC | 0.65% | No change | 53,405 | $1.6M |
| Stelac Advisory Services LLC | 0.60% | No change | 52,358 | $1.6M |
| Friedenthal Financial | 0.82% | Add +1.5% | 50,174 | $1.5M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -0.6% | 48,478 | $1.5M |
| Cahill Financial Advisors Inc. | 0.15% | Add +0.2% | 40,929 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.4% | 40,332 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.3% | 39,749 | $1.2M |
| DHJJ Financial Advisors, Ltd. | 0.42% | Reduce -1.6% | 38,643 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +17.9% | 34,076 | $1.0M |
| Yoder Wealth Management, Inc. | 0.48% | Add +5.9% | 30,791 | $923K |
| Mariner, LLC | 0.00% | Reduce -4.4% | 26,532 | $795K |
| Planning Directions Inc. | 0.42% | Reduce -1.4% | 24,813 | $744K |
| First Heartland Consultants, Inc. | 0.07% | Reduce -4.3% | 24,421 | $732K |
| Quantinno Capital Management LP | 0.00% | Reduce -1.1% | 21,114 | $633K |
| Raymond James Financial Inc. | 0.00% | Reduce -1.1% | 20,951 | $628K |
| Clearstead Advisors, LLC | 0.01% | Reduce -47.2% | 19,287 | $578K |
| Live Oak Investment Partners | 0.43% | Add +6.6% | 18,852 | $565K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +57.7% | 18,253 | $547K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -39.7% | 17,495 | $524K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -0.9% | 16,622 | $498K |
| Focus Financial Network, Inc. | 0.02% | Reduce -2.4% | 16,617 | $498K |
| Stonebridge Financial Planning Group, LLC | 0.21% | Add +0.0% | 16,392 | $491K |
| Walker Asset Management, LLC | 0.28% | Reduce -2.7% | 16,133 | $484K |
| Silver Oak Securities, Incorporated | 0.04% | Add +254.2% | 16,115 | $483K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -1.0% | 15,212 | $456K |
| Brookwood Investment Group LLC | 0.07% | No change | 15,175 | $455K |
| Tsfg, LLC | 0.08% | Reduce -2.9% | 14,910 | $447K |
| Lido Advisors, LLC | 0.00% | Add +1.0% | 14,747 | $442K |
| Sage Capital Management, LLC | 0.20% | Add +0.3% | 13,875 | $416K |
| TFG Advisers LLC | 0.14% | Reduce -14.8% | 13,861 | $415K |
| Royal Fund Management, LLC | 0.04% | Reduce -16.6% | 13,557 | $406K |
| Blackston Financial Advisory Group, LLC | 0.25% | Reduce -4.7% | 13,083 | $392K |
| Vista Investment Management | 0.14% | Reduce -0.2% | 12,854 | $385K |
| QTR Family Wealth, LLC | 0.23% | Reduce -7.0% | 12,514 | $375K |
| Retirement Planning Group, LLC | 0.02% | No change | 12,409 | $372K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.4% | 12,307 | $369K |
| Creative Planning | 0.00% | Add +22.5% | 11,786 | $353K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.3% | 11,575 | $347K |
| Optas, LLC | 0.06% | No change | 11,234 | $337K |
| Fearless Solutions, LLC dba Best Invest | 0.24% | No change | 11,225 | $336K |
| Kovack Advisors, Inc. | 0.03% | Reduce -1.1% | 10,838 | $325K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -6.9% | 9,985 | $299K |
| Wells Fargo & Company | 0.00% | Reduce -41.6% | 9,921 | $297K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.6% | 9,801 | $294K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -64.7% | 9,051 | $271K |
| Csenge Advisory Group | 0.01% | Reduce -0.2% | 8,715 | $266K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,410 | $252K |
| Fortune Financial Advisors, LLC | 0.19% | Reduce -9.6% | 8,021 | $240K |
| Advisory Alpha, LLC | 0.01% | Reduce -0.1% | 8,017 | $240K |
| Empirical Asset Management, LLC | 0.07% | No change | 7,565 | $227K |
| Allworth Financial LP | 0.00% | Add +0.4% | 7,535 | $226K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -34.7% | 7,488 | $224K |
| Cary Street Partners Financial LLC | 0.01% | New | 7,367 | $221K |
| Kirtland Hills Capital Management, LLC | 0.10% | Add +8.1% | 7,210 | $216K |
| Stifel Financial Corp. | 0.00% | New | 6,984 | $209K |
| Monument Capital Management | 0.05% | Reduce -35.9% | 6,871 | $206K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -2.2% | 6,744 | $202K |
| Private Trust Co. NA | 0.02% | No change | 6,720 | $201K |
| Jones Financial Companies LLLP | 0.00% | Add +39.5% | 6,458 | $192K |
| FMR LLC | 0.00% | Reduce -11.1% | 5,841 | $175K |
| Global Retirement Partners, LLC | 0.00% | — | 5,552 | $166K |
| Royal Bank of Canada | 0.00% | Reduce -10.3% | 5,341 | $159K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,500 | $105K |
| Principal Securities, Inc. | 0.00% | Add +100.0% | 2,800 | $84K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -8.3% | 2,750 | $82K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.1% | 2,628 | $79K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 2,600 | $78K |
| Avalon Trust Co | 0.00% | No change | 1,930 | $58K |
| MAI Capital Management | 0.00% | Add +0.1% | 1,593 | $48K |
| AE Wealth Management LLC | 0.00% | Add +71.7% | 1,365 | $41K |
| Howe & Rusling Inc. | 0.00% | No change | 1,338 | $40K |
| Costello Asset Management, INC | 0.01% | Add +0.6% | 1,161 | $35K |
| Legend Financial Advisors, Inc. | 0.02% | New | 1,088 | $33K |
| CX Institutional | 0.00% | Reduce -68.7% | 1,001 | $30K |
| Cwm, LLC | 0.00% | Reduce -3.9% | 875 | $26K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.6% | 803 | $24K |
| NewEdge Advisors, LLC | 0.00% | Reduce -58.8% | 710 | $21K |
| Bogart Wealth, LLC | 0.00% | Add +0.7% | 622 | $19K |
| Capital Analysts, LLC | 0.00% | No change | 610 | $18K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 500 | $15K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 500 | $15K |
| CoreCap Advisors, LLC | 0.00% | No change | 440 | $13K |
"% 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.