Invesco S&P 500 Equal WeightRSPSETF

13F holders, Q3 2025 (September 30)
106holders −9
7new positions
14sold out
1famous investor
$29.23avg. 13F price*

At the end of Q3 2025, 106 institutions reported holding Invesco S&P 500 Equal Weight (RSPS) in their 13F filings, down 9 from Q2 2025. 7 opened new positions and 14 sold out. The largest holders were UBS Group AG ($8.5M), Bank of America Corp. ($7.4M) and HighTower Advisors, LLC ($6.3M). 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

050100150 Q1 2024: 121Q1 2024Q2 2024: 118Q2 2024Q3 2024: 112Q3 2024Q4 2024: 116Q4 2024Q1 2025: 118Q1 2025Q2 2025: 115Q2 2025Q3 2025: 106Q3 2025Q4 2025: 109Q4 2025Q1 2026: 116Q1 2026Q2 2026: 112Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions7$3.5M
Exits14$2.7M

All 13F filers, Q2 2025 → Q3 2025: 201,022 shares bought and 368,748 shares sold, net −167,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 106 holders

UBS Group AG 0.00% Reduce -8.0% 291,243 $8.5M
Bank of America Corp. 0.00% Add +4.3% 251,611 $7.4M
HighTower Advisors, LLC 0.01% Reduce -6.0% 217,153 $6.3M
LPL Financial LLC 0.00% Reduce -20.6% 209,131 $6.1M
Morgan Stanley 0.00% Add +0.4% 181,443 $5.3M
Envestnet Asset Management Inc. 0.00% Reduce -3.2% 106,443 $3.1M
Cetera Investment Advisers 0.00% Reduce -7.3% 105,572 $3.1M
Ameriprise Financial Inc. 0.00% Reduce -4.4% 100,647 $2.9M
First International Bank of Israel Ltd. 1.63% No change 98,000 $2.9M
Private Wealth Group, LLC 1.27% Add +28.5% 87,066 $2.5M
JPMorgan Chase & Co. 0.00% Reduce -0.8% 78,283 $2.3M
Two Sigma Investments, LP 0.00% New 69,200 $2.0M
Truist Financial Corp. 0.00% Add +25.2% 68,383 $2.0M
Pacific Sun Financial Corp 0.87% Reduce -2.4% 61,485 $1.8M
WealthBridge Capital Management, LLC 0.41% Reduce -1.7% 60,320 $1.8M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -11.5% 59,678 $1.7M
Friedenthal Financial 0.80% Add +5.8% 53,064 $1.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -5.5% 52,718 $1.5M
Stelac Advisory Services LLC 0.53% No change 52,358 $1.5M
Joseph P. Lucia & Associates, LLC 0.57% Reduce -3.1% 51,730 $1.5M
Commonwealth Equity Services, LLC 0.00% Reduce -18.5% 49,500 $1.4M
Farther Finance Advisors, LLC 0.02% Reduce -6.2% 45,462 $1.3M
Osaic Holdings, Inc. 0.00% Add +6.7% 43,033 $1.3M
Cahill Financial Advisors Inc. 0.14% Add +0.2% 41,002 $1.2M
DHJJ Financial Advisors, Ltd. 0.38% Reduce -0.7% 38,371 $1.1M
Private Advisor Group, LLC 0.01% Reduce -6.5% 37,163 $1.1M
Citadel Advisors 0.00% New 36,617 $1.1M
Yoder Wealth Management, Inc. 0.44% Add +2.7% 31,629 $924K
Mariner, LLC 0.00% Reduce -4.6% 25,323 $740K
Planning Directions Inc. 0.38% Reduce -0.6% 24,672 $721K
First Heartland Consultants, Inc. 0.05% Reduce -12.7% 21,310 $623K
Live Oak Investment Partners 0.41% Add +12.9% 21,283 $622K
Quantinno Capital Management LP 0.00% No change 21,114 $617K
Walker Asset Management, LLC 0.28% Add +7.8% 17,384 $508K
Thoroughbred Financial Services, LLC 0.03% Reduce -4.3% 16,745 $489K
Silver Oak Securities, Incorporated 0.04% Add +0.4% 16,185 $473K
Focus Financial Network, Inc. 0.02% Reduce -4.3% 15,899 $465K
PGIM Custom Harvest LLC 0.01% Reduce -6.9% 15,472 $452K
Stonebridge Financial Planning Group, LLC 0.17% Reduce -6.5% 15,320 $448K
CX Institutional 0.01% Add +1379.3% 14,808 $433K
Tsfg, LLC 0.07% Reduce -1.8% 14,640 $428K
Kestra Advisory Services, LLC 0.00% Add +17.1% 14,410 $421K
Brookwood Investment Group LLC 0.05% Reduce -5.8% 14,290 $418K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -7.6% 14,062 $411K
Sage Capital Management, LLC 0.18% Add +0.4% 13,932 $407K
Lido Advisors, LLC 0.00% Reduce -7.1% 13,695 $400K
Royal Bank of Canada 0.00% Add +139.9% 12,815 $374K
Vista Investment Management 0.13% Reduce -1.2% 12,704 $371K
QTR Family Wealth, LLC 0.16% Reduce -5.0% 11,882 $347K
Tower Research Capital LLC (TRC) 0.01% Reduce -35.1% 11,850 $346K
Harbour Investments, Inc. 0.01% Reduce -9.1% 10,519 $307K
Fearless Solutions, LLC dba Best Invest 0.20% Reduce -6.5% 10,500 $307K
Creative Planning 0.00% Reduce -12.1% 10,361 $303K
Raymond James Financial Inc. 0.00% Reduce -50.7% 10,335 $302K
Susquehanna International Group, LLP 0.00% Reduce -70.8% 9,947 $291K
Kovack Advisors, Inc. 0.03% Reduce -9.8% 9,775 $286K
Wells Fargo & Company 0.00% Reduce -6.2% 9,305 $272K
Mercer Global Advisors Inc. 0.00% Reduce -7.2% 9,100 $266K
Goldman Sachs Group Inc. 0.00% New 8,886 $260K
Optas, LLC 0.04% Reduce -22.3% 8,734 $255K
PNC Financial Services Group, Inc. 0.00% No change 8,410 $246K
Allworth Financial LP 0.00% Add +1.2% 7,624 $223K
Weaver Capital Management LLC 0.05% Reduce -87.9% 7,598 $222K
Empirical Asset Management, LLC 0.06% No change 7,565 $221K
Retirement Planning Group, LLC 0.01% Reduce -39.7% 7,479 $219K
Cary Street Partners Financial LLC 0.01% No change 7,367 $215K
Kirtland Hills Capital Management, LLC 0.08% No change 7,210 $211K
Jones Financial Companies LLLP 0.00% Add +10.3% 7,124 $207K
Advisory Alpha, LLC 0.01% Reduce -13.2% 6,956 $204K
Csenge Advisory Group 0.01% Reduce -20.5% 6,929 $203K
Private Trust Co. NA 0.02% No change 6,720 $196K
O'shaughnessy Asset Management, LLC 0.00% Reduce -16.6% 6,243 $182K
Global Retirement Partners, LLC 0.00% Add +0.6% 5,587 $163K
FMR LLC 0.00% Reduce -10.0% 5,255 $154K
Advisory Services Network, LLC 0.00% New 4,940 $144K
CIBC Private Wealth Group LLC 0.00% Add +41.0% 4,935 $144K
Geneos Wealth Management Inc. 0.00% No change 2,750 $80K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.3% 2,662 $78K
HHM Wealth Advisors, LLC 0.01% No change 2,600 $76K
Howe & Rusling Inc. 0.00% Add +55.7% 2,083 $61K
MAI Capital Management 0.00% Add +0.1% 1,594 $47K
AE Wealth Management LLC 0.00% Add +0.1% 1,366 $40K
Costello Asset Management, INC 0.01% Add +0.6% 1,168 $34K
Cwm, LLC 0.00% No change 875 $26K
JFS Wealth Advisors, LLC 0.00% Add +0.6% 808 $24K
NewEdge Advisors, LLC 0.00% No change 710 $21K
Ameritas Advisory Services, LLC 0.00% Reduce -92.5% 681 $20K
Bogart Wealth, LLC 0.00% Add +0.6% 626 $18K
Capital Analysts, LLC 0.00% No change 610 $18K
Capital Investment Advisory Services, LLC 0.00% No change 500 $15K
CoreCap Advisors, LLC 0.00% No change 440 $13K
Glenmede Investment Management, LP 0.00% No change 400 $12K
GPS Wealth Strategies Group, LLC 0.00% No change 395 $12K
Rockefeller Capital Management L.P. 0.00% New 316 $9K
Fifth Third Bancorp 0.00% No change 275 $8K
Qube Research & Technologies Ltd 0.00% No change 272 $8K
Founders Financial Alliance, LLC 0.00% No change 242 $7K
Dunhill Financial, LLC 0.00% Reduce -41.1% 215 $6K
Comerica Bank 0.00% No change 210 $6K
Blair William & Co. 0.00% No change 175 $5K
Realta Investment Advisors 0.00% New 165 $5K
Strategic Investment Solutions, Inc. 0.00% No change 145 $4K
Parallel Advisors, LLC 0.00% No change 145 $4K
Blue Trust, Inc. 0.00% New 138 $4K
AlphaCore Capital LLC 0.00% No change 80 $2K
Financial Gravity Asset Management, Inc. 0.00% — 20 $585

"% 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.