Invesco S&P 500 Equal WeightRSPSETF
13F holders, Q4 2025 (December 31)109holders +3
11new positions
12sold out
$29.05avg. 13F price*
At the end of Q4 2025, 109 institutions reported holding Invesco S&P 500 Equal Weight (RSPS) in their 13F filings, up 3 from Q3 2025. 11 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($7.5M), Morgan Stanley ($5.9M) and HighTower Advisors, LLC ($5.5M).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V373
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $6.1M |
| Exits | 12 | $4.6M |
All 13F filers, Q3 2025 → Q4 2025: 402,317 shares bought and 503,100 shares sold, net −100,783 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| Bank of America Corp. | 0.00% | Add +2.6% | 258,109 | $7.5M |
| Morgan Stanley | 0.00% | Add +12.1% | 203,347 | $5.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -12.2% | 190,635 | $5.5M |
| LPL Financial LLC | 0.00% | Reduce -10.6% | 186,925 | $5.4M |
| UBS Group AG | 0.00% | Reduce -39.1% | 177,284 | $5.1M |
| Cetera Investment Advisers | 0.01% | Add +66.5% | 175,768 | $5.1M |
| First International Bank of Israel Ltd. | 1.36% | No change | 98,000 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.4% | 97,187 | $2.8M |
| Two Sigma Investments, LP | 0.00% | Add +37.6% | 95,200 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.5% | 89,934 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Add +0.9% | 79,015 | $2.3M |
| WealthBridge Capital Management, LLC | 0.40% | Reduce -0.7% | 59,930 | $1.7M |
| Consolidated Capital Management, LLC | 0.53% | New | 59,836 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +487.6% | 58,452 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.9% | 57,351 | $1.7M |
| Pacific Sun Financial Corp | 0.78% | Reduce -9.1% | 55,895 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -19.5% | 55,028 | $1.6M |
| Friedenthal Financial | 0.82% | Add +3.7% | 55,026 | $1.6M |
| Stelac Advisory Services LLC | 0.54% | No change | 52,358 | $1.5M |
| Joseph P. Lucia & Associates, LLC | 0.53% | Reduce -1.4% | 50,980 | $1.5M |
| Farther Finance Advisors, LLC | 0.01% | Add +1.0% | 45,922 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +1.0% | 43,452 | $1.3M |
| Sykon Capital LLC | 0.40% | New | 42,636 | $1.2M |
| Cahill Financial Advisors Inc. | 0.13% | Add +0.2% | 41,085 | $1.2M |
| DHJJ Financial Advisors, Ltd. | 0.34% | Reduce -9.4% | 34,757 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Reduce -8.3% | 34,084 | $989K |
| Clearstead Advisors, LLC | 0.01% | New | 32,578 | $946K |
| Yoder Wealth Management, Inc. | 0.43% | Add +2.7% | 32,491 | $943K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -42.9% | 28,270 | $821K |
| Mariner, LLC | 0.00% | Reduce -2.0% | 24,808 | $720K |
| Redstone Wealth Management, LLC | 0.54% | — | 23,344 | $678K |
| Planning Directions Inc. | 0.34% | Reduce -6.4% | 23,102 | $671K |
| Quantinno Capital Management LP | 0.00% | No change | 21,114 | $613K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -3.8% | 20,508 | $595K |
| Walker Asset Management, LLC | 0.27% | Add +0.5% | 17,462 | $507K |
| Hills Bank & Trust Co | 0.03% | New | 16,644 | $483K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -0.2% | 16,150 | $472K |
| Stifel Financial Corp. | 0.00% | New | 16,183 | $470K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.1% | 15,725 | $456K |
| PGIM Custom Harvest LLC | 0.01% | No change | 15,472 | $449K |
| Fortune Financial Group, Inc. | 0.41% | — | 12,794 | $418K |
| Tsfg, LLC | 0.06% | Reduce -1.6% | 14,400 | $418K |
| Royal Bank of Canada | 0.00% | Add +11.8% | 14,323 | $415K |
| Brookwood Investment Group LLC | 0.05% | Reduce -0.3% | 14,240 | $413K |
| Private Wealth Group, LLC | 0.20% | Reduce -83.8% | 14,118 | $410K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 14,062 | $408K |
| Focus Financial Network, Inc. | 0.01% | Reduce -12.6% | 13,897 | $403K |
| Lido Advisors, LLC | 0.00% | No change | 13,695 | $400K |
| Royal Fund Management, LLC | 0.04% | New | 13,541 | $393K |
| Stonebridge Financial Planning Group, LLC | 0.14% | Reduce -11.9% | 13,498 | $392K |
| QTR Family Wealth, LLC | 0.16% | Reduce -5.5% | 11,226 | $365K |
| Wells Fargo & Company | 0.00% | Add +33.5% | 12,420 | $361K |
| Jane Street Group, LLC | 0.00% | New | 12,366 | $359K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -28.5% | 11,970 | $347K |
| Sage Capital Management, LLC | 0.16% | Reduce -15.7% | 11,743 | $341K |
| Kovack Advisors, Inc. | 0.02% | Add +12.9% | 11,039 | $320K |
| Fearless Solutions, LLC dba Best Invest | 0.18% | No change | 10,500 | $305K |
| Raymond James Financial Inc. | 0.00% | Add +1.4% | 10,480 | $304K |
| Harbour Investments, Inc. | 0.01% | Reduce -11.2% | 9,340 | $271K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 9,105 | $264K |
| Cary Street Partners Financial LLC | 0.01% | Add +22.4% | 9,017 | $262K |
| Vista Investment Management | 0.09% | Reduce -29.8% | 8,917 | $259K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 8,762 | $254K |
| Optas, LLC | 0.04% | No change | 8,734 | $254K |
| Carnegie Investment Counsel | 0.00% | New | 8,485 | $246K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,410 | $244K |
| Jones Financial Companies LLLP | 0.00% | Add +15.8% | 8,253 | $240K |
| Allworth Financial LP | 0.00% | Add +4.2% | 7,946 | $231K |
| Creative Planning | 0.00% | Reduce -24.1% | 7,866 | $228K |
| Retirement Planning Group, LLC | 0.01% | No change | 7,479 | $217K |
| Empirical Asset Management, LLC | 0.06% | Reduce -2.7% | 7,360 | $214K |
| Weaver Capital Management LLC | 0.04% | Reduce -9.4% | 6,884 | $200K |
| Private Trust Co. NA | 0.02% | No change | 6,720 | $195K |
| Strive Financial Group ,LLC | 0.10% | — | 6,593 | $191K |
| Global Retirement Partners, LLC | 0.00% | Add +0.7% | 5,626 | $163K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,935 | $143K |
| FMR LLC | 0.00% | Reduce -9.2% | 4,773 | $139K |
| CX Institutional | 0.00% | Reduce -73.6% | 3,915 | $114K |
| Cwm, LLC | 0.00% | Add +302.1% | 3,518 | $102K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,750 | $80K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 2,600 | $75K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -59.5% | 2,529 | $73K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.4% | 2,438 | $71K |
| Howe & Rusling Inc. | 0.00% | Add +0.3% | 2,089 | $61K |
| MAI Capital Management | 0.00% | Reduce -2.6% | 1,552 | $45K |
| AE Wealth Management LLC | 0.00% | Reduce -9.6% | 1,235 | $36K |
| Costello Asset Management, INC | 0.01% | Add +0.7% | 1,176 | $34K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.9% | 815 | $24K |
| NewEdge Advisors, LLC | 0.00% | No change | 710 | $21K |
| Bogart Wealth, LLC | 0.00% | Add +0.8% | 631 | $18K |
| Capital Analysts, LLC | 0.00% | No change | 610 | $18K |
| Walsh & Associates, LLC | 0.01% | — | 500 | $15K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 500 | $15K |
| CoreCap Advisors, LLC | 0.00% | No change | 440 | $13K |
| Glenmede Trust Co. NA | 0.00% | — | 400 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | New | 343 | $10K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.6% | 318 | $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 |
"% 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.