Invesco S&P 500 Equal WeightRSPSETF
13F holders, Q1 2026 (March 31)116holders +7
18new positions
8sold out
2famous investors
$29.50avg. 13F price*
At the end of Q1 2026, 116 institutions reported holding Invesco S&P 500 Equal Weight (RSPS) in their 13F filings, up 7 from Q4 2025. 18 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($8.8M), Thrivent Financial for Lutherans ($8.3M) and Cresset Asset Management, LLC ($7.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $25.9M |
| Exits | 8 | $5.6M |
All 13F filers, Q4 2025 → Q1 2026: 1,136,049 shares bought and 484,841 shares sold, net +651,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| Bank of America Corp. | 0.00% | Add +15.6% | 298,298 | $8.8M |
| Thrivent Financial for Lutherans | 0.02% | New | 280,128 | $8.3M |
| Cresset Asset Management, LLC | 0.03% | New | 263,040 | $7.8M |
| Morgan Stanley | 0.00% | Add +27.0% | 258,301 | $7.6M |
| Cetera Investment Advisers | 0.01% | Add +14.3% | 200,974 | $5.9M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 2.67% | New | 172,457 | $5.1M |
| LPL Financial LLC | 0.00% | Reduce -12.6% | 163,470 | $4.8M |
| First International Bank of Israel Ltd. | 1.10% | Add +29.1% | 126,500 | $3.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -42.0% | 110,504 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.9% | 96,349 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Add +20.3% | 95,072 | $2.8M |
| UBS Group AG | 0.00% | Reduce -49.2% | 90,124 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.4% | 88,647 | $2.6M |
| WealthBridge Capital Management, LLC | 0.40% | Reduce -2.1% | 58,690 | $1.7M |
| Friedenthal Financial | 0.85% | Add +4.5% | 57,517 | $1.7M |
| Pacific Sun Financial Corp | 0.78% | Reduce -2.1% | 54,725 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -3.5% | 53,095 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.1% | 52,693 | $1.6M |
| Stelac Advisory Services LLC | 0.31% | No change | 52,358 | $1.5M |
| Joseph P. Lucia & Associates, LLC | 0.53% | Reduce -0.6% | 50,675 | $1.5M |
| Sykon Capital LLC | 0.46% | Add +10.1% | 46,943 | $1.4M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -1.4% | 45,275 | $1.3M |
| Cahill Financial Advisors Inc. | 0.13% | Add +0.2% | 41,164 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 37,494 | $1.1M |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 34,114 | $1.0M |
| Yoder Wealth Management, Inc. | 0.44% | Add +1.2% | 32,886 | $970K |
| DHJJ Financial Advisors, Ltd. | 0.31% | Reduce -8.7% | 31,718 | $936K |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.1% | 29,954 | $884K |
| Citadel Advisors | 0.00% | New | 27,730 | $818K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.6% | 27,534 | $812K |
| Wells Fargo & Company | 0.00% | Add +117.1% | 26,967 | $796K |
| Hills Bank & Trust Co | 0.04% | Add +54.1% | 25,656 | $757K |
| Mariner, LLC | 0.00% | Reduce -3.3% | 24,000 | $708K |
| Sunbeam Capital Management, LLC | 0.38% | New | 22,423 | $661K |
| Planning Directions Inc. | 0.32% | Reduce -6.5% | 21,610 | $637K |
| Carnegie Investment Counsel | 0.01% | Add +152.8% | 21,450 | $633K |
| Redstone Wealth Management, LLC | 0.50% | Reduce -8.5% | 21,370 | $630K |
| Quantinno Capital Management LP | 0.00% | No change | 21,114 | $623K |
| Goldman Sachs Group Inc. | 0.00% | New | 20,898 | $616K |
| Royal Bank of Canada | 0.00% | Add +45.1% | 20,784 | $614K |
| Brookwood Investment Group LLC | 0.08% | Add +41.5% | 20,153 | $595K |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.6% | 20,108 | $593K |
| Stifel Financial Corp. | 0.00% | Add +17.6% | 19,033 | $561K |
| Walker Asset Management, LLC | 0.30% | Add +6.2% | 18,544 | $547K |
| Fortune Financial Group, Inc. | 0.47% | Add +36.9% | 17,515 | $517K |
| Kestra Advisory Services, LLC | 0.00% | Add +11.2% | 17,482 | $516K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -15.6% | 17,303 | $510K |
| Clearstead Advisors, LLC | 0.00% | Reduce -48.9% | 16,650 | $491K |
| Apollon Wealth Management, LLC | 0.01% | New | 16,260 | $480K |
| Silver Oak Securities, Incorporated | 0.03% | No change | 16,150 | $476K |
| Optas, LLC | 0.07% | Add +78.1% | 15,554 | $459K |
| PGIM Custom Harvest LLC | 0.01% | No change | 15,472 | $456K |
| Lido Advisors, LLC | 0.00% | Add +7.9% | 14,778 | $436K |
| Tsfg, LLC | 0.06% | Reduce -1.8% | 14,146 | $417K |
| Private Wealth Group, LLC | 0.19% | No change | 14,118 | $416K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -11.1% | 12,497 | $369K |
| Stonebridge Financial Planning Group, LLC | 0.14% | Reduce -7.6% | 12,477 | $368K |
| Royal Fund Management, LLC | 0.03% | Reduce -9.9% | 12,193 | $360K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 11,970 | $353K |
| CX Institutional | 0.01% | Add +202.4% | 11,840 | $349K |
| Focus Financial Network, Inc. | 0.01% | Reduce -20.6% | 11,035 | $326K |
| Raymond James Financial Inc. | 0.00% | Add +4.0% | 10,900 | $322K |
| QTR Family Wealth, LLC | 0.13% | Reduce -2.2% | 10,978 | $321K |
| Sage Capital Management, LLC | 0.15% | Reduce -10.4% | 10,527 | $311K |
| Fearless Solutions, LLC dba Best Invest | 0.19% | No change | 10,500 | $310K |
| Kovack Advisors, Inc. | 0.02% | Reduce -4.9% | 10,498 | $308K |
| Harbour Investments, Inc. | 0.00% | Add +9.9% | 10,261 | $303K |
| Mercer Global Advisors Inc. | 0.00% | Add +8.5% | 9,880 | $291K |
| Jones Financial Companies LLLP | 0.00% | Add +17.6% | 9,702 | $287K |
| D. E. Shaw & Co. | 0.00% | New | 9,635 | $284K |
| Strive Financial Group ,LLC | 0.15% | Add +42.0% | 9,362 | $276K |
| Cary Street Partners Financial LLC | 0.01% | No change | 9,017 | $266K |
| Vista Investment Management | 0.09% | Reduce -1.5% | 8,781 | $259K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,410 | $248K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 8,188 | $242K |
| Empirical Asset Management, LLC | 0.06% | No change | 7,360 | $217K |
| Bright Futures Wealth Management, LLC. | 0.15% | New | 7,265 | $214K |
| StoneX Group Inc. | 0.01% | New | 7,238 | $214K |
| Weaver Capital Management LLC | 0.04% | No change | 6,884 | $203K |
| Private Trust Co. NA | 0.02% | No change | 6,720 | $198K |
| Allworth Financial LP | 0.00% | Reduce -17.5% | 6,555 | $193K |
| Advisory Services Network, LLC | 0.00% | New | 4,861 | $143K |
| FMR LLC | 0.00% | No change | 4,773 | $141K |
| Cwm, LLC | 0.00% | Reduce -2.6% | 3,428 | $101K |
| CoreCap Advisors, LLC | 0.00% | Add +643.2% | 3,270 | $96K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,750 | $81K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 2,600 | $77K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,529 | $75K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.4% | 2,447 | $72K |
| Howe & Rusling Inc. | 0.00% | Add +0.2% | 2,094 | $62K |
| MAI Capital Management | 0.00% | Reduce -2.6% | 1,511 | $45K |
| AE Wealth Management LLC | 0.00% | No change | 1,235 | $36K |
| Costello Asset Management, INC | 0.01% | Add +0.7% | 1,184 | $35K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.7% | 821 | $24K |
| Glassman Wealth Services | 0.00% | New | 780 | $23K |
| NewEdge Advisors, LLC | 0.00% | No change | 710 | $21K |
| Bogart Wealth, LLC | 0.00% | Add +0.8% | 636 | $19K |
| Capital Analysts, LLC | 0.00% | Reduce -14.8% | 520 | $15K |
| Walsh & Associates, LLC | 0.01% | No change | 500 | $15K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 500 | $15K |
"% 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.