Invesco S&P 500 Equal WeightRSPTETF
13F holders, Q2 2026 (June 30)501holders +88
108new positions
17sold out
1famous investor
$64.42avg. 13F price*
At the end of Q2 2026, 501 institutions reported holding Invesco S&P 500 Equal Weight (RSPT) in their 13F filings, up 88 from Q1 2026. 108 opened new positions and 17 sold out. The largest holders were Bank of America Corp. ($260.5M), Morgan Stanley ($185.2M) and Wells Fargo & Company ($164.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V282
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $108.3M |
| Exits | 17 | $107.1M |
All 13F filers, Q1 2026 → Q2 2026: 4,585,755 shares bought and 4,870,480 shares sold, net −284,725 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 501 holders
| Bank of America Corp. | 0.02% | Reduce -22.8% | 4,038,596 | $260.5M |
| Morgan Stanley | 0.01% | Add +11.7% | 2,871,608 | $185.2M |
| Wells Fargo & Company | 0.03% | Add +5.6% | 2,553,416 | $164.7M |
| LPL Financial LLC | 0.03% | Reduce -0.0% | 1,993,202 | $128.6M |
| Baltimore-Washington Financial Advisors, Inc. | 4.22% | Add +2.7% | 1,742,550 | $112.4M |
| UBS Group AG | 0.01% | Reduce -2.7% | 1,462,261 | $94.3M |
| Davis Investment Partners, LLC | 24.58% | Reduce -0.2% | 1,251,606 | $80.7M |
| Royal Bank of Canada | 0.01% | Reduce -3.0% | 1,223,031 | $78.9M |
| Raymond James Financial Inc. | 0.02% | Reduce -6.1% | 1,197,136 | $77.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.8% | 1,145,221 | $72.4M |
| HighTower Advisors, LLC | 0.06% | Add +141.4% | 932,392 | $60.1M |
| Osaic Holdings, Inc. | 0.06% | Add +7.5% | 852,226 | $55.0M |
| Two Sigma Investments, LP | 0.04% | Add +59.5% | 829,900 | $53.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +20.3% | 768,805 | $49.6M |
| Captrust Financial Advisors | 0.07% | Reduce -3.1% | 697,411 | $45.0M |
| Baker Avenue Asset Management, LP | 0.78% | Add +5.2% | 637,078 | $41.1M |
| Summit Trail Advisors, LLC | 0.49% | Add +6.5% | 605,866 | $39.1M |
| Bouchey Financial Group, Ltd. | 1.96% | Reduce -0.5% | 471,353 | $30.4M |
| Quadrature Capital Ltd | 0.22% | New | 406,259 | $26.2M |
| StoneX Group Inc. | 1.03% | Reduce -12.0% | 395,236 | $25.5M |
| PGIM Custom Harvest LLC | 0.31% | Reduce -5.8% | 388,662 | $25.1M |
| Cetera Investment Advisers | 0.02% | Add +11.5% | 380,847 | $24.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.3% | 370,034 | $23.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +15.1% | 337,546 | $21.8M |
| RFP Financial Group LLC | 9.12% | New | 315,619 | $20.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.6% | 296,357 | $19.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +842.3% | 268,901 | $17.3M |
| Rockport Wealth LLC | 2.90% | Add +10.3% | 267,458 | $17.3M |
| Mariner, LLC | 0.02% | Reduce -2.6% | 249,025 | $16.1M |
| Mission Wealth Management, LP | 0.18% | Add +1056.0% | 230,180 | $14.8M |
| Condor Capital Management | 1.07% | Reduce -3.0% | 221,316 | $14.3M |
| Prasad Wealth Partners, LLC | 3.41% | Reduce -33.7% | 219,860 | $14.2M |
| AQR Capital Management | 0.00% | No change | 202,720 | $13.1M |
| Neville Rodie & Shaw Inc. | 0.85% | Add +0.7% | 202,650 | $13.1M |
| Patten & Patten Inc. | 0.68% | Add +10.0% | 199,968 | $12.9M |
| Farther Finance Advisors, LLC | 0.09% | Reduce -4.0% | 187,823 | $12.1M |
| Aventus Investment Advisors, Inc. | 8.64% | Reduce -11.4% | 182,929 | $11.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.5% | 181,296 | $11.7M |
| Arax Advisory Partners | 0.08% | Add +4840.4% | 180,768 | $11.7M |
| Stifel Financial Corp. | 0.01% | Reduce -8.7% | 174,796 | $11.3M |
| Atlas Capital Advisors Inc. | 1.21% | Add +18.5% | 170,871 | $11.0M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -8.0% | 167,548 | $10.8M |
| Yoder Wealth Management, Inc. | 4.08% | Add +2.7% | 161,659 | $10.4M |
| HB Wealth Management, LLC | 0.05% | Reduce -0.1% | 148,202 | $9.6M |
| Activest Wealth Management | 1.79% | Reduce -3.9% | 143,952 | $9.3M |
| Joseph P. Lucia & Associates, LLC | 2.77% | Reduce -1.7% | 143,025 | $9.2M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Reduce -0.1% | 138,010 | $8.9M |
| Walled Lake Planning & Wealth Management, LLC | 2.19% | Add +4.8% | 134,444 | $8.7M |
| Cascade Wealth Advisors, Inc | 3.43% | Reduce -0.7% | 131,869 | $8.5M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -9.1% | 131,012 | $8.5M |
| Vista Investment Management | 2.46% | Add +1.0% | 126,534 | $8.2M |
| Advisory Services Network, LLC | 0.09% | Reduce -0.1% | 126,321 | $8.1M |
| Destination Wealth Management | 0.19% | Reduce -4.0% | 125,175 | $8.1M |
| Graham Capital Wealth Management, LLC | 6.06% | Reduce -19.2% | 121,585 | $7.8M |
| Islay Capital Management, LLC | 3.60% | Add +19.1% | 118,157 | $7.6M |
| Allworth Financial LP | 0.03% | Reduce -12.4% | 118,100 | $7.6M |
| Fifth Third Securities, Inc. | 0.41% | Reduce -14.7% | 110,326 | $7.1M |
| Corient Private Wealth LP | 0.01% | Add +17.4% | 109,572 | $7.1M |
| Lido Advisors, LLC | 0.03% | Reduce -14.2% | 108,439 | $7.0M |
| Legacy Private Trust Co. | 0.39% | Reduce -6.4% | 107,296 | $6.9M |
| Truist Financial Corp. | 0.01% | Reduce -6.5% | 106,900 | $6.9M |
| Live Oak Investment Partners | 3.51% | Reduce -0.6% | 101,226 | $6.5M |
| MML Investors Services, LLC | 0.01% | Add +208.8% | 101,135 | $6.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -17.1% | 98,774 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.3% | 98,598 | $6.4M |
| Sage Capital Advisors,llc | 1.31% | New | 97,770 | $6.3M |
| Private Advisory Group LLC | 0.34% | New | 95,424 | $6.2M |
| Quantinno Capital Management LP | 0.01% | Reduce -15.7% | 93,508 | $6.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -14.1% | 95,883 | $6.0M |
| Arch Global Advisors, LLC | 2.66% | Reduce -1.5% | 93,320 | $6.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -7.9% | 90,337 | $5.8M |
| Detalus Advisors, LLC | 1.13% | Reduce -8.0% | 90,010 | $5.8M |
| Creative Planning | 0.00% | Add +1.7% | 88,210 | $5.7M |
| PW Nova Financial Services LLC | 1.19% | Add +3.5% | 85,848 | $5.5M |
| Walker Asset Management, LLC | 2.78% | Reduce -2.2% | 85,430 | $5.5M |
| Park Avenue Securities LLC | 0.03% | Reduce -4.2% | 85,384 | $5.5M |
| Focus Financial Network, Inc. | 0.17% | Add +144.4% | 84,835 | $5.5M |
| Compass Financial Management LLC | 0.66% | — | 84,186 | $5.4M |
| Climber Capital SA | 3.29% | Reduce -4.2% | 91,216 | $5.4M |
| Chicago Wealth Management, Inc. | 1.88% | Add +1083.9% | 82,101 | $5.3M |
| Sage Rhino Capital LLC | 0.86% | Reduce -33.6% | 81,436 | $5.3M |
| Stephens Inc. | 0.06% | Reduce -0.7% | 78,716 | $5.1M |
| Hartford Financial Management Inc. | 1.12% | No change | 78,121 | $5.0M |
| Sykon Capital LLC | 1.53% | New | 76,957 | $5.0M |
| Bfsg, LLC | 0.44% | Add +1.5% | 76,898 | $5.0M |
| NewEdge Advisors, LLC | 0.01% | Add +12.3% | 75,790 | $4.9M |
| Jones Financial Companies LLLP | 0.00% | Add +16.4% | 78,640 | $4.9M |
| Apriem Advisors | 0.41% | Add +1.4% | 72,565 | $4.7M |
| Patten Group, Inc. | 0.72% | Add +10.7% | 72,033 | $4.6M |
| Redhawk Wealth Advisors, Inc. | 0.45% | Reduce -42.3% | 70,585 | $4.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -18.6% | 70,513 | $4.5M |
| Koshinski Asset Management, Inc. | 0.23% | Reduce -0.5% | 68,100 | $4.4M |
| Bawa N Mallick Trust | 1.34% | No change | 64,080 | $4.1M |
| FMR LLC | 0.00% | Add +5.5% | 63,969 | $4.1M |
| Biltmore Family Office, LLC | 0.54% | Reduce -0.1% | 63,325 | $4.1M |
| Allen Capital Group, LLC | 0.33% | Reduce -0.8% | 62,890 | $4.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.45% | Add +1.7% | 62,717 | $4.0M |
| Empirical Asset Management, LLC | 0.91% | Reduce -9.2% | 62,304 | $4.0M |
| Bullock Wealth Management Group | 1.64% | Reduce -6.8% | 59,731 | $3.8M |
| Cerity Partners LLC | 0.00% | Reduce -4.4% | 58,527 | $3.8M |
"% of holder's portfolio" is RSPT's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.