Invesco S&P 500 Equal WeightRSPTETF
13F holders, Q1 2025 (March 31)353holders −16
25new positions
36sold out
3famous investors
$34.11avg. 13F price*
At the end of Q1 2025, 353 institutions reported holding Invesco S&P 500 Equal Weight (RSPT) in their 13F filings, down 16 from Q4 2024. 25 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($143.8M), Wells Fargo & Company ($91.0M) and UBS Group AG ($81.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $10.8M |
| Exits | 36 | $88.1M |
All 13F filers, Q4 2024 → Q1 2025: 2,935,012 shares bought and 5,494,002 shares sold, net −2,558,990 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 353 holders
| Bank of America Corp. | 0.01% | Reduce -3.1% | 4,204,493 | $143.8M |
| Wells Fargo & Company | 0.02% | Add +3.9% | 2,662,028 | $91.0M |
| UBS Group AG | 0.02% | Add +25.0% | 2,369,073 | $81.0M |
| Morgan Stanley | 0.01% | Reduce -6.2% | 2,044,755 | $69.9M |
| LPL Financial LLC | 0.03% | Add +17.5% | 1,902,073 | $65.1M |
| Raymond James Financial Inc. | 0.02% | Add +5.9% | 1,398,303 | $47.8M |
| Davis Investment Partners, LLC | 20.65% | Reduce -2.5% | 1,441,315 | $46.7M |
| Baltimore-Washington Financial Advisors, Inc. | 2.06% | Add +4.7% | 1,120,870 | $38.3M |
| Royal Bank of Canada | 0.01% | Add +4.1% | 1,114,071 | $38.1M |
| Ameriprise Financial Inc. | 0.01% | Add +0.7% | 844,926 | $28.9M |
| Captrust Financial Advisors | 0.07% | Reduce -2.3% | 790,119 | $27.0M |
| Osaic Holdings, Inc. | 0.06% | Reduce -22.2% | 768,255 | $26.3M |
| JPMorgan Chase & Co. | 0.00% | Add +35.7% | 557,571 | $19.1M |
| Activest Wealth Management | 4.89% | Add +14.2% | 533,033 | $18.2M |
| Baker Avenue Asset Management, LP | 0.57% | Reduce -0.2% | 529,049 | $18.1M |
| Bouchey Financial Group, Ltd. | 1.59% | Reduce -6.8% | 514,736 | $17.6M |
| BNP Paribas Financial Markets | 0.01% | Add +34.2% | 470,692 | $16.1M |
| PGIM Custom Harvest LLC | 0.38% | Reduce -23.6% | 468,522 | $16.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +172.9% | 467,582 | $16.0M |
| StoneX Group Inc. | 0.83% | Add +1.8% | 440,231 | $15.1M |
| Graypoint LLC | 0.88% | Reduce -7.3% | 414,211 | $14.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.7% | 389,477 | $13.3M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -2.4% | 364,368 | $12.5M |
| Prasad Wealth Partners, LLC | 3.53% | Add +9.7% | 316,084 | $10.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -27.6% | 304,715 | $10.4M |
| Detalus Advisors, LLC | 3.07% | Add +1.3% | 285,992 | $9.8M |
| Federation des caisses Desjardins du Quebec | 0.05% | Reduce -13.8% | 282,322 | $9.7M |
| Chicago Wealth Management, Inc. | 5.00% | Add +1.2% | 279,281 | $9.6M |
| Smith Anglin Financial, LLC | 0.90% | Add +8.7% | 248,471 | $8.5M |
| Allworth Financial LP | 0.05% | Reduce -10.7% | 249,074 | $8.4M |
| Mariner, LLC | 0.01% | Add +1.0% | 246,882 | $8.4M |
| Condor Capital Management | 0.78% | Reduce -0.3% | 244,103 | $8.3M |
| Destination Wealth Management | 0.26% | Reduce -1.1% | 236,731 | $8.1M |
| Private Advisor Group, LLC | 0.05% | Reduce -13.8% | 228,241 | $7.8M |
| FRG Family Wealth Advisors LLC | 1.48% | Reduce -0.1% | 224,075 | $7.7M |
| Farther Finance Advisors, LLC | 0.19% | Add +9384.1% | 212,445 | $7.3M |
| Stifel Financial Corp. | 0.01% | Reduce -7.8% | 212,611 | $7.3M |
| Walled Lake Planning & Wealth Management, LLC | 2.51% | Reduce -0.9% | 206,627 | $7.1M |
| TD Waterhouse Canada Inc. | 0.06% | Reduce -45.3% | 203,795 | $7.0M |
| U.S. Capital Wealth Advisors, LLC | 0.21% | Reduce -4.3% | 197,613 | $6.8M |
| Banco Santander, S.A. | 0.07% | Add +26.1% | 178,956 | $6.1M |
| Neville Rodie & Shaw Inc. | 0.46% | Add +2.6% | 173,560 | $5.9M |
| Islay Capital Management, LLC | 3.86% | Add +16.4% | 165,830 | $5.7M |
| Joseph P. Lucia & Associates, LLC | 2.53% | Reduce -3.9% | 162,072 | $5.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.0% | 157,884 | $5.4M |
| Truist Financial Corp. | 0.01% | Reduce -3.0% | 156,985 | $5.4M |
| Atlas Capital Advisors Inc. | 0.66% | Add +487.8% | 155,145 | $5.3M |
| Sage Rhino Capital LLC | 1.17% | Add +4.7% | 147,901 | $5.1M |
| HB Wealth Management, LLC | 0.04% | Add +808.8% | 144,113 | $4.9M |
| Cascade Wealth Advisors, Inc | 3.38% | Reduce -10.6% | 150,436 | $4.9M |
| Yoder Wealth Management, Inc. | 2.75% | Reduce -0.8% | 142,651 | $4.9M |
| Legacy Private Trust Co. | 0.33% | Add +14.7% | 142,011 | $4.9M |
| Lido Advisors, LLC | 0.03% | Reduce -3.6% | 139,789 | $4.8M |
| Quantinno Capital Management LP | 0.03% | Add +62.2% | 125,705 | $4.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +0.4% | 124,066 | $4.2M |
| Redhawk Wealth Advisors, Inc. | 0.56% | Add +12.1% | 120,970 | $4.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -5.9% | 120,292 | $4.1M |
| Climber Capital SA | 3.17% | Reduce -10.7% | 148,729 | $4.0M |
| Park Avenue Securities LLC | 0.05% | Reduce -2.2% | 113,777 | $3.9M |
| Fifth Third Securities, Inc. | 0.33% | Reduce -11.0% | 113,385 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.8% | 112,668 | $3.9M |
| Cerity Partners LLC | 0.01% | Reduce -43.7% | 108,226 | $3.7M |
| Advisory Services Network, LLC | 0.07% | Reduce -22.1% | 103,377 | $3.5M |
| Vista Investment Management | 1.37% | Reduce -1.5% | 102,079 | $3.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 102,049 | $3.5M |
| Principal Securities, Inc. | 0.08% | No change | 90,924 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -16.3% | 97,162 | $3.3M |
| Hartford Financial Management Inc. | 0.65% | Reduce -0.9% | 92,745 | $3.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | Reduce -91.5% | 91,300 | $3.1M |
| Capital Market Strategies LLC | 2.09% | Reduce -3.4% | 91,003 | $3.1M |
| Koshinski Asset Management, Inc. | 0.26% | Reduce -3.5% | 88,667 | $3.0M |
| Corient Private Wealth LP | 0.00% | Reduce -22.5% | 88,192 | $3.0M |
| MBL Wealth, LLC | 0.30% | Reduce -5.2% | 86,274 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +18.3% | 85,957 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -68.7% | 83,432 | $2.9M |
| Creative Planning | 0.00% | Add +2.4% | 83,279 | $2.8M |
| Walker Asset Management, LLC | 1.73% | Reduce -1.5% | 83,157 | $2.8M |
| Stephens Inc. | 0.04% | Reduce -20.1% | 79,213 | $2.7M |
| Cetera Investment Advisers | 0.01% | Reduce -42.7% | 78,619 | $2.7M |
| Halter Ferguson Financial Inc. | 1.41% | Reduce -2.3% | 75,419 | $2.6M |
| Empirical Asset Management, LLC | 0.87% | No change | 75,040 | $2.6M |
| Yarbrough Capital, LLC | 0.11% | No change | 74,180 | $2.5M |
| Kennicott Capital Management LLC | 1.60% | Reduce -1.5% | 71,833 | $2.5M |
| Apriem Advisors | 0.29% | Add +0.0% | 71,547 | $2.4M |
| Rockport Wealth LLC | 0.86% | Add +99.6% | 70,941 | $2.4M |
| Allen Capital Group, LLC | 0.28% | Reduce -0.9% | 70,627 | $2.4M |
| Biltmore Family Office, LLC | 0.41% | Reduce -2.1% | 69,495 | $2.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.35% | Reduce -1.3% | 66,386 | $2.3M |
| Bawa N Mallick Trust | 1.04% | No change | 64,080 | $2.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +35.1% | 61,655 | $2.1M |
| Fortis Advisors, LLC | 1.36% | Reduce -0.6% | 61,047 | $2.1M |
| Vishria Bird Financial Group, LLC | 0.69% | No change | 59,040 | $2.0M |
| DHJJ Financial Advisors, Ltd. | 0.80% | Reduce -0.8% | 58,020 | $2.0M |
| Valicenti Advisory Services Inc. | 0.50% | Add +1.1% | 57,163 | $2.0M |
| HHM Wealth Advisors, LLC | 0.26% | Add +19.4% | 56,365 | $1.9M |
| Secure Asset Management, LLC | 0.37% | Add +1.8% | 53,536 | $1.8M |
| Plan A Wealth LLC | 1.38% | Reduce -30.5% | 52,171 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +127.5% | 51,371 | $1.8M |
| Focus Financial Network, Inc. | 0.07% | Reduce -5.6% | 50,453 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.7% | 50,331 | $1.7M |
"% 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.