Invesco S&P 500 Equal WeightRSPTETF
13F holders, Q2 2025 (June 30)368holders +15
39new positions
29sold out
1famous investor
$40.81avg. 13F price*
At the end of Q2 2025, 368 institutions reported holding Invesco S&P 500 Equal Weight (RSPT) in their 13F filings, up 15 from Q1 2025. 39 opened new positions and 29 sold out. The largest holders were Bank of America Corp. ($170.4M), Royal Bank of Canada ($145.3M) and Wells Fargo & Company ($106.6M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $11.1M |
| Exits | 29 | $45.8M |
All 13F filers, Q1 2025 → Q2 2025: 4,572,304 shares bought and 4,401,586 shares sold, net +170,718 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 368 holders
| Bank of America Corp. | 0.01% | Reduce -0.6% | 4,177,564 | $170.4M |
| Royal Bank of Canada | 0.03% | Add +219.9% | 3,563,512 | $145.3M |
| Wells Fargo & Company | 0.02% | Reduce -1.8% | 2,613,621 | $106.6M |
| LPL Financial LLC | 0.03% | Add +4.9% | 1,994,762 | $81.3M |
| Morgan Stanley | 0.00% | Reduce -10.0% | 1,839,382 | $75.0M |
| UBS Group AG | 0.01% | Reduce -33.3% | 1,581,098 | $64.5M |
| JPMorgan Chase & Co. | 0.00% | Add +160.3% | 1,451,125 | $59.2M |
| Raymond James Financial Inc. | 0.02% | Add +2.0% | 1,426,364 | $58.2M |
| Davis Investment Partners, LLC | 20.20% | Reduce -4.0% | 1,383,960 | $56.5M |
| RMG Wealth Management LLC | 8.50% | — | 1,329,823 | $55.2M |
| Baltimore-Washington Financial Advisors, Inc. | 2.13% | Reduce -0.2% | 1,118,333 | $45.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.4% | 832,824 | $34.0M |
| Osaic Holdings, Inc. | 0.06% | Add +5.4% | 809,735 | $33.0M |
| Captrust Financial Advisors | 0.07% | Add +0.8% | 796,681 | $32.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.2% | 543,274 | $22.2M |
| Baker Avenue Asset Management, LP | 0.62% | Add +1.6% | 537,561 | $21.9M |
| Bouchey Financial Group, Ltd. | 1.73% | Reduce -0.7% | 511,048 | $20.8M |
| PGIM Custom Harvest LLC | 0.41% | Add +3.8% | 486,524 | $19.8M |
| StoneX Group Inc. | 0.89% | Add +1.3% | 446,093 | $18.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -12.6% | 411,368 | $16.8M |
| Prasad Wealth Partners, LLC | 4.60% | Add +21.9% | 385,253 | $15.7M |
| HighTower Advisors, LLC | 0.02% | Add +141.8% | 381,800 | $15.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +18.6% | 361,339 | $14.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.7% | 335,983 | $13.7M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +1.8% | 287,316 | $11.7M |
| Compass Wealth Management, LLC | 6.01% | — | 275,398 | $11.2M |
| Smith Anglin Financial, LLC | 0.97% | Add +6.3% | 264,096 | $10.8M |
| Detalus Advisors, LLC | 3.11% | Reduce -8.1% | 262,966 | $10.7M |
| Mariner, LLC | 0.01% | Reduce -0.3% | 246,078 | $10.0M |
| Condor Capital Management | 0.86% | Reduce -0.7% | 242,470 | $9.9M |
| FRG Family Wealth Advisors LLC | 1.57% | Reduce -1.2% | 221,485 | $9.0M |
| Farther Finance Advisors, LLC | 0.18% | Add +2.9% | 218,670 | $8.9M |
| Allworth Financial LP | 0.04% | Reduce -17.5% | 205,575 | $8.4M |
| Aventus Investment Advisors, Inc. | 7.52% | — | 205,307 | $8.4M |
| Walled Lake Planning & Wealth Management, LLC | 2.72% | Reduce -1.0% | 204,544 | $8.3M |
| Private Advisor Group, LLC | 0.04% | Reduce -13.2% | 198,059 | $8.1M |
| U.S. Capital Wealth Advisors, LLC | 0.24% | Reduce -0.2% | 197,215 | $8.0M |
| Atlas Capital Advisors Inc. | 0.89% | Add +14.9% | 178,234 | $7.3M |
| Neville Rodie & Shaw Inc. | 0.53% | Add +0.0% | 173,600 | $7.1M |
| Stifel Financial Corp. | 0.01% | Reduce -20.1% | 169,820 | $6.9M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -53.5% | 169,343 | $6.9M |
| Joseph P. Lucia & Associates, LLC | 2.65% | Reduce -2.0% | 158,772 | $6.5M |
| Destination Wealth Management | 0.19% | Reduce -33.1% | 158,460 | $6.5M |
| Rockport Wealth LLC | 1.47% | Add +119.5% | 155,698 | $6.3M |
| HB Wealth Management, LLC | 0.05% | Add +6.5% | 153,528 | $6.3M |
| Yoder Wealth Management, Inc. | 3.23% | Add +6.4% | 151,804 | $6.2M |
| Cascade Wealth Advisors, Inc | 3.29% | Reduce -5.5% | 142,206 | $5.8M |
| Climber Capital SA | 3.70% | Add +0.7% | 149,694 | $5.8M |
| Lido Advisors, LLC | 0.03% | Reduce -1.1% | 138,304 | $5.6M |
| Sage Rhino Capital LLC | 1.17% | Reduce -8.2% | 135,721 | $5.5M |
| Advisory Services Network, LLC | 0.08% | Add +22.7% | 126,879 | $5.3M |
| Quantinno Capital Management LP | 0.02% | Add +1.7% | 127,827 | $5.2M |
| Islay Capital Management, LLC | 3.36% | Reduce -23.4% | 126,979 | $5.2M |
| Legacy Private Trust Co. | 0.33% | Reduce -11.8% | 125,205 | $5.1M |
| Truist Financial Corp. | 0.01% | Reduce -20.3% | 125,114 | $5.1M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.2% | 123,815 | $5.0M |
| Redhawk Wealth Advisors, Inc. | 0.63% | Add +2.1% | 123,500 | $5.0M |
| Park Avenue Securities LLC | 0.04% | Add +4.1% | 118,458 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.0% | 114,874 | $4.7M |
| Principal Securities, Inc. | 0.09% | Add +22.9% | 111,756 | $4.6M |
| Fifth Third Securities, Inc. | 0.34% | Reduce -1.8% | 111,392 | $4.5M |
| Vista Investment Management | 1.57% | Add +1.6% | 103,728 | $4.2M |
| Corient Private Wealth LP | 0.01% | Add +10.4% | 97,344 | $4.0M |
| Yarbrough Capital, LLC | 0.13% | Add +23.5% | 91,640 | $3.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | No change | 91,300 | $3.7M |
| Koshinski Asset Management, Inc. | 0.27% | Reduce -0.9% | 87,877 | $3.6M |
| Hartford Financial Management Inc. | 0.94% | Reduce -8.9% | 84,483 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.9% | 82,667 | $3.4M |
| Walker Asset Management, LLC | 1.96% | Add +0.4% | 83,453 | $3.4M |
| Stephens Inc. | 0.05% | Add +2.0% | 80,813 | $3.3M |
| Concurrent Investment Advisors, LLC | 0.06% | New | 80,030 | $3.3M |
| Creative Planning | 0.00% | Reduce -7.1% | 77,347 | $3.2M |
| Cetera Investment Advisers | 0.01% | Reduce -2.3% | 76,814 | $3.1M |
| Empirical Asset Management, LLC | 0.95% | No change | 75,040 | $3.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -13.6% | 74,273 | $3.0M |
| Kennicott Capital Management LLC | 1.67% | Add +0.1% | 71,944 | $2.9M |
| Apriem Advisors | 0.31% | Add +0.0% | 71,549 | $2.9M |
| Capital Market Strategies LLC | 1.95% | Reduce -24.6% | 68,568 | $2.8M |
| Allen Capital Group, LLC | 0.29% | Reduce -4.8% | 67,205 | $2.7M |
| Biltmore Family Office, LLC | 0.44% | Reduce -7.5% | 64,310 | $2.6M |
| Bawa N Mallick Trust | 1.08% | No change | 64,080 | $2.6M |
| Fortis Advisors, LLC | 1.61% | Add +1.1% | 61,727 | $2.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.35% | Reduce -7.1% | 61,680 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +0.0% | 61,675 | $2.5M |
| Vishria Bird Financial Group, LLC | 0.80% | No change | 59,040 | $2.4M |
| Bfsg, LLC | 0.27% | Add +22.4% | 58,878 | $2.4M |
| Valicenti Advisory Services Inc. | 0.54% | Reduce -0.4% | 56,928 | $2.3M |
| DHJJ Financial Advisors, Ltd. | 0.82% | Reduce -4.0% | 55,719 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -54.9% | 54,275 | $2.2M |
| Secure Asset Management, LLC | 0.41% | Add +0.8% | 53,954 | $2.2M |
| Halter Ferguson Financial Inc. | 0.77% | Reduce -31.7% | 51,483 | $2.1M |
| &partners | 0.02% | Add +16.7% | 51,068 | $2.1M |
| HHM Wealth Advisors, LLC | 0.25% | Reduce -10.3% | 50,565 | $2.1M |
| Focus Financial Network, Inc. | 0.08% | Reduce -1.4% | 49,760 | $2.0M |
| Tradition Wealth Management, LLC | 0.16% | Reduce -2.0% | 48,793 | $2.0M |
| FMR LLC | 0.00% | Add +5.3% | 48,610 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Reduce -1.4% | 48,686 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -6.2% | 47,206 | $1.9M |
| Valley National Advisers Inc. | 0.31% | No change | 46,879 | $1.9M |
| Patten Group, Inc. | 0.38% | Reduce -3.9% | 44,334 | $1.8M |
"% 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.