Invesco S&P 500 Equal WeightRSPTETF
13F holders, Q3 2025 (September 30)365holders −3
30new positions
25sold out
2famous investors
$44.58avg. 13F price*
At the end of Q3 2025, 365 institutions reported holding Invesco S&P 500 Equal Weight (RSPT) in their 13F filings, down 3 from Q2 2025. 30 opened new positions and 25 sold out. The largest holders were Bank of America Corp. ($187.9M), Royal Bank of Canada ($163.6M) and Wells Fargo & Company ($116.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $65.1M |
| Exits | 25 | $14.8M |
All 13F filers, Q2 2025 → Q3 2025: 3,607,414 shares bought and 1,672,282 shares sold, net +1,935,132 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 365 holders
| Bank of America Corp. | 0.01% | Add +0.9% | 4,213,957 | $187.9M |
| Royal Bank of Canada | 0.03% | Add +3.0% | 3,670,516 | $163.6M |
| Wells Fargo & Company | 0.02% | Reduce -0.3% | 2,605,552 | $116.2M |
| Morgan Stanley | 0.01% | Add +26.7% | 2,330,054 | $103.9M |
| LPL Financial LLC | 0.03% | Add +0.3% | 2,001,085 | $89.2M |
| UBS Group AG | 0.01% | Add +0.0% | 1,581,555 | $70.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 1,441,963 | $64.3M |
| Baltimore-Washington Financial Advisors, Inc. | 2.66% | Add +24.5% | 1,392,499 | $62.1M |
| RMG Wealth Management LLC | 8.70% | Add +3.4% | 1,374,742 | $61.8M |
| Davis Investment Partners, LLC | 20.86% | Reduce -1.8% | 1,358,996 | $61.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -6.1% | 1,339,647 | $59.7M |
| Horizon Wealth Management, LLC | 7.14% | New | 1,090,352 | $48.6M |
| Captrust Financial Advisors | 0.07% | Reduce -2.5% | 776,997 | $34.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -9.5% | 753,411 | $33.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -1.9% | 794,163 | $33.4M |
| Summit Trail Advisors, LLC | 0.43% | Add +4241.0% | 705,373 | $31.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +13.1% | 614,274 | $27.4M |
| Baker Avenue Asset Management, LP | 0.60% | Add +3.9% | 558,290 | $24.9M |
| Bouchey Financial Group, Ltd. | 1.74% | Reduce -0.8% | 506,976 | $22.6M |
| PGIM Custom Harvest LLC | 0.32% | Reduce -3.2% | 470,968 | $21.0M |
| StoneX Group Inc. | 0.89% | Add +2.2% | 455,891 | $20.3M |
| HighTower Advisors, LLC | 0.02% | Add +7.4% | 409,930 | $18.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +10.5% | 399,179 | $17.8M |
| Prasad Wealth Partners, LLC | 4.07% | Reduce -14.9% | 327,888 | $14.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.3% | 304,764 | $13.6M |
| Compass Wealth Management, LLC | 5.68% | Add +4.4% | 287,516 | $12.8M |
| Federation des caisses Desjardins du Quebec | 0.05% | Reduce -6.3% | 269,135 | $12.0M |
| Mariner, LLC | 0.01% | Add +0.8% | 247,921 | $11.1M |
| Condor Capital Management | 0.87% | Reduce -1.8% | 238,180 | $10.6M |
| FRG Family Wealth Advisors LLC | 1.57% | Reduce -1.4% | 218,375 | $9.7M |
| Aventus Investment Advisors, Inc. | 7.76% | Reduce -0.6% | 204,146 | $9.1M |
| Walled Lake Planning & Wealth Management, LLC | 2.89% | Reduce -3.5% | 197,351 | $8.8M |
| Farther Finance Advisors, LLC | 0.13% | Reduce -9.8% | 197,278 | $8.8M |
| U.S. Capital Wealth Advisors, LLC | 0.23% | Reduce -3.6% | 190,107 | $8.5M |
| Rockport Wealth LLC | 1.66% | Add +17.2% | 182,530 | $8.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +6.4% | 180,192 | $8.0M |
| Neville Rodie & Shaw Inc. | 0.57% | Add +2.5% | 177,925 | $7.9M |
| Stifel Financial Corp. | 0.01% | Add +0.3% | 170,359 | $7.6M |
| Allworth Financial LP | 0.03% | Reduce -21.2% | 162,077 | $7.2M |
| Yoder Wealth Management, Inc. | 3.32% | Add +3.7% | 157,441 | $7.0M |
| Graham Capital Wealth Management, LLC | 7.12% | New | 155,730 | $6.9M |
| Joseph P. Lucia & Associates, LLC | 2.60% | Reduce -2.5% | 154,792 | $6.9M |
| HB Wealth Management, LLC | 0.05% | Add +0.0% | 153,532 | $6.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -62.9% | 152,760 | $6.8M |
| Cascade Wealth Advisors, Inc | 3.16% | Reduce -2.1% | 139,205 | $6.4M |
| Destination Wealth Management | 0.17% | Reduce -12.6% | 138,546 | $6.2M |
| Lido Advisors, LLC | 0.03% | Reduce -1.7% | 135,970 | $6.1M |
| Sage Rhino Capital LLC | 1.14% | Reduce -2.3% | 132,583 | $5.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +6.5% | 131,806 | $5.9M |
| Islay Capital Management, LLC | 3.35% | Add +2.4% | 129,974 | $5.8M |
| Redhawk Wealth Advisors, Inc. | 0.65% | Add +1.7% | 125,566 | $5.6M |
| Advisory Services Network, LLC | 0.08% | Reduce -1.6% | 124,795 | $5.6M |
| Quantinno Capital Management LP | 0.02% | Reduce -3.0% | 124,002 | $5.5M |
| Legacy Private Trust Co. | 0.33% | Reduce -1.4% | 123,462 | $5.5M |
| Truist Financial Corp. | 0.01% | Reduce -2.7% | 121,741 | $5.4M |
| Park Avenue Securities LLC | 0.04% | Add +1.6% | 120,371 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.1% | 114,758 | $5.1M |
| Fifth Third Securities, Inc. | 0.35% | Add +1.8% | 113,425 | $5.1M |
| Detalus Advisors, LLC | 1.28% | Reduce -57.9% | 110,774 | $4.9M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +73.3% | 106,868 | $4.9M |
| Vista Investment Management | 1.71% | Add +5.6% | 109,544 | $4.9M |
| Corient Private Wealth LP | 0.01% | Add +2.2% | 99,506 | $4.4M |
| Creative Planning | 0.00% | Add +20.1% | 92,899 | $4.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -56.0% | 87,242 | $3.9M |
| Cetera Investment Advisers | 0.00% | Add +12.0% | 86,010 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +15.2% | 85,545 | $3.8M |
| Principal Securities, Inc. | 0.06% | Reduce -23.7% | 85,238 | $3.8M |
| Walker Asset Management, LLC | 2.11% | Add +1.3% | 84,512 | $3.8M |
| Stephens Inc. | 0.05% | No change | 80,813 | $3.6M |
| Hartford Financial Management Inc. | 0.92% | Reduce -7.4% | 78,250 | $3.5M |
| Koshinski Asset Management, Inc. | 0.24% | Reduce -12.6% | 76,848 | $3.4M |
| Patten & Patten Inc. | 0.20% | New | 76,637 | $3.4M |
| Concurrent Investment Advisors, LLC | 0.06% | Reduce -4.4% | 76,480 | $3.4M |
| Empirical Asset Management, LLC | 0.91% | Reduce -2.4% | 73,240 | $3.3M |
| Apriem Advisors | 0.30% | Add +0.0% | 71,551 | $3.2M |
| Kennicott Capital Management LLC | 1.54% | Reduce -0.7% | 71,444 | $3.2M |
| Bfsg, LLC | 0.29% | Add +13.4% | 66,800 | $3.0M |
| Allen Capital Group, LLC | 0.28% | Reduce -1.3% | 66,315 | $3.0M |
| NewEdge Advisors, LLC | 0.01% | Add +18.5% | 64,314 | $2.9M |
| Biltmore Family Office, LLC | 0.41% | No change | 64,310 | $2.9M |
| Bawa N Mallick Trust | 1.08% | No change | 64,080 | $2.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.33% | Add +0.3% | 61,866 | $2.8M |
| Portus Wealth Advisors, LLC | 2.66% | — | 59,793 | $2.7M |
| Vishria Bird Financial Group, LLC | 0.52% | Reduce -0.0% | 59,035 | $2.6M |
| Valicenti Advisory Services Inc. | 0.53% | Reduce -1.9% | 55,876 | $2.5M |
| DHJJ Financial Advisors, Ltd. | 0.83% | Reduce -1.0% | 55,159 | $2.5M |
| Secure Asset Management, LLC | 0.40% | Add +0.0% | 53,960 | $2.4M |
| FMR LLC | 0.00% | Add +4.5% | 50,788 | $2.3M |
| HHM Wealth Advisors, LLC | 0.26% | No change | 50,565 | $2.3M |
| Patten Group, Inc. | 0.44% | Add +13.2% | 50,193 | $2.2M |
| Carnegie Investment Counsel | 0.04% | Add +40.3% | 48,760 | $2.2M |
| Focus Financial Network, Inc. | 0.08% | Reduce -4.0% | 47,748 | $2.1M |
| Valley National Advisers Inc. | 0.32% | No change | 46,879 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.2% | 47,122 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -46.8% | 43,975 | $2.0M |
| Country Club Bank | 0.12% | Reduce -0.2% | 44,444 | $2.0M |
| Tradition Wealth Management, LLC | 0.14% | Reduce -10.4% | 43,713 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Add +23.9% | 43,288 | $1.9M |
| McGuire Investment Group, LLC | 0.22% | Reduce -0.0% | 43,032 | $1.9M |
| Friedenthal Financial | 0.98% | Add +2.0% | 42,760 | $1.9M |
"% 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.