Invesco S&P 500 Equal WeightRSPTETF
13F holders, Q4 2025 (December 31)393holders +28
40new positions
26sold out
2famous investors
$45.53avg. 13F price*
At the end of Q4 2025, 393 institutions reported holding Invesco S&P 500 Equal Weight (RSPT) in their 13F filings, up 28 from Q3 2025. 40 opened new positions and 26 sold out. The largest holders were Bank of America Corp. ($187.9M), Wells Fargo & Company ($125.0M) and Morgan Stanley ($96.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $61.8M |
| Exits | 26 | $123.5M |
All 13F filers, Q3 2025 → Q4 2025: 2,529,831 shares bought and 7,021,206 shares sold, net −4,491,375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 393 holders
| Bank of America Corp. | 0.01% | Reduce -2.0% | 4,127,747 | $187.9M |
| Wells Fargo & Company | 0.02% | Add +5.4% | 2,746,577 | $125.0M |
| Morgan Stanley | 0.01% | Reduce -8.8% | 2,125,719 | $96.7M |
| LPL Financial LLC | 0.02% | Reduce -2.1% | 1,959,772 | $89.2M |
| Baltimore-Washington Financial Advisors, Inc. | 3.15% | Add +19.0% | 1,656,784 | $75.4M |
| UBS Group AG | 0.01% | Reduce -5.8% | 1,489,850 | $67.8M |
| Royal Bank of Canada | 0.01% | Reduce -63.9% | 1,326,999 | $60.4M |
| Davis Investment Partners, LLC | 20.74% | Reduce -4.6% | 1,296,008 | $59.3M |
| Raymond James Financial Inc. | 0.02% | Reduce -4.6% | 1,277,600 | $58.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.4% | 1,175,951 | $53.5M |
| Two Sigma Investments, LP | 0.06% | New | 806,200 | $36.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -3.0% | 770,592 | $35.1M |
| Captrust Financial Advisors | 0.06% | Reduce -6.5% | 726,480 | $33.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -9.1% | 685,140 | $31.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.4% | 611,658 | $27.8M |
| Baker Avenue Asset Management, LP | 0.61% | Add +4.6% | 584,152 | $26.6M |
| Bouchey Financial Group, Ltd. | 1.63% | Reduce -5.8% | 477,638 | $21.7M |
| StoneX Group Inc. | 0.90% | Reduce -0.3% | 454,321 | $20.7M |
| Summit Trail Advisors, LLC | 0.35% | Reduce -37.8% | 438,733 | $20.0M |
| PGIM Custom Harvest LLC | 0.29% | Reduce -9.0% | 428,380 | $19.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.9% | 402,106 | $18.3M |
| Prasad Wealth Partners, LLC | 3.95% | Reduce -0.7% | 325,724 | $14.8M |
| Compass Wealth Management, LLC | 5.95% | Add +10.4% | 317,305 | $14.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -26.2% | 294,594 | $13.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.4% | 291,291 | $13.3M |
| Mariner, LLC | 0.01% | Add +11.6% | 276,565 | $12.6M |
| Condor Capital Management | 0.85% | Reduce -3.5% | 229,913 | $10.5M |
| Cetera Investment Advisers | 0.01% | Add +157.0% | 221,076 | $10.1M |
| FRG Family Wealth Advisors LLC | 1.53% | Reduce -0.6% | 216,975 | $9.9M |
| Chicago Wealth Management, Inc. | 3.96% | New | 216,430 | $9.8M |
| Aventus Investment Advisors, Inc. | 7.68% | Add +2.0% | 208,327 | $9.5M |
| Farther Finance Advisors, LLC | 0.10% | Add +2.0% | 201,186 | $9.2M |
| Patten & Patten Inc. | 0.52% | Add +156.1% | 196,270 | $8.9M |
| Walled Lake Planning & Wealth Management, LLC | 2.81% | Reduce -1.1% | 195,072 | $8.9M |
| Atlas Capital Advisors Inc. | 0.96% | — | 189,132 | $8.6M |
| Neville Rodie & Shaw Inc. | 0.61% | Add +6.2% | 188,950 | $8.6M |
| U.S. Capital Wealth Advisors, LLC | 0.22% | Reduce -0.9% | 188,373 | $8.6M |
| Stifel Financial Corp. | 0.01% | Add +10.4% | 188,166 | $8.6M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -31.9% | 183,425 | $8.3M |
| Rockport Wealth LLC | 1.60% | Reduce -0.8% | 181,134 | $8.2M |
| Graham Capital Wealth Management, LLC | 7.58% | Add +15.8% | 180,329 | $8.2M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.2% | 177,962 | $8.1M |
| Yoder Wealth Management, Inc. | 3.18% | Reduce -2.5% | 153,487 | $7.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +254.1% | 153,267 | $7.0M |
| Cascade Wealth Advisors, Inc | 3.12% | Reduce -0.1% | 139,005 | $6.8M |
| HB Wealth Management, LLC | 0.04% | Reduce -3.4% | 148,310 | $6.7M |
| Joseph P. Lucia & Associates, LLC | 2.43% | Reduce -4.5% | 147,777 | $6.7M |
| Allworth Financial LP | 0.03% | Reduce -10.0% | 145,908 | $6.6M |
| Islay Capital Management, LLC | 3.76% | Add +7.4% | 139,568 | $6.4M |
| Lido Advisors, LLC | 0.02% | Add +3.0% | 140,100 | $6.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +3.0% | 135,702 | $6.2M |
| Destination Wealth Management | 0.16% | Reduce -3.4% | 133,835 | $6.1M |
| Advisory Services Network, LLC | 0.09% | Add +7.2% | 133,799 | $6.1M |
| Park Avenue Securities LLC | 0.05% | Add +7.8% | 129,748 | $5.9M |
| Sage Rhino Capital LLC | 1.08% | Reduce -5.0% | 125,946 | $5.7M |
| Legacy Private Trust Co. | 0.33% | Add +0.4% | 123,904 | $5.6M |
| Redhawk Wealth Advisors, Inc. | 0.63% | Reduce -1.9% | 123,221 | $5.6M |
| Fifth Third Securities, Inc. | 0.36% | Add +6.3% | 120,571 | $5.5M |
| Truist Financial Corp. | 0.01% | Reduce -2.5% | 118,692 | $5.4M |
| Vista Investment Management | 1.78% | Add +8.0% | 118,349 | $5.4M |
| Climber Capital SA | 3.44% | — | 123,730 | $5.3M |
| Quantinno Capital Management LP | 0.01% | Reduce -7.8% | 114,357 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.1% | 105,492 | $4.8M |
| Corient Private Wealth LP | 0.01% | Add +4.7% | 104,221 | $4.8M |
| Detalus Advisors, LLC | 1.10% | Reduce -10.8% | 98,832 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.8% | 87,053 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Reduce -3.1% | 84,499 | $3.8M |
| PW Nova Financial Services LLC | 1.44% | — | 82,995 | $3.8M |
| Walker Asset Management, LLC | 2.03% | Reduce -1.8% | 82,956 | $3.8M |
| Creative Planning | 0.00% | Reduce -11.2% | 82,513 | $3.8M |
| Stephens Inc. | 0.04% | Reduce -1.9% | 79,298 | $3.6M |
| Hartford Financial Management Inc. | 0.93% | Reduce 0.0% | 78,247 | $3.6M |
| Apriem Advisors | 0.30% | Add +0.0% | 71,553 | $3.3M |
| Kennicott Capital Management LLC | 1.58% | No change | 71,444 | $3.3M |
| Bfsg, LLC | 0.31% | Add +4.4% | 69,726 | $3.2M |
| Koshinski Asset Management, Inc. | 0.20% | Reduce -9.4% | 69,635 | $3.2M |
| Empirical Asset Management, LLC | 0.88% | Reduce -6.3% | 68,610 | $3.1M |
| Bullock Wealth Management Group | 1.47% | — | 66,156 | $3.0M |
| Allen Capital Group, LLC | 0.27% | Reduce -3.2% | 64,211 | $2.9M |
| Bawa N Mallick Trust | 1.08% | No change | 64,080 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.0% | 63,686 | $2.9M |
| Biltmore Family Office, LLC | 0.40% | Reduce -1.4% | 63,380 | $2.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.34% | Add +0.1% | 61,945 | $2.8M |
| Cerity Partners LLC | 0.00% | Add +51.3% | 61,852 | $2.8M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -43.0% | 60,891 | $2.8M |
| Portus Wealth Advisors, LLC | 2.61% | Add +1.5% | 60,689 | $2.8M |
| Patten Group, Inc. | 0.51% | Add +20.1% | 60,308 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +26.5% | 59,613 | $2.7M |
| Valicenti Advisory Services Inc. | 0.53% | Add +0.5% | 56,125 | $2.6M |
| Principal Securities, Inc. | 0.04% | Reduce -34.7% | 55,637 | $2.5M |
| Paller Financial Services Inc | 2.01% | — | 55,202 | $2.5M |
| FMR LLC | 0.00% | Add +7.8% | 54,744 | $2.5M |
| DHJJ Financial Advisors, Ltd. | 0.83% | Reduce -0.8% | 54,700 | $2.5M |
| Carnegie Investment Counsel | 0.04% | Add +9.4% | 53,355 | $2.4M |
| HHM Wealth Advisors, LLC | 0.26% | Reduce -3.2% | 48,945 | $2.2M |
| Valley National Advisers Inc. | 0.30% | No change | 46,879 | $2.1M |
| Secure Asset Management, LLC | 0.32% | Reduce -16.9% | 44,824 | $2.0M |
| First National Bank of Omaha | 0.06% | New | 44,229 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | New | 43,449 | $2.0M |
| Activest Wealth Management | 0.37% | Add +14.4% | 43,340 | $2.0M |
"% 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.