Invesco S&P 500 Equal WeightRSPTETF
13F holders, Q1 2026 (March 31)413holders +20
43new positions
22sold out
1famous investor
$45.77avg. 13F price*
At the end of Q1 2026, 413 institutions reported holding Invesco S&P 500 Equal Weight (RSPT) in their 13F filings, up 20 from Q4 2025. 43 opened new positions and 22 sold out. The largest holders were Bank of America Corp. ($236.7M), Morgan Stanley ($116.4M) and Wells Fargo & Company ($109.4M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $113.3M |
| Exits | 22 | $7.6M |
All 13F filers, Q4 2025 → Q1 2026: 5,447,735 shares bought and 2,131,504 shares sold, net +3,316,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 413 holders
| Bank of America Corp. | 0.02% | Add +26.7% | 5,230,024 | $236.7M |
| Morgan Stanley | 0.01% | Add +21.0% | 2,571,242 | $116.4M |
| Wells Fargo & Company | 0.02% | Reduce -12.0% | 2,418,069 | $109.4M |
| LPL Financial LLC | 0.02% | Add +1.7% | 1,993,742 | $90.2M |
| RMG Wealth Management LLC | 9.98% | New | 1,467,902 | $86.5M |
| Baltimore-Washington Financial Advisors, Inc. | 3.33% | Add +2.4% | 1,696,302 | $76.8M |
| UBS Group AG | 0.01% | Add +0.9% | 1,503,174 | $68.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.2% | 1,274,550 | $57.7M |
| Royal Bank of Canada | 0.01% | Reduce -5.0% | 1,261,214 | $57.1M |
| Davis Investment Partners, LLC | 20.05% | Reduce -3.3% | 1,253,783 | $56.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.9% | 1,154,015 | $50.2M |
| Osaic Holdings, Inc. | 0.05% | Add +2.9% | 792,682 | $35.9M |
| Captrust Financial Advisors | 0.06% | Reduce -0.9% | 719,795 | $32.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.5% | 638,910 | $28.9M |
| Baker Avenue Asset Management, LP | 0.62% | Add +3.6% | 605,362 | $27.4M |
| Summit Trail Advisors, LLC | 0.37% | Add +29.7% | 568,887 | $25.7M |
| Independent Advisor Alliance | 0.27% | Add +10815.1% | 545,754 | $24.7M |
| Two Sigma Investments, LP | 0.02% | Reduce -35.5% | 520,400 | $23.6M |
| Bouchey Financial Group, Ltd. | 1.67% | Reduce -0.8% | 473,778 | $22.7M |
| StoneX Group Inc. | 1.09% | Reduce -1.1% | 449,252 | $20.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -39.1% | 417,361 | $18.9M |
| PGIM Custom Harvest LLC | 0.29% | Reduce -3.7% | 412,510 | $18.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -4.0% | 386,191 | $17.5M |
| Cetera Investment Advisers | 0.02% | Add +54.6% | 341,701 | $15.5M |
| Compass Wealth Management, LLC | 6.53% | Add +6.5% | 338,008 | $15.3M |
| Prasad Wealth Partners, LLC | 4.09% | Add +1.8% | 331,655 | $15.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.5% | 293,155 | $13.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.6% | 280,724 | $12.7M |
| Mariner, LLC | 0.01% | Reduce -7.5% | 255,806 | $11.6M |
| Rockport Wealth LLC | 2.00% | Add +33.8% | 242,380 | $11.0M |
| Condor Capital Management | 0.86% | Reduce -0.8% | 228,153 | $10.3M |
| Aventus Investment Advisors, Inc. | 7.91% | Reduce -0.9% | 206,531 | $9.3M |
| AQR Capital Management | 0.00% | Add +1967.9% | 202,720 | $9.2M |
| Neville Rodie & Shaw Inc. | 0.66% | Add +6.6% | 201,350 | $9.1M |
| FRG Family Wealth Advisors LLC | 1.49% | Reduce -7.4% | 200,900 | $9.1M |
| Farther Finance Advisors, LLC | 0.08% | Reduce -2.8% | 195,621 | $9.0M |
| Stifel Financial Corp. | 0.01% | Add +1.7% | 191,433 | $8.7M |
| U.S. Capital Wealth Advisors, LLC | 0.21% | Reduce -1.4% | 185,636 | $8.4M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -0.7% | 182,152 | $8.2M |
| Patten & Patten Inc. | 0.50% | Reduce -7.4% | 181,795 | $8.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.4% | 180,485 | $8.2M |
| Cascade Wealth Advisors, Inc | 3.39% | Reduce -4.5% | 132,813 | $7.7M |
| Yoder Wealth Management, Inc. | 3.25% | Add +2.5% | 157,369 | $7.1M |
| Graham Capital Wealth Management, LLC | 6.05% | Reduce -16.6% | 150,424 | $6.8M |
| Activest Wealth Management | 1.19% | Add +245.7% | 149,805 | $6.8M |
| HB Wealth Management, LLC | 0.04% | Add +0.0% | 148,313 | $6.7M |
| Joseph P. Lucia & Associates, LLC | 2.35% | Reduce -1.5% | 145,513 | $6.6M |
| Atlas Capital Advisors Inc. | 0.75% | Reduce -23.8% | 144,207 | $6.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +6.2% | 144,066 | $6.5M |
| Vestmark Advisory Solutions, Inc. | 0.07% | New | 138,198 | $6.3M |
| Allworth Financial LP | 0.02% | Reduce -7.6% | 134,829 | $6.1M |
| Destination Wealth Management | 0.15% | Reduce -2.6% | 130,356 | $5.9M |
| Fifth Third Securities, Inc. | 0.38% | Add +7.3% | 129,355 | $5.9M |
| Walled Lake Planning & Wealth Management, LLC | 1.71% | Reduce -34.3% | 128,256 | $5.8M |
| Advisory Services Network, LLC | 0.08% | Reduce -5.5% | 126,430 | $5.7M |
| Lido Advisors, LLC | 0.02% | Reduce -9.8% | 126,366 | $5.7M |
| Vista Investment Management | 1.90% | Add +5.9% | 125,322 | $5.7M |
| Sage Rhino Capital LLC | 1.04% | Reduce -2.7% | 122,599 | $5.5M |
| Redhawk Wealth Advisors, Inc. | 0.61% | Reduce -0.8% | 122,298 | $5.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +174.1% | 119,093 | $5.4M |
| Legacy Private Trust Co. | 0.32% | Reduce -7.5% | 114,614 | $5.2M |
| Truist Financial Corp. | 0.01% | Reduce -3.6% | 114,396 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +176.2% | 111,562 | $5.2M |
| Quantinno Capital Management LP | 0.01% | Reduce -3.1% | 110,851 | $5.0M |
| Live Oak Investment Partners | 2.72% | New | 101,871 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.3% | 100,946 | $4.6M |
| Islay Capital Management, LLC | 2.29% | Reduce -28.9% | 99,203 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +12.7% | 98,130 | $4.4M |
| Detalus Advisors, LLC | 1.01% | Reduce -1.0% | 97,816 | $4.4M |
| Arch Global Advisors, LLC | 2.24% | — | 94,770 | $4.3M |
| Park Avenue Securities LLC | 0.03% | Reduce -31.3% | 89,132 | $4.0M |
| Climber Capital SA | 2.60% | Reduce -23.1% | 95,170 | $4.0M |
| Walker Asset Management, LLC | 2.14% | Add +5.3% | 87,368 | $4.0M |
| Creative Planning | 0.00% | Add +5.1% | 86,733 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -43.5% | 86,659 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.6% | 83,979 | $3.8M |
| PW Nova Financial Services LLC | 1.02% | Reduce -0.0% | 82,979 | $3.8M |
| Corient Private Wealth LP | 0.01% | Reduce -10.4% | 93,367 | $3.7M |
| Stephens Inc. | 0.04% | Reduce -0.1% | 79,243 | $3.6M |
| Hartford Financial Management Inc. | 0.90% | Reduce -0.2% | 78,121 | $3.5M |
| Bfsg, LLC | 0.33% | Add +8.7% | 75,784 | $3.4M |
| Apriem Advisors | 0.31% | Add +0.0% | 71,554 | $3.2M |
| Empirical Asset Management, LLC | 0.82% | Add +0.0% | 68,612 | $3.1M |
| Koshinski Asset Management, Inc. | 0.19% | Reduce -1.8% | 68,406 | $3.1M |
| NewEdge Advisors, LLC | 0.01% | Add +6.0% | 67,502 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +13.3% | 67,555 | $3.0M |
| Patten Group, Inc. | 0.51% | Add +7.9% | 65,058 | $2.9M |
| Bullock Wealth Management Group | 1.48% | Reduce -3.1% | 64,072 | $2.9M |
| Bawa N Mallick Trust | 1.19% | No change | 64,080 | $2.9M |
| Allen Capital Group, LLC | 0.26% | Reduce -1.2% | 63,416 | $2.9M |
| Biltmore Family Office, LLC | 0.40% | No change | 63,380 | $2.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.34% | Reduce -0.4% | 61,691 | $2.8M |
| Cerity Partners LLC | 0.00% | Reduce -1.0% | 61,210 | $2.8M |
| FMR LLC | 0.00% | Add +10.8% | 60,659 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -1.9% | 59,722 | $2.7M |
| Hills Bank & Trust Co | 0.13% | Add +116.0% | 59,329 | $2.7M |
| Gateway Wealth Partners, LLC | 0.10% | New | 58,756 | $2.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +68.5% | 58,708 | $2.7M |
| Kennicott Capital Management LLC | 1.42% | Reduce -19.7% | 57,354 | $2.6M |
| Valicenti Advisory Services Inc. | 0.55% | Reduce -0.1% | 56,054 | $2.5M |
"% 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.