Invesco S&P 500 Equal WeightRSPUETF
13F holders, Q2 2026 (June 30)132holders +5
17new positions
16sold out
1famous investor
$81.14avg. 13F price*
At the end of Q2 2026, 132 institutions reported holding Invesco S&P 500 Equal Weight (RSPU) in their 13F filings, up 5 from Q1 2026. 17 opened new positions and 16 sold out. The largest holders were LPL Financial LLC ($48.2M), Bank of America Corp. ($34.1M) and Morgan Stanley ($17.8M). 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
- 46137V274
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $5.1M |
| Exits | 16 | $15.0M |
All 13F filers, Q1 2026 → Q2 2026: 233,266 shares bought and 365,175 shares sold, net −131,909 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 132 holders
| LPL Financial LLC | 0.01% | Add +1.7% | 593,610 | $48.2M |
| Bank of America Corp. | 0.00% | Reduce -1.6% | 420,124 | $34.1M |
| Morgan Stanley | 0.00% | Add +22.4% | 219,208 | $17.8M |
| Raymond James Financial Inc. | 0.00% | Add +7.7% | 164,273 | $13.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.6% | 122,710 | $10.0M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -3.8% | 112,864 | $9.2M |
| Denver Wealth Management, Inc. | 2.44% | Add +12.3% | 105,068 | $8.5M |
| Studio Investment Management LLC | 1.36% | Add +3.0% | 99,554 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.7% | 84,382 | $6.8M |
| Ameriprise Financial Inc. | 0.00% | Add +19.7% | 64,966 | $5.3M |
| Redstone Wealth Management, LLC | 2.92% | Add +50.0% | 55,141 | $4.5M |
| RM Financial Services, LLC | 3.07% | Add +1.1% | 50,927 | $4.1M |
| WealthCare Investment Partners, LLC | 0.99% | Add +2.6% | 50,249 | $4.1M |
| UBS Group AG | 0.00% | Reduce -1.7% | 49,511 | $4.0M |
| Jones Financial Companies LLLP | 0.00% | Add +72.2% | 41,286 | $3.4M |
| Friedenthal Financial | 1.57% | Add +2.8% | 41,873 | $3.4M |
| Advisory Services Network, LLC | 0.04% | Reduce -3.1% | 39,555 | $3.2M |
| Marshall & Sterling Wealth Advisors Inc. | 1.81% | Reduce -3.9% | 37,648 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Add +36.5% | 34,748 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.2% | 33,107 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +4.3% | 32,496 | $2.6M |
| Harbour Investments, Inc. | 0.04% | Add +5.0% | 32,313 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.1% | 31,345 | $2.5M |
| Dakota Wealth Management | 0.05% | Reduce -7.6% | 29,201 | $2.4M |
| Farther Finance Advisors, LLC | 0.02% | Add +7.2% | 28,039 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +6.4% | 23,395 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.1% | 23,390 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.1% | 23,370 | $1.9M |
| Orographic Financial Advisors, LLC | 1.10% | Reduce -0.3% | 21,446 | $1.7M |
| Geneos Wealth Management Inc. | 0.03% | Add +3.0% | 20,212 | $1.6M |
| MFA Wealth Services | 0.96% | Add +6.9% | 19,868 | $1.6M |
| World Investment Advisors | 0.03% | Reduce -1.1% | 18,777 | $1.5M |
| Modern Wealth Management, LLC | 0.02% | New | 18,386 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -36.0% | 18,187 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -17.2% | 17,920 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -4.2% | 17,492 | $1.4M |
| First Trust Advisors LP | 0.00% | New | 13,697 | $1.1M |
| Scotia Capital Inc. | 0.00% | Reduce -7.9% | 13,177 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +0.8% | 12,245 | $993K |
| Bluedoor Private Wealth, LLC | 0.40% | Add +10.1% | 11,809 | $958K |
| Pacific Sun Financial Corp | 0.39% | Reduce -0.7% | 11,656 | $946K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -4.4% | 11,492 | $932K |
| Stephens Inc. | 0.01% | Reduce -0.8% | 11,258 | $913K |
| Berger Financial Group, Inc | 0.04% | Add +0.2% | 9,833 | $798K |
| Private Advisor Group, LLC | 0.00% | Add +5.9% | 8,780 | $712K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +26.4% | 8,750 | $710K |
| Simplicity Wealth,LLC | 0.02% | New | 8,549 | $694K |
| Focus Partners Wealth | 0.00% | Reduce -10.6% | 8,300 | $673K |
| Perigon Wealth Management, LLC | 0.01% | Add +7.9% | 8,128 | $659K |
| Integrity Alliance, Llc. | 0.02% | Add +12.0% | 7,713 | $626K |
| Sage Capital Management, LLC | 0.23% | Reduce -3.7% | 7,145 | $580K |
| Joseph P. Lucia & Associates, LLC | 0.17% | Reduce -1.5% | 7,012 | $569K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 6,924 | $562K |
| Walker Asset Management, LLC | 0.28% | Add +5.0% | 6,913 | $561K |
| MML Investors Services, LLC | 0.00% | Reduce -0.2% | 6,561 | $532K |
| Lido Advisors, LLC | 0.00% | Add +21.3% | 6,519 | $529K |
| HighTower Advisors, LLC | 0.00% | No change | 6,103 | $495K |
| D. E. Shaw & Co. | 0.00% | Add +132.1% | 6,053 | $491K |
| Susquehanna International Group, LLP | 0.00% | Add +97.0% | 5,312 | $431K |
| Ameritas Advisory Services, LLC | 0.01% | Add +730.4% | 5,240 | $425K |
| Financial Freedom, LLC | 0.19% | Reduce -34.0% | 5,159 | $419K |
| Global Retirement Partners, LLC | 0.01% | — | 5,062 | $411K |
| Equitable Holdings, Inc. | 0.00% | Add +6.4% | 4,913 | $399K |
| Money Concepts Capital Corp. | 0.02% | Add +5.5% | 4,891 | $397K |
| Nova Wealth Management, Inc. | 0.21% | Add +7.2% | 4,697 | $381K |
| Wakefield Asset Management LLLP | 0.08% | New | 4,425 | $359K |
| Snowden Capital Advisors LLC | 0.01% | New | 4,296 | $349K |
| Flaharty Asset Management, LLC | 0.48% | Reduce -77.7% | 4,079 | $334K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,044 | $328K |
| Wedbush Securities Inc. | 0.01% | No change | 4,000 | $325K |
| Allen Capital Group, LLC | 0.03% | No change | 3,934 | $319K |
| Fearless Solutions, LLC dba Best Invest | 0.14% | No change | 3,353 | $272K |
| Jacobi Capital Management LLC | 0.01% | Add +0.5% | 3,119 | $253K |
| Advisory Alpha, LLC | 0.01% | Reduce -73.3% | 3,016 | $245K |
| Jackson Wealth Management, LLC | 0.14% | Reduce -91.2% | 2,956 | $240K |
| Retirement Planning Group, LLC | 0.01% | No change | 2,848 | $231K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +76.0% | 2,713 | $220K |
| First Heartland Consultants, Inc. | 0.01% | Add +0.6% | 2,669 | $217K |
| Carlson Financial, Inc. | 0.11% | Add +3.0% | 2,658 | $215K |
| Planning Directions Inc. | 0.10% | Add +0.5% | 2,614 | $212K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -94.8% | 2,595 | $211K |
| Focus Financial Network, Inc. | 0.01% | Add +0.2% | 2,579 | $209K |
| Creative Planning | 0.00% | Reduce -7.4% | 2,531 | $205K |
| Sigma Planning Corp | 0.01% | Reduce -1.2% | 2,529 | $205K |
| Mutual Advisors, LLC | 0.00% | No change | 2,520 | $204K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -57.7% | 2,512 | $204K |
| XTX Topco Ltd | 0.00% | New | 2,480 | $201K |
| Stelac Advisory Services LLC | 0.03% | Reduce -72.2% | 2,145 | $174K |
| Financial Perspectives, Inc | 0.04% | No change | 2,112 | $171K |
| Compass Financial Management LLC | 0.02% | — | 1,938 | $157K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,925 | $156K |
| Liberty One Investment Management, LLC | 0.01% | Reduce -94.0% | 1,753 | $142K |
| Tradewinds Capital Management, LLC | 0.02% | Add +0.7% | 1,702 | $138K |
| FMR LLC | 0.00% | Add +1.3% | 1,640 | $133K |
| Allworth Financial LP | 0.00% | Add +90.0% | 1,273 | $103K |
| Capital Analysts, LLC | 0.00% | No change | 1,154 | $94K |
| Fifth Third Bancorp | 0.00% | Reduce -3.2% | 1,056 | $86K |
| Anchor Investment Management, LLC | 0.01% | Add +0.2% | 910 | $74K |
| IFP Advisors, Inc | 0.00% | No change | 800 | $65K |
| International Assets Investment Management, LLC | 0.00% | New | 713 | $57K |
"% of holder's portfolio" is RSPU's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.