Invesco S&P 500 Equal WeightRSPUETF
13F holders, Q1 2025 (March 31)106holders −4
14new positions
13sold out
1famous investor
$69.60avg. 13F price*
At the end of Q1 2025, 106 institutions reported holding Invesco S&P 500 Equal Weight (RSPU) in their 13F filings, down 4 from Q4 2024. 14 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($26.1M), Morgan Stanley ($14.0M) and Atria Wealth Solutions, Inc. ($13.1M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $7.0M |
| Exits | 13 | $3.5M |
All 13F filers, Q4 2024 → Q1 2025: 290,239 shares bought and 143,847 shares sold, net +146,392 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 106 holders
| LPL Financial LLC | 0.01% | Reduce -1.4% | 375,108 | $26.1M |
| Morgan Stanley | 0.00% | Add +9.7% | 200,810 | $14.0M |
| Atria Wealth Solutions, Inc. | 0.16% | Reduce -0.5% | 187,643 | $13.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -20.0% | 138,895 | $9.7M |
| Uniting Wealth Partners, LLC | 4.67% | Reduce -0.5% | 133,839 | $9.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.8% | 104,551 | $7.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.8% | 103,957 | $7.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +12.1% | 86,298 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.6% | 84,270 | $5.9M |
| Dakota Wealth Management | 0.13% | Reduce -1.3% | 78,931 | $5.5M |
| UBS Group AG | 0.00% | Add +119.2% | 76,469 | $5.3M |
| NewEdge Advisors, LLC | 0.03% | Add +40.9% | 69,896 | $4.9M |
| Studio Investment Management LLC | 0.98% | Add +90.4% | 68,329 | $4.8M |
| Bank of America Corp. | 0.00% | Reduce -2.7% | 62,207 | $4.3M |
| Advisory Services Network, LLC | 0.06% | Reduce -37.9% | 46,951 | $3.3M |
| WealthCare Investment Partners, LLC | 1.30% | Add +1.5% | 45,653 | $3.1M |
| Friedenthal Financial | 1.64% | Reduce -1.4% | 39,360 | $2.7M |
| Liberty One Investment Management, LLC | 0.27% | Reduce -2.2% | 38,707 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Add +4.7% | 32,849 | $2.3M |
| Jackson Wealth Management, LLC | 0.27% | Reduce -0.3% | 32,372 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +154.9% | 31,345 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 30,608 | $2.1M |
| Two Sigma Investments, LP | 0.00% | New | 29,600 | $2.1M |
| Wells Fargo & Company | 0.00% | Reduce -2.2% | 25,478 | $1.8M |
| Marshall & Sterling Wealth Advisors Inc. | 1.19% | Add +0.7% | 25,060 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +11.5% | 23,260 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.4% | 22,910 | $1.6M |
| Farther Finance Advisors, LLC | 0.04% | Add +2222.1% | 19,784 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -10.7% | 19,580 | $1.4M |
| MFA Wealth Services | 1.11% | Reduce -9.7% | 19,328 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 18,314 | $1.3M |
| Geneos Wealth Management Inc. | 0.04% | Add +1.4% | 17,996 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.5% | 16,671 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +12.3% | 16,624 | $1.2M |
| Flaharty Asset Management, LLC | 0.16% | Add +0.1% | 15,490 | $1.1M |
| Denver Wealth Management, Inc. | 0.45% | Add +0.2% | 14,238 | $992K |
| Waverly Advisors, LLC | 0.01% | Reduce -0.5% | 13,506 | $941K |
| Pacific Sun Financial Corp | 0.50% | Reduce -2.1% | 12,516 | $872K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +16.3% | 11,808 | $822K |
| D. E. Shaw & Co. | 0.00% | Reduce -10.0% | 11,646 | $811K |
| Stephens Inc. | 0.01% | New | 11,623 | $810K |
| Stelac Advisory Services LLC | 0.28% | No change | 9,912 | $690K |
| Advisory Alpha, LLC | 0.02% | Add +4.1% | 9,861 | $687K |
| Berger Financial Group, Inc | 0.05% | Reduce -11.2% | 9,668 | $673K |
| Scotia Capital Inc. | 0.00% | Add +13.3% | 8,746 | $609K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | New | 8,211 | $574K |
| Royal Bank of Canada | 0.00% | Add +50.2% | 8,084 | $563K |
| HighTower Advisors, LLC | 0.00% | Add +47.1% | 7,959 | $554K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +69.1% | 7,911 | $551K |
| Sage Capital Management, LLC | 0.27% | Add +0.6% | 7,239 | $504K |
| Joseph P. Lucia & Associates, LLC | 0.22% | Reduce -1.4% | 7,005 | $488K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +147.6% | 6,535 | $455K |
| Walker Asset Management, LLC | 0.27% | Reduce -1.4% | 6,398 | $446K |
| Lido Advisors, LLC | 0.00% | Reduce -16.5% | 5,458 | $380K |
| Jones Financial Companies LLLP | 0.00% | Add +47.5% | 5,302 | $365K |
| Delos Wealth Advisors, LLC | 0.29% | No change | 5,216 | $363K |
| Equitable Holdings, Inc. | 0.00% | Add +19.6% | 4,970 | $346K |
| Clearstead Advisors, LLC | 0.01% | New | 4,967 | $346K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 4,964 | $346K |
| Harbour Investments, Inc. | 0.01% | Add +0.7% | 4,748 | $331K |
| Nova Wealth Management, Inc. | 0.26% | Add +38.8% | 4,388 | $306K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.2% | 4,000 | $279K |
| Allen Capital Group, LLC | 0.03% | Reduce -4.8% | 3,966 | $276K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 3,900 | $272K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.1% | 3,846 | $268K |
| Fearless Solutions, LLC dba Best Invest | 0.20% | Reduce -10.3% | 3,675 | $256K |
| Financial Advocates Investment Management | 0.02% | Reduce -3.2% | 3,324 | $232K |
| CX Institutional | 0.01% | New | 3,207 | $223K |
| Integrity Alliance, Llc. | 0.01% | New | 3,174 | $221K |
| Sigma Planning Corp | 0.01% | Reduce -5.1% | 3,136 | $218K |
| Focus Financial Network, Inc. | 0.01% | Add +0.4% | 3,109 | $217K |
| Jacobi Capital Management LLC | 0.02% | Reduce -8.5% | 3,045 | $212K |
| Financial Perspectives, Inc | 0.05% | No change | 2,112 | $147K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,981 | $128K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.9% | 1,764 | $123K |
| Private Trust Co. NA | 0.01% | No change | 1,748 | $122K |
| Tradewinds Capital Management, LLC | 0.03% | Add +0.7% | 1,648 | $115K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +581.7% | 1,527 | $106K |
| HHM Wealth Advisors, LLC | 0.01% | New | 1,500 | $104K |
| Capital Analysts, LLC | 0.00% | No change | 1,154 | $80K |
| Comerica Bank | 0.00% | Reduce -2.0% | 1,091 | $76K |
| Principal Securities, Inc. | 0.00% | No change | 993 | $65K |
| MAI Capital Management | 0.00% | Add +2.5% | 889 | $62K |
| IFP Advisors, Inc | 0.00% | Reduce -44.7% | 800 | $56K |
| WealthShield Partners, LLC | 0.01% | No change | 790 | $55K |
| US Bancorp \de | 0.00% | No change | 662 | $46K |
| First Horizon Advisors, Inc. | 0.00% | No change | 658 | $46K |
| Creative Financial Designs Inc. | 0.00% | Add +0.6% | 649 | $45K |
| FMR LLC | 0.00% | Reduce -33.2% | 632 | $44K |
| Signaturefd, LLC | 0.00% | No change | 580 | $40K |
| Anchor Investment Management, LLC | 0.00% | Reduce -20.8% | 565 | $39K |
| AE Wealth Management LLC | 0.00% | Add +0.5% | 563 | $39K |
| Larson Financial Group LLC | 0.00% | No change | 518 | $36K |
| National Bank of Canada | 0.00% | Reduce -27.5% | 479 | $33K |
| Main Street Group, LTD | 0.01% | No change | 452 | $31K |
| Arax Advisory Partners | 0.00% | No change | 392 | $27K |
| Spire Wealth Management | 0.00% | No change | 300 | $21K |
| Allworth Financial LP | 0.00% | New | 285 | $20K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 276 | $19K |
| Bogart Wealth, LLC | 0.00% | New | 240 | $17K |
"% 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.