Invesco S&P 500 Equal WeightRSPUETF
13F holders, Q2 2025 (June 30)110holders +4
10new positions
8sold out
1famous investor
$37.12avg. 13F price*
At the end of Q2 2025, 110 institutions reported holding Invesco S&P 500 Equal Weight (RSPU) in their 13F filings, up 4 from Q1 2025. 10 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($38.0M), Bank of America Corp. ($29.3M) and Morgan Stanley ($14.9M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $11.8M |
| Exits | 8 | $3.8M |
All 13F filers, Q1 2025 → Q2 2025: 3,687,524 shares bought and 499,479 shares sold, net +3,188,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| LPL Financial LLC | 0.01% | Add +42.5% | 534,607 | $38.0M |
| Bank of America Corp. | 0.00% | Add +562.9% | 412,381 | $29.3M |
| Morgan Stanley | 0.00% | Add +4.4% | 209,583 | $14.9M |
| Osaic Holdings, Inc. | 0.02% | Add +12.0% | 155,569 | $11.1M |
| NewEdge Advisors, LLC | 0.04% | Add +57.5% | 110,055 | $7.8M |
| Raymond James Financial Inc. | 0.00% | Add +3.9% | 108,611 | $7.7M |
| Kestra Advisory Services, LLC | 0.04% | Add +19.1% | 102,774 | $7.3M |
| Alethea Capital Management, LLC | 5.06% | New | 93,989 | $6.7M |
| Studio Investment Management LLC | 1.22% | Add +25.0% | 85,422 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.5% | 82,122 | $5.8M |
| Uniting Wealth Partners, LLC | 1.95% | Reduce -47.1% | 70,744 | $5.0M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -68.9% | 58,398 | $4.2M |
| WealthCare Investment Partners, LLC | 1.16% | Reduce -0.9% | 45,245 | $3.2M |
| Proficio Capital Partners LLC | 0.19% | New | 2,824,217 | $3.1M |
| Advisory Services Network, LLC | 0.05% | Reduce -14.1% | 40,318 | $3.0M |
| Friedenthal Financial | 1.57% | Add +2.1% | 40,192 | $2.9M |
| Bogart Wealth, LLC | 0.11% | Add +15253.8% | 36,849 | $2.6M |
| Liberty One Investment Management, LLC | 0.26% | Reduce -7.8% | 35,706 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.6% | 35,686 | $2.5M |
| Marshall & Sterling Wealth Advisors Inc. | 1.71% | Add +42.0% | 35,588 | $2.5M |
| UBS Group AG | 0.00% | Reduce -55.7% | 33,849 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +102.1% | 33,697 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +307.6% | 32,947 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.3% | 31,435 | $2.2M |
| Jackson Wealth Management, LLC | 0.24% | Reduce -3.3% | 31,321 | $2.2M |
| Dakota Wealth Management | 0.05% | Reduce -61.9% | 30,082 | $2.1M |
| Wells Fargo & Company | 0.00% | Add +12.3% | 28,623 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +52.9% | 28,002 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.7% | 25,127 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -1.7% | 22,873 | $1.6M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -1.8% | 19,434 | $1.4M |
| MFA Wealth Services | 1.02% | Reduce -0.9% | 19,154 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Add +1.1% | 18,200 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +107.1% | 16,381 | $1.2M |
| Flaharty Asset Management, LLC | 0.15% | Add +2.6% | 15,889 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -9.4% | 15,057 | $1.1M |
| American Trust | 0.09% | New | 14,124 | $1.0M |
| Denver Wealth Management, Inc. | 0.40% | Reduce -3.5% | 13,737 | $977K |
| Cetera Investment Advisers | 0.00% | Reduce -34.9% | 12,744 | $906K |
| Pacific Sun Financial Corp | 0.46% | No change | 12,516 | $890K |
| Waverly Advisors, LLC | 0.01% | Reduce -7.9% | 12,442 | $885K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +1.1% | 11,941 | $849K |
| Stephens Inc. | 0.01% | Reduce -0.2% | 11,596 | $825K |
| Advisory Alpha, LLC | 0.02% | Add +2.1% | 10,071 | $716K |
| Stelac Advisory Services LLC | 0.27% | No change | 9,912 | $705K |
| Berger Financial Group, Inc | 0.04% | Add +0.1% | 9,675 | $688K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +403.8% | 8,887 | $632K |
| D. E. Shaw & Co. | 0.00% | Reduce -24.8% | 8,761 | $623K |
| HighTower Advisors, LLC | 0.00% | Add +3.0% | 8,202 | $583K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -4.7% | 7,828 | $557K |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.5% | 7,361 | $524K |
| Sage Capital Management, LLC | 0.25% | Add +0.6% | 7,283 | $518K |
| Jones Financial Companies LLLP | 0.00% | Add +38.1% | 7,321 | $518K |
| Joseph P. Lucia & Associates, LLC | 0.20% | No change | 7,005 | $498K |
| Walker Asset Management, LLC | 0.25% | Reduce -3.7% | 6,164 | $438K |
| Global Retirement Partners, LLC | 0.01% | — | 5,644 | $401K |
| Brooks, Moore & Associates, Inc. | 0.21% | New | 5,110 | $383K |
| Scotia Capital Inc. | 0.00% | Reduce -39.8% | 5,269 | $375K |
| Lido Advisors, LLC | 0.00% | Reduce -5.9% | 5,135 | $365K |
| Equitable Holdings, Inc. | 0.00% | Add +0.0% | 4,972 | $354K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.2% | 4,857 | $345K |
| Clearstead Advisors, LLC | 0.00% | Reduce -3.8% | 4,777 | $340K |
| Nova Wealth Management, Inc. | 0.24% | Add +6.0% | 4,650 | $331K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.4% | 4,588 | $326K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -96.0% | 4,107 | $293K |
| Wedbush Securities Inc. | 0.01% | No change | 4,000 | $284K |
| Allen Capital Group, LLC | 0.03% | No change | 3,966 | $282K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.2% | 3,855 | $274K |
| Fearless Solutions, LLC dba Best Invest | 0.17% | Reduce -5.8% | 3,463 | $246K |
| Focus Financial Network, Inc. | 0.01% | Add +0.3% | 3,119 | $222K |
| Janney Montgomery Scott LLC | 0.00% | New | 3,098 | $220K |
| Jacobi Capital Management LLC | 0.01% | Add +0.5% | 3,060 | $218K |
| Money Concepts Capital Corp. | 0.01% | New | 2,999 | $213K |
| Financial Perspectives, Inc | 0.05% | No change | 2,112 | $150K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.7% | 1,994 | $142K |
| Private Trust Co. NA | 0.01% | No change | 1,748 | $124K |
| Tradewinds Capital Management, LLC | 0.03% | Add +0.6% | 1,658 | $118K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,527 | $109K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,500 | $107K |
| Capital Analysts, LLC | 0.00% | No change | 1,154 | $82K |
| Comerica Bank | 0.00% | No change | 1,091 | $78K |
| Sound Income Strategies, LLC | 0.00% | New | 1,031 | $73K |
| Principal Securities, Inc. | 0.00% | Add +0.9% | 1,002 | $71K |
| MAI Capital Management | 0.00% | Reduce -2.5% | 867 | $62K |
| IFP Advisors, Inc | 0.00% | No change | 800 | $57K |
| WealthShield Partners, LLC | 0.01% | No change | 790 | $56K |
| FMR LLC | 0.00% | Add +15.2% | 728 | $52K |
| US Bancorp \de | 0.00% | No change | 662 | $47K |
| First Horizon Advisors, Inc. | 0.00% | No change | 658 | $47K |
| Creative Financial Designs Inc. | 0.00% | Add +0.6% | 653 | $46K |
| Financial Freedom, LLC | 0.02% | New | 647 | $46K |
| Signaturefd, LLC | 0.00% | No change | 580 | $41K |
| AE Wealth Management LLC | 0.00% | Add +0.5% | 566 | $40K |
| Larson Financial Group LLC | 0.00% | No change | 518 | $37K |
| Anchor Investment Management, LLC | 0.00% | Reduce -11.0% | 503 | $36K |
| Main Street Group, LTD | 0.01% | No change | 452 | $32K |
| Harbor Asset Planning, Inc. | 0.03% | — | 408 | $29K |
| National Bank of Canada | 0.00% | Reduce -16.3% | 401 | $29K |
| Arax Advisory Partners | 0.00% | No change | 392 | $28K |
| Spire Wealth Management | 0.00% | No change | 300 | $21K |
"% 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.