Invesco S&P 500 Equal WeightRSPUETF
13F holders, Q3 2025 (September 30)110holders
9new positions
7sold out
1famous investor
$76.58avg. 13F price*
At the end of Q3 2025, 110 institutions reported holding Invesco S&P 500 Equal Weight (RSPU) in their 13F filings, unchanged from Q2 2025. 9 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($43.1M), Bank of America Corp. ($34.9M) and Morgan Stanley ($15.1M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.9M |
| Exits | 7 | $6.4M |
All 13F filers, Q2 2025 → Q3 2025: 244,121 shares bought and 3,025,843 shares sold, net −2,781,722 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| LPL Financial LLC | 0.01% | Add +5.2% | 562,579 | $43.1M |
| Bank of America Corp. | 0.00% | Add +10.3% | 455,046 | $34.9M |
| Morgan Stanley | 0.00% | Reduce -5.9% | 197,282 | $15.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.0% | 153,984 | $11.5M |
| Raymond James Financial Inc. | 0.00% | Add +18.7% | 128,887 | $9.9M |
| Kestra Advisory Services, LLC | 0.04% | Add +7.8% | 110,829 | $8.5M |
| NewEdge Advisors, LLC | 0.03% | Reduce -14.5% | 94,093 | $7.2M |
| Studio Investment Management LLC | 1.33% | Add +7.7% | 91,967 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +7.0% | 87,903 | $6.7M |
| Uniting Wealth Partners, LLC | 1.30% | Add +1.2% | 71,591 | $5.5M |
| Wells Fargo & Company | 0.00% | Add +69.3% | 48,455 | $3.7M |
| WealthCare Investment Partners, LLC | 1.17% | Add +2.9% | 46,571 | $3.6M |
| UBS Group AG | 0.00% | Add +29.8% | 43,941 | $3.4M |
| Friedenthal Financial | 1.65% | Add +3.7% | 41,690 | $3.2M |
| Advisory Services Network, LLC | 0.05% | Add +2.3% | 41,262 | $3.2M |
| Bogart Wealth, LLC | 0.12% | Add +3.5% | 38,154 | $2.9M |
| Marshall & Sterling Wealth Advisors Inc. | 1.85% | Add +5.7% | 37,627 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Add +12.6% | 35,392 | $2.7M |
| Liberty One Investment Management, LLC | 0.15% | Reduce -2.1% | 34,957 | $2.7M |
| Dakota Wealth Management | 0.05% | Add +7.9% | 32,457 | $2.5M |
| Jackson Wealth Management, LLC | 0.25% | Add +2.5% | 32,116 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.4% | 26,745 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +12.5% | 25,735 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +828100.0% | 24,846 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.6% | 24,476 | $1.9M |
| Royal Bank of Canada | 0.00% | Reduce -30.8% | 22,816 | $1.7M |
| Farther Finance Advisors, LLC | 0.02% | Add +4.1% | 20,224 | $1.6M |
| MFA Wealth Services | 0.97% | Reduce -4.4% | 18,315 | $1.4M |
| Geneos Wealth Management Inc. | 0.04% | Add +0.2% | 18,233 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -49.2% | 17,116 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +0.7% | 16,496 | $1.3M |
| Flaharty Asset Management, LLC | 0.16% | Add +3.2% | 16,399 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +25.1% | 15,948 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +67.1% | 14,852 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.6% | 14,811 | $1.1M |
| American Trust | 0.09% | Add +1.4% | 14,315 | $1.1M |
| Denver Wealth Management, Inc. | 0.39% | Add +1.2% | 13,903 | $1.1M |
| Pacific Sun Financial Corp | 0.46% | No change | 12,516 | $959K |
| Waverly Advisors, LLC | 0.01% | Add +0.0% | 12,446 | $954K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -1.0% | 11,821 | $906K |
| Stephens Inc. | 0.01% | Reduce -0.7% | 11,517 | $883K |
| Scotia Capital Inc. | 0.00% | Add +109.2% | 11,020 | $845K |
| Advisory Alpha, LLC | 0.02% | Add +4.9% | 10,562 | $810K |
| Jones Financial Companies LLLP | 0.00% | Add +45.1% | 10,626 | $806K |
| Stelac Advisory Services LLC | 0.26% | No change | 9,912 | $760K |
| Berger Financial Group, Inc | 0.04% | Add +0.2% | 9,697 | $743K |
| Financial Freedom, LLC | 0.36% | Add +1371.7% | 9,522 | $730K |
| Susquehanna International Group, LLP | 0.00% | Add +28.4% | 9,454 | $725K |
| D. E. Shaw & Co. | 0.00% | Reduce -4.6% | 8,361 | $641K |
| Focus Partners Wealth | 0.00% | New | 8,125 | $623K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.6% | 7,992 | $613K |
| Sage Capital Management, LLC | 0.25% | Add +0.6% | 7,328 | $562K |
| Joseph P. Lucia & Associates, LLC | 0.20% | No change | 7,005 | $537K |
| Walker Asset Management, LLC | 0.28% | Add +5.7% | 6,517 | $500K |
| Global Retirement Partners, LLC | 0.01% | Add +0.2% | 5,655 | $434K |
| Lido Advisors, LLC | 0.00% | Reduce -0.8% | 5,096 | $391K |
| Brooks, Moore & Associates, Inc. | 0.20% | Reduce -1.5% | 5,035 | $386K |
| Equitable Holdings, Inc. | 0.00% | Add +0.4% | 4,994 | $383K |
| Merit Financial Group, LLC | 0.00% | New | 4,774 | $366K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.0% | 4,712 | $361K |
| Nova Wealth Management, Inc. | 0.24% | Reduce -2.5% | 4,536 | $348K |
| Clearstead Advisors, LLC | 0.01% | Reduce -5.8% | 4,498 | $345K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.0% | 4,312 | $331K |
| Money Concepts Capital Corp. | 0.02% | Add +43.0% | 4,289 | $329K |
| Wedbush Securities Inc. | 0.01% | No change | 4,000 | $307K |
| Allen Capital Group, LLC | 0.03% | No change | 3,966 | $304K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.6% | 3,836 | $301K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.1% | 3,850 | $295K |
| Fearless Solutions, LLC dba Best Invest | 0.17% | Reduce -0.9% | 3,433 | $263K |
| Focus Financial Network, Inc. | 0.01% | Add +0.3% | 3,129 | $240K |
| Jacobi Capital Management LLC | 0.01% | Add +0.5% | 3,075 | $236K |
| Perigon Wealth Management, LLC | 0.00% | New | 3,014 | $231K |
| Truist Financial Corp. | 0.00% | New | 2,982 | $229K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.9% | 2,978 | $228K |
| Alethea Capital Management, LLC | 0.14% | Reduce -96.9% | 2,872 | $220K |
| Quantinno Capital Management LP | 0.00% | New | 2,802 | $215K |
| First Heartland Consultants, Inc. | 0.02% | New | 2,661 | $204K |
| Financial Perspectives, Inc | 0.04% | No change | 2,112 | $162K |
| Private Trust Co. NA | 0.01% | No change | 1,748 | $134K |
| Tradewinds Capital Management, LLC | 0.03% | Add +0.7% | 1,669 | $128K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,527 | $117K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,500 | $115K |
| Capital Analysts, LLC | 0.00% | No change | 1,154 | $88K |
| Comerica Bank | 0.00% | No change | 1,091 | $84K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,031 | $81K |
| Allworth Financial LP | 0.00% | Add +235.1% | 955 | $73K |
| Principal Securities, Inc. | 0.00% | Reduce -10.6% | 896 | $69K |
| IFP Advisors, Inc | 0.00% | No change | 800 | $61K |
| WealthShield Partners, LLC | 0.01% | No change | 790 | $61K |
| FMR LLC | 0.00% | Add +3.4% | 753 | $58K |
| US Bancorp \de | 0.00% | No change | 662 | $51K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 658 | $50K |
| MAI Capital Management | 0.00% | Reduce -30.4% | 603 | $46K |
| Signaturefd, LLC | 0.00% | No change | 580 | $44K |
| AE Wealth Management LLC | 0.00% | Add +0.5% | 569 | $44K |
| Larson Financial Group LLC | 0.00% | No change | 518 | $40K |
| Anchor Investment Management, LLC | 0.00% | Add +0.2% | 504 | $39K |
| Main Street Group, LTD | 0.01% | No change | 452 | $35K |
| Harbor Asset Planning, Inc. | 0.03% | Add +0.7% | 411 | $32K |
| National Bank of Canada | 0.00% | Reduce -6.5% | 375 | $29K |
"% 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.