Invesco S&P 500 Equal WeightRSPUETF
13F holders, Q4 2025 (December 31)116holders +6
18new positions
15sold out
1famous investor
$75.35avg. 13F price*
At the end of Q4 2025, 116 institutions reported holding Invesco S&P 500 Equal Weight (RSPU) in their 13F filings, up 6 from Q3 2025. 18 opened new positions and 15 sold out. The largest holders were LPL Financial LLC ($43.9M), Bank of America Corp. ($31.1M) and Morgan Stanley ($19.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $8.0M |
| Exits | 15 | $9.5M |
All 13F filers, Q3 2025 → Q4 2025: 384,919 shares bought and 239,148 shares sold, net +145,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| LPL Financial LLC | 0.01% | Add +4.3% | 586,864 | $43.9M |
| Bank of America Corp. | 0.00% | Reduce -8.6% | 416,103 | $31.1M |
| Morgan Stanley | 0.00% | Add +31.9% | 260,293 | $19.5M |
| Raymond James Financial Inc. | 0.00% | Add +8.1% | 139,328 | $10.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -27.8% | 111,135 | $8.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +0.3% | 111,155 | $8.3M |
| Denver Wealth Management, Inc. | 2.52% | Add +584.4% | 95,156 | $7.1M |
| Studio Investment Management LLC | 1.29% | Add +2.6% | 94,394 | $7.1M |
| NewEdge Advisors, LLC | 0.03% | Reduce -2.1% | 92,134 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.9% | 85,390 | $6.4M |
| Bogart Wealth, LLC | 0.18% | Add +57.8% | 60,190 | $4.5M |
| Wells Fargo & Company | 0.00% | Add +6.1% | 51,391 | $3.8M |
| WealthCare Investment Partners, LLC | 1.05% | Add +1.9% | 47,465 | $3.6M |
| UBS Group AG | 0.00% | Add +8.6% | 47,714 | $3.6M |
| RM Financial Services, LLC | 2.73% | — | 41,193 | $3.1M |
| Advisory Services Network, LLC | 0.04% | Reduce -2.3% | 40,326 | $3.0M |
| Friedenthal Financial | 1.53% | Reduce -4.6% | 39,756 | $3.0M |
| American Trust | 0.24% | Add +4.7% | 14,993 | $2.9M |
| Marshall & Sterling Wealth Advisors Inc. | 1.88% | Add +1.1% | 38,044 | $2.8M |
| Redstone Wealth Management, LLC | 2.08% | — | 35,157 | $2.6M |
| Jackson Wealth Management, LLC | 0.24% | Add +3.5% | 33,230 | $2.5M |
| Dakota Wealth Management | 0.04% | Add +0.4% | 32,593 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 32,238 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.9% | 31,903 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +22.3% | 27,904 | $2.1M |
| Liberty One Investment Management, LLC | 0.26% | Reduce -22.1% | 27,219 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.5% | 26,881 | $2.0M |
| Harbour Investments, Inc. | 0.04% | Add +510.9% | 26,341 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 25,894 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.2% | 24,291 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.7% | 23,808 | $1.8M |
| Farther Finance Advisors, LLC | 0.02% | Add +3.6% | 20,951 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +36.3% | 20,242 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +24.4% | 19,835 | $1.5M |
| Geneos Wealth Management Inc. | 0.04% | Add +6.7% | 19,450 | $1.5M |
| World Investment Advisors | 0.02% | New | 18,870 | $1.4M |
| MFA Wealth Services | 0.95% | Add +2.1% | 18,708 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +7.3% | 17,692 | $1.3M |
| Flaharty Asset Management, LLC | 0.16% | Add +7.5% | 17,625 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +73.6% | 16,408 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +42.5% | 15,142 | $1.1M |
| Victory Financial Group, LLC | 0.14% | New | 14,858 | $1.1M |
| Scotia Capital Inc. | 0.00% | Add +30.8% | 14,417 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +0.0% | 12,450 | $931K |
| Pacific Sun Financial Corp | 0.45% | Reduce -0.6% | 12,436 | $930K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.9% | 11,931 | $892K |
| Stephens Inc. | 0.01% | Reduce -1.0% | 11,404 | $853K |
| Advisory Alpha, LLC | 0.02% | Add +1.5% | 10,721 | $802K |
| Bluedoor Private Wealth, LLC | 0.36% | — | 10,379 | $776K |
| Berger Financial Group, Inc | 0.04% | Add +1.1% | 9,807 | $733K |
| Financial Freedom, LLC | 0.36% | Add +0.5% | 9,568 | $715K |
| Focus Partners Wealth | 0.00% | Add +13.4% | 9,217 | $689K |
| HRT Financial LP | 0.00% | New | 8,348 | $624K |
| Private Advisor Group, LLC | 0.00% | Reduce -44.4% | 8,236 | $616K |
| Stelac Advisory Services LLC | 0.20% | Reduce -22.2% | 7,712 | $577K |
| Sage Capital Management, LLC | 0.25% | Add +0.6% | 7,370 | $551K |
| Perigon Wealth Management, LLC | 0.01% | Add +139.4% | 7,216 | $540K |
| Joseph P. Lucia & Associates, LLC | 0.19% | Add +2.4% | 7,172 | $536K |
| Citadel Advisors | 0.00% | New | 7,049 | $527K |
| HighTower Advisors, LLC | 0.00% | Reduce -17.9% | 6,560 | $491K |
| Walker Asset Management, LLC | 0.25% | Reduce -5.0% | 6,191 | $463K |
| Global Retirement Partners, LLC | 0.01% | Add +0.2% | 5,666 | $424K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 5,642 | $422K |
| Lido Advisors, LLC | 0.00% | No change | 5,096 | $391K |
| Brooks, Moore & Associates, Inc. | 0.17% | Reduce -9.9% | 4,535 | $339K |
| Nova Wealth Management, Inc. | 0.23% | Reduce -1.2% | 4,481 | $335K |
| MML Investors Services, LLC | 0.00% | New | 4,328 | $324K |
| Equitable Holdings, Inc. | 0.00% | Reduce -18.0% | 4,096 | $306K |
| Janney Montgomery Scott LLC | 0.00% | Add +35.8% | 4,044 | $302K |
| Wedbush Securities Inc. | 0.01% | No change | 4,000 | $299K |
| Allen Capital Group, LLC | 0.03% | No change | 3,966 | $297K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 3,838 | $288K |
| Money Concepts Capital Corp. | 0.02% | Reduce -11.9% | 3,779 | $283K |
| Fearless Solutions, LLC dba Best Invest | 0.15% | Reduce -2.3% | 3,353 | $251K |
| Jacobi Capital Management LLC | 0.01% | Add +0.5% | 3,090 | $231K |
| Montis Financial, LLC | 0.05% | New | 3,088 | $231K |
| Truist Financial Corp. | 0.00% | Add +1.6% | 3,031 | $227K |
| Integrity Alliance, Llc. | 0.01% | New | 2,961 | $221K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 2,907 | $217K |
| Planning Directions Inc. | 0.11% | New | 2,894 | $216K |
| Focus Financial Network, Inc. | 0.01% | Reduce -8.5% | 2,862 | $214K |
| Alethea Capital Management, LLC | 0.10% | Reduce -0.9% | 2,847 | $213K |
| Sanctuary Advisors, LLC | 0.00% | New | 2,687 | $201K |
| Financial Perspectives, Inc | 0.04% | No change | 2,112 | $158K |
| Tradewinds Capital Management, LLC | 0.03% | Add +0.7% | 1,680 | $126K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.9% | 1,541 | $115K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,500 | $112K |
| Capital Analysts, LLC | 0.00% | No change | 1,154 | $86K |
| Sound Income Strategies, LLC | 0.00% | Add +3.6% | 1,068 | $82K |
| Comerica Bank | 0.00% | No change | 1,091 | $82K |
| Allworth Financial LP | 0.00% | No change | 955 | $71K |
| FMR LLC | 0.00% | Add +11.8% | 842 | $63K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 803 | $60K |
| WealthShield Partners, LLC | 0.01% | No change | 790 | $59K |
| Anchor Investment Management, LLC | 0.00% | Add +40.1% | 706 | $53K |
| Creative Financial Designs Inc. | 0.00% | Add +0.6% | 662 | $49K |
| MAI Capital Management | 0.00% | No change | 603 | $45K |
| Hollencrest Capital Management | 0.00% | New | 602 | $45K |
| US Bancorp \de | 0.00% | Reduce -15.9% | 557 | $42K |
| Larson Financial Group LLC | 0.00% | No change | 518 | $39K |
| Arax Advisory Partners | 0.00% | New | 510 | $38K |
| AE Wealth Management LLC | 0.00% | Reduce -18.4% | 464 | $35K |
| Harbor Asset Planning, Inc. | 0.03% | Add +0.7% | 414 | $31K |
| National Bank of Canada | 0.00% | Reduce -18.1% | 307 | $23K |
| Spire Wealth Management | 0.00% | No change | 300 | $22K |
| Basepoint Wealth LLC | 0.01% | New | 280 | $21K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 276 | $21K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 107 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 100 | $7K |
| CX Institutional | 0.00% | Reduce -43.6% | 53 | $4K |
| Elevated Capital Advisors, LLC | 0.00% | New | 44 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 38 | $3K |
| Investors Research Corp | 0.00% | New | 26 | $2K |
| AlphaCore Capital LLC | 0.00% | No change | 13 | $972 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -78.6% | 6 | $449 |
| Howe & Rusling Inc. | 0.00% | No change | 2 | $154 |
"% 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.