Invesco S&P 500 Equal WeightRSPUETF
13F holders, Q1 2026 (March 31)127holders +11
20new positions
8sold out
1famous investor
$81.10avg. 13F price*
At the end of Q1 2026, 127 institutions reported holding Invesco S&P 500 Equal Weight (RSPU) in their 13F filings, up 11 from Q4 2025. 20 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($47.3M), Bank of America Corp. ($34.6M) and Morgan Stanley ($14.5M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $10.1M |
| Exits | 8 | $2.6M |
All 13F filers, Q4 2025 → Q1 2026: 355,620 shares bought and 322,042 shares sold, net +33,578 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 127 holders
| LPL Financial LLC | 0.01% | Reduce -0.6% | 583,563 | $47.3M |
| Bank of America Corp. | 0.00% | Add +2.6% | 426,932 | $34.6M |
| Morgan Stanley | 0.00% | Reduce -31.2% | 179,118 | $14.5M |
| Raymond James Financial Inc. | 0.00% | Add +9.5% | 152,506 | $12.4M |
| Osaic Holdings, Inc. | 0.01% | Add +12.3% | 124,761 | $10.1M |
| Kestra Advisory Services, LLC | 0.04% | Add +5.6% | 117,360 | $9.5M |
| Studio Investment Management LLC | 1.41% | Add +2.4% | 96,628 | $7.8M |
| Denver Wealth Management, Inc. | 2.61% | Reduce -1.7% | 93,577 | $7.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.6% | 85,860 | $7.0M |
| Victory Financial Group, LLC | 0.60% | Add +302.2% | 59,765 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Add +70.2% | 54,287 | $4.4M |
| RM Financial Services, LLC | 3.52% | Add +22.3% | 50,393 | $4.1M |
| UBS Group AG | 0.00% | Add +5.6% | 50,378 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1193.7% | 49,653 | $4.1M |
| WealthCare Investment Partners, LLC | 1.08% | Add +3.1% | 48,962 | $3.9M |
| Advisory Services Network, LLC | 0.04% | Add +1.2% | 40,807 | $3.3M |
| Friedenthal Financial | 1.66% | Add +2.5% | 40,751 | $3.3M |
| Marshall & Sterling Wealth Advisors Inc. | 2.08% | Add +2.9% | 39,157 | $3.2M |
| Two Sigma Investments, LP | 0.00% | New | 38,400 | $3.1M |
| Redstone Wealth Management, LLC | 2.38% | Add +4.5% | 36,756 | $3.0M |
| Arete Wealth Advisors, LLC | 0.22% | New | 36,646 | $3.0M |
| Jackson Wealth Management, LLC | 0.28% | Add +1.4% | 33,691 | $2.7M |
| Dakota Wealth Management | 0.06% | Reduce -3.0% | 31,606 | $2.6M |
| Wells Fargo & Company | 0.00% | Reduce -39.4% | 31,143 | $2.5M |
| Harbour Investments, Inc. | 0.04% | Add +16.8% | 30,769 | $2.5M |
| Liberty One Investment Management, LLC | 0.24% | Add +6.9% | 29,104 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +42.0% | 28,734 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.9% | 28,474 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +9.7% | 28,398 | $2.3M |
| Farther Finance Advisors, LLC | 0.02% | Add +24.8% | 26,152 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +4.8% | 25,457 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -74.1% | 23,890 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +58.3% | 23,973 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.9% | 22,886 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +10.9% | 21,992 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -22.4% | 21,654 | $1.8M |
| Orographic Financial Advisors, LLC | 1.24% | — | 21,505 | $1.7M |
| Geneos Wealth Management Inc. | 0.04% | Add +0.9% | 19,617 | $1.6M |
| World Investment Advisors | 0.02% | Add +0.6% | 18,985 | $1.5M |
| MFA Wealth Services | 1.00% | Reduce -0.7% | 18,579 | $1.5M |
| Flaharty Asset Management, LLC | 0.18% | Add +3.9% | 18,308 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +3.2% | 18,265 | $1.5M |
| Sykon Capital LLC | 0.46% | New | 16,839 | $1.4M |
| American Trust | 0.11% | Add +1.3% | 15,193 | $1.2M |
| Scotia Capital Inc. | 0.00% | Reduce -0.8% | 14,307 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Reduce -2.4% | 12,147 | $985K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.8% | 12,021 | $975K |
| Pacific Sun Financial Corp | 0.46% | Reduce -5.6% | 11,736 | $952K |
| Stephens Inc. | 0.01% | Reduce -0.5% | 11,347 | $920K |
| Advisory Alpha, LLC | 0.03% | Add +5.4% | 11,296 | $916K |
| Bluedoor Private Wealth, LLC | 0.40% | Add +3.3% | 10,723 | $870K |
| Berger Financial Group, Inc | 0.04% | Add +0.0% | 9,809 | $796K |
| Focus Partners Wealth | 0.00% | Add +0.7% | 9,279 | $753K |
| Private Advisor Group, LLC | 0.00% | Add +0.7% | 8,293 | $673K |
| Financial Freedom, LLC | 0.32% | Reduce -18.3% | 7,818 | $634K |
| Stelac Advisory Services LLC | 0.13% | No change | 7,712 | $626K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.3% | 7,530 | $611K |
| Sage Capital Management, LLC | 0.28% | Add +0.6% | 7,417 | $602K |
| Joseph P. Lucia & Associates, LLC | 0.21% | Reduce -0.7% | 7,122 | $578K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +138.2% | 6,923 | $562K |
| Integrity Alliance, Llc. | 0.02% | Add +132.6% | 6,888 | $559K |
| Walker Asset Management, LLC | 0.29% | Add +6.3% | 6,581 | $534K |
| MML Investors Services, LLC | 0.00% | Add +51.9% | 6,575 | $533K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.0% | 6,103 | $495K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -81.6% | 5,936 | $481K |
| Lido Advisors, LLC | 0.00% | Add +5.5% | 5,374 | $436K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,864 | $395K |
| Money Concepts Capital Corp. | 0.02% | Add +22.6% | 4,635 | $376K |
| Nova Wealth Management, Inc. | 0.23% | Reduce -2.2% | 4,383 | $356K |
| Equitable Holdings, Inc. | 0.00% | Add +12.7% | 4,618 | $345K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,044 | $328K |
| Wedbush Securities Inc. | 0.01% | No change | 4,000 | $324K |
| Allen Capital Group, LLC | 0.03% | Reduce -0.8% | 3,934 | $319K |
| Belpointe Asset Management LLC | 0.01% | New | 3,731 | $303K |
| GFS Advisors, LLC | 0.02% | New | 3,660 | $300K |
| Fearless Solutions, LLC dba Best Invest | 0.16% | No change | 3,353 | $272K |
| Jacobi Capital Management LLC | 0.01% | Add +0.5% | 3,105 | $252K |
| Retirement Planning Group, LLC | 0.01% | New | 2,848 | $231K |
| Creative Planning | 0.00% | New | 2,734 | $222K |
| Susquehanna International Group, LLP | 0.00% | Reduce -83.6% | 2,696 | $219K |
| First Heartland Consultants, Inc. | 0.02% | New | 2,653 | $215K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.2% | 2,628 | $213K |
| D. E. Shaw & Co. | 0.00% | New | 2,608 | $212K |
| Planning Directions Inc. | 0.11% | Reduce -10.1% | 2,602 | $211K |
| Carlson Financial, Inc. | 0.12% | New | 2,580 | $209K |
| Focus Financial Network, Inc. | 0.01% | Reduce -10.1% | 2,573 | $209K |
| Sigma Planning Corp | 0.01% | New | 2,559 | $208K |
| Mutual Advisors, LLC | 0.00% | New | 2,520 | $204K |
| Financial Perspectives, Inc | 0.05% | No change | 2,112 | $171K |
| Tradewinds Capital Management, LLC | 0.03% | Add +0.7% | 1,691 | $137K |
| FMR LLC | 0.00% | Add +92.3% | 1,619 | $131K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,541 | $125K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,500 | $122K |
| Capital Analysts, LLC | 0.00% | No change | 1,154 | $94K |
| Fifth Third Bancorp | 0.00% | New | 1,091 | $88K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,068 | $87K |
| Anchor Investment Management, LLC | 0.01% | Add +28.6% | 908 | $74K |
| IFP Advisors, Inc | 0.00% | Reduce -0.4% | 800 | $65K |
| WealthShield Partners, LLC | 0.01% | No change | 790 | $64K |
| Allworth Financial LP | 0.00% | Reduce -29.8% | 670 | $54K |
"% 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.