Who owns Invesco S&p 500 Equal Weight R?

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Analyze quarterly positions in Invesco S&p 500 Equal Weight R with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Invesco S&p 500 Equal Weight R stock

Who bought or sold Invesco S&p 500 Equal Weight R this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Raymond James Financial 174k $5.9M 8% Dec 2025
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Bank of America Corporation 105k $3.5M 100% Mar 2026
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LPL Financial 104k $3.4M -6% Mar 2026
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Morgan Stanley 101k $3.8M -1% Mar 2026
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Sound Income Strategies 51k $1.7M -3% Mar 2026
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Goldman Sachs Group 49k $1.6M 37% Mar 2026
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Cetera Investment Advisers 45k $1.5M 16% Mar 2026
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Sykon Capital 43k $1.4M 61% Mar 2026
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Capital Management Associates 36k $1.2M 0% Mar 2026
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SRS Capital Advisors 31k $1.0M 100% Mar 2026
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Sheets Smith Wealth Management 29k $973k 9% Mar 2026
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Interactive Financial Advisors 29k $972k 9% Mar 2026
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Farther Finance Advisors 29k $967k 8% Mar 2026
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Gerber Kawasaki Wealth & Investment Management 29k $965k -33% Mar 2026
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Two Sigma Investments 24k $786k 17% Mar 2026
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Equitable Holdings 23k $758k -53% Mar 2026
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Envestnet Asset Management 21k $696k 16% Mar 2026
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Arkadios Wealth Advisors 18k $589k 8% Mar 2026
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James Investment Research 16k $516k -3% Mar 2026
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Oxinas Partners Wealth Management 15k $502k -6% Mar 2026
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Lido Advisors 11k $379k 5% Mar 2026
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Royal Bank of Canada 10k $346k -2% Mar 2026
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UBS Group 9.8k $324k -26% Mar 2026
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Quantinno Capital Management 9.2k $305k 0% Mar 2026
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Mml Investors Services 8.7k $290k -22% Mar 2026
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Principal Securities 8.7k $288k 100% Mar 2026
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Walker Asset Management 8.5k $283k 6% Mar 2026
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Koshinski Asset Management 7.7k $255k 2% Mar 2026
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Burns Matteson Capital Management 7.5k $249k -71% Mar 2026
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Advisor Group Holdings 7.2k $243k -8% Dec 2025
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Green Harvest Asset Management 6.9k $229k 0% Mar 2026
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Meridian Financial Partners 6.1k $207k 0% Mar 2026
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Geneos Wealth Management 3.1k $102k -8% Mar 2026
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Wells Fargo & Company 1.5k $49k -42% Mar 2026
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Noble Wealth Management PBC 1.2k $38k -8% Mar 2026
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Harbour Investments 832.00 $28k 466% Mar 2026
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FMR 500.00 $17k 100% Dec 2025
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Horizon Investments 420.00 $14k 100% Dec 2025
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Bogart Wealth 328.00 $11k 1% Mar 2026
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Keating Financial Advisory Services 303.00 $10k 100% Mar 2026
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ORG Wealth Partners 176.00 $5.8k 100% Mar 2026
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CWM 166.00 $6.0k -21% Dec 2025
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MAI Wealth Advisors 161.00 $5.3k -76% Mar 2026
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Costello Asset Management 150.00 $5.0k 0% Mar 2026
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Key Capital Management 126.00 $4.2k 100% Mar 2026
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Twin Peaks Wealth Advisors 65.00 $2.2k 100% Mar 2026
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AlphaCore Capital 49.00 $1.6k 0% Mar 2026
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Key FInancial 31.00 $1.0k 0% Mar 2026
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Global Retirement Partners 25.00 $834.000000 0% Dec 2025
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Steward Partners Investment Advisory 7.00 $232.000300 -99% Mar 2026
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Financial Gravity Wealth 7.00 $232.000300 100% Mar 2026
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AE Wealth Management 7.00 $234.999800 100% Mar 2026
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PMV Capital Advisers 5.00 $182.000000 100% Mar 2026
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Scarborough Advisors 5.00 $166.000000 0% Mar 2026
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Who sold out of Invesco S&p 500 Equal Weight R?

Fund or Company Name Date Sold Shares Held Valued At
IFP Advisors Dec 2025 282k $9.5M
Triad Wealth Partners Dec 2025 11k $356k
Summit Financial Dec 2025 10k $346k
Bnp Paribas Arbitrage, Snc Dec 2025 10k $336k
Collaborative Wealth Managment Dec 2025 9.0k $302k
Fielder Capital Group Dec 2025 8.6k $289k
Hartland & Co Dec 2025 8.3k $279k
Evergreen Capital Management Sep 2025 8.1k $287k
Jane Street Dec 2025 7.9k $265k
Envestnet Portfolio Solutions Dec 2025 7.7k $258k
Flow Traders US Dec 2025 7.1k $238k
Seek First Dec 2025 6.2k $209k
Financial Freedom Dec 2025 284.00 $9.5k
Quaker Wealth Management Dec 2025 191.00 $6.4k
Larson Financial Group Sep 2025 143.00 $5.1k
Jones Financial Companies, L.L Sep 2025 29.00 $1.0k