Who owns Invesco S&P 500 Equal Weight ETF (RSP)
Which tracked institutional funds hold RSP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RSP company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on RSP is one-sided between 2026-Q1 and 2026-Q2: 11 added or opened and 1591 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
RSP’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.7% of theirs — a 0.3pp gap the other way — the median holder sizes RSP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RSP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 2196 tracked filers holding RSP, 1300 increased or opened the position and 757 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in RSP between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- MARSHALL WACE, LLP$150M
- Duquesne Family Office LLC$16M
Full exits 1589
- MORGAN STANLEY$6.6B
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.2B
- BANK OF AMERICA CORP /DE/$4.9B
- UBS Group AG$2.2B
- GOLDMAN SACHS GROUP INC$1.6B
- WELLS FARGO & COMPANY/MN$1.3B
Largest adds
- BALYASNY ASSET MANAGEMENT L.P.$122M
- Point72 Asset Management, L.P.$47M
- Verition Fund Management LLC$44M
- Sachem Head Capital Management LP$19M
- TUDOR INVESTMENT CORP ET AL$18M
- AQR CAPITAL MANAGEMENT LLC$9M
Largest trims
- Invesco Ltd.$2.1B
- BlackRock, Inc.$22M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 34,154,520 | $6.6B | 14.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 27,094,873 | $5.2B | 11.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 25,370,060 | $4.9B | 10.8% | 2026-Q1 |
| UBS Group AG added | 11,342,821 | $2.2B | 4.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 8,113,675 | $1.6B | 3.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 6,677,729 | $1.3B | 2.9% | 2026-Q1 |
| LPL Financial LLC added | 6,660,526 | $1.3B | 2.8% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 6,596,500 | $1.3B | 2.8% | 2026-Q1 |
| TEXAS PERMANENT SCHOOL FUND CORP | 5,469,896 | $1.0B | 2.3% | 2026-Q1 |
| Cresset Asset Management, LLC added | 4,473,614 | $859M | 1.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 4,048,901 | $777M | 1.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 3,785,677 | $727M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,213,222 | $617M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,208,484 | $616M | 1.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 3,200,453 | $614M | 1.4% | 2026-Q1 |
| Japan Science & Technology Agency trimmed | 2,844,812 | $546M | 1.2% | 2026-Q1 |
| Cerity Partners LLC added | 2,381,435 | $457M | 1.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2,182,396 | $419M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,173,043 | $409M | 0.9% | 2026-Q1 |
| Phoenix Financial Ltd. added | 2,070,542 | $397M | 0.9% | 2026-Q1 |
| Migdal Insurance & Financial Holdings Ltd. added | 1,900,000 | $365M | 0.8% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 1,817,211 | $349M | 0.8% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 1,791,371 | $344M | 0.8% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 1,750,000 | $336M | 0.7% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 1,680,604 | $323M | 0.7% | 2026-Q1 |
| Clal Insurance Enterprises Holdings Ltd added | 1,660,000 | $319M | 0.7% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,614,164 | $310M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 1,599,136 | $307M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,551,101 | $298M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,443,100 | $277M | 0.6% | 2026-Q1 |
| LBMC INVESTMENT ADVISORS, LLC trimmed | 1,323,360 | $254M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,317,421 | $253M | 0.6% | 2026-Q1 |
| CITIGROUP INC trimmed | 1,311,970 | $252M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 1,233,014 | $237M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,206,911 | $232M | 0.5% | 2026-Q1 |
| Freedom Together Foundation | 1,100,000 | $211M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 1,017,191 | $195M | 0.4% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 1,007,781 | $193M | 0.4% | 2026-Q1 |
| Trust Co of Tennessee added | 991,459 | $190M | 0.4% | 2026-Q1 |
| BROWN ADVISORY INC added | 948,859 | $182M | 0.4% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC added | 841,866 | $162M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 830,928 | $159M | 0.4% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 813,494 | $151M | 0.3% | 2026-Q1 |
| Horizon Investments, LLC added | 787,644 | $151M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 703,668 | $150M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 778,315 | $149M | 0.3% | 2026-Q1 |
| MAI Capital Management added | 769,321 | $148M | 0.3% | 2026-Q1 |
| First Interstate Bank added | 761,230 | $146M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 758,937 | $146M | 0.3% | 2026-Q1 |
| CI INVESTMENTS INC. added | 753,425 | $145M | 0.3% | 2026-Q1 |
| Cercano Management LLC added | 741,425 | $142M | 0.3% | 2026-Q1 |
| Summit Trail Advisors, LLC added | 723,923 | $139M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 721,889 | $139M | 0.3% | 2026-Q1 |
| Rokos Capital Management LLP new | 701,812 | $135M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 601,471 | $128M | 0.3% | 2026-Q2 |
| SCS Capital Management LLC added | 666,560 | $128M | 0.3% | 2026-Q1 |
| Clearstead Advisors, LLC trimmed | 660,464 | $127M | 0.3% | 2026-Q1 |
| Empower Advisory Group, LLC added | 650,682 | $125M | 0.3% | 2026-Q1 |
| Schusterman Interests, LLC | 625,000 | $120M | 0.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 622,406 | $119M | 0.3% | 2026-Q1 |
| Bell Bank added | 614,254 | $118M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 613,555 | $118M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 610,240 | $117M | 0.3% | 2026-Q1 |
| Csenge Advisory Group added | 607,965 | $117M | 0.3% | 2026-Q1 |
| US BANCORP \DE\ added | 603,422 | $116M | 0.3% | 2026-Q1 |
| Valeo Financial Advisors, LLC trimmed | 591,654 | $114M | 0.3% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 576,464 | $111M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 538,722 | $103M | 0.2% | 2026-Q1 |
| JABODON PT CO added | 536,600 | $103M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 524,881 | $101M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 523,432 | $100M | 0.2% | 2026-Q1 |
| Moment Partners, LLC added | 521,313 | $100M | 0.2% | 2026-Q1 |
| GLENMEDE TRUST CO NA added | 519,598 | $100M | 0.2% | 2026-Q1 |
| Endurance Services Ltd | 511,000 | $98M | 0.2% | 2026-Q1 |
| Junto Capital Management LP trimmed | 509,559 | $98M | 0.2% | 2026-Q1 |
| EMORY UNIVERSITY new | 492,740 | $95M | 0.2% | 2026-Q1 |
| EASTERN BANK added | 480,506 | $92M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 480,042 | $92M | 0.2% | 2026-Q1 |
| GR FINANCIAL GROUP, LLC new | 473,160 | $91M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 472,602 | $91M | 0.2% | 2026-Q1 |
| Vanderbilt University added | 469,014 | $90M | 0.2% | 2026-Q1 |
| Rock Creek Group LLC | 467,881 | $90M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 464,555 | $89M | 0.2% | 2026-Q1 |
| CENTRAL TRUST Co trimmed | 453,756 | $87M | 0.2% | 2026-Q1 |
| CHAI TRUST CO LLC | 1,865,494 | $84M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 428,972 | $82M | 0.2% | 2026-Q1 |
| Employees Retirement System of Texas added | 2,629,372 | $455M | 1.0% | 2025-Q1 stale |
| Varma Mutual Pension Insurance Co new | 1,708,000 | $327M | 0.7% | 2025-Q4 stale |
| North Peak Capital Management, LLC new | 1,374,131 | $250M | 0.6% | 2025-Q2 stale |
| VOYA INVESTMENT MANAGEMENT LLC new | 1,141,275 | $219M | 0.5% | 2025-Q4 stale |
| TD Asset Management Inc added | 1,189,656 | $206M | 0.5% | 2025-Q1 stale |
| SEI INVESTMENTS CO trimmed | 918,466 | $167M | 0.4% | 2025-Q2 stale |
| CW Advisors, LLC added | 715,904 | $130M | 0.3% | 2025-Q2 stale |
| SYNOVUS FINANCIAL CORP added | 680,638 | $129M | 0.3% | 2025-Q3 stale |
| SPC Financial, Inc. added | 530,389 | $101M | 0.2% | 2025-Q3 stale |
| Bracebridge Capital, LLC trimmed | 529,100 | $100M | 0.2% | 2025-Q3 stale |
| MKP Capital Management, L.L.C. new | 522,000 | $100M | 0.2% | 2025-Q4 stale |
| Glenmede Investment Management, LP trimmed | 503,743 | $96M | 0.2% | 2025-Q3 stale |
| FAS Wealth Partners, Inc. added | 458,668 | $88M | 0.2% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 452,511 | $87M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.