Invesco S&P 500 Equal WeightRSPETF
13F holders, Q1 2024 (March 31)1,578holders
7famous investors
$168.12avg. 13F price*
At the end of Q1 2024, 1,578 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings. The largest holders were Morgan Stanley ($4.2B), Bank of America Corp. ($3.2B) and Goldman Sachs Group Inc. ($1.3B). 7 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V357
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 165 | $670.4M |
| Exits | 100 | $798.7M |
Ownership 1,578 holders
| Morgan Stanley | 0.34% | Add +9.7% | 24,685,633 | $4.2B |
| Bank of America Corp. | 0.32% | Add +21.4% | 19,148,693 | $3.2B |
| Goldman Sachs Group Inc. | 0.28% | Add +65.0% | 7,915,782 | $1.3B |
| Truist Financial Corp. | 1.89% | Reduce -4.4% | 7,348,252 | $1.2B |
| JPMorgan Chase & Co. | 0.11% | Add +48.9% | 7,094,524 | $1.2B |
| Wells Fargo & Company | 0.30% | Add +7.3% | 6,644,148 | $1.1B |
| UBS Group AG | 0.36% | Add +6.4% | 6,426,759 | $1.1B |
| Invesco Ltd. | 0.23% | Add +17.5% | 6,329,682 | $1.1B |
| Keybank National Association | 2.76% | Reduce -1.9% | 3,942,274 | $667.7M |
| LPL Financial LLC | 0.34% | Add +9.1% | 3,701,630 | $626.9M |
| Ameriprise Financial Inc. | 0.17% | Reduce -2.7% | 3,539,852 | $600.9M |
| Clal Insurance Enterprises Holdings Ltd | 6.62% | Reduce -36.5% | 3,463,000 | $586.5M |
| Cresset Asset Management, LLC | 2.61% | Add +9.7% | 3,157,904 | $534.9M |
| Envestnet Asset Management Inc. | 0.19% | Reduce -3.4% | 3,000,050 | $508.1M |
| Citigroup Inc. | 0.54% | Add +4.9% | 2,954,599 | $500.4M |
| Royal Bank of Canada | 0.12% | Add +3.0% | 2,781,818 | $471.2M |
| Raymond James Financial Services Advisors, Inc. | 0.56% | Add +4.5% | 2,213,499 | $374.9M |
| Northwestern Mutual Wealth Management Co. | 0.37% | Add +5.6% | 2,149,556 | $364.1M |
| BlackRock Inc. | 0.01% | Add +18.1% | 1,549,833 | $262.5M |
| Meitav Investment House Ltd. | 4.83% | Add +34.1% | 1,456,313 | $246.7M |
| Raymond James & Associates | 0.17% | Reduce -1.7% | 1,446,364 | $245.0M |
| LBMC Investment Advisors, LLC | 19.68% | Add +1.1% | 1,340,113 | $227.0M |
| Bank of New York Mellon Corp | 0.04% | Reduce -14.7% | 1,332,809 | $225.7M |
| HighTower Advisors, LLC | 0.36% | Reduce -1.1% | 1,324,317 | $224.4M |
| Choate Investment Advisors | 5.38% | Reduce -0.8% | 1,180,262 | $199.9M |
| Commonwealth Equity Services, LLC | 0.33% | Add +8.5% | 1,174,892 | $199.0M |
| MBB Public Markets I LLC | 12.45% | Add +69.3% | 1,149,809 | $194.7M |
| Fiduciary Trust Co | 2.95% | Add +1.1% | 1,134,617 | $192.2M |
| Osaic Holdings, Inc. | 0.39% | Reduce -8.2% | 1,018,668 | $172.3M |
| Sei Investments Co. | 0.24% | Reduce -58.4% | 987,060 | $167.2M |
| Stifel Financial Corp. | 0.18% | Add +2.3% | 936,575 | $158.6M |
| Westwood Holdings Group Inc. | 1.17% | Add +347.9% | 871,278 | $147.6M |
| Rockefeller Capital Management L.P. | 0.42% | Add +16.1% | 855,917 | $145.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.51% | Add +113.0% | 852,000 | $144.3M |
| Janney Montgomery Scott LLC | 0.39% | Reduce -6.8% | 769,913 | $130.4M |
| Valeo Financial Advisors, LLC | 4.55% | Reduce -0.1% | 780,127 | $126.9M |
| Cerity Partners LLC | 0.31% | Add +177.9% | 691,796 | $116.5M |
| BNP Paribas Financial Markets | 0.15% | Add +109.1% | 686,663 | $116.3M |
| Dow Chemical Co. | 18.17% | No change | 684,353 | $115.9M |
| Summit Trail Advisors, LLC | 3.01% | Add +22.5% | 668,447 | $113.2M |
| Cambridge Investment Research Advisors, Inc. | 0.39% | Add +12.4% | 591,111 | $100.1M |
| Glenmede Trust Co. NA | 0.49% | Reduce -5.0% | 578,169 | $97.9M |
| Spider Management Company, LLC | 35.56% | New | 570,186 | $96.6M |
| Csenge Advisory Group | 5.09% | Add +2.7% | 536,311 | $90.8M |
| Cetera Investment Advisers | 0.21% | Add +427.4% | 522,337 | $88.5M |
| Brown Advisory Inc. | 0.12% | Reduce -4.8% | 515,898 | $87.4M |
| Endurance Services Ltd | 16.63% | No change | 507,500 | $86.0M |
| Private Advisor Group, LLC | 0.62% | Reduce -6.1% | 507,843 | $86.0M |
| Bank of Nova Scotia | 0.17% | Add +269.5% | 507,572 | $86.0M |
| Waverly Advisors, LLC | 1.97% | Add +4.4% | 493,919 | $83.7M |
| Kestra Advisory Services, LLC | 0.56% | Add +6.1% | 491,350 | $83.2M |
| Synovus Financial Corp. | 1.07% | Add +1.0% | 488,157 | $82.7M |
| Horizon Investments, LLC | 2.09% | Add +131.3% | 469,473 | $79.5M |
| Stratos Wealth Partners, LTD. | 1.33% | Reduce -8.7% | 466,637 | $79.0M |
| Barclays PLC | 0.04% | Reduce -27.1% | 461,526 | $78.2M |
| Turim 21 Investimentos Ltda. | 19.87% | Add +19.8% | 461,325 | $78.1M |
| First Manhattan Co. Llc. | 0.25% | Add +11.2% | 455,659 | $77.2M |
| Vanderbilt University | 16.00% | New | 453,944 | $76.9M |
| SPC Financial, Inc. | 6.84% | Add +45.0% | 429,719 | $72.8M |
| BW Gestao de Investimentos Ltda. | 6.26% | Reduce -71.9% | 410,890 | $69.6M |
| CENTRAL TRUST Co | 1.73% | Reduce -2.4% | 409,806 | $69.4M |
| Total Investment Management Inc. | 8.69% | Reduce -1.3% | 407,813 | $69.1M |
| Baird Financial Group, Inc. | 0.14% | Reduce -3.6% | 404,772 | $68.6M |
| MAI Capital Management | 0.70% | Add +20.6% | 396,860 | $67.2M |
| Cercano Management LLC | 1.85% | New | 390,945 | $66.2M |
| PNC Financial Services Group, Inc. | 0.05% | Add +8.6% | 388,544 | $65.8M |
| InterOcean Capital Group, LLC | 1.55% | Add +12.1% | 382,033 | $64.7M |
| Chai Trust Co. LLC | 6.81% | Add +2.3% | 1,784,343 | $62.8M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +37.4% | 366,115 | $62.0M |
| Venture Visionary Partners LLC | 2.91% | Add +1.7% | 361,692 | $61.3M |
| Equitable Holdings, Inc. | 0.69% | Add +22.0% | 360,618 | $61.1M |
| RFP Financial Group LLC | 23.49% | Add +1.2% | 355,527 | $60.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9.91% | Reduce -0.1% | 354,784 | $60.1M |
| Parallel Advisors, LLC | 1.62% | Add +849.2% | 352,641 | $59.7M |
| Dakota Wealth Management | 1.49% | Add +202.0% | 351,964 | $59.6M |
| Mariner, LLC | 0.12% | Add +4.4% | 344,948 | $58.4M |
| TRUE Private Wealth Advisors | 6.66% | Add +13.6% | 342,741 | $58.0M |
| MML Investors Services, LLC | 0.24% | Reduce -11.2% | 338,930 | $57.4M |
| Baltimore-Washington Financial Advisors, Inc. | 3.61% | Add +3.2% | 335,617 | $56.8M |
| Aptus Capital Advisors, LLC | 1.21% | Add +33.0% | 332,007 | $56.2M |
| Southern Farm Bureau Life Insurance | 9.21% | No change | 328,428 | $55.7M |
| Citadel Advisors | 0.05% | Reduce -52.2% | 322,983 | $54.7M |
| GYL Financial Synergies, LLC | 4.19% | Reduce -0.1% | 315,788 | $53.5M |
| Manchester Financial Inc. | 13.91% | Add +0.1% | 314,803 | $53.3M |
| Qube Research & Technologies Ltd | 0.10% | Reduce -22.5% | 314,077 | $53.2M |
| Focus Partners Wealth | 0.42% | Add +20.8% | 308,845 | $52.3M |
| Veltria Advisors Corp. | 13.03% | Reduce -23.4% | 297,730 | $50.4M |
| Consolidated Investment Group LLC | 7.91% | No change | 288,800 | $48.9M |
| Gillson Capital LP | 4.59% | New | 285,100 | $48.3M |
| Vestcor Inc | 1.62% | No change | 278,900 | $47.2M |
| Lincoln National Corp. | 0.74% | Add +236.5% | 278,219 | $47.1M |
| FIL Ltd | 0.04% | No change | 262,026 | $44.4M |
| McAdam, LLC | 2.80% | Add +8.0% | 258,305 | $43.7M |
| Capitolis Liquid Global Markets LLC | 0.68% | New | 250,000 | $42.3M |
| Arvest Investments, Inc. | 6.69% | Add +2.8% | 249,075 | $42.2M |
| Shufro Rose & Co. LLC | 3.47% | Reduce -5.1% | 247,448 | $41.9M |
| Neuberger Berman Group LLC | 0.03% | Reduce -23.4% | 245,838 | $41.6M |
| Jane Street Group, LLC | 0.05% | Reduce -86.1% | 245,072 | $41.5M |
| NewEdge Advisors, LLC | 0.36% | Add +48.7% | 240,729 | $40.8M |
| Wharton Business Group, LLC | 1.91% | Add +0.1% | 234,583 | $39.7M |
"% of holder's portfolio" is RSP's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.