Invesco S&P 500 Equal WeightRSPETF
13F holders, Q2 2024 (June 30)1,602holders +24
125new positions
101sold out
8famous investors
$158.67avg. 13F price*
At the end of Q2 2024, 1,602 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, up 24 from Q1 2024. 125 opened new positions and 101 sold out. The largest holders were Morgan Stanley ($4.1B), Northwestern Mutual Wealth Management Co. ($3.4B) and Bank of America Corp. ($3.1B). 8 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 125 | $564.8M |
| Exits | 101 | $1.1B |
All 13F filers, Q1 2024 → Q2 2024: 44,305,904 shares bought and 19,716,942 shares sold, net +24,588,962 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,602 holders
| Morgan Stanley | 0.31% | Add +0.0% | 24,695,547 | $4.1B |
| Northwestern Mutual Wealth Management Co. | 3.33% | Add +855.5% | 20,539,639 | $3.4B |
| Bank of America Corp. | 0.30% | Reduce -2.0% | 18,766,417 | $3.1B |
| Goldman Sachs Group Inc. | 0.30% | Add +16.1% | 9,188,056 | $1.5B |
| Invesco Ltd. | 0.27% | Add +24.4% | 7,873,500 | $1.3B |
| Truist Financial Corp. | 1.81% | Reduce -1.5% | 7,239,011 | $1.2B |
| UBS Group AG | 0.33% | Add +3.0% | 6,616,388 | $1.1B |
| Wells Fargo & Company | 0.27% | Reduce -3.0% | 6,445,216 | $1.1B |
| JPMorgan Chase & Co. | 0.06% | Reduce -39.8% | 4,271,475 | $701.7M |
| Keybank National Association | 2.62% | Reduce -1.3% | 3,892,550 | $639.5M |
| LPL Financial LLC | 0.31% | Add +0.9% | 3,736,455 | $613.8M |
| Cresset Asset Management, LLC | 2.35% | Add +6.6% | 3,367,226 | $553.2M |
| Ameriprise Financial Inc. | 0.15% | Reduce -6.0% | 3,327,258 | $546.6M |
| Envestnet Asset Management Inc. | 0.17% | Add +0.4% | 3,011,313 | $494.7M |
| Royal Bank of Canada | 0.10% | Reduce -6.6% | 2,598,330 | $426.9M |
| BNP Paribas Financial Markets | 0.46% | Add +269.4% | 2,536,521 | $416.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 1.14% | Add +174.7% | 2,340,000 | $384.4M |
| Raymond James Financial Services Advisors, Inc. | 0.49% | Reduce -5.0% | 2,102,433 | $345.4M |
| US Bancorp \de | 0.47% | Add +2150.4% | 2,083,103 | $342.2M |
| Citigroup Inc. | 0.30% | Reduce -36.3% | 1,883,533 | $309.4M |
| Raymond James & Associates | 0.17% | Add +6.1% | 1,535,193 | $252.2M |
| LBMC Investment Advisors, LLC | 19.00% | Reduce -0.5% | 1,333,770 | $219.1M |
| HighTower Advisors, LLC | 0.33% | Reduce -2.2% | 1,295,456 | $212.8M |
| Bank of New York Mellon Corp | 0.04% | Reduce -6.0% | 1,253,275 | $205.9M |
| Commonwealth Equity Services, LLC | 0.32% | Add +4.8% | 1,231,467 | $202.3M |
| Choate Investment Advisors | 5.04% | Reduce -0.9% | 1,170,014 | $192.2M |
| MBB Public Markets I LLC | 3.80% | Reduce -2.5% | 1,120,773 | $184.1M |
| Osaic Holdings, Inc. | 0.41% | Add +4.5% | 1,064,044 | $174.8M |
| Sei Investments Co. | 0.23% | Reduce -1.5% | 971,868 | $159.7M |
| Stifel Financial Corp. | 0.17% | Reduce -2.2% | 915,842 | $150.5M |
| Rockefeller Capital Management L.P. | 0.42% | Add +5.1% | 899,262 | $147.7M |
| Fiduciary Trust Co | 2.13% | Reduce -23.8% | 864,524 | $142.0M |
| Focus Partners Wealth | 0.44% | Add +154.8% | 786,884 | $129.3M |
| Kestra Advisory Services, LLC | 0.72% | Add +59.6% | 784,375 | $128.9M |
| Cerity Partners LLC | 0.34% | Add +10.8% | 766,225 | $125.9M |
| Envestnet Portfolio Solutions, Inc. | 0.43% | Add +1276.7% | 758,169 | $124.6M |
| Valeo Financial Advisors, LLC | 3.82% | Reduce -4.7% | 743,243 | $122.1M |
| Janney Montgomery Scott LLC | 0.36% | Reduce -6.1% | 722,915 | $118.8M |
| Junto Capital Management LP | 2.57% | New | 710,769 | $116.8M |
| BlackRock Inc. | 0.00% | Reduce -55.2% | 693,637 | $114.0M |
| Summit Trail Advisors, LLC | 2.89% | Add +0.1% | 668,933 | $109.9M |
| Members Trust Co | 3.14% | Add +52899.4% | 630,693 | $103.6M |
| Cambridge Investment Research Advisors, Inc. | 0.38% | Add +5.5% | 623,474 | $102.4M |
| Glenmede Trust Co. NA | 0.50% | Add +3.5% | 598,181 | $98.3M |
| Barclays PLC | 0.04% | Add +27.2% | 587,176 | $96.5M |
| Geisinger Health | 27.13% | New | 568,255 | $93.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.59% | Add +465.9% | 545,430 | $89.6M |
| Waverly Advisors, LLC | 1.74% | Add +9.2% | 539,366 | $88.6M |
| Csenge Advisory Group | 5.03% | Add +0.5% | 539,095 | $88.6M |
| Private Advisor Group, LLC | 0.58% | Add +2.9% | 522,545 | $85.8M |
| Brown Advisory Inc. | 0.11% | Add +1.2% | 522,207 | $85.8M |
| Endurance Services Ltd | 15.57% | No change | 507,500 | $83.3M |
| Cetera Investment Advisers | 0.19% | Reduce -3.2% | 505,543 | $83.1M |
| Synovus Financial Corp. | 1.07% | Add +0.7% | 491,549 | $80.8M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +32.1% | 483,657 | $79.5M |
| Atlanta Consulting Group Advisors, LLC | 17.08% | Add +117.8% | 482,428 | $79.3M |
| First Manhattan Co. Llc. | 0.25% | Add +5.4% | 480,367 | $78.9M |
| Vanderbilt University | 15.68% | Add +0.4% | 455,774 | $74.9M |
| Ally Financial Inc. | 9.25% | New | 454,000 | $74.6M |
| CENTRAL TRUST Co | 1.77% | Add +7.5% | 440,445 | $72.4M |
| SPC Financial, Inc. | 6.56% | Add +0.4% | 431,473 | $70.9M |
| MAI Capital Management | 0.68% | Add +6.2% | 421,593 | $69.3M |
| Turim 21 Investimentos Ltda. | 17.56% | Reduce -9.2% | 418,919 | $68.8M |
| Balyasny Asset Management L.P. | 0.18% | Add +100.7% | 413,589 | $67.9M |
| Total Investment Management Inc. | 8.88% | Add +0.8% | 411,147 | $67.5M |
| Chai Trust Co. LLC | 10.28% | Add +2.0% | 1,819,705 | $66.7M |
| Stratos Wealth Partners, LTD. | 1.08% | Reduce -13.2% | 404,911 | $66.5M |
| PNC Financial Services Group, Inc. | 0.04% | Add +2.7% | 399,148 | $65.6M |
| Cercano Management LLC | 1.71% | No change | 390,945 | $64.2M |
| Meitav Investment House Ltd. | 1.13% | Reduce -73.4% | 387,613 | $63.7M |
| D. E. Shaw & Co. | 0.10% | New | 385,647 | $63.4M |
| Baird Financial Group, Inc. | 0.13% | Reduce -7.6% | 374,081 | $61.5M |
| Equitable Holdings, Inc. | 0.63% | Add +0.6% | 362,676 | $59.6M |
| Choreo, LLC | 0.99% | Add +84.8% | 361,279 | $58.9M |
| Venture Visionary Partners LLC | 2.75% | Reduce -1.1% | 357,592 | $58.7M |
| Dakota Wealth Management | 1.33% | Reduce -2.3% | 343,862 | $56.5M |
| Spider Management Company, LLC | 24.79% | Reduce -39.8% | 343,186 | $56.4M |
| Baltimore-Washington Financial Advisors, Inc. | 3.32% | Add +2.0% | 342,499 | $56.3M |
| RFP Financial Group LLC | 20.53% | Reduce -5.0% | 337,582 | $55.5M |
| Aptus Capital Advisors, LLC | 1.05% | Add +1.5% | 336,917 | $55.3M |
| TRUE Private Wealth Advisors | 6.18% | Reduce -3.1% | 332,051 | $54.5M |
| Mariner, LLC | 0.11% | Reduce -3.8% | 331,984 | $54.5M |
| Consolidated Investment Group LLC | 8.45% | Add +14.9% | 331,800 | $54.5M |
| Southern Farm Bureau Life Insurance | 8.87% | No change | 328,428 | $54.0M |
| Manchester Financial Inc. | 12.91% | Add +1.4% | 319,334 | $52.5M |
| Atlas Private Wealth Advisors | 8.40% | Add +106.9% | 314,523 | $51.7M |
| MML Investors Services, LLC | 0.20% | Reduce -9.5% | 306,728 | $50.4M |
| GYL Financial Synergies, LLC | 3.84% | Reduce -4.1% | 302,826 | $49.7M |
| Broad Peak Investment Advisers Pte Ltd | 11.68% | — | 302,000 | $49.6M |
| Parallel Advisors, LLC | 1.24% | Reduce -16.4% | 294,716 | $48.4M |
| Heck Capital Advisors, LLC | 5.92% | Add +33.0% | 289,832 | $47.6M |
| National Bank of Canada | 0.07% | Add +31.3% | 291,376 | $47.4M |
| McAdam, LLC | 2.77% | Add +8.3% | 279,874 | $46.0M |
| Vestcor Inc | 1.55% | No change | 278,900 | $45.8M |
| CBIZ Investment Advisory Services, LLC | 2.45% | Add +88.4% | 265,605 | $43.6M |
| NewEdge Advisors, LLC | 0.31% | Add +7.5% | 258,837 | $42.5M |
| Veltria Advisors Corp. | 14.80% | Reduce -15.7% | 250,874 | $41.2M |
| Arvest Investments, Inc. | 6.44% | Reduce -1.9% | 244,468 | $40.2M |
| Blair William & Co. | 0.12% | Add +18.5% | 243,114 | $39.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.18% | Add +33.5% | 240,604 | $39.5M |
"% 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.