Invesco S&P 500 Equal WeightRSPDETF
13F holders, Q1 2024 (March 31)92holders
1famous investor
$50.99avg. 13F price*
At the end of Q1 2024, 92 institutions reported holding Invesco S&P 500 Equal Weight (RSPD) in their 13F filings. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($107.1M), Bank of America Corp. ($63.4M) and Richard Bernstein Advisors LLC ($40.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V381
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.1M |
| Exits | 19 | $13.9M |
Ownership 92 holders
| Harel Insurance Investments & Financial Services Ltd. | 2.08% | No change | 2,100,000 | $107.1M |
| Bank of America Corp. | 0.01% | Reduce -11.0% | 1,242,333 | $63.4M |
| Richard Bernstein Advisors LLC | 0.86% | Reduce -3.7% | 788,038 | $40.2M |
| LPL Financial LLC | 0.01% | Add +128.3% | 267,248 | $13.6M |
| Adams Wealth Management | 3.07% | Add +12.5% | 247,152 | $12.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -19.3% | 235,404 | $12.0M |
| HighTower Advisors, LLC | 0.01% | Add +0.9% | 160,788 | $8.2M |
| Legend Financial Advisors, Inc. | 5.12% | Add +2.4% | 138,435 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.6% | 132,616 | $6.8M |
| Wells Fargo & Company | 0.00% | Reduce -5.0% | 111,988 | $5.7M |
| Janney Capital Management LLC | 0.34% | Reduce -0.1% | 99,807 | $5.1M |
| Royal Bank of Canada | 0.00% | Add +45.7% | 88,649 | $4.5M |
| Raymond James & Associates | 0.00% | Add +4.7% | 79,553 | $4.1M |
| UBS Group AG | 0.00% | Add +136.4% | 63,449 | $3.2M |
| SignalPoint Asset Management, LLC | 0.88% | Reduce -5.5% | 62,583 | $3.2M |
| Treynor Bancshares, Inc. | 1.80% | Reduce -2.6% | 60,685 | $3.1M |
| Cohen & Steers, Inc. | 0.01% | Reduce -6.3% | 59,926 | $3.1M |
| Morgan Stanley | 0.00% | Reduce -4.1% | 41,612 | $2.1M |
| Joseph Group Capital Management | 0.95% | Add +17.4% | 36,994 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +15.0% | 35,185 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.3% | 33,456 | $1.7M |
| Carnegie Investment Counsel | 0.05% | Add +0.1% | 32,822 | $1.7M |
| Vista Investment Management | 0.62% | Add +5.7% | 30,041 | $1.5M |
| Davis Investment Partners, LLC | 0.67% | No change | 31,534 | $1.5M |
| Leuthold Group, LLC | 0.17% | Add +6.8% | 29,047 | $1.5M |
| Legacy Private Trust Co. | 0.10% | Add +50.6% | 27,522 | $1.4M |
| PGIM Custom Harvest LLC | 0.03% | Reduce -15.2% | 27,340 | $1.4M |
| Friedenthal Financial | 0.83% | Reduce -3.8% | 26,492 | $1.4M |
| Yoder Wealth Management, Inc. | 0.88% | Reduce -2.7% | 29,545 | $1.3M |
| Joseph P. Lucia & Associates, LLC | 0.71% | Add +2.3% | 26,146 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Add +9.4% | 25,865 | $1.3M |
| Scotia Capital Inc. | 0.01% | Add +38.8% | 23,949 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +98.8% | 23,860 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +141.3% | 23,350 | $1.2M |
| Walker Asset Management, LLC | 0.76% | Reduce -4.7% | 22,487 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +57.9% | 21,122 | $1.1M |
| GTS Securities LLC | 0.03% | Reduce -11.5% | 18,956 | $967K |
| Strategy Asset Managers LLC | 0.20% | Add +5.8% | 18,571 | $948K |
| Jane Street Group, LLC | 0.00% | Add +125.5% | 15,882 | $810K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -50.9% | 15,777 | $805K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -50.9% | 15,777 | $805K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +62.3% | 15,246 | $778K |
| Advisory Services Network, LLC | 0.02% | Reduce -5.3% | 14,914 | $761K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -22.2% | 14,225 | $726K |
| Lido Advisors, LLC | 0.01% | Reduce -5.9% | 13,472 | $687K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.3% | 12,767 | $651K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +105.0% | 12,317 | $628K |
| Worth Asset Management, LLC | 0.38% | New | 11,943 | $609K |
| Corient Private Wealth LP | 0.00% | Add +131.6% | 11,904 | $607K |
| Stifel Financial Corp. | 0.00% | Reduce -3.9% | 11,642 | $594K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -50.1% | 10,939 | $558K |
| James Investment Research, Inc. | 0.06% | Add +7.1% | 10,314 | $526K |
| Ameriprise Financial Inc. | 0.00% | Add +116.2% | 10,229 | $522K |
| Bank of New York Mellon Corp | 0.00% | Add +1.8% | 10,226 | $522K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -4.1% | 9,907 | $505K |
| Citadel Advisors | 0.00% | Reduce -73.0% | 7,700 | $393K |
| Private Trust Co. NA | 0.04% | No change | 7,698 | $393K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.9% | 7,345 | $375K |
| MML Investors Services, LLC | 0.00% | Add +3.1% | 6,845 | $349K |
| Janney Montgomery Scott LLC | 0.00% | Add +36.3% | 6,340 | $323K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Reduce -2.5% | 6,284 | $321K |
| Empirical Asset Management, LLC | 0.15% | New | 5,943 | $303K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -2.4% | 5,758 | $294K |
| Bank of Montreal | 0.00% | Reduce -20.6% | 5,244 | $267K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.1% | 5,038 | $257K |
| Capital Analysts, LLC | 0.01% | Reduce -2.2% | 4,483 | $229K |
| Two Sigma Advisers, LP | 0.00% | Reduce -64.8% | 4,400 | $224K |
| Tradewinds Capital Management, LLC | 0.05% | Add +0.3% | 3,261 | $166K |
| Avior Wealth Management, LLC | 0.01% | New | 3,085 | $157K |
| Comerica Bank | 0.00% | Reduce -10.2% | 2,196 | $112K |
| FMR LLC | 0.00% | Add +5.9% | 1,444 | $74K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,350 | $69K |
| National Bank of Canada | 0.00% | Reduce -19.0% | 1,279 | $61K |
| Valley National Advisers Inc. | 0.00% | No change | 305 | $27K |
| Venturi Wealth Management, LLC | 0.00% | No change | 512 | $26K |
| Clearstead Advisors, LLC | 0.00% | No change | 540 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 347 | $18K |
| Blue Trust, Inc. | 0.00% | Add +40.7% | 294 | $15K |
| TCTC Holdings, LLC | 0.00% | No change | 231 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 225 | $11K |
| Mather Group, Llc. | 0.00% | New | 234 | $11K |
| Realta Investment Advisors | 0.00% | New | 189 | $10K |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.1% | 145 | $7K |
| MCF Advisors LLC | 0.00% | No change | 141 | $7K |
| US Bancorp \de | 0.00% | No change | 138 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | New | 72 | $4K |
| Emfo, LLC | 0.00% | No change | 55 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -96.0% | 30 | $1K |
| SYSTM Wealth Solutions LLC | 0.00% | Reduce -94.2% | 24 | $1K |
| Lanark Financial, Inc. | 0.00% | New | 12 | $1K |
| Signaturefd, LLC | 0.00% | Reduce -80.5% | 15 | $741 |
| FWL Investment Management, LLC | 0.00% | No change | 2 | $102 |
"% of holder's portfolio" is RSPD's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.