Invesco S&P 500 Equal WeightRSPDETF
13F holders, Q2 2024 (June 30)98holders +6
11new positions
6sold out
2famous investors
$48.12avg. 13F price*
At the end of Q2 2024, 98 institutions reported holding Invesco S&P 500 Equal Weight (RSPD) in their 13F filings, up 6 from Q1 2024. 11 opened new positions and 6 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($76.9M), Bank of America Corp. ($56.3M) and Richard Bernstein Advisors LLC ($36.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.5M |
| Exits | 6 | $2.5M |
All 13F filers, Q1 2024 → Q2 2024: 246,366 shares bought and 969,511 shares sold, net −723,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Harel Insurance Investments & Financial Services Ltd. | 1.45% | Reduce -23.8% | 1,600,000 | $76.9M |
| Bank of America Corp. | 0.01% | Reduce -5.6% | 1,172,292 | $56.3M |
| Richard Bernstein Advisors LLC | 0.81% | Reduce -3.4% | 761,516 | $36.6M |
| Adams Wealth Management | 2.89% | Add +5.7% | 261,152 | $12.5M |
| CacheTech Inc. | 2.89% | — | 261,152 | $12.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.7% | 237,049 | $11.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.6% | 159,794 | $7.7M |
| Legend Financial Advisors, Inc. | 4.76% | Add +0.9% | 139,672 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.7% | 127,748 | $6.1M |
| LPL Financial LLC | 0.00% | Reduce -54.0% | 122,971 | $5.9M |
| Janney Capital Management LLC | 0.33% | Reduce -2.4% | 97,431 | $4.7M |
| Wells Fargo & Company | 0.00% | Reduce -13.7% | 96,631 | $4.6M |
| NewEdge Advisors, LLC | 0.03% | New | 87,713 | $4.2M |
| GTS Securities LLC | 0.08% | Add +331.0% | 81,703 | $3.9M |
| Sanctuary Advisors, LLC | 0.02% | — | 71,255 | $3.4M |
| Raymond James & Associates | 0.00% | Reduce -18.3% | 64,985 | $3.1M |
| SignalPoint Asset Management, LLC | 0.80% | Reduce -0.7% | 62,143 | $3.0M |
| Cohen & Steers, Inc. | 0.01% | No change | 59,926 | $2.9M |
| Treynor Bancshares, Inc. | 2.91% | Reduce -4.6% | 57,915 | $2.8M |
| Royal Bank of Canada | 0.00% | Reduce -35.7% | 57,000 | $2.7M |
| Morgan Stanley | 0.00% | Add +3.8% | 43,189 | $2.1M |
| Joseph Group Capital Management | 1.04% | Add +12.3% | 41,538 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +8.4% | 36,274 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.7% | 34,226 | $1.6M |
| Scotia Capital Inc. | 0.01% | Add +38.8% | 33,245 | $1.6M |
| Carnegie Investment Counsel | 0.05% | Reduce -1.9% | 32,196 | $1.5M |
| Vista Investment Management | 0.61% | Add +4.6% | 31,436 | $1.5M |
| UBS Group AG | 0.00% | Reduce -50.7% | 31,255 | $1.5M |
| Leuthold Group, LLC | 0.16% | Add +0.9% | 29,301 | $1.4M |
| Yoder Wealth Management, Inc. | 0.90% | Reduce -2.0% | 28,957 | $1.4M |
| Davis Investment Partners, LLC | 0.56% | Reduce -12.5% | 27,595 | $1.4M |
| Friedenthal Financial | 0.78% | Reduce -2.3% | 25,874 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -3.8% | 24,890 | $1.2M |
| Joseph P. Lucia & Associates, LLC | 0.60% | Reduce -6.3% | 24,494 | $1.2M |
| Legacy Private Trust Co. | 0.08% | Reduce -13.2% | 23,891 | $1.1M |
| PGIM Custom Harvest LLC | 0.02% | Reduce -16.6% | 22,792 | $1.1M |
| Citadel Advisors | 0.00% | Add +195.9% | 22,787 | $1.1M |
| Walker Asset Management, LLC | 0.73% | Reduce -0.2% | 22,446 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -4.3% | 20,204 | $971K |
| Susquehanna International Group, LLP | 0.00% | Reduce -20.1% | 19,070 | $916K |
| Ameriprise Financial Inc. | 0.00% | Add +84.7% | 18,889 | $907K |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.8% | 16,623 | $799K |
| Strategy Asset Managers LLC | 0.17% | Reduce -70.1% | 5,553 | $766K |
| Advisory Services Network, LLC | 0.01% | Add +0.4% | 14,970 | $719K |
| Lido Advisors, LLC | 0.00% | Reduce -11.5% | 11,923 | $573K |
| Corient Private Wealth LP | 0.00% | Reduce -0.6% | 11,833 | $568K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -17.1% | 11,795 | $567K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.9% | 11,371 | $546K |
| James Investment Research, Inc. | 0.06% | Add +6.9% | 11,025 | $530K |
| Jane Street Group, LLC | 0.00% | Reduce -31.0% | 10,957 | $526K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.0% | 10,720 | $515K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -35.2% | 9,876 | $474K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -1.3% | 9,779 | $470K |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.7% | 9,741 | $468K |
| Stifel Financial Corp. | 0.00% | Reduce -29.3% | 8,233 | $396K |
| Private Trust Co. NA | 0.04% | No change | 7,698 | $370K |
| Atria Investments, Inc | 0.00% | New | 7,631 | $367K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.9% | 7,203 | $346K |
| Advisors Preferred, LLC | 0.06% | New | 7,236 | $341K |
| MML Investors Services, LLC | 0.00% | Add +1.8% | 6,967 | $335K |
| D. E. Shaw & Co. | 0.00% | New | 6,215 | $299K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.5% | 6,116 | $294K |
| Clearstead Advisors, LLC | 0.00% | Add +1015.7% | 6,025 | $289K |
| Empirical Asset Management, LLC | 0.11% | Reduce -1.5% | 5,855 | $281K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.6% | 5,852 | $281K |
| Quantinno Capital Management LP | 0.00% | New | 5,121 | $246K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -58.9% | 5,060 | $243K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.8% | 4,845 | $233K |
| Bank of Montreal | 0.00% | Reduce -10.4% | 4,700 | $228K |
| Tradewinds Capital Management, LLC | 0.05% | Add +0.2% | 3,268 | $157K |
| Capital Analysts, LLC | 0.01% | Reduce -27.8% | 3,239 | $156K |
| Comerica Bank | 0.00% | Reduce -3.4% | 2,122 | $102K |
| Avior Wealth Management, LLC | 0.00% | Reduce -48.2% | 1,599 | $77K |
| JPMorgan Chase & Co. | 0.00% | Add +845.5% | 1,371 | $66K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,350 | $65K |
| National Bank of Canada | 0.00% | No change | 1,279 | $60K |
| International Assets Investment Management, LLC | 0.00% | New | 600 | $29K |
| Valley National Advisers Inc. | 0.00% | No change | 305 | $27K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -0.2% | 511 | $25K |
| FMR LLC | 0.00% | Reduce -72.5% | 397 | $19K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.2% | 379 | $18K |
| Jones Financial Companies LLLP | 0.00% | New | 345 | $17K |
| Blue Trust, Inc. | 0.00% | No change | 294 | $15K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 270 | $13K |
| TCTC Holdings, LLC | 0.00% | No change | 231 | $11K |
| Front Row Advisors LLC | 0.00% | No change | 225 | $11K |
| Realta Investment Advisors | 0.00% | No change | 189 | $9K |
| MCF Advisors LLC | 0.00% | No change | 141 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 140 | $7K |
| US Bancorp \de | 0.00% | No change | 138 | $7K |
| Assetmark, Inc. | 0.00% | New | 72 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 72 | $3K |
| Emfo, LLC | 0.00% | No change | 55 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 30 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 25 | $1K |
| SYSTM Wealth Solutions LLC | 0.00% | No change | 24 | $1K |
| Signaturefd, LLC | 0.00% | No change | 15 | $698 |
| FWL Investment Management, LLC | 0.00% | Add +250.0% | 7 | $336 |
"% 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.