Invesco S&P 500 Equal WeightRSPFETF
13F holders, Q1 2024 (March 31)99holders
1famous investor
$64.00avg. 13F price*
At the end of Q1 2024, 99 institutions reported holding Invesco S&P 500 Equal Weight (RSPF) in their 13F filings. The largest holders were Bank of America Corp. ($15.8M), LPL Financial LLC ($9.0M) and Morgan Stanley ($8.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V340
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $16.1M |
| Exits | 11 | $3.0M |
Ownership 99 holders
| Bank of America Corp. | 0.00% | Reduce -19.5% | 245,674 | $15.8M |
| LPL Financial LLC | 0.00% | Add +0.3% | 139,345 | $9.0M |
| Morgan Stanley | 0.00% | Add +0.4% | 128,857 | $8.3M |
| Joseph Group Capital Management | 3.29% | New | 102,240 | $6.6M |
| Cetera Investment Advisers | 0.01% | New | 93,556 | $6.0M |
| Joseph P. Lucia & Associates, LLC | 2.82% | Reduce -0.8% | 82,040 | $5.3M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -20.7% | 74,891 | $4.8M |
| Davis Investment Partners, LLC | 1.78% | Add +22.4% | 66,019 | $4.1M |
| PGIM Custom Harvest LLC | 0.10% | Reduce -2.5% | 63,326 | $4.1M |
| SignalPoint Asset Management, LLC | 1.06% | Reduce -6.0% | 59,868 | $3.8M |
| Allen Capital Group, LLC | 0.53% | Reduce -2.0% | 57,332 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +33.9% | 48,991 | $3.1M |
| UBS Group AG | 0.00% | Reduce -4.1% | 44,402 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +9.5% | 42,284 | $2.7M |
| Yoder Wealth Management, Inc. | 1.69% | Reduce -3.7% | 40,400 | $2.6M |
| ForthRight Wealth Management, LLC | 0.91% | Reduce -4.9% | 39,660 | $2.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -25.3% | 39,636 | $2.5M |
| Arkansas Financial Group, Inc. | 0.41% | Add +6.5% | 36,208 | $2.3M |
| Focus Financial Network, Inc. | 0.10% | — | 32,813 | $2.0M |
| FRG Family Wealth Advisors LLC | 0.31% | Reduce -24.1% | 25,740 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | No change | 21,700 | $1.4M |
| Walker Asset Management, LLC | 0.90% | Reduce -5.2% | 21,130 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.6% | 20,074 | $1.3M |
| Wintrust Investments LLC | 0.11% | No change | 19,339 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +3.8% | 18,696 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +123.9% | 17,372 | $1.1M |
| Sandbox Financial Partners, LLC | 0.46% | New | 17,000 | $1.1M |
| Harbour Investments, Inc. | 0.04% | Reduce -1.6% | 16,883 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +2.0% | 16,257 | $1.0M |
| Lido Advisors, LLC | 0.01% | Add +2.0% | 15,559 | $1000K |
| Sunbelt Securities, Inc. | 0.10% | Add +7.6% | 14,034 | $902K |
| LVZ, Inc. | 0.12% | Reduce -2.4% | 13,307 | $855K |
| Dumont & Blake Investment Advisors LLC | 0.24% | Reduce -1.4% | 12,977 | $834K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -23.3% | 12,870 | $827K |
| Berger Financial Group, Inc | 0.07% | New | 12,565 | $807K |
| Pacific Sun Financial Corp | 0.46% | Reduce -4.9% | 12,405 | $797K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -16.3% | 11,968 | $769K |
| Cascade Wealth Advisors, Inc | 0.63% | — | 12,300 | $741K |
| Strategic Blueprint, LLC | 0.05% | Add +0.8% | 11,417 | $733K |
| Friedenthal Financial | 0.43% | Reduce -10.9% | 10,976 | $705K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.7% | 10,149 | $652K |
| Creative Planning | 0.00% | Reduce -0.8% | 9,761 | $627K |
| Empirical Asset Management, LLC | 0.28% | New | 8,892 | $571K |
| Citadel Advisors | 0.00% | Reduce -60.4% | 8,781 | $564K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.4% | 8,707 | $559K |
| Mgo One Seven LLC | 0.03% | Reduce -10.1% | 8,663 | $557K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 8,371 | $538K |
| Carmichael Hill & Associates, Inc. | 0.22% | Reduce -5.3% | 8,286 | $532K |
| Raymond James & Associates | 0.00% | Reduce -4.8% | 7,989 | $513K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -3.0% | 7,788 | $500K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -0.7% | 7,343 | $472K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -77.7% | 7,267 | $467K |
| Private Trust Co. NA | 0.05% | Reduce -5.2% | 7,215 | $463K |
| Corient Private Wealth LP | 0.00% | No change | 6,372 | $409K |
| Sebold Capital Management, Inc. | 0.27% | Reduce -7.7% | 6,250 | $402K |
| MML Investors Services, LLC | 0.00% | Add +0.1% | 5,897 | $379K |
| PFG Investments, LLC | 0.02% | Add +13.3% | 5,093 | $327K |
| Regal Investment Advisors LLC | 0.02% | No change | 5,025 | $323K |
| National Bank of Canada | 0.00% | New | 4,616 | $289K |
| One Charles Private Wealth Services, LLC | 0.12% | No change | 4,347 | $279K |
| Rovin Capital /Ut/ | 0.11% | Reduce -23.4% | 4,341 | $279K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.9% | 4,069 | $261K |
| McDonald Partners LLC | 0.07% | No change | 4,000 | $257K |
| IMA Advisory Services, Inc. | 0.12% | No change | 3,985 | $256K |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.7% | 3,821 | $245K |
| Essex Financial Services, Inc. | 0.02% | Reduce -1.8% | 3,545 | $228K |
| Garrison Asset Management, LLC | 0.12% | No change | 3,447 | $221K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,139 | $202K |
| Capital Analysts, LLC | 0.01% | Add +1.3% | 2,955 | $190K |
| Blair William & Co. | 0.00% | No change | 2,750 | $177K |
| Principal Securities, Inc. | 0.00% | Reduce -0.7% | 2,442 | $157K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 2,145 | $138K |
| FMR LLC | 0.00% | Add +19.1% | 1,402 | $90K |
| Wetzel Investment Advisors, Inc. | 0.05% | No change | 1,400 | $84K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,200 | $77K |
| Allworth Financial LP | 0.00% | No change | 1,168 | $75K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -38.4% | 1,143 | $73K |
| Clearstead Advisors, LLC | 0.00% | Add +0.6% | 911 | $57K |
| Creative Financial Designs Inc. | 0.00% | New | 715 | $46K |
| Bank of Montreal | 0.00% | No change | 615 | $40K |
| Spire Wealth Management | 0.00% | No change | 450 | $29K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 407 | $26K |
| Macroview Investment Management LLC | 0.03% | Add +0.3% | 368 | $24K |
| Tidemark, LLC | 0.01% | Reduce -17.9% | 358 | $23K |
| NewEdge Advisors, LLC | 0.00% | Add +7.4% | 306 | $20K |
| NFSG Corp | 0.01% | Reduce -21.5% | 277 | $18K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 270 | $17K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 200 | $13K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -89.6% | 174 | $11K |
| CVA Family Office, LLC | 0.00% | No change | 150 | $10K |
| Custom Portfolio Group LLC | 0.01% | No change | 125 | $8K |
| Guardian Wealth Management, Inc. | 0.01% | Add +0.9% | 107 | $7K |
| Impact Partnership Wealth, LLC | 0.00% | No change | 80 | $5K |
| Scarborough Advisors, LLC | 0.00% | No change | 66 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 60 | $4K |
| M&R Capital Management Inc. | 0.00% | No change | 20 | $1K |
| NorthRock Partners, LLC | 0.00% | No change | 20 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -50.0% | 10 | $642 |
| JPMorgan Chase & Co. | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is RSPF's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.