Invesco S&P 500 Equal WeightRSPFETF
13F holders, Q2 2024 (June 30)98holders −1
7new positions
8sold out
$61.48avg. 13F price*
At the end of Q2 2024, 98 institutions reported holding Invesco S&P 500 Equal Weight (RSPF) in their 13F filings, down 1 from Q1 2024. 7 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($15.0M), LPL Financial LLC ($8.4M) and NewEdge Advisors, LLC ($6.8M).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.7M |
| Exits | 8 | $2.1M |
All 13F filers, Q1 2024 → Q2 2024: 283,634 shares bought and 152,897 shares sold, net +130,737 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Bank of America Corp. | 0.00% | Reduce -0.4% | 244,712 | $15.0M |
| LPL Financial LLC | 0.00% | Reduce -1.6% | 137,151 | $8.4M |
| NewEdge Advisors, LLC | 0.05% | Add +36235.3% | 111,186 | $6.8M |
| Joseph Group Capital Management | 3.27% | Add +0.4% | 102,618 | $6.3M |
| Cetera Investment Advisers | 0.01% | Reduce -5.6% | 88,332 | $5.4M |
| Joseph P. Lucia & Associates, LLC | 2.55% | Reduce -1.0% | 81,247 | $5.0M |
| Davis Investment Partners, LLC | 1.99% | Add +15.7% | 76,393 | $4.8M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -2.8% | 72,835 | $4.5M |
| Morgan Stanley | 0.00% | Reduce -49.6% | 64,884 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Add +6460000.0% | 64,601 | $4.0M |
| PGIM Custom Harvest LLC | 0.09% | Reduce -0.8% | 62,840 | $3.9M |
| SignalPoint Asset Management, LLC | 0.97% | Reduce -0.7% | 59,465 | $3.6M |
| Allen Capital Group, LLC | 0.49% | Reduce -0.8% | 56,851 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +2.2% | 50,052 | $3.1M |
| UBS Group AG | 0.00% | Add +7.0% | 47,504 | $2.9M |
| Napa Wealth Management | 1.93% | New | 46,561 | $2.9M |
| Wells Fargo & Company | 0.00% | Reduce -1.3% | 41,738 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.6% | 39,021 | $2.4M |
| Yoder Wealth Management, Inc. | 1.54% | Reduce -4.2% | 38,692 | $2.4M |
| ForthRight Wealth Management, LLC | 0.84% | Reduce -3.7% | 38,193 | $2.3M |
| Arkansas Financial Group, Inc. | 0.41% | Add +3.6% | 37,507 | $2.3M |
| Focus Financial Network, Inc. | 0.09% | Reduce -2.0% | 32,156 | $2.1M |
| Old Mission Capital LLC | 0.05% | New | 29,149 | $1.8M |
| Dumont & Blake Investment Advisors LLC | 0.22% | Add +99.5% | 25,896 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | No change | 21,700 | $1.3M |
| Walker Asset Management, LLC | 0.87% | Reduce -0.3% | 21,061 | $1.3M |
| FRG Family Wealth Advisors LLC | 0.23% | Reduce -24.8% | 19,365 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.7% | 19,733 | $1.2M |
| Wintrust Investments LLC | 0.09% | Reduce -2.6% | 18,839 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -2.5% | 18,236 | $1.1M |
| Sandbox Financial Partners, LLC | 0.42% | Add +4.2% | 17,720 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Reduce -0.2% | 16,850 | $1.0M |
| Stifel Financial Corp. | 0.00% | Reduce -0.1% | 16,244 | $996K |
| Sunbelt Securities, Inc. | 0.09% | Add +0.0% | 14,036 | $860K |
| Lido Advisors, LLC | 0.01% | Reduce -10.9% | 13,865 | $850K |
| Cascade Wealth Advisors, Inc | 0.59% | No change | 12,300 | $799K |
| Pacific Sun Financial Corp | 0.45% | Reduce -0.3% | 12,365 | $758K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.1% | 11,831 | $725K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -15.5% | 10,872 | $666K |
| Strategic Blueprint, LLC | 0.04% | Reduce -5.8% | 10,750 | $659K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 10,192 | $625K |
| Friedenthal Financial | 0.38% | Reduce -10.1% | 9,865 | $605K |
| Creative Planning | 0.00% | Reduce -1.8% | 9,583 | $587K |
| Empirical Asset Management, LLC | 0.20% | Reduce -2.0% | 8,712 | $534K |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.8% | 8,372 | $513K |
| Carmichael Hill & Associates, Inc. | 0.21% | No change | 8,286 | $508K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -3.5% | 8,080 | $495K |
| Berger Financial Group, Inc | 0.04% | Reduce -39.0% | 7,666 | $470K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -0.9% | 7,280 | $446K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -7.3% | 7,217 | $442K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.6% | 6,930 | $425K |
| Private Trust Co. NA | 0.05% | Reduce -5.1% | 6,847 | $420K |
| Raymond James & Associates | 0.00% | Reduce -16.6% | 6,663 | $408K |
| Corient Private Wealth LP | 0.00% | Add +1.6% | 6,472 | $397K |
| Mgo One Seven LLC | 0.02% | Reduce -27.2% | 6,309 | $387K |
| Sebold Capital Management, Inc. | 0.26% | Reduce -2.5% | 6,094 | $374K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -31.0% | 6,011 | $368K |
| MML Investors Services, LLC | 0.00% | Reduce -11.4% | 5,227 | $320K |
| PFG Investments, LLC | 0.02% | No change | 5,093 | $312K |
| Regal Investment Advisors LLC | 0.02% | No change | 5,025 | $308K |
| National Bank of Canada | 0.00% | Add +2.6% | 4,736 | $290K |
| One Charles Private Wealth Services, LLC | 0.11% | No change | 4,347 | $266K |
| McDonald Partners LLC | 0.07% | No change | 4,000 | $245K |
| IMA Advisory Services, Inc. | 0.11% | No change | 3,985 | $244K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -3.0% | 3,946 | $242K |
| Rovin Capital /Ut/ | 0.10% | Reduce -12.0% | 3,820 | $234K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.6% | 3,798 | $233K |
| Blair William & Co. | 0.00% | No change | 2,750 | $169K |
| Principal Securities, Inc. | 0.00% | Add +0.3% | 2,450 | $150K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 2,145 | $131K |
| Capital Analysts, LLC | 0.01% | Reduce -34.8% | 1,926 | $118K |
| FMR LLC | 0.00% | Add +13.3% | 1,589 | $97K |
| Wetzel Investment Advisors, Inc. | 0.05% | No change | 1,400 | $90K |
| Allworth Financial LP | 0.00% | Add +1.0% | 1,180 | $76K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,200 | $74K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,143 | $70K |
| Clearstead Advisors, LLC | 0.00% | Add +0.4% | 915 | $56K |
| Jones Financial Companies LLLP | 0.00% | Add +1123.3% | 734 | $45K |
| Bank of Montreal | 0.00% | Reduce -9.8% | 555 | $34K |
| Creative Financial Designs Inc. | 0.00% | Reduce -22.7% | 553 | $34K |
| Mather Group, Llc. | 0.00% | New | 500 | $32K |
| Spire Wealth Management | 0.00% | No change | 450 | $28K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 407 | $25K |
| CIBC Private Wealth Group LLC | 0.00% | New | 400 | $25K |
| Glenmede Trust Co. NA | 0.00% | New | 368 | $23K |
| Tidemark, LLC | 0.01% | Add +0.6% | 360 | $22K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 270 | $17K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 200 | $12K |
| NFSG Corp | 0.00% | Reduce -29.2% | 196 | $12K |
| CVA Family Office, LLC | 0.00% | No change | 150 | $9K |
| Custom Portfolio Group LLC | 0.01% | No change | 125 | $8K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 107 | $7K |
| Great Lakes Retirement, Inc. | 0.00% | New | 89 | $5K |
| Ancora Advisors LLC | 0.00% | New | 82 | $5K |
| Scarborough Advisors, LLC | 0.00% | No change | 66 | $4K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -74.1% | 45 | $3K |
| M&R Capital Management Inc. | 0.00% | No change | 20 | $1K |
| NorthRock Partners, LLC | 0.00% | No change | 20 | $1K |
"% 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.