Invesco S&P 500 Equal WeightRSPGETF
13F holders, Q1 2024 (March 31)138holders
3famous investors
$83.11avg. 13F price*
At the end of Q1 2024, 138 institutions reported holding Invesco S&P 500 Equal Weight (RSPG) in their 13F filings. The largest holders were Bank of America Corp. ($36.4M), Flaharty Asset Management, LLC ($28.7M) and UBS Group AG ($26.4M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V365
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $13.1M |
| Exits | 21 | $11.2M |
Ownership 138 holders
| Bank of America Corp. | 0.00% | Reduce -16.3% | 437,600 | $36.4M |
| Flaharty Asset Management, LLC | 4.26% | Add +32.9% | 345,181 | $28.7M |
| UBS Group AG | 0.01% | Reduce -26.4% | 317,814 | $26.4M |
| Ameriprise Financial Inc. | 0.01% | Add +51.3% | 230,874 | $19.2M |
| LPL Financial LLC | 0.01% | Reduce -18.5% | 218,909 | $18.2M |
| Morgan Stanley | 0.00% | Reduce -57.1% | 189,344 | $15.7M |
| Wells Fargo & Company | 0.00% | Reduce -1.7% | 155,213 | $12.9M |
| Royal Bank of Canada | 0.00% | Add +10.8% | 146,572 | $12.2M |
| Osaic Holdings, Inc. | 0.03% | Reduce -13.8% | 145,625 | $12.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -3.3% | 96,936 | $8.1M |
| Raub Brock Capital Management LP | 1.68% | Reduce -8.2% | 95,415 | $7.9M |
| Mason & Associates Inc | 2.03% | Reduce -0.2% | 91,582 | $7.6M |
| HighTower Advisors, LLC | 0.01% | Add +21.5% | 85,587 | $7.1M |
| Equitable Holdings, Inc. | 0.06% | Add +21.3% | 67,529 | $5.6M |
| Raymond James & Associates | 0.00% | Reduce -43.0% | 59,647 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.7% | 57,185 | $4.8M |
| Beck Capital Management, LLC | 1.26% | Add +1331.1% | 52,895 | $4.4M |
| Stifel Financial Corp. | 0.00% | Reduce -2.3% | 50,157 | $4.2M |
| Oarsman Capital, Inc. | 0.92% | Reduce -18.2% | 46,368 | $3.9M |
| Almanack Investment Partners, LLC. | 0.62% | Add +15.7% | 43,533 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -16.4% | 43,134 | $3.6M |
| Prostatis Group LLC | 1.33% | Reduce -50.3% | 42,165 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +6.8% | 38,698 | $3.2M |
| CMC Financial Group | 4.45% | Reduce -22.3% | 38,008 | $3.2M |
| FPC Investment Advisory, Inc. | 2.92% | — | 35,380 | $3.0M |
| KADENSA CAPITAL Ltd | 0.74% | New | 32,741 | $2.7M |
| Fortis Advisors, LLC | 1.75% | Reduce -0.1% | 31,458 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.6% | 30,476 | $2.5M |
| Davis Investment Partners, LLC | 1.07% | Add +149.7% | 28,625 | $2.5M |
| Joseph P. Lucia & Associates, LLC | 1.29% | Add +10.7% | 28,909 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -16.5% | 28,778 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +256.8% | 25,615 | $2.1M |
| Courage Miller Partners, LLC | 0.73% | New | 25,365 | $2.1M |
| D. E. Shaw & Co. | 0.00% | Add +581.8% | 24,914 | $2.1M |
| IHT Wealth Management, LLC | 0.08% | Add +9.0% | 23,991 | $2.0M |
| Requisite Capital Management, LLC | 0.41% | Add +34.0% | 22,707 | $1.9M |
| Evernest Financial Advisors, LLC | 0.85% | Reduce -25.1% | 21,688 | $1.8M |
| SignalPoint Asset Management, LLC | 0.48% | Reduce -4.5% | 21,165 | $1.8M |
| Cetera Investment Advisers | 0.00% | New | 20,702 | $1.7M |
| Macroview Investment Management LLC | 1.82% | Reduce -0.1% | 19,739 | $1.6M |
| MBL Wealth, LLC | 0.18% | Add +13.6% | 18,890 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -2.9% | 18,353 | $1.5M |
| Strategic Advisors LLC | 0.29% | Reduce -2.6% | 17,670 | $1.5M |
| PGIM Custom Harvest LLC | 0.04% | Reduce -7.0% | 17,561 | $1.5M |
| HB Wealth Management, LLC | 0.02% | New | 16,857 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +299.7% | 16,016 | $1.3M |
| Capital Wealth Alliance, LLC | 0.77% | Add +37.6% | 15,663 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +11.4% | 15,087 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.7% | 14,184 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.1% | 13,648 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.8% | 13,491 | $1.1M |
| Wintrust Investments LLC | 0.08% | Add +1.9% | 10,930 | $908K |
| Axxcess Wealth Management, LLC | 0.02% | New | 9,570 | $795K |
| Private Wealth Group, LLC | 0.39% | New | 9,094 | $756K |
| Belpointe Asset Management LLC | 0.05% | New | 8,718 | $724K |
| Friedenthal Financial | 0.44% | Reduce -6.3% | 8,663 | $720K |
| Citadel Advisors | 0.00% | Reduce -72.6% | 8,649 | $719K |
| Truist Financial Corp. | 0.00% | Reduce -22.1% | 8,384 | $697K |
| Penbrook Management LLC | 0.42% | Reduce -2.1% | 8,065 | $670K |
| Worth Asset Management, LLC | 0.40% | New | 7,896 | $656K |
| BigSur Wealth Management LLC | 0.19% | New | 7,248 | $602K |
| Comerica Bank | 0.00% | Reduce -12.7% | 7,090 | $589K |
| &partners | 0.08% | New | 7,006 | $582K |
| Bleakley Financial Group, LLC | 0.02% | Add +2.9% | 6,685 | $555K |
| Simplicity Wealth,LLC | 0.01% | New | 6,685 | $555K |
| Walker Asset Management, LLC | 0.36% | Reduce -5.1% | 6,530 | $543K |
| Vista Investment Management | 0.21% | Add +0.7% | 6,214 | $516K |
| Drive Wealth Management, LLC | 0.14% | Add +0.2% | 6,165 | $512K |
| Mgo One Seven LLC | 0.03% | Add +12.9% | 6,122 | $509K |
| Somerset Trust Co | 0.21% | Reduce -0.3% | 6,064 | $504K |
| Longview Financial Advisors, Inc. | 0.38% | Add +0.1% | 6,043 | $502K |
| Rockingstone Advisors LLC | 0.25% | Reduce -5.6% | 5,890 | $489K |
| Garrison Asset Management, LLC | 0.25% | Reduce -8.6% | 5,824 | $484K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -0.2% | 5,633 | $468K |
| Sfmg, LLC | 0.04% | Reduce -8.2% | 5,481 | $455K |
| Renaissance Technologies | 0.00% | Reduce -55.4% | 5,400 | $449K |
| Bank of Montreal | 0.00% | Add +4.9% | 5,280 | $439K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.5% | 5,107 | $424K |
| Virtue Capital Management, LLC | 0.08% | Reduce -2.9% | 4,880 | $420K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.6% | 5,008 | $416K |
| Global Endowment Management, LP | 0.04% | No change | 4,900 | $407K |
| First Foundation Advisors | 0.02% | New | 4,797 | $399K |
| Nwam LLC | 0.03% | Reduce -1.1% | 4,798 | $393K |
| Regal Investment Advisors LLC | 0.03% | Reduce -0.9% | 4,430 | $368K |
| Rothschild Investment LLC | 0.03% | Reduce -4.7% | 4,368 | $363K |
| ProVise Management Group, LLC | 0.03% | No change | 4,149 | $345K |
| InterOcean Capital Group, LLC | 0.01% | Add +0.7% | 4,028 | $335K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -18.4% | 4,021 | $334K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 4,021 | $334K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Reduce -1.9% | 3,923 | $326K |
| Blair William & Co. | 0.00% | Reduce -20.3% | 3,920 | $326K |
| Synovus Financial Corp. | 0.00% | Add +0.3% | 3,859 | $321K |
| Essex Financial Services, Inc. | 0.03% | Add +6.2% | 3,762 | $313K |
| Lido Advisors, LLC | 0.00% | Add +11.5% | 3,747 | $311K |
| Denver Wealth Management, Inc. | 0.16% | Add +1.4% | 3,740 | $311K |
| Vanguard Capital Wealth Advisors | 0.21% | Reduce -7.3% | 3,618 | $301K |
| National Bank of Canada | 0.00% | Add +16680.0% | 3,356 | $273K |
| Invesco Ltd. | 0.00% | Reduce -22.8% | 3,009 | $250K |
| Fiduciary Alliance LLC | 0.04% | Reduce -31.9% | 2,785 | $233K |
| Cibc World Market Inc. | 0.00% | No change | 2,770 | $230K |
"% of holder's portfolio" is RSPG's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.