Invesco S&P 500 Equal WeightRSPHETF
13F holders, Q1 2024 (March 31)188holders
$31.80avg. 13F price*
At the end of Q1 2024, 188 institutions reported holding Invesco S&P 500 Equal Weight (RSPH) in their 13F filings. The largest holders were HighTower Advisors, LLC ($70.8M), Morgan Stanley ($31.7M) and LPL Financial LLC ($24.0M).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V332
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $14.6M |
| Exits | 18 | $4.8M |
Ownership 188 holders
| HighTower Advisors, LLC | 0.12% | Reduce -0.9% | 2,226,891 | $70.8M |
| Morgan Stanley | 0.00% | Add +0.2% | 997,221 | $31.7M |
| LPL Financial LLC | 0.01% | Reduce -10.0% | 754,428 | $24.0M |
| Rainey & Randall Wealth Advisors Inc. | 5.16% | Add +1.8% | 693,725 | $22.1M |
| Osaic Holdings, Inc. | 0.04% | Add +18.9% | 618,939 | $19.7M |
| Bank of America Corp. | 0.00% | Add +0.7% | 603,148 | $19.2M |
| Royal Bank of Canada | 0.00% | Reduce -4.0% | 503,833 | $16.0M |
| Peak Financial Management, Inc. | 3.39% | Reduce -1.6% | 336,864 | $10.7M |
| MAI Capital Management | 0.11% | Reduce -0.2% | 334,813 | $10.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +55.8% | 329,125 | $10.5M |
| Wells Fargo & Company | 0.00% | Add +4.6% | 307,658 | $9.8M |
| Walled Lake Planning & Wealth Management, LLC | 3.92% | Add +17.8% | 299,943 | $9.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -9.6% | 287,398 | $9.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.3% | 266,503 | $8.5M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +2.5% | 237,537 | $7.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.3% | 214,056 | $6.8M |
| Private Advisor Group, LLC | 0.04% | Add +22.9% | 178,772 | $5.7M |
| Bank of Montreal | 0.00% | Add +1295.8% | 167,023 | $5.3M |
| PGIM Custom Harvest LLC | 0.13% | Reduce -18.8% | 159,335 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.3% | 154,100 | $4.9M |
| Creative Planning | 0.01% | Reduce -23.3% | 150,036 | $4.8M |
| Fca Corp. | 1.35% | Add +1.5% | 131,604 | $4.2M |
| Berger Financial Group, Inc | 0.34% | New | 128,316 | $4.1M |
| Joseph P. Lucia & Associates, LLC | 2.12% | Add +2.1% | 124,465 | $4.0M |
| SignalPoint Asset Management, LLC | 1.08% | Reduce -5.2% | 123,929 | $3.9M |
| Cetera Investment Advisers | 0.01% | New | 108,887 | $3.5M |
| McAdam, LLC | 0.21% | Reduce -1.8% | 101,102 | $3.2M |
| Cornerstone Advisory, LLC | 0.43% | Reduce -3.5% | 95,142 | $3.0M |
| UBS Group AG | 0.00% | Reduce -70.4% | 94,863 | $3.0M |
| Friedenthal Financial | 1.84% | Add +0.7% | 94,289 | $3.0M |
| OV Management LLC | 2.09% | No change | 81,971 | $2.9M |
| Focus Financial Network, Inc. | 0.14% | — | 94,650 | $2.8M |
| Capital Analysts, LLC | 0.12% | Add +0.2% | 77,750 | $2.5M |
| Socha Financial Group, LLC | 1.07% | Add +0.2% | 76,821 | $2.4M |
| Cahill Financial Advisors Inc. | 0.33% | Add +0.0% | 75,494 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | New | 73,513 | $2.3M |
| Hartford Financial Management Inc. | 0.48% | Reduce -4.4% | 71,835 | $2.3M |
| Money Concepts Capital Corp. | 0.21% | New | 71,766 | $2.3M |
| Stelac Advisory Services LLC | 1.07% | No change | 71,620 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.8% | 71,011 | $2.3M |
| Acorn Wealth Advisors, LLC | 1.15% | Add +0.4% | 69,085 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +75.5% | 64,629 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -76.7% | 57,129 | $1.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +12.4% | 54,440 | $1.7M |
| Optas, LLC | 0.46% | No change | 52,790 | $1.7M |
| Yoder Wealth Management, Inc. | 1.09% | Reduce -3.2% | 52,318 | $1.7M |
| Kingfisher Capital LLC | 0.38% | Reduce -1.5% | 48,864 | $1.6M |
| Laidlaw Wealth Management LLC | 0.86% | Reduce -4.9% | 48,540 | $1.5M |
| Raymond James & Associates | 0.00% | Reduce -1.3% | 46,474 | $1.5M |
| Walker Asset Management, LLC | 0.92% | Reduce -4.7% | 43,729 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -30.2% | 39,853 | $1.3M |
| First Heartland Consultants, Inc. | 0.13% | Add +1.2% | 39,047 | $1.2M |
| Ironsides Asset Advisors, LLC | 0.41% | Add +16.4% | 37,992 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.6% | 37,924 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.0% | 37,799 | $1.2M |
| Biltmore Family Office, LLC | 0.23% | Reduce -2.9% | 37,200 | $1.2M |
| PCG Wealth Advisors, LLC | 0.55% | Add +8.8% | 36,408 | $1.2M |
| Empirical Asset Management, LLC | 0.55% | New | 35,840 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -1.2% | 34,856 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +8.0% | 34,552 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 30,050 | $955K |
| UMB Bank, n.a. | 0.01% | No change | 29,000 | $922K |
| DAVENPORT & Co LLC | 0.01% | Reduce -20.1% | 28,594 | $909K |
| CRA Financial Services, LLC | 0.20% | Reduce -0.3% | 28,472 | $905K |
| &partners | 0.12% | Add +0.0% | 27,724 | $881K |
| Eagle Capital Management, LLC | 0.38% | Reduce -10.4% | 26,465 | $841K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -22.7% | 26,203 | $833K |
| TrinityPoint Wealth, LLC | 0.13% | Add +0.3% | 24,352 | $774K |
| Sensible Money, LLC | 0.40% | No change | 23,400 | $744K |
| Advisory Services Network, LLC | 0.02% | Add +0.4% | 22,626 | $719K |
| Cascade Wealth Advisors, Inc | 0.56% | — | 21,900 | $656K |
| Choreo, LLC | 0.02% | No change | 20,100 | $639K |
| Financial Advocates Investment Management | 0.04% | Add +0.1% | 14,300 | $619K |
| Asset Dedication, LLC | 0.05% | No change | 19,380 | $616K |
| Clearstead Advisors, LLC | 0.03% | No change | 19,520 | $596K |
| Mariner, LLC | 0.00% | Add +0.0% | 18,223 | $579K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.1% | 17,956 | $571K |
| Arete Wealth Advisors, LLC | 0.05% | Add +1.6% | 17,946 | $571K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +6.4% | 17,598 | $559K |
| Private Trust Co. NA | 0.06% | No change | 17,350 | $552K |
| Gateway Wealth Partners, LLC | 0.20% | Reduce -9.5% | 17,316 | $550K |
| Kapstone Financial Advisors LLC | 0.37% | No change | 17,030 | $541K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -3.9% | 16,640 | $529K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +0.0% | 16,156 | $514K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.7% | 15,743 | $500K |
| DHJJ Financial Advisors, Ltd. | 0.22% | No change | 15,656 | $498K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.8% | 15,138 | $481K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -6.6% | 15,093 | $480K |
| Avantax Advisory Services, Inc. | 0.00% | Add +62.8% | 14,689 | $467K |
| Atlas Capital Advisors Inc. | 0.07% | No change | 14,562 | $463K |
| Equitable Holdings, Inc. | 0.01% | No change | 13,950 | $443K |
| Mercer Global Advisors Inc. | 0.00% | Add +28.7% | 13,705 | $436K |
| Perissos Private Wealth Management, LLC | 0.40% | — | 13,714 | $436K |
| BlackRock Inc. | 0.00% | No change | 13,500 | $429K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -37.2% | 13,053 | $415K |
| Garrison Asset Management, LLC | 0.21% | No change | 12,853 | $409K |
| Lake Street Advisors Group, LLC | 0.02% | Reduce -8.0% | 11,500 | $366K |
| Cooper Financial Group | 0.06% | Reduce -30.6% | 11,492 | $365K |
| Hilltop Holdings Inc. | 0.04% | No change | 11,490 | $365K |
| Blair William & Co. | 0.00% | No change | 11,420 | $363K |
"% of holder's portfolio" is RSPH's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.