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 |
| IHT Wealth Management, LLC | 0.01% | New | 11,212 | $356K |
| Principal Securities, Inc. | 0.01% | Add +10.2% | 11,062 | $352K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -21.9% | 10,718 | $341K |
| Cerity Partners LLC | 0.00% | Reduce -0.5% | 10,696 | $340K |
| PFG Advisors | 0.02% | Reduce -53.4% | 10,307 | $328K |
| Roman Butler Fullerton & Co. | 0.12% | Add +35.6% | 11,061 | $327K |
| StoneX Group Inc. | 0.03% | Add +0.1% | 9,977 | $317K |
| HHM Wealth Advisors, LLC | 0.05% | Add +38.5% | 9,290 | $295K |
| Sigma Planning Corp | 0.01% | New | 9,051 | $288K |
| One Charles Private Wealth Services, LLC | 0.12% | No change | 8,980 | $285K |
| MML Investors Services, LLC | 0.00% | Reduce -5.4% | 8,839 | $281K |
| Wagner Wealth Management, LLC | 0.08% | Add +0.1% | 8,761 | $279K |
| Shorepoint Capital Partners LLC | 0.07% | No change | 8,600 | $273K |
| Yarbrough Capital, LLC | 0.01% | No change | 8,470 | $269K |
| Fortune Financial Advisors, LLC | 0.17% | Reduce -7.0% | 8,341 | $265K |
| TFG Advisers LLC | 0.10% | Reduce -9.1% | 8,256 | $262K |
| Occidental Asset Management, LLC | 0.05% | Reduce -13.7% | 8,165 | $260K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 8,135 | $259K |
| Rovin Capital /Ut/ | 0.10% | Reduce -25.4% | 7,814 | $248K |
| Bank Ozk | 0.11% | Reduce -12.5% | 7,800 | $248K |
| Country Club Bank | 0.02% | No change | 7,560 | $240K |
| Old Mission Capital LLC | 0.01% | New | 7,531 | $239K |
| Pacific Sun Financial Corp | 0.14% | Reduce -2.6% | 7,530 | $239K |
| Valicenti Advisory Services Inc. | 0.07% | Reduce -1.2% | 7,496 | $238K |
| Truist Financial Corp. | 0.00% | Add +1.6% | 7,423 | $236K |
| Wintrust Investments LLC | 0.02% | Reduce -91.0% | 7,381 | $235K |
| Crescent Sterling, Ltd. | 0.21% | Add +4.3% | 7,235 | $230K |
| FMR LLC | 0.00% | Add +0.1% | 7,061 | $224K |
| Seven Mile Advisory | 0.17% | No change | 7,000 | $223K |
| Zhang Financial LLC | 0.02% | No change | 6,900 | $219K |
| Sterling Investment Advisors, Ltd. | 0.06% | Reduce -5.8% | 6,870 | $218K |
| International Private Wealth Advisors LLC | 0.41% | New | 6,680 | $212K |
| Carmichael Hill & Associates, Inc. | 0.08% | No change | 6,080 | $193K |
| IFP Advisors, Inc | 0.01% | Add +2.7% | 5,750 | $183K |
| EP Wealth Advisors, LLC | 0.00% | Add +19.5% | 5,520 | $175K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 5,300 | $168K |
| Legacy Bridge, LLC | 0.10% | No change | 5,210 | $166K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 5,166 | $164K |
| Parkside Financial Bank & Trust | 0.03% | No change | 4,930 | $157K |
| National Bank of Canada | 0.00% | Add +22.9% | 5,064 | $155K |
| Cwm, LLC | 0.00% | Reduce -30.5% | 4,850 | $154K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.4% | 4,674 | $149K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.2% | 4,514 | $144K |
| Impact Partnership Wealth, LLC | 0.05% | No change | 4,280 | $136K |
| 1832 Asset Management L.P. | 0.00% | No change | 4,150 | $132K |
| Family Asset Management, LLC | 0.08% | Reduce -0.3% | 3,961 | $126K |
| Comerica Bank | 0.00% | Reduce -0.3% | 3,841 | $122K |
| CIBC Private Wealth Group LLC | 0.00% | New | 3,853 | $121K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,660 | $116K |
| Custom Portfolio Group LLC | 0.09% | Add +130.5% | 3,503 | $111K |
| Joseph Group Capital Management | 0.05% | Reduce -29.4% | 3,289 | $105K |
| Valley National Advisers Inc. | 0.01% | No change | 3,020 | $96K |
| BNP Paribas Financial Markets | 0.00% | No change | 2,811 | $89K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 2,491 | $79K |
| Allworth Financial LP | 0.00% | No change | 2,280 | $72K |
| Lanark Financial, Inc. | 0.01% | No change | 2,100 | $66K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -83.6% | 1,567 | $50K |
| CoreCap Advisors, LLC | 0.00% | New | 1,540 | $49K |
| Hollencrest Capital Management | 0.00% | No change | 1,420 | $45K |
| Clearstead Trust, LLC | 0.01% | No change | 1,250 | $40K |
| Guardian Wealth Management, Inc. | 0.03% | Add +0.2% | 1,133 | $36K |
| Signaturefd, LLC | 0.00% | Reduce -24.0% | 1,088 | $35K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,040 | $33K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.1% | 1,027 | $33K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 1,000 | $32K |
| Tompkins Financial Corp. | 0.00% | No change | 1,000 | $32K |
| US Bancorp \de | 0.00% | No change | 920 | $29K |
| Franklin Resources Inc. | 0.00% | No change | 900 | $29K |
| Continuum Advisory, LLC | 0.00% | New | 752 | $23K |
| Rothschild Investment LLC | 0.00% | No change | 700 | $22K |
| Pacific Center for Financial Services | 0.01% | Add +0.3% | 695 | $22K |
| Scarborough Advisors, LLC | 0.01% | Reduce -29.2% | 686 | $22K |
| LGT Financial Advisors LLC | 0.02% | No change | 627 | $20K |
| Citigroup Inc. | 0.00% | Add +27650.0% | 555 | $18K |
| Front Row Advisors LLC | 0.01% | No change | 550 | $17K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 500 | $16K |
| Townsend Asset Management Corp. /NC/ | 0.01% | Add +0.2% | 465 | $15K |
| Global Retirement Partners, LLC | 0.00% | No change | 329 | $10K |
| Tyler-Stone Wealth Management | 0.00% | New | 300 | $10K |
| Voisard Asset Management Group, Inc. | 0.00% | No change | 240 | $8K |
| Realta Investment Advisors | 0.00% | New | 203 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 200 | $6K |
| Parallel Advisors, LLC | 0.00% | No change | 190 | $6K |
| Howe & Rusling Inc. | 0.00% | No change | 124 | $4K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 120 | $4K |
| Silicon Valley Capital Partners | 0.00% | New | 100 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -96.0% | 63 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 34 | $1K |
"% 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.