Invesco S&P 500 Equal WeightRSPHETF
13F holders, Q2 2024 (June 30)187holders −1
11new positions
13sold out
1famous investor
$30.12avg. 13F price*
At the end of Q2 2024, 187 institutions reported holding Invesco S&P 500 Equal Weight (RSPH) in their 13F filings, down 1 from Q1 2024. 11 opened new positions and 13 sold out. The largest holders were HighTower Advisors, LLC ($66.5M), Morgan Stanley ($25.2M) and Rainey & Randall Wealth Advisors Inc. ($21.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.2M |
| Exits | 13 | $5.1M |
All 13F filers, Q1 2024 → Q2 2024: 491,158 shares bought and 1,247,642 shares sold, net −756,484 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 187 holders
| HighTower Advisors, LLC | 0.10% | Reduce -1.1% | 2,201,250 | $66.5M |
| Morgan Stanley | 0.00% | Reduce -15.8% | 839,175 | $25.2M |
| Rainey & Randall Wealth Advisors Inc. | 5.02% | Add +2.2% | 709,017 | $21.3M |
| LPL Financial LLC | 0.01% | Reduce -27.4% | 547,778 | $16.4M |
| Royal Bank of Canada | 0.00% | Add +8.2% | 545,086 | $16.4M |
| Bank of America Corp. | 0.00% | Reduce -14.2% | 517,428 | $15.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -26.4% | 455,766 | $13.7M |
| MAI Capital Management | 0.10% | Reduce -0.1% | 334,440 | $10.0M |
| Walled Lake Planning & Wealth Management, LLC | 4.09% | Add +11.0% | 332,863 | $10.0M |
| Peak Financial Management, Inc. | 3.10% | Reduce -2.1% | 329,857 | $9.9M |
| Wells Fargo & Company | 0.00% | Reduce -1.7% | 302,380 | $9.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.7% | 293,950 | $8.8M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +8.3% | 257,363 | $7.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -21.3% | 226,208 | $6.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.4% | 204,265 | $6.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +145.4% | 180,408 | $5.4M |
| Bank of Montreal | 0.00% | Reduce -1.5% | 164,449 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.7% | 161,354 | $4.8M |
| PGIM Custom Harvest LLC | 0.10% | Reduce -6.5% | 149,044 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -31.4% | 146,839 | $4.4M |
| Fca Corp. | 1.30% | Add +2.8% | 135,270 | $4.1M |
| Private Advisor Group, LLC | 0.03% | Reduce -28.5% | 127,855 | $3.8M |
| Joseph P. Lucia & Associates, LLC | 1.91% | Reduce -0.4% | 123,945 | $3.7M |
| SignalPoint Asset Management, LLC | 0.99% | Reduce -0.6% | 123,164 | $3.7M |
| Focus Financial Network, Inc. | 0.16% | Add +25.5% | 118,794 | $3.7M |
| Creative Planning | 0.00% | Reduce -19.2% | 121,282 | $3.6M |
| Berger Financial Group, Inc | 0.28% | Reduce -8.7% | 117,213 | $3.5M |
| Cetera Investment Advisers | 0.01% | Add +2.5% | 111,576 | $3.4M |
| UBS Group AG | 0.00% | Add +8.3% | 102,725 | $3.1M |
| OV Management LLC | 2.12% | Add +1.0% | 82,758 | $3.0M |
| Friedenthal Financial | 1.88% | Add +6.5% | 100,443 | $3.0M |
| McAdam, LLC | 0.18% | Reduce -2.3% | 98,756 | $3.0M |
| Cornerstone Advisory, LLC | 0.41% | Add +1.7% | 96,720 | $2.9M |
| Socha Financial Group, LLC | 1.07% | Reduce -0.8% | 76,171 | $2.3M |
| Cahill Financial Advisors Inc. | 0.31% | Add +0.1% | 75,588 | $2.3M |
| Hartford Financial Management Inc. | 0.46% | Reduce -0.1% | 71,796 | $2.2M |
| Stelac Advisory Services LLC | 0.90% | No change | 71,620 | $2.2M |
| Capital Analysts, LLC | 0.09% | Reduce -9.6% | 70,279 | $2.1M |
| Acorn Wealth Advisors, LLC | 1.04% | Add +1.4% | 70,072 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.4% | 65,520 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.4% | 65,033 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Add +14.7% | 62,464 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | New | 56,237 | $1.7M |
| Yoder Wealth Management, Inc. | 1.01% | Reduce -0.7% | 51,978 | $1.6M |
| Optas, LLC | 0.40% | Reduce -2.4% | 51,514 | $1.5M |
| Kingfisher Capital LLC | 0.35% | Add +0.9% | 49,322 | $1.5M |
| Raymond James & Associates | 0.00% | Reduce -1.1% | 45,965 | $1.4M |
| Walker Asset Management, LLC | 0.88% | Reduce -0.3% | 43,608 | $1.3M |
| Laidlaw Wealth Management LLC | 0.69% | Reduce -13.8% | 41,820 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +4.4% | 39,450 | $1.2M |
| Red Mountain Financial, LLC | 1.41% | — | 38,958 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -32.2% | 38,741 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.4% | 38,474 | $1.2M |
| Ironsides Asset Advisors, LLC | 0.38% | Add +0.0% | 37,995 | $1.1M |
| First Heartland Consultants, Inc. | 0.11% | Reduce -3.0% | 37,870 | $1.1M |
| PCG Wealth Advisors, LLC | 0.49% | Add +2.6% | 37,340 | $1.1M |
| Biltmore Family Office, LLC | 0.21% | No change | 37,200 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -11.5% | 35,273 | $1.1M |
| Empirical Asset Management, LLC | 0.38% | Reduce -6.8% | 33,415 | $1.0M |
| Lido Advisors, LLC | 0.01% | Reduce -5.6% | 32,900 | $988K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 30,050 | $902K |
| UMB Bank, n.a. | 0.01% | No change | 29,000 | $871K |
| Jane Street Group, LLC | 0.00% | New | 28,807 | $865K |
| CRA Financial Services, LLC | 0.17% | Reduce -3.8% | 27,385 | $822K |
| Eagle Capital Management, LLC | 0.35% | Add +0.6% | 26,632 | $800K |
| &partners | 0.04% | Reduce -4.1% | 26,594 | $799K |
| TrinityPoint Wealth, LLC | 0.11% | Reduce -0.2% | 24,312 | $730K |
| Sensible Money, LLC | 0.34% | No change | 23,400 | $703K |
| Corient Private Wealth LP | 0.00% | Reduce -33.0% | 23,132 | $695K |
| Cascade Wealth Advisors, Inc | 0.50% | No change | 21,900 | $678K |
| Choreo, LLC | 0.01% | Add +12.2% | 22,550 | $670K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -14.9% | 22,299 | $670K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.7% | 22,237 | $668K |
| Mariner, LLC | 0.00% | Add +8.2% | 19,723 | $592K |
| Quantinno Capital Management LP | 0.01% | New | 19,681 | $591K |
| Clearstead Advisors, LLC | 0.01% | No change | 19,520 | $586K |
| DAVENPORT & Co LLC | 0.00% | Reduce -32.0% | 19,435 | $584K |
| Asset Dedication, LLC | 0.04% | No change | 19,380 | $582K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.1% | 17,756 | $533K |
| Kovack Advisors, Inc. | 0.06% | New | 17,690 | $531K |
| Private Trust Co. NA | 0.06% | No change | 17,350 | $521K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.1% | 17,016 | $511K |
| HHM Wealth Advisors, LLC | 0.08% | Add +82.9% | 16,990 | $510K |
| Gateway Wealth Partners, LLC | 0.15% | Reduce -2.0% | 16,971 | $510K |
| Kapstone Financial Advisors LLC | 0.33% | Reduce -1.2% | 16,830 | $505K |
| Trinity Financial Advisors LLC | 0.22% | New | 16,732 | $502K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 16,640 | $500K |
| IHT Wealth Management, LLC | 0.02% | Add +43.1% | 16,047 | $482K |
| Mercer Global Advisors Inc. | 0.00% | Add +16.9% | 16,015 | $481K |
| DHJJ Financial Advisors, Ltd. | 0.20% | Reduce -0.1% | 15,642 | $470K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -3.3% | 15,620 | $469K |
| Atlas Capital Advisors Inc. | 0.06% | Add +0.0% | 14,563 | $437K |
| Citadel Advisors | 0.00% | New | 14,325 | $430K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -7.6% | 13,952 | $419K |
| Equitable Holdings, Inc. | 0.00% | No change | 13,950 | $419K |
| Perissos Private Wealth Management, LLC | 0.37% | Add +0.0% | 13,716 | $412K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -7.9% | 13,535 | $406K |
| Lake Street Advisors Group, LLC | 0.02% | Add +17.4% | 13,500 | $405K |
| BlackRock Inc. | 0.00% | No change | 13,500 | $405K |
| Principal Securities, Inc. | 0.01% | Add +20.3% | 13,304 | $400K |
"% 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.