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

050100150200 Q1 2024: 188Q1 2024Q2 2024: 187Q2 2024Q3 2024: 186Q3 2024Q4 2024: 191Q4 2024Q1 2025: 186Q1 2025Q2 2025: 164Q2 2025Q3 2025: 166Q3 2025Q4 2025: 184Q4 2025Q1 2026: 182Q1 2026Q2 2026: 187Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions11$5.2M
Exits13$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
Garrison Asset Management, LLC 0.20% No change 12,853 $386K
OneDigital Investment Advisors LLC 0.00% Add +18.4% 12,696 $381K
Koshinski Asset Management, Inc. 0.04% Reduce -2.7% 12,703 $377K
Cooper Financial Group 0.05% No change 11,492 $345K
Hilltop Holdings Inc. 0.04% No change 11,490 $345K
Blair William & Co. 0.00% No change 11,420 $343K
Sigma Planning Corp 0.01% Add +23.9% 11,215 $337K
NewEdge Advisors, LLC 0.00% Reduce -26.2% 11,170 $335K
StoneX Group Inc. 0.03% Add +4.7% 10,445 $314K
Cerity Partners LLC 0.00% Reduce -5.5% 10,111 $304K
Wintrust Investments LLC 0.02% Add +36.0% 10,038 $301K
Allred Capital Management, LLC 0.11% New 9,318 $280K
Financial Advocates Investment Management 0.02% Reduce -36.9% 9,019 $271K
One Charles Private Wealth Services, LLC 0.11% No change 8,980 $270K
Jones Financial Companies LLLP 0.00% New 8,922 $268K
Wagner Wealth Management, LLC 0.08% Add +0.2% 8,775 $264K
Shorepoint Capital Partners LLC 0.06% No change 8,600 $258K
Yarbrough Capital, LLC 0.01% No change 8,470 $254K
Fortune Financial Advisors, LLC 0.15% No change 8,341 $250K
Occidental Asset Management, LLC 0.04% Reduce -0.2% 8,148 $245K
Bank Ozk 0.10% No change 7,800 $234K
Rovin Capital /Ut/ 0.10% Reduce -0.9% 7,745 $233K
FMR LLC 0.00% Add +8.4% 7,652 $230K
Steward Partners Investment Advisory, LLC 0.00% Reduce -6.2% 7,635 $229K
Country Club Bank 0.02% No change 7,560 $227K
Pacific Sun Financial Corp 0.13% No change 7,530 $226K
TFG Advisers LLC 0.09% Reduce -9.1% 7,505 $225K
Crescent Sterling, Ltd. 0.21% Reduce -0.6% 7,195 $216K
Valicenti Advisory Services Inc. 0.06% Reduce -6.5% 7,010 $211K
Seven Mile Advisory 0.15% No change 7,000 $210K
Truist Financial Corp. 0.00% Reduce -6.2% 6,964 $209K
Zhang Financial LLC 0.01% No change 6,900 $207K
International Private Wealth Advisors LLC 0.34% Add +0.1% 6,686 $201K
Carmichael Hill & Associates, Inc. 0.07% Reduce -4.8% 5,790 $174K
EP Wealth Advisors, LLC 0.00% No change 5,520 $166K
Harbor Investment Advisory, LLC 0.02% No change 5,300 $159K
IFP Advisors, Inc 0.01% Reduce -8.7% 5,250 $158K
Legacy Bridge, LLC 0.09% No change 5,210 $156K
Bogart Wealth, LLC 0.01% Add +0.1% 5,173 $155K
Parkside Financial Bank & Trust 0.02% No change 4,930 $148K
National Bank of Canada 0.00% Reduce -2.6% 4,931 $146K
Family Asset Management, LLC 0.09% Add +15.0% 4,554 $137K
Harbour Investments, Inc. 0.00% Reduce -3.1% 4,528 $136K
SOA Wealth Advisors, LLC. 0.03% Add +0.2% 4,522 $136K
1832 Asset Management L.P. 0.00% No change 4,150 $125K
Cwm, LLC 0.00% Reduce -20.6% 3,850 $116K
Comerica Bank 0.00% No change 3,841 $115K
CIBC Private Wealth Group LLC 0.00% No change 3,853 $114K
AdvisorNet Financial, Inc 0.01% No change 3,660 $110K
Custom Portfolio Group LLC 0.08% No change 3,503 $105K
Valley National Advisers Inc. 0.01% No change 3,020 $90K
BNP Paribas Financial Markets 0.00% No change 2,811 $84K
Allworth Financial LP 0.00% No change 2,280 $70K
Lanark Financial, Inc. 0.01% No change 2,100 $63K
International Assets Investment Management, LLC 0.00% New 1,566 $47K
CoreCap Advisors, LLC 0.00% No change 1,540 $46K
Hollencrest Capital Management 0.00% No change 1,420 $43K
Clearstead Trust, LLC 0.01% No change 1,250 $38K
Guardian Wealth Management, Inc. 0.03% Add +0.2% 1,135 $34K
Signaturefd, LLC 0.00% No change 1,088 $33K
Mather Group, Llc. 0.00% New 1,000 $32K
O'shaughnessy Asset Management, LLC 0.00% No change 1,027 $31K
Tompkins Financial Corp. 0.00% No change 1,000 $30K
US Bancorp \de 0.00% No change 920 $28K
Franklin Resources Inc. 0.00% No change 900 $27K
GPS Wealth Strategies Group, LLC 0.00% Reduce -14.4% 890 $27K
Continuum Advisory, LLC 0.00% No change 752 $23K
Rothschild Investment LLC 0.00% No change 700 $21K
Pacific Center for Financial Services 0.01% Add +0.1% 696 $21K
Citigroup Inc. 0.00% Reduce -0.7% 551 $17K
Front Row Advisors LLC 0.01% No change 550 $17K
Pin Oak Investment Advisors Inc. 0.01% No change 500 $15K
Townsend Asset Management Corp. /NC/ 0.01% No change 465 $14K
Scarborough Advisors, LLC 0.00% Reduce -42.3% 396 $12K
Tyler-Stone Wealth Management 0.00% No change 300 $9K
Realta Investment Advisors 0.00% No change 203 $6K
PNC Financial Services Group, Inc. 0.00% No change 200 $6K
Parallel Advisors, LLC 0.00% No change 190 $6K
LGT Financial Advisors LLC 0.01% Reduce -74.2% 162 $5K
Global Retirement Partners, LLC 0.00% Reduce -50.8% 162 $5K
Joseph Group Capital Management 0.00% Reduce -95.5% 149 $4K
Howe & Rusling Inc. 0.00% No change 124 $4K
Silicon Valley Capital Partners 0.00% No change 100 $3K
Qube Research & Technologies Ltd 0.00% Reduce -94.1% 92 $3K
Financial Gravity Asset Management, Inc. 0.00% No change 63 $2K
Dunhill Financial, LLC 0.00% No change 34 $1K
North Star Investment Management Corp. 0.00% New 1 $30

"% 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.