Invesco S&P 500 Equal WeightRSPMETF
13F holders, Q1 2024 (March 31)88holders
1famous investor
$36.27avg. 13F price*
At the end of Q1 2024, 88 institutions reported holding Invesco S&P 500 Equal Weight (RSPM) in their 13F filings. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($51.2M), Bank of America Corp. ($12.0M) and Avantax Advisory Services, Inc. ($8.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V316
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $9.3M |
| Exits | 10 | $7.4M |
Ownership 88 holders
| Harel Insurance Investments & Financial Services Ltd. | 0.99% | No change | 1,410,000 | $51.2M |
| Bank of America Corp. | 0.00% | Add +4.8% | 329,292 | $12.0M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -2.2% | 230,870 | $8.4M |
| LPL Financial LLC | 0.00% | Reduce -57.8% | 125,026 | $4.5M |
| Miller Investment Management, LP | 0.56% | No change | 120,000 | $4.4M |
| Obsidian Personal Planning Solutions LLC | 2.70% | Add +10.7% | 119,170 | $4.1M |
| Cetera Investment Advisers | 0.01% | New | 105,927 | $3.8M |
| Friedenthal Financial | 2.22% | Add +3.6% | 99,111 | $3.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.7% | 77,627 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.0% | 71,102 | $2.6M |
| Pacific Sun Financial Corp | 1.32% | Reduce -0.5% | 62,345 | $2.3M |
| Morgan Stanley | 0.00% | Reduce -17.9% | 60,093 | $2.2M |
| Courage Miller Partners, LLC | 0.73% | New | 57,734 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +307.2% | 56,314 | $2.0M |
| Maltin Wealth Management, Inc. | 1.07% | Add +10.7% | 52,420 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.6% | 49,193 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +10.3% | 48,854 | $1.8M |
| Peak Financial Management, Inc. | 0.44% | Reduce -2.9% | 38,045 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.8% | 37,036 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 36,560 | $1.3M |
| Meitav Investment House Ltd. | 0.02% | Reduce -26.7% | 32,715 | $1.2M |
| SignalPoint Asset Management, LLC | 0.28% | Reduce -3.9% | 27,748 | $1.0M |
| McKinley Carter Wealth Services, Inc. | 0.07% | Reduce -3.3% | 27,456 | $997K |
| Bridge Advisory, LLC | 0.46% | Reduce -24.2% | 25,342 | $921K |
| Capital Analysts, LLC | 0.04% | Reduce -1.1% | 24,519 | $891K |
| Ameriprise Financial Inc. | 0.00% | Add +1.0% | 24,413 | $887K |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.7% | 24,294 | $883K |
| MML Investors Services, LLC | 0.00% | Add +6.2% | 23,026 | $837K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.0% | 20,939 | $761K |
| UBS Group AG | 0.00% | Reduce -73.5% | 19,477 | $708K |
| Stephens Inc. | 0.01% | No change | 18,194 | $661K |
| Capital Wealth Alliance, LLC | 0.38% | Reduce -45.4% | 17,877 | $649K |
| Principal Securities, Inc. | 0.02% | Reduce -27.1% | 17,407 | $632K |
| Citadel Advisors | 0.00% | Reduce -2.4% | 17,128 | $622K |
| Equitable Holdings, Inc. | 0.01% | Add +5.3% | 16,858 | $612K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.2% | 15,517 | $564K |
| Creative Financial Designs Inc. | 0.05% | Add +9.1% | 13,840 | $503K |
| Focus Financial Network, Inc. | 0.02% | — | 13,855 | $477K |
| Royal Bank of Canada | 0.00% | Reduce -2.5% | 12,427 | $452K |
| Hartford Financial Management Inc. | 0.09% | No change | 11,500 | $418K |
| Brick & Kyle, Associates | 0.18% | Add +0.0% | 11,135 | $404K |
| Asset Management Group, Inc. | 0.06% | Add +0.5% | 10,930 | $397K |
| Flputnam Investment Management Co. | 0.01% | No change | 10,300 | $374K |
| Lido Advisors, LLC | 0.00% | Add +4.5% | 10,037 | $365K |
| Jaffetilchin Investment Partners, LLC | 0.03% | New | 9,587 | $348K |
| Wells Fargo & Company | 0.00% | Reduce -58.0% | 9,493 | $345K |
| Walker Asset Management, LLC | 0.23% | Reduce -4.6% | 9,374 | $341K |
| Yoder Wealth Management, Inc. | 0.22% | Reduce -6.8% | 9,325 | $339K |
| Susquehanna International Group, LLP | 0.00% | New | 9,191 | $334K |
| Worth Asset Management, LLC | 0.20% | New | 8,930 | $324K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +87.1% | 8,847 | $321K |
| Merit Financial Group, LLC | 0.01% | Reduce -2.0% | 9,012 | $318K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Reduce -3.4% | 8,377 | $304K |
| National Bank of Canada | 0.00% | New | 8,085 | $293K |
| First Heartland Consultants, Inc. | 0.03% | Add +0.2% | 7,992 | $290K |
| Strategic Blueprint, LLC | 0.02% | Add +1.6% | 7,516 | $273K |
| Raymond James & Associates | 0.00% | Reduce -31.0% | 7,190 | $261K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -47.5% | 6,548 | $238K |
| Jane Street Group, LLC | 0.00% | New | 6,326 | $230K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -13.0% | 6,178 | $224K |
| Tradewinds, LLC. | 0.10% | — | 6,005 | $218K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -20.5% | 5,978 | $217K |
| Perigon Wealth Management, LLC | 0.01% | New | 5,669 | $206K |
| Arkadios Wealth Advisors | 0.02% | New | 5,657 | $206K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.2% | 4,450 | $162K |
| Allworth Financial LP | 0.00% | Add +0.2% | 4,150 | $151K |
| Private Trust Co. NA | 0.01% | No change | 3,040 | $110K |
| Key Financial Inc | 0.03% | No change | 3,010 | $109K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,538 | $56K |
| Blair William & Co. | 0.00% | No change | 1,510 | $55K |
| Harbour Investments, Inc. | 0.00% | Add +205.7% | 1,345 | $49K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 1,065 | $39K |
| Oakworth Capital, Inc. | 0.00% | Reduce -71.4% | 1,020 | $37K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 975 | $35K |
| FMR LLC | 0.00% | Reduce -35.3% | 833 | $30K |
| Comerica Bank | 0.00% | No change | 700 | $25K |
| US Bancorp \de | 0.00% | No change | 615 | $22K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.0% | 535 | $19K |
| Parallel Advisors, LLC | 0.00% | Reduce -59.7% | 505 | $18K |
| Continuum Advisory, LLC | 0.00% | New | 440 | $16K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 350 | $13K |
| Howe & Rusling Inc. | 0.00% | No change | 207 | $8K |
| PSI Advisors, LLC | 0.00% | No change | 185 | $7K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -93.1% | 159 | $6K |
| Founders Financial Alliance, LLC | 0.00% | No change | 125 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -53.3% | 35 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 30 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -96.0% | 12 | $404 |
"% of holder's portfolio" is RSPM's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.