Invesco S&P 500 Equal WeightRSPMETF
13F holders, Q2 2024 (June 30)84holders −4
7new positions
10sold out
1famous investor
$34.62avg. 13F price*
At the end of Q2 2024, 84 institutions reported holding Invesco S&P 500 Equal Weight (RSPM) in their 13F filings, down 4 from Q1 2024. 7 opened new positions and 10 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($48.6M), Bank of America Corp. ($11.4M) and Avantax Advisory Services, Inc. ($7.9M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.1M |
| Exits | 10 | $8.1M |
All 13F filers, Q1 2024 → Q2 2024: 335,552 shares bought and 360,527 shares sold, net −24,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Harel Insurance Investments & Financial Services Ltd. | 0.92% | No change | 1,410,000 | $48.6M |
| Bank of America Corp. | 0.00% | Add +0.3% | 330,443 | $11.4M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -0.8% | 229,101 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +322.4% | 156,445 | $5.4M |
| Obsidian Personal Planning Solutions LLC | 2.63% | Add +4.9% | 125,026 | $4.3M |
| Valley Wealth Managers, Inc. | 0.34% | New | 122,188 | $4.2M |
| LPL Financial LLC | 0.00% | Reduce -2.6% | 121,765 | $4.2M |
| Friedenthal Financial | 2.16% | Add +1.3% | 100,381 | $3.5M |
| Cetera Investment Advisers | 0.01% | Reduce -23.2% | 81,391 | $2.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.1% | 79,283 | $2.7M |
| Morgan Stanley | 0.00% | Add +8.6% | 65,250 | $2.3M |
| Pacific Sun Financial Corp | 1.26% | Reduce -1.1% | 61,645 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.0% | 57,611 | $2.0M |
| Maltin Wealth Management, Inc. | 1.06% | Add +8.8% | 57,013 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.1% | 49,727 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +252.7% | 43,831 | $1.5M |
| Peak Financial Management, Inc. | 0.40% | Reduce -3.1% | 36,858 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -1.3% | 36,080 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -26.8% | 35,783 | $1.2M |
| Meitav Investment House Ltd. | 0.02% | No change | 32,715 | $1.1M |
| SignalPoint Asset Management, LLC | 0.25% | Reduce -0.7% | 27,564 | $951K |
| McKinley Carter Wealth Services, Inc. | 0.06% | Reduce -5.1% | 26,047 | $898K |
| MML Investors Services, LLC | 0.00% | Add +10.2% | 25,369 | $875K |
| Capital Analysts, LLC | 0.04% | Reduce -2.8% | 23,845 | $822K |
| Bridge Advisory, LLC | 0.39% | Reduce -9.7% | 22,881 | $789K |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.1% | 22,183 | $765K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.1% | 21,804 | $752K |
| UBS Group AG | 0.00% | Add +7.6% | 20,956 | $723K |
| Capital Wealth Alliance, LLC | 0.36% | Add +3.0% | 18,419 | $635K |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.7% | 17,802 | $614K |
| Wells Fargo & Company | 0.00% | Add +86.7% | 17,723 | $611K |
| Strategy Asset Managers LLC | 0.14% | New | 3,748 | $608K |
| Private Advisor Group, LLC | 0.00% | Add +13.3% | 17,576 | $606K |
| Principal Securities, Inc. | 0.02% | Reduce -0.9% | 17,257 | $595K |
| Susquehanna International Group, LLP | 0.00% | Add +76.3% | 16,200 | $559K |
| Focus Financial Network, Inc. | 0.02% | Add +0.3% | 13,900 | $499K |
| Stephens Inc. | 0.01% | Reduce -21.1% | 14,362 | $495K |
| Creative Financial Designs Inc. | 0.04% | Reduce -0.8% | 13,726 | $473K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -76.9% | 13,019 | $449K |
| Hartford Financial Management Inc. | 0.09% | No change | 11,500 | $397K |
| Brick & Kyle, Associates | 0.16% | Add +0.0% | 11,139 | $384K |
| Asset Management Group, Inc. | 0.06% | Add +0.4% | 10,976 | $379K |
| Equitable Holdings, Inc. | 0.00% | Reduce -36.6% | 10,681 | $368K |
| Flputnam Investment Management Co. | 0.01% | No change | 10,300 | $355K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +8.1% | 9,563 | $330K |
| Walker Asset Management, LLC | 0.22% | Reduce -0.1% | 9,362 | $323K |
| Yoder Wealth Management, Inc. | 0.21% | No change | 9,325 | $322K |
| Merit Financial Group, LLC | 0.01% | Add +0.2% | 9,034 | $312K |
| Lido Advisors, LLC | 0.00% | Reduce -11.5% | 8,881 | $306K |
| Citadel Advisors | 0.00% | Reduce -49.4% | 8,668 | $299K |
| First Heartland Consultants, Inc. | 0.03% | Add +4.9% | 8,383 | $289K |
| Clearstead Advisors, LLC | 0.00% | New | 8,131 | $280K |
| Strategic Blueprint, LLC | 0.02% | Reduce -2.8% | 7,306 | $252K |
| Raymond James & Associates | 0.00% | Reduce -3.2% | 6,958 | $240K |
| Harbour Investments, Inc. | 0.01% | Add +411.1% | 6,875 | $237K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 6,548 | $226K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.2% | 6,044 | $208K |
| Tradewinds, LLC. | 0.06% | Reduce -0.8% | 5,955 | $205K |
| Jane Street Group, LLC | 0.00% | Reduce -7.2% | 5,871 | $202K |
| Allworth Financial LP | 0.00% | Add +0.2% | 4,159 | $146K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -14.6% | 3,800 | $131K |
| Private Trust Co. NA | 0.01% | No change | 3,040 | $105K |
| Key Financial Inc | 0.02% | No change | 3,010 | $104K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,538 | $53K |
| Blair William & Co. | 0.00% | No change | 1,510 | $52K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,020 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 975 | $34K |
| Comerica Bank | 0.00% | No change | 700 | $24K |
| US Bancorp \de | 0.00% | No change | 615 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.5% | 500 | $17K |
| FMR LLC | 0.00% | Reduce -40.1% | 499 | $17K |
| Farther Finance Advisors, LLC | 0.00% | New | 475 | $16K |
| Continuum Advisory, LLC | 0.00% | No change | 440 | $15K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 350 | $12K |
| Jones Financial Companies LLLP | 0.00% | Add +1013.3% | 334 | $12K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 265 | $9K |
| Howe & Rusling Inc. | 0.00% | No change | 207 | $7K |
| PSI Advisors, LLC | 0.00% | No change | 185 | $6K |
| Founders Financial Alliance, LLC | 0.00% | No change | 125 | $4K |
| NewEdge Advisors, LLC | 0.00% | New | 111 | $4K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -47.8% | 83 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 35 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 12 | $414 |
| TCTC Holdings, LLC | 0.00% | New | 10 | $345 |
"% 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.