Invesco S&P 500 Equal WeightRSPNETF
13F holders, Q1 2024 (March 31)135holders
$47.70avg. 13F price*
At the end of Q1 2024, 135 institutions reported holding Invesco S&P 500 Equal Weight (RSPN) in their 13F filings. The largest holders were Bank of America Corp. ($46.1M), Meitav Investment House Ltd. ($45.5M) and Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD ($28.2M).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V324
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $8.5M |
| Exits | 11 | $8.7M |
Ownership 135 holders
| Bank of America Corp. | 0.00% | Reduce -4.6% | 967,114 | $46.1M |
| Meitav Investment House Ltd. | 0.89% | Add +0.6% | 953,759 | $45.5M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.45% | No change | 591,126 | $28.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +266.7% | 550,000 | $26.2M |
| Morgan Stanley | 0.00% | Reduce -30.9% | 547,031 | $26.1M |
| Affinity Wealth Management LLC | 4.70% | Add +1.0% | 532,116 | $25.4M |
| LPL Financial LLC | 0.01% | Add +4.8% | 353,462 | $16.9M |
| Davis Investment Partners, LLC | 6.81% | Add +0.8% | 334,375 | $15.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +12.6% | 290,377 | $13.9M |
| Wells Fargo & Company | 0.00% | Add +0.7% | 286,348 | $13.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.5% | 230,661 | $11.0M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.60% | No change | 209,374 | $10.0M |
| Carmel Capital Management L.L.C. | 3.49% | Add +0.2% | 178,190 | $8.5M |
| Kestra Advisory Services, LLC | 0.06% | Add +3.8% | 176,418 | $8.4M |
| Osaic Holdings, Inc. | 0.02% | Add +6.8% | 168,988 | $8.1M |
| Royal Bank of Canada | 0.00% | Reduce -8.0% | 166,689 | $8.0M |
| Wealthcare Advisory Partners LLC | 0.26% | Reduce -0.2% | 164,904 | $7.9M |
| JPMorgan Chase & Co. | 0.00% | Add +47002.4% | 155,438 | $7.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +5.0% | 144,354 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +6.1% | 143,119 | $6.8M |
| UBS Group AG | 0.00% | Add +64.8% | 128,723 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +225.3% | 89,656 | $4.3M |
| PGIM Custom Harvest LLC | 0.09% | Reduce -10.2% | 74,975 | $3.6M |
| SignalPoint Asset Management, LLC | 0.95% | Reduce -0.7% | 72,147 | $3.4M |
| TKG Advisors, LLC | 1.90% | Add +1.9% | 71,386 | $3.4M |
| Private Advisory Group LLC | 0.48% | Add +13.9% | 70,550 | $3.4M |
| TD Waterhouse Canada Inc. | 0.02% | Add +69.8% | 51,698 | $2.9M |
| Evernest Financial Advisors, LLC | 1.27% | Add +6.5% | 59,468 | $2.7M |
| G&S Capital LLC | 1.18% | Add +2.7% | 55,659 | $2.7M |
| Joseph P. Lucia & Associates, LLC | 1.39% | Add +0.0% | 54,531 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -3.5% | 51,594 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +0.6% | 45,338 | $2.2M |
| Choice Wealth Advisors LLC | 1.27% | Add +6.7% | 43,887 | $2.1M |
| Traction Financial Partners, LLC | 1.55% | Reduce -13.2% | 41,944 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Add +2.8% | 38,774 | $1.8M |
| Access Financial Services, Inc. | 0.81% | Add +11.3% | 37,990 | $1.8M |
| Burns Matteson Capital Management, LLC | 1.15% | Reduce -12.5% | 37,277 | $1.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +18.0% | 35,370 | $1.7M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 2.50% | No change | 33,000 | $1.6M |
| Capital Wealth Alliance, LLC | 0.93% | Add +26.8% | 32,800 | $1.6M |
| Friedenthal Financial | 0.89% | Reduce -5.1% | 30,269 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +9.7% | 29,360 | $1.4M |
| Cetera Investment Advisers | 0.00% | New | 28,127 | $1.3M |
| Brick & Kyle, Associates | 0.60% | New | 28,494 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +345.3% | 27,491 | $1.3M |
| Prospera Financial Services Inc | 0.04% | New | 27,173 | $1.3M |
| Walker Asset Management, LLC | 0.83% | Add +0.1% | 26,355 | $1.3M |
| Lido Advisors, LLC | 0.01% | Reduce -4.2% | 25,509 | $1.2M |
| Comprehensive Wealth Management, LLC | 0.79% | Reduce -1.2% | 21,256 | $1.0M |
| Circle Wealth Management, LLC | 0.02% | Add +0.2% | 20,429 | $975K |
| BlackRock Inc. | 0.00% | No change | 20,000 | $954K |
| National Bank of Canada | 0.00% | Reduce -0.9% | 19,568 | $923K |
| Hilltop Holdings Inc. | 0.10% | Reduce -0.5% | 18,890 | $901K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 18,460 | $881K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -19.3% | 16,158 | $771K |
| PFG Advisors | 0.06% | Reduce -15.5% | 15,867 | $757K |
| Interchange Capital Partners, LLC | 0.49% | Add +3.8% | 14,850 | $728K |
| Brown Advisory Inc. | 0.00% | New | 14,750 | $704K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.0% | 13,531 | $646K |
| Raymond James & Associates | 0.00% | Reduce -41.5% | 13,385 | $639K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.4% | 12,593 | $601K |
| IFG Advisory, LLC | 0.04% | Add +4.8% | 12,060 | $575K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -4.1% | 11,972 | $571K |
| Global Retirement Partners, LLC | 0.02% | Add +104.4% | 11,781 | $562K |
| BigSur Wealth Management LLC | 0.17% | New | 11,140 | $531K |
| CreativeOne Wealth, LLC | 0.02% | New | 10,950 | $522K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 10,902 | $520K |
| First Heartland Consultants, Inc. | 0.05% | Add +10.3% | 10,778 | $514K |
| Focus Financial Network, Inc. | 0.02% | — | 10,504 | $475K |
| FMR LLC | 0.00% | Add +7.2% | 9,840 | $469K |
| AMJ Financial Wealth Management | 0.15% | Reduce -57.0% | 9,577 | $457K |
| MML Investors Services, LLC | 0.00% | Add +59.9% | 9,176 | $438K |
| Advisory Alpha, LLC | 0.02% | Reduce -0.0% | 9,083 | $433K |
| Cedar Brook Financial Partners, LLC | 0.08% | Add +33.7% | 8,650 | $413K |
| McAdam, LLC | 0.02% | No change | 7,910 | $377K |
| Western Wealth Management, LLC | 0.03% | Add +0.3% | 7,788 | $372K |
| Old Mission Capital LLC | 0.01% | New | 7,758 | $370K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -9.3% | 7,725 | $369K |
| Private Trust Co. NA | 0.04% | No change | 7,484 | $357K |
| Truist Financial Corp. | 0.00% | Reduce -3.2% | 7,454 | $356K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Reduce -11.4% | 7,269 | $347K |
| Jacobi Capital Management LLC | 0.03% | No change | 7,000 | $334K |
| Kingsview Wealth Management, LLC | 0.01% | New | 6,939 | $331K |
| One Charles Private Wealth Services, LLC | 0.14% | No change | 6,925 | $330K |
| Corient Private Wealth LP | 0.00% | Add +2.2% | 6,918 | $330K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -13.6% | 6,892 | $329K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 6,865 | $328K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -51.4% | 6,500 | $310K |
| Astoria Portfolio Advisors LLC. | 0.12% | Add +12.9% | 6,718 | $307K |
| Belpointe Asset Management LLC | 0.02% | Add +5.3% | 5,891 | $281K |
| Spire Wealth Management | 0.01% | Add +0.2% | 5,675 | $271K |
| Grey Fox Wealth Advisors, LLC | 0.10% | Add +0.2% | 5,312 | $253K |
| Rovin Capital /Ut/ | 0.10% | Reduce -20.7% | 5,158 | $246K |
| Principal Securities, Inc. | 0.01% | Reduce -3.2% | 5,132 | $245K |
| Diversified Trust Co. | 0.01% | No change | 5,125 | $245K |
| World Investment Advisors | 0.03% | New | 5,100 | $243K |
| Mariner, LLC | 0.00% | Reduce -24.5% | 5,089 | $243K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +0.2% | 5,068 | $242K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 4,825 | $230K |
| NewEdge Advisors, LLC | 0.00% | New | 4,804 | $229K |
| Novak & Powell Financial Services, Inc. | 0.17% | Reduce -5.6% | 4,715 | $225K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | Reduce -37.0% | 4,385 | $209K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.1% | 4,338 | $207K |
| ICA Group Wealth Management, LLC | 0.04% | Reduce -0.3% | 4,268 | $204K |
| Bank of Montreal | 0.00% | Reduce -6.6% | 3,105 | $148K |
| Tradewinds Capital Management, LLC | 0.04% | Add +0.2% | 2,920 | $139K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,845 | $136K |
| Comerica Bank | 0.00% | Reduce -15.3% | 2,845 | $136K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.2% | 2,831 | $135K |
| Key Financial Inc | 0.03% | No change | 2,530 | $121K |
| Register Financial Advisors LLC | 0.03% | New | 1,200 | $57K |
| CoreCap Advisors, LLC | 0.00% | New | 1,000 | $48K |
| Clearstead Advisors, LLC | 0.00% | Add +0.2% | 1,003 | $47K |
| Qube Research & Technologies Ltd | 0.00% | No change | 915 | $44K |
| MTM Investment Management, LLC | 0.01% | Add +0.1% | 675 | $32K |
| Castleview Partners, LLC | 0.02% | No change | 625 | $30K |
| Cwm, LLC | 0.00% | Reduce -32.1% | 570 | $27K |
| Montag A & Associates Inc. | 0.00% | No change | 535 | $26K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 500 | $24K |
| Jones Financial Companies LLLP | 0.00% | New | 479 | $23K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 460 | $22K |
| Custom Portfolio Group LLC | 0.01% | No change | 325 | $16K |
| Kelly Financial Services LLC | 0.01% | Reduce -28.1% | 279 | $13K |
| US Bancorp \de | 0.00% | No change | 265 | $13K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | New | 227 | $11K |
| Citigroup Inc. | 0.00% | Reduce -0.5% | 200 | $10K |
| Parallel Advisors, LLC | 0.00% | No change | 175 | $8K |
| Clearstead Trust, LLC | 0.00% | No change | 130 | $6K |
| Ulland Investment Advisors, LLC | 0.00% | New | 118 | $6K |
| Advanced Asset Management Advisors Inc | 0.00% | No change | 110 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 85 | $4K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 52 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +11.1% | 50 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -96.0% | 36 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 28 | $1K |
"% of holder's portfolio" is RSPN's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.