Invesco S&P 500 Equal WeightRSPNETF
13F holders, Q2 2024 (June 30)138holders +3
15new positions
11sold out
2famous investors
$45.42avg. 13F price*
At the end of Q2 2024, 138 institutions reported holding Invesco S&P 500 Equal Weight (RSPN) in their 13F filings, up 3 from Q1 2024. 15 opened new positions and 11 sold out. The largest holders were Meitav Investment House Ltd. ($42.6M), Bank of America Corp. ($40.4M) and Affinity Wealth Management LLC ($28.4M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $11.3M |
| Exits | 11 | $4.7M |
All 13F filers, Q1 2024 → Q2 2024: 763,534 shares bought and 861,801 shares sold, net −98,267 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 138 holders
| Meitav Investment House Ltd. | 0.76% | Reduce -1.6% | 938,257 | $42.6M |
| Bank of America Corp. | 0.00% | Reduce -8.0% | 889,495 | $40.4M |
| Affinity Wealth Management LLC | 5.19% | Add +17.7% | 626,207 | $28.4M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.42% | No change | 591,126 | $26.9M |
| Morgan Stanley | 0.00% | Add +2.1% | 558,329 | $25.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.7% | 502,161 | $22.8M |
| LPL Financial LLC | 0.01% | Reduce -1.9% | 346,874 | $15.8M |
| Davis Investment Partners, LLC | 6.01% | Reduce -6.1% | 314,127 | $14.6M |
| NewEdge Advisors, LLC | 0.09% | Add +5760.2% | 281,524 | $12.8M |
| Wells Fargo & Company | 0.00% | Reduce -5.0% | 272,161 | $12.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.3% | 227,560 | $10.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +23.2% | 217,409 | $9.9M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.59% | No change | 209,374 | $9.5M |
| Carmel Capital Management L.L.C. | 3.15% | Reduce -0.0% | 178,160 | $8.1M |
| Royal Bank of Canada | 0.00% | Add +3.4% | 172,310 | $7.8M |
| Wealthcare Advisory Partners LLC | 0.23% | Add +0.4% | 165,585 | $7.5M |
| UBS Group AG | 0.00% | Add +17.2% | 150,819 | $6.8M |
| GTS Securities LLC | 0.14% | New | 150,540 | $6.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.8% | 134,591 | $6.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -55.8% | 128,449 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -27.0% | 123,410 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.6% | 89,110 | $4.0M |
| TKG Advisors, LLC | 1.83% | Add +3.8% | 74,073 | $3.4M |
| SignalPoint Asset Management, LLC | 0.87% | Reduce -0.7% | 71,649 | $3.3M |
| Private Advisory Group LLC | 0.40% | Reduce -5.3% | 66,847 | $3.0M |
| G&S Capital LLC | 1.13% | Add +0.1% | 55,692 | $2.6M |
| Evernest Financial Advisors, LLC | 1.17% | Reduce -3.5% | 57,415 | $2.6M |
| PGIM Custom Harvest LLC | 0.06% | Reduce -23.6% | 57,304 | $2.6M |
| Joseph P. Lucia & Associates, LLC | 1.25% | Reduce -1.5% | 53,711 | $2.4M |
| Private Advisor Group, LLC | 0.02% | Add +1.3% | 52,245 | $2.4M |
| Traction Financial Partners, LLC | 1.55% | Add +6.8% | 44,812 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Add +30.9% | 46,306 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Add +2.0% | 46,260 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -68.8% | 44,617 | $2.0M |
| Choice Wealth Advisors LLC | 1.06% | Reduce -0.0% | 43,881 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Add +1.7% | 39,423 | $1.8M |
| Access Financial Services, Inc. | 0.77% | Reduce -1.5% | 37,435 | $1.7M |
| Burns Matteson Capital Management, LLC | 0.98% | Reduce -8.1% | 34,246 | $1.6M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 2.76% | No change | 33,000 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +0.7% | 29,550 | $1.3M |
| Friedenthal Financial | 0.81% | Reduce -5.3% | 28,678 | $1.3M |
| Brick & Kyle, Associates | 0.54% | Reduce -0.3% | 28,404 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +0.5% | 28,278 | $1.3M |
| Walker Asset Management, LLC | 0.80% | Reduce -0.2% | 26,305 | $1.2M |
| Comprehensive Wealth Management, LLC | 0.82% | Add +15.6% | 24,576 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -54.2% | 23,692 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -9.6% | 23,051 | $1.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +24.5% | 22,980 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 22,374 | $1.0M |
| Capital Wealth Alliance, LLC | 0.53% | Reduce -37.7% | 20,442 | $928K |
| BlackRock Inc. | 0.00% | No change | 20,000 | $908K |
| National Bank of Canada | 0.00% | Reduce -0.2% | 19,532 | $876K |
| Hilltop Holdings Inc. | 0.10% | Reduce -1.0% | 18,695 | $849K |
| Interchange Capital Partners, LLC | 0.31% | Add +24.6% | 18,499 | $840K |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.5% | 16,917 | $768K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 15,161 | $688K |
| Citadel Advisors | 0.00% | New | 15,150 | $688K |
| Brown Advisory Inc. | 0.00% | No change | 14,750 | $670K |
| Raymond James & Associates | 0.00% | Add +5.8% | 14,159 | $643K |
| IFG Advisory, LLC | 0.04% | Add +13.5% | 13,689 | $622K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -15.3% | 13,680 | $621K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.6% | 13,044 | $592K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.0% | 12,338 | $560K |
| Global Retirement Partners, LLC | 0.02% | Add +2.2% | 12,036 | $547K |
| D. E. Shaw & Co. | 0.00% | New | 11,637 | $528K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -3.5% | 11,552 | $525K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.1% | 11,127 | $505K |
| MML Investors Services, LLC | 0.00% | Add +20.6% | 11,068 | $503K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -2.9% | 10,469 | $475K |
| Focus Financial Network, Inc. | 0.02% | Reduce -13.8% | 9,054 | $431K |
| AMJ Financial Wealth Management | 0.13% | Reduce -2.5% | 9,335 | $424K |
| Truist Financial Corp. | 0.00% | Add +24.9% | 9,313 | $423K |
| FMR LLC | 0.00% | Reduce -5.8% | 9,272 | $421K |
| Western Wealth Management, LLC | 0.03% | Add +17.2% | 9,131 | $415K |
| Advisory Alpha, LLC | 0.02% | Add +0.2% | 9,101 | $413K |
| Avantax Advisory Services, Inc. | 0.00% | New | 8,858 | $402K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 8,664 | $393K |
| SteelPeak Wealth, LLC | 0.02% | New | 8,550 | $388K |
| Kingsview Wealth Management, LLC | 0.01% | Add +20.3% | 8,349 | $379K |
| Geneos Wealth Management Inc. | 0.02% | Add +92.1% | 8,335 | $378K |
| McAdam, LLC | 0.02% | No change | 7,910 | $359K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.2% | 7,634 | $347K |
| Private Trust Co. NA | 0.04% | No change | 7,484 | $340K |
| Clearstead Advisors, LLC | 0.01% | Add +627.1% | 7,293 | $331K |
| Corient Private Wealth LP | 0.00% | Add +1.9% | 7,050 | $320K |
| Jacobi Capital Management LLC | 0.03% | No change | 7,000 | $318K |
| One Charles Private Wealth Services, LLC | 0.13% | No change | 6,925 | $314K |
| FAS Wealth Partners, Inc. | 0.03% | No change | 6,892 | $313K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -3.6% | 6,615 | $300K |
| &partners | 0.01% | New | 5,730 | $260K |
| Spire Wealth Management | 0.01% | Reduce -1.3% | 5,604 | $254K |
| Belpointe Asset Management LLC | 0.02% | Reduce -6.2% | 5,527 | $251K |
| Grey Fox Wealth Advisors, LLC | 0.09% | Add +0.2% | 5,325 | $242K |
| Diversified Trust Co. | 0.01% | No change | 5,125 | $233K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.2% | 5,080 | $231K |
| Mariner, LLC | 0.00% | Reduce -0.6% | 5,059 | $230K |
| PFG Advisors | 0.02% | Reduce -68.2% | 5,053 | $229K |
| World Investment Advisors | 0.01% | Reduce -2.9% | 4,950 | $225K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | Add +12.6% | 4,937 | $224K |
| Rovin Capital /Ut/ | 0.09% | Reduce -5.9% | 4,855 | $220K |
"% 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.