Invesco S&P 500 Equal WeightRSPRETF
13F holders, Q1 2024 (March 31)49holders
$32.87avg. 13F price*
At the end of Q1 2024, 49 institutions reported holding Invesco S&P 500 Equal Weight (RSPR) in their 13F filings. The largest holders were Gerber Kawasaki Wealth & Investment Management ($13.7M), Raymond James Financial Services Advisors, Inc. ($8.1M) and LPL Financial LLC ($7.1M).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V290
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.3M |
| Exits | 10 | $1.1M |
Ownership 49 holders
| Gerber Kawasaki Wealth & Investment Management | 0.74% | Add +7.2% | 415,409 | $13.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +221.6% | 247,622 | $8.1M |
| LPL Financial LLC | 0.00% | Add +28.4% | 217,200 | $7.1M |
| IFP Advisors, Inc | 0.30% | Add +46.2% | 208,052 | $6.8M |
| Schaeffer Financial LLC | 6.10% | Reduce -1.0% | 186,531 | $6.1M |
| Kickstand Ventures, Llc. | 1.00% | New | 107,182 | $3.5M |
| Oxinas Partners, LLC | 1.94% | Reduce -7.9% | 90,839 | $3.0M |
| Morgan Stanley | 0.00% | Add +1.2% | 81,483 | $2.7M |
| Fortem Financial Group, LLC | 1.00% | Add +2.5% | 69,167 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +50.8% | 49,988 | $1.6M |
| SignalPoint Asset Management, LLC | 0.27% | Reduce -0.2% | 30,173 | $992K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -2.6% | 29,279 | $962K |
| Wells Fargo & Company | 0.00% | Add +11.6% | 28,497 | $937K |
| Old Mission Capital LLC | 0.02% | New | 28,224 | $928K |
| Interactive Financial Advisors, Inc. | 0.50% | Reduce -76.6% | 27,444 | $902K |
| Collaborative Wealth Managment Inc. | 0.42% | Reduce -5.5% | 25,232 | $829K |
| Capital Analysts, LLC | 0.04% | Reduce -0.9% | 24,562 | $807K |
| James Investment Research, Inc. | 0.08% | Reduce -1.3% | 21,701 | $713K |
| Avantax Advisory Services, Inc. | 0.00% | Add +8.0% | 16,495 | $542K |
| Royal Bank of Canada | 0.00% | Add +2.5% | 16,234 | $534K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -21.1% | 15,574 | $512K |
| Private Advisor Group, LLC | 0.00% | Add +1.4% | 15,363 | $505K |
| Global Retirement Partners, LLC | 0.02% | Add +2.3% | 13,718 | $451K |
| Lido Advisors, LLC | 0.00% | New | 12,773 | $420K |
| Berger Financial Group, Inc | 0.03% | New | 12,711 | $418K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.9% | 12,207 | $401K |
| MML Investors Services, LLC | 0.00% | Reduce -0.2% | 12,042 | $396K |
| Bank of America Corp. | 0.00% | Add +35.1% | 11,333 | $372K |
| UBS Group AG | 0.00% | Reduce -1.9% | 10,279 | $338K |
| Goldman Sachs Group Inc. | 0.00% | No change | 9,584 | $315K |
| Walker Asset Management, LLC | 0.20% | Add +0.3% | 9,129 | $300K |
| GeoWealth Management, LLC | 0.01% | Reduce -26.6% | 7,928 | $261K |
| Principal Securities, Inc. | 0.00% | Add +3.4% | 4,320 | $142K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -3.6% | 4,056 | $133K |
| Private Trust Co. NA | 0.01% | No change | 2,937 | $97K |
| RFP Financial Group LLC | 0.02% | New | 1,544 | $51K |
| Harbour Investments, Inc. | 0.00% | No change | 497 | $16K |
| Bogart Wealth, LLC | 0.00% | Add +0.7% | 310 | $10K |
| Financial Freedom, LLC | 0.01% | No change | 284 | $9K |
| JPMorgan Chase & Co. | 0.00% | New | 242 | $8K |
| Impact Partnership Wealth, LLC | 0.00% | No change | 100 | $3K |
| EPG Wealth Management LLC | 0.00% | No change | 67 | $2K |
| Simplex Trading, LLC | 0.00% | New | 84 | $2K |
| Aspire Private Capital, LLC | 0.00% | Reduce -2.0% | 48 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.7% | 45 | $1K |
| Scarborough Advisors, LLC | 0.00% | No change | 33 | $1K |
| Key Financial Inc | 0.00% | No change | 31 | $1K |
| FMR LLC | 0.00% | No change | 2 | $66 |
| Allworth Financial LP | 0.00% | No change | 1 | $31 |
"% of holder's portfolio" is RSPR's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.