Invesco S&P 500 Equal WeightRSPRETF
13F holders, Q2 2024 (June 30)49holders
8new positions
7sold out
$32.73avg. 13F price*
At the end of Q2 2024, 49 institutions reported holding Invesco S&P 500 Equal Weight (RSPR) in their 13F filings, unchanged from Q1 2024. 8 opened new positions and 7 sold out. The largest holders were Gerber Kawasaki Wealth & Investment Management ($14.4M), IFP Advisors, Inc ($8.4M) and Raymond James Financial Services Advisors, Inc. ($8.1M).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.6M |
| Exits | 7 | $7.4M |
All 13F filers, Q1 2024 → Q2 2024: 319,382 shares bought and 320,782 shares sold, net −1,400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Gerber Kawasaki Wealth & Investment Management | 0.72% | Add +5.6% | 438,812 | $14.4M |
| IFP Advisors, Inc | 0.34% | Add +24.0% | 257,899 | $8.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.6% | 248,975 | $8.1M |
| LPL Financial LLC | 0.00% | Add +5.8% | 229,729 | $7.5M |
| Kickstand Ventures, Llc. | 0.94% | Reduce -1.7% | 105,323 | $3.4M |
| Napa Wealth Management | 1.94% | New | 87,760 | $2.9M |
| Morgan Stanley | 0.00% | Add +4.8% | 85,427 | $2.8M |
| Oxinas Partners, LLC | 1.46% | Reduce -26.3% | 66,965 | $2.2M |
| Fortem Financial Group, LLC | 0.90% | Reduce -7.4% | 64,050 | $2.1M |
| Old Mission Capital LLC | 0.03% | Add +36.0% | 38,373 | $1.3M |
| World Equity Group, Inc. | 0.34% | New | 34,787 | $1.1M |
| Atria Investments, Inc | 0.01% | New | 34,540 | $1.1M |
| SignalPoint Asset Management, LLC | 0.26% | Reduce -0.6% | 29,996 | $982K |
| Interactive Financial Advisors, Inc. | 0.50% | Add +0.2% | 27,490 | $900K |
| Osaic Holdings, Inc. | 0.00% | Reduce -49.7% | 25,123 | $822K |
| Wells Fargo & Company | 0.00% | Reduce -12.1% | 25,055 | $820K |
| Collaborative Wealth Managment Inc. | 0.37% | Reduce -8.3% | 23,141 | $757K |
| James Investment Research, Inc. | 0.08% | No change | 21,701 | $710K |
| Jane Street Group, LLC | 0.00% | New | 21,022 | $688K |
| Private Advisor Group, LLC | 0.00% | Add +35.7% | 20,850 | $682K |
| UBS Group AG | 0.00% | Add +69.3% | 17,397 | $569K |
| Royal Bank of Canada | 0.00% | Add +4.5% | 16,968 | $555K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.2% | 16,467 | $539K |
| PGIM Custom Harvest LLC | 0.01% | Add +1.1% | 15,747 | $515K |
| Global Retirement Partners, LLC | 0.02% | Add +10.0% | 15,085 | $494K |
| Envestnet Asset Management Inc. | 0.00% | Add +6.6% | 13,008 | $426K |
| Bank of America Corp. | 0.00% | Add +3.5% | 11,728 | $384K |
| Lido Advisors, LLC | 0.00% | Reduce -8.4% | 11,694 | $383K |
| Goldman Sachs Group Inc. | 0.00% | No change | 9,584 | $314K |
| Walker Asset Management, LLC | 0.20% | Reduce -0.1% | 9,120 | $298K |
| Executive Wealth Management, LLC | 0.05% | New | 8,150 | $267K |
| Susquehanna International Group, LLP | 0.00% | New | 7,731 | $253K |
| Berger Financial Group, Inc | 0.02% | Reduce -40.0% | 7,623 | $249K |
| MML Investors Services, LLC | 0.00% | Reduce -43.8% | 6,771 | $222K |
| Meridian Financial Partners LLC | 0.13% | New | 6,125 | $211K |
| Principal Securities, Inc. | 0.00% | Reduce -0.2% | 4,312 | $141K |
| Private Trust Co. NA | 0.01% | Add +45.3% | 4,266 | $140K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -12.3% | 3,556 | $116K |
| RFP Financial Group LLC | 0.02% | No change | 1,544 | $51K |
| Capital Analysts, LLC | 0.00% | Reduce -94.8% | 1,270 | $42K |
| JPMorgan Chase & Co. | 0.00% | Add +131.4% | 560 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 497 | $16K |
| Bogart Wealth, LLC | 0.00% | Add +0.7% | 312 | $10K |
| Financial Freedom, LLC | 0.01% | No change | 284 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 259 | $9K |
| Scarborough Advisors, LLC | 0.00% | No change | 33 | $1K |
| Key Financial Inc | 0.00% | No change | 31 | $1K |
| FMR LLC | 0.00% | Add +650.0% | 15 | $491 |
| Allworth Financial LP | 0.00% | No change | 1 | $33 |
"% 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.