Invesco S&P 500 Equal WeightRSPSETF
13F holders, Q1 2024 (March 31)121holders
1famous investor
$32.92avg. 13F price*
At the end of Q1 2024, 121 institutions reported holding Invesco S&P 500 Equal Weight (RSPS) in their 13F filings. The largest holders were Phoenix Financial Ltd. ($59.1M), LPL Financial LLC ($24.3M) and Morgan Stanley ($15.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V373
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.0M |
| Exits | 15 | $5.3M |
Ownership 121 holders
| Phoenix Financial Ltd. | 0.82% | Reduce -53.5% | 1,793,180 | $59.1M |
| LPL Financial LLC | 0.01% | Reduce -18.5% | 737,690 | $24.3M |
| Morgan Stanley | 0.00% | Reduce -28.6% | 470,224 | $15.5M |
| Certified Advisory Corp | 1.62% | Reduce -0.1% | 351,690 | $11.6M |
| Bank of America Corp. | 0.00% | Reduce -3.9% | 263,010 | $8.7M |
| Ameritas Advisory Services, LLC | 0.28% | Add +11.7% | 204,813 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -33.3% | 180,096 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.8% | 166,900 | $5.5M |
| Affiance Financial, LLC | 1.47% | Reduce -31.7% | 164,763 | $5.4M |
| Private Wealth Group, LLC | 2.81% | Reduce -5.1% | 164,661 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.5% | 151,847 | $5.0M |
| Cetera Investment Advisers | 0.01% | Add +1703.4% | 130,262 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -43.7% | 110,041 | $3.7M |
| Royal Fund Management, LLC | 0.40% | Add +14.1% | 105,706 | $3.5M |
| UBS Group AG | 0.00% | Reduce -19.5% | 94,873 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -60.9% | 93,606 | $3.1M |
| Pacific Sun Financial Corp | 1.63% | Reduce -2.4% | 85,140 | $2.8M |
| Focus Financial Network, Inc. | 0.12% | — | 78,214 | $2.5M |
| Weaver Capital Management LLC | 0.67% | Add +2.1% | 71,186 | $2.3M |
| WealthBridge Capital Management, LLC | 0.77% | Reduce -1.0% | 69,756 | $2.3M |
| Csenge Advisory Group | 0.13% | Add +12.0% | 69,668 | $2.3M |
| Stonebridge Financial Planning Group, LLC | 1.16% | Reduce -5.7% | 66,660 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 56,574 | $1.9M |
| Joseph P. Lucia & Associates, LLC | 0.99% | Reduce -3.8% | 55,855 | $1.8M |
| Stelac Advisory Services LLC | 0.83% | No change | 53,538 | $1.8M |
| PGIM Custom Harvest LLC | 0.04% | Reduce -24.3% | 49,690 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -16.1% | 48,631 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -0.4% | 47,253 | $1.6M |
| SignalPoint Asset Management, LLC | 0.43% | Reduce -0.2% | 46,967 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -69.9% | 46,927 | $1.5M |
| DHJJ Financial Advisors, Ltd. | 0.67% | Reduce -2.1% | 45,945 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -15.2% | 45,734 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +9.0% | 45,725 | $1.5M |
| Friedenthal Financial | 0.90% | Add +2.4% | 44,486 | $1.5M |
| Planning Directions Inc. | 0.98% | Reduce -24.9% | 42,675 | $1.4M |
| Cahill Financial Advisors Inc. | 0.18% | Add +0.2% | 40,619 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.12% | Reduce -7.8% | 39,291 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +3.1% | 38,498 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.5% | 37,998 | $1.3M |
| Wells Fargo & Company | 0.00% | Reduce -54.0% | 34,366 | $1.1M |
| First Heartland Consultants, Inc. | 0.11% | Reduce -1.6% | 33,292 | $1.1M |
| Capital Analysts, LLC | 0.05% | Add +0.8% | 31,762 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -77.6% | 30,057 | $990K |
| Royal Bank of Canada | 0.00% | Add +129.4% | 28,904 | $951K |
| Mariner, LLC | 0.00% | Add +0.1% | 28,470 | $938K |
| Yoder Wealth Management, Inc. | 0.58% | Reduce -2.3% | 26,826 | $883K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -15.9% | 22,642 | $746K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -31.4% | 22,301 | $734K |
| Monument Capital Management | 0.20% | Reduce -37.8% | 21,571 | $710K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +165.1% | 20,630 | $679K |
| Lido Advisors, LLC | 0.01% | Add +15.5% | 19,168 | $631K |
| TFG Advisers LLC | 0.25% | Reduce -12.2% | 19,111 | $629K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -13.5% | 19,061 | $628K |
| Carnegie Investment Counsel | 0.02% | Reduce -1.3% | 18,525 | $610K |
| Tsfg, LLC | 0.15% | Reduce -75.4% | 18,019 | $593K |
| Kestra Advisory Services, LLC | 0.00% | Add +26.9% | 17,278 | $569K |
| Optas, LLC | 0.15% | No change | 17,000 | $560K |
| Walker Asset Management, LLC | 0.36% | Add +0.4% | 16,351 | $538K |
| Laidlaw Wealth Management LLC | 0.30% | No change | 16,345 | $538K |
| Bison Wealth, LLC | 0.08% | Add +0.1% | 15,730 | $518K |
| Retirement Planning Group, LLC | 0.04% | No change | 13,948 | $459K |
| Sage Capital Management, LLC | 0.24% | Add +21.9% | 13,615 | $448K |
| Prudential Financial Inc. | 0.00% | Add +1.6% | 12,690 | $418K |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.8% | 12,112 | $399K |
| Harbour Investments, Inc. | 0.01% | Add +5.7% | 12,013 | $396K |
| Victory Financial Group, LLC | 0.22% | Reduce -6.7% | 11,073 | $365K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -2.5% | 11,068 | $364K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -10.6% | 10,040 | $331K |
| Fortune Financial Advisors, LLC | 0.21% | Reduce -1.4% | 9,963 | $328K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -19.0% | 9,786 | $322K |
| Mercer Global Advisors Inc. | 0.00% | Add +48.9% | 9,780 | $322K |
| Empirical Asset Management, LLC | 0.15% | New | 9,630 | $317K |
| Creative Planning | 0.00% | Add +0.0% | 9,022 | $297K |
| Vista Investment Management | 0.12% | Reduce -3.4% | 8,895 | $293K |
| Strategic Blueprint, LLC | 0.02% | Reduce -15.0% | 8,868 | $292K |
| Berger Financial Group, Inc | 0.02% | New | 8,830 | $291K |
| Advisory Alpha, LLC | 0.01% | Reduce -6.1% | 8,578 | $282K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,410 | $277K |
| HRT Financial LP | 0.00% | New | 8,197 | $269K |
| Private Trust Co. NA | 0.02% | No change | 6,720 | $221K |
| Advisory Services Network, LLC | 0.00% | No change | 6,290 | $207K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -7.0% | 6,268 | $206K |
| Sigma Planning Corp | 0.01% | New | 6,161 | $203K |
| Avior Wealth Management, LLC | 0.01% | Add +1.9% | 5,657 | $186K |
| Allworth Financial LP | 0.00% | Reduce -18.4% | 5,218 | $172K |
| FMR LLC | 0.00% | Reduce -1.2% | 5,072 | $167K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.4% | 4,192 | $138K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -6.4% | 3,675 | $121K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 2,600 | $86K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -8.1% | 1,480 | $49K |
| Realta Investment Advisors | 0.01% | New | 1,461 | $48K |
| Principal Securities, Inc. | 0.00% | No change | 1,400 | $46K |
| Howe & Rusling Inc. | 0.00% | No change | 1,338 | $44K |
| Stone House Investment Management, LLC | 0.01% | No change | 1,144 | $38K |
| Legend Financial Advisors, Inc. | 0.03% | Reduce -50.0% | 1,088 | $36K |
| Cwm, LLC | 0.00% | Reduce -22.3% | 1,065 | $35K |
| McClarren Financial Advisors, Inc. | 0.02% | Add +0.6% | 952 | $32K |
| Retirement Group, LLC | 0.01% | Reduce -75.2% | 905 | $30K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 797 | $26K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.7% | 776 | $26K |
"% of holder's portfolio" is RSPS's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.