Invesco S&P 500 Equal WeightRSPSETF
13F holders, Q2 2024 (June 30)118holders −3
8new positions
12sold out
1famous investor
$30.62avg. 13F price*
At the end of Q2 2024, 118 institutions reported holding Invesco S&P 500 Equal Weight (RSPS) in their 13F filings, down 3 from Q1 2024. 8 opened new positions and 12 sold out. The largest holders were Phoenix Financial Ltd. ($26.9M), LPL Financial LLC ($21.9M) and Morgan Stanley ($13.6M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.9M |
| Exits | 12 | $2.7M |
All 13F filers, Q1 2024 → Q2 2024: 178,584 shares bought and 1,434,653 shares sold, net −1,256,069 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Phoenix Financial Ltd. | 0.41% | Reduce -50.9% | 879,666 | $26.9M |
| LPL Financial LLC | 0.01% | Reduce -3.1% | 714,545 | $21.9M |
| Morgan Stanley | 0.00% | Reduce -5.5% | 444,371 | $13.6M |
| Certified Advisory Corp | 1.35% | Add +0.1% | 352,131 | $10.8M |
| Bank of America Corp. | 0.00% | Add +2.4% | 269,346 | $8.2M |
| Ameritas Advisory Services, LLC | 0.24% | Add +3.0% | 211,059 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.1% | 167,282 | $5.1M |
| Affiance Financial, LLC | 1.28% | Reduce -2.4% | 160,860 | $4.9M |
| Private Wealth Group, LLC | 2.54% | Reduce -3.9% | 158,234 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -17.7% | 137,383 | $4.2M |
| Cetera Investment Advisers | 0.01% | Reduce -0.7% | 129,350 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +113.9% | 121,014 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Add +3.0% | 113,284 | $3.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -26.5% | 111,628 | $3.4M |
| Royal Fund Management, LLC | 0.45% | Add +3.8% | 109,767 | $3.4M |
| Pacific Sun Financial Corp | 1.48% | Reduce -3.7% | 82,000 | $2.5M |
| UBS Group AG | 0.00% | Reduce -13.9% | 81,681 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.2% | 81,270 | $2.5M |
| Csenge Advisory Group | 0.13% | Add +7.7% | 75,000 | $2.3M |
| Weaver Capital Management LLC | 0.73% | Add +3.5% | 73,650 | $2.3M |
| WealthBridge Capital Management, LLC | 0.69% | Reduce -2.3% | 68,121 | $2.1M |
| Stelac Advisory Services LLC | 0.69% | No change | 53,538 | $1.6M |
| Joseph P. Lucia & Associates, LLC | 0.83% | Reduce -4.9% | 53,130 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +8.0% | 51,023 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +9.8% | 50,183 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 48,570 | $1.5M |
| Friedenthal Financial | 0.91% | Add +7.1% | 47,654 | $1.5M |
| SignalPoint Asset Management, LLC | 0.38% | Reduce -0.6% | 46,678 | $1.4M |
| DHJJ Financial Advisors, Ltd. | 0.59% | Reduce -0.8% | 45,562 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +8.5% | 42,635 | $1.3M |
| Cahill Financial Advisors Inc. | 0.17% | Add +0.2% | 40,693 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +1.5% | 39,059 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.5% | 37,444 | $1.1M |
| PGIM Custom Harvest LLC | 0.03% | Reduce -25.1% | 37,215 | $1.1M |
| Planning Directions Inc. | 0.73% | Reduce -18.2% | 34,906 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -0.0% | 34,357 | $1.1M |
| First Heartland Consultants, Inc. | 0.10% | Reduce -1.7% | 32,740 | $1.0M |
| Focus Financial Network, Inc. | 0.04% | Reduce -64.4% | 27,879 | $880K |
| Capital Analysts, LLC | 0.04% | Reduce -9.7% | 28,669 | $878K |
| Mariner, LLC | 0.00% | Reduce -2.6% | 27,734 | $849K |
| Yoder Wealth Management, Inc. | 0.53% | Add +0.4% | 26,940 | $825K |
| Stifel Financial Corp. | 0.00% | Reduce -46.8% | 24,989 | $765K |
| Stonebridge Financial Planning Group, LLC | 0.37% | Reduce -64.1% | 23,956 | $733K |
| TFG Advisers LLC | 0.22% | Reduce -2.6% | 18,615 | $570K |
| Tsfg, LLC | 0.13% | Reduce -2.1% | 17,631 | $540K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.8% | 17,413 | $533K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -8.8% | 17,377 | $532K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -23.2% | 17,135 | $525K |
| Optas, LLC | 0.13% | No change | 17,000 | $520K |
| Bison Wealth, LLC | 0.08% | No change | 15,730 | $518K |
| Monument Capital Management | 0.15% | Reduce -23.9% | 16,405 | $502K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -27.1% | 16,504 | $501K |
| Laidlaw Wealth Management LLC | 0.27% | No change | 16,345 | $500K |
| Walker Asset Management, LLC | 0.34% | Reduce -0.4% | 16,291 | $499K |
| Sage Capital Management, LLC | 0.25% | Add +12.3% | 15,285 | $468K |
| Lido Advisors, LLC | 0.00% | Reduce -30.1% | 13,395 | $410K |
| Harbour Investments, Inc. | 0.01% | Add +8.7% | 13,054 | $400K |
| Retirement Planning Group, LLC | 0.02% | Reduce -11.0% | 12,409 | $380K |
| Jane Street Group, LLC | 0.00% | New | 12,335 | $378K |
| Citadel Advisors | 0.00% | Reduce -73.6% | 12,067 | $369K |
| Quantinno Capital Management LP | 0.01% | New | 11,919 | $365K |
| Kovack Advisors, Inc. | 0.04% | New | 10,713 | $328K |
| Fortune Financial Advisors, LLC | 0.19% | Add +0.1% | 9,974 | $305K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.0% | 9,940 | $304K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.0% | 9,784 | $299K |
| CIBC Private Wealth Group LLC | 0.00% | New | 9,546 | $292K |
| Empirical Asset Management, LLC | 0.11% | Reduce -1.2% | 9,515 | $291K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -15.6% | 9,342 | $286K |
| Creative Planning | 0.00% | Reduce -0.3% | 8,992 | $275K |
| Corient Private Wealth LP | 0.00% | New | 8,883 | $272K |
| Vista Investment Management | 0.11% | Reduce -2.7% | 8,653 | $265K |
| FMR LLC | 0.00% | Add +67.4% | 8,489 | $260K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,410 | $257K |
| Prudential Financial Inc. | 0.00% | Reduce -33.9% | 8,390 | $257K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -14.5% | 8,365 | $256K |
| Strategic Blueprint, LLC | 0.02% | Reduce -6.9% | 8,253 | $253K |
| Advisory Alpha, LLC | 0.01% | Reduce -6.7% | 8,000 | $245K |
| Carnegie Investment Counsel | 0.01% | Reduce -58.1% | 7,770 | $238K |
| Berger Financial Group, Inc | 0.02% | Reduce -12.5% | 7,725 | $236K |
| MML Investors Services, LLC | 0.00% | New | 7,008 | $215K |
| Private Trust Co. NA | 0.02% | No change | 6,720 | $206K |
| Royal Bank of Canada | 0.00% | Reduce -76.9% | 6,668 | $204K |
| Avior Wealth Management, LLC | 0.01% | Reduce -7.9% | 5,210 | $159K |
| Allworth Financial LP | 0.00% | Reduce -12.1% | 4,588 | $143K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -77.7% | 4,597 | $141K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.9% | 4,027 | $123K |
| Geneos Wealth Management Inc. | 0.01% | No change | 3,675 | $112K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 3,009 | $92K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 2,600 | $80K |
| Realta Investment Advisors | 0.01% | Add +0.4% | 1,467 | $45K |
| Principal Securities, Inc. | 0.00% | No change | 1,400 | $43K |
| Howe & Rusling Inc. | 0.00% | No change | 1,338 | $41K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -13.8% | 1,275 | $39K |
| Legend Financial Advisors, Inc. | 0.02% | No change | 1,088 | $33K |
| Cwm, LLC | 0.00% | No change | 1,065 | $33K |
| Jones Financial Companies LLLP | 0.00% | Add +611.7% | 854 | $26K |
| Atlas Capital Advisors Inc. | 0.00% | Add +0.1% | 798 | $24K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.8% | 782 | $24K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 690 | $21K |
| Bogart Wealth, LLC | 0.00% | Add +0.7% | 605 | $19K |
"% 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.