Invesco S&P 500 Equal WeightRSPTETF
13F holders, Q1 2024 (March 31)374holders
3famous investors
$35.15avg. 13F price*
At the end of Q1 2024, 374 institutions reported holding Invesco S&P 500 Equal Weight (RSPT) in their 13F filings. The largest holders were Bank of America Corp. ($436.8M), Richard Bernstein Advisors LLC ($190.5M) and Ameriprise Financial Inc. ($180.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V282
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $73.3M |
| Exits | 18 | $6.7M |
Ownership 374 holders
| Bank of America Corp. | 0.04% | Reduce -3.4% | 12,413,687 | $436.8M |
| Richard Bernstein Advisors LLC | 4.09% | Reduce -3.8% | 5,412,051 | $190.5M |
| Ameriprise Financial Inc. | 0.05% | Reduce -5.5% | 5,127,519 | $180.6M |
| Morgan Stanley | 0.01% | Add +31.7% | 2,742,774 | $96.5M |
| Wells Fargo & Company | 0.02% | Add +9.5% | 2,128,292 | $74.9M |
| LPL Financial LLC | 0.04% | Add +1.2% | 1,900,769 | $66.9M |
| Davis Investment Partners, LLC | 25.82% | Reduce -2.3% | 1,713,354 | $59.0M |
| UBS Group AG | 0.02% | Add +16.8% | 1,431,276 | $50.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.3% | 1,315,454 | $46.3M |
| Bouchey Financial Group, Ltd. | 4.39% | Add +1.3% | 1,267,687 | $44.6M |
| Royal Bank of Canada | 0.01% | Reduce -7.5% | 1,244,611 | $43.8M |
| Osaic Holdings, Inc. | 0.09% | Reduce -1.0% | 1,116,907 | $39.3M |
| PGIM Custom Harvest LLC | 0.95% | Reduce -20.7% | 1,094,246 | $38.5M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Reduce -25.6% | 1,051,801 | $37.0M |
| Harel Insurance Investments & Financial Services Ltd. | 0.67% | No change | 980,000 | $34.5M |
| Baltimore-Washington Financial Advisors, Inc. | 2.06% | Add +1.2% | 921,223 | $32.4M |
| Captrust Financial Advisors | 0.11% | Add +0.4% | 853,616 | $30.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.4% | 579,635 | $20.4M |
| TD Waterhouse Canada Inc. | 0.14% | New | 545,374 | $19.0M |
| Baker Avenue Asset Management, LP | 0.72% | Add +0.2% | 526,609 | $18.5M |
| Phoenix Financial Ltd. | 0.24% | Add +36.6% | 491,396 | $17.3M |
| EP Wealth Advisors, LLC | 0.19% | Add +867.8% | 472,434 | $16.6M |
| Hennion & Walsh Asset Management, Inc. | 0.85% | Add +1.7% | 451,490 | $15.9M |
| Graypoint LLC | 1.09% | New | 427,746 | $15.1M |
| Janney Montgomery Scott LLC | 0.04% | Add +3.3% | 424,736 | $14.9M |
| Activest Wealth Management | 6.88% | Add +8.2% | 406,052 | $14.3M |
| BNP Paribas Financial Markets | 0.02% | Add +100.0% | 400,695 | $14.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +97.5% | 397,328 | $14.0M |
| StoneX Group Inc. | 1.16% | New | 367,443 | $12.9M |
| Raymond James & Associates | 0.01% | Reduce -9.8% | 345,958 | $12.2M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +5.5% | 336,138 | $11.8M |
| Private Advisor Group, LLC | 0.08% | Reduce -3.3% | 326,759 | $11.5M |
| Cerity Partners LLC | 0.03% | Add +5.8% | 325,302 | $11.4M |
| Federation des caisses Desjardins du Quebec | 0.08% | Add +82.1% | 315,841 | $11.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +5.2% | 289,833 | $10.2M |
| Destination Wealth Management | 0.33% | Reduce -5.1% | 283,180 | $10.0M |
| Mariner, LLC | 0.02% | Add +267.1% | 277,578 | $9.8M |
| Detalus Advisors, LLC | 3.37% | Add +9.4% | 268,935 | $9.5M |
| Chicago Wealth Management, Inc. | 5.42% | Add +0.7% | 259,366 | $9.1M |
| Condor Capital Management | 0.86% | Reduce -1.0% | 249,690 | $8.8M |
| Cascade Wealth Advisors, Inc | 7.20% | — | 249,319 | $8.5M |
| Cetera Investment Advisers | 0.02% | Add +194.5% | 233,733 | $8.2M |
| SignalPoint Asset Management, LLC | 2.21% | Reduce -5.7% | 228,312 | $8.0M |
| Stifel Financial Corp. | 0.01% | Add +6.6% | 226,383 | $8.0M |
| FRG Family Wealth Advisors LLC | 1.49% | Reduce -2.1% | 228,645 | $7.6M |
| Treynor Bancshares, Inc. | 4.40% | Reduce -16.9% | 215,191 | $7.6M |
| Walled Lake Planning & Wealth Management, LLC | 3.03% | Add +0.4% | 209,285 | $7.4M |
| Regal Investment Advisors LLC | 0.49% | Add +2.1% | 204,276 | $7.2M |
| U.S. Capital Wealth Advisors, LLC | 0.28% | Reduce -3.2% | 202,907 | $7.1M |
| Islay Capital Management, LLC | 5.21% | Reduce -0.2% | 196,898 | $6.9M |
| Joseph P. Lucia & Associates, LLC | 3.52% | Reduce -1.1% | 186,891 | $6.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -58.1% | 174,820 | $6.2M |
| Corient Private Wealth LP | 0.01% | Add +13.1% | 172,909 | $6.1M |
| Truist Financial Corp. | 0.01% | Add +14.2% | 170,449 | $6.0M |
| Neville Rodie & Shaw Inc. | 0.45% | Add +12.2% | 167,827 | $5.9M |
| Fifth Third Securities, Inc. | 0.56% | Reduce -4.8% | 162,552 | $5.7M |
| Cavalier Investments, LLC | 1.96% | No change | 152,430 | $5.4M |
| Lido Advisors, LLC | 0.05% | Add +6.1% | 152,286 | $5.4M |
| Monument Capital Management | 1.54% | Add +108.4% | 152,035 | $5.4M |
| Smith Anglin Financial, LLC | 0.55% | Add +10.5% | 150,750 | $5.3M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -2.8% | 147,323 | $5.2M |
| Sage Rhino Capital LLC | 1.22% | Reduce -4.3% | 146,979 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.0% | 146,289 | $5.1M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +28.3% | 142,114 | $5.0M |
| Raub Brock Capital Management LP | 1.06% | New | 142,071 | $5.0M |
| Advisory Services Network, LLC | 0.11% | Reduce -5.1% | 138,288 | $4.9M |
| WMS Partners, LLC | 0.33% | Reduce -1.8% | 137,942 | $4.9M |
| Curi Capital, LLC | 0.11% | New | 132,504 | $4.7M |
| Yoder Wealth Management, Inc. | 2.82% | Reduce -1.7% | 122,662 | $4.3M |
| MBL Wealth, LLC | 0.49% | Add +76.0% | 122,125 | $4.3M |
| Laidlaw Wealth Management LLC | 2.25% | Reduce -0.4% | 114,570 | $4.0M |
| Royal Fund Management, LLC | 0.46% | Add +6.8% | 114,137 | $4.0M |
| Venture Visionary Partners LLC | 0.19% | Add +14.8% | 111,680 | $3.9M |
| Park Avenue Securities LLC | 0.05% | Add +5.3% | 107,557 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Add +0.5% | 105,136 | $3.7M |
| Atria Investments, Inc | 0.05% | Add +1.2% | 97,965 | $3.4M |
| Koshinski Asset Management, Inc. | 0.35% | Reduce -40.7% | 96,692 | $3.4M |
| Stephens Inc. | 0.05% | Reduce -1.7% | 95,784 | $3.4M |
| Vista Investment Management | 1.37% | Add +7.7% | 95,482 | $3.4M |
| Redhawk Wealth Advisors, Inc. | 0.55% | Add +6.5% | 95,372 | $3.4M |
| Private Advisory Group LLC | 0.47% | Reduce -1.4% | 93,708 | $3.3M |
| Hartford Financial Management Inc. | 0.70% | Reduce -3.2% | 93,553 | $3.3M |
| Walker Asset Management, LLC | 2.09% | Reduce -4.2% | 89,999 | $3.2M |
| Capital Market Strategies LLC | 2.41% | Add +4.4% | 89,444 | $3.1M |
| Legacy Private Trust Co. | 0.23% | Add +30.4% | 87,949 | $3.1M |
| Capital Analysts, LLC | 0.14% | Add +2.4% | 83,264 | $2.9M |
| Halter Ferguson Financial Inc. | 2.21% | Reduce -16.3% | 80,856 | $2.8M |
| Empirical Asset Management, LLC | 1.34% | New | 78,780 | $2.8M |
| Jmac Enterprises LLC | 0.51% | Add +2.8% | 78,667 | $2.8M |
| Transcend Capital Advisors, LLC | 0.22% | Reduce -1.8% | 78,027 | $2.7M |
| Biltmore Family Office, LLC | 0.54% | Reduce -1.6% | 77,807 | $2.7M |
| NewEdge Advisors, LLC | 0.02% | Reduce -6.6% | 76,261 | $2.7M |
| Kennicott Capital Management LLC | 1.18% | No change | 75,882 | $2.7M |
| Allen Capital Group, LLC | 0.38% | Reduce -1.0% | 75,303 | $2.6M |
| Yarbrough Capital, LLC | 0.11% | No change | 74,180 | $2.6M |
| Valicenti Advisory Services Inc. | 0.72% | Reduce -2.3% | 73,320 | $2.6M |
| Blair William & Co. | 0.01% | Add +1.0% | 72,842 | $2.6M |
| Apriem Advisors | 0.32% | Add +0.0% | 71,541 | $2.5M |
| Essex Private Wealth Management, LLC | 6.88% | Reduce -0.3% | 69,020 | $2.4M |
| Hartline Investment Corp./ | 0.42% | New | 67,621 | $2.4M |
"% of holder's portfolio" is RSPT's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.